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EFG International AG

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2109868

$5.46B

disclosed book value

1,088

positions

4.9%

largest position share

Positions, as of 2026-06-30

top 100 of 1,088 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION1.3M$268.6M4.9%
2MSFTMICROSOFT CORP555,410$207.3M3.8%
3AMZNAMAZON COM INC818,505$195.1M3.6%
4AAPLAPPLE INC617,764$178.8M3.3%
5AMATAPPLIED MATLS INC233,059$168.6M3.1%
6TSMTAIWAN SEMICONDUCTOR MANUFAC310,962$148.1M2.7%
7GOOGALPHABET INC376,257$133.0M2.4%
8AVGOBROADCOM INC350,765$132.5M2.4%
9JPMJPMORGAN CHASE & CO377,555$123.6M2.3%
10BACBANK OF AMER CORP1.8M$104.3M1.9%
11JNJJOHNSON & JOHNSON374,628$95.2M1.7%
12LLYELI LILLY & CO75,750$90.9M1.7%
13GOOGLALPHABET INC248,162$88.7M1.6%
14MAMASTERCARD INCORPORATED172,105$88.4M1.6%
15METAMETA PLATFORMS INC139,143$78.4M1.4%
16URIUNITED RENTALS INC61,303$69.5M1.3%
17HEI/AHEICO CORP NEW256,767$66.3M1.2%
18PHMPULTE GROUP INC476,224$65.4M1.2%
19ASTRAZENECA PLC343,663$65.2M1.2%
20VMCVULCAN MATLS CO205,954$60.8M1.1%
21FANGDIAMONDBACK ENERGY INC327,970$57.7M1.1%
22GEVGE VERNOVA INC48,107$56.5M1%
23WMTWALMART INC447,282$50.7M0.9%
24UNPUNION PAC CORP184,407$50.2M0.9%
25AMDADVANCED MICRO DEVICES INC84,631$49.2M0.9%
26FERRARI N V129,047$47.8M0.9%
27MCKMCKESSON CORP60,135$45.4M0.8%
28UBS GROUP AG898,628$44.5M0.8%
29EXMOCEXXON MOBIL CORP322,737$44.1M0.8%
30IBNICICI BANK LIMITED1.4M$41.0M0.8%
31VOOVANGUARD INDEX FDS57,863$39.7M0.7%
32ULTAULTA BEAUTY INC81,695$36.9M0.7%
33AMCOR PLC808,425$35.1M0.6%
34CMECME GROUP INC152,844$33.8M0.6%
35TOTALENERGIES SE428,055$33.2M0.6%
36CEGCONSTELLATION ENERGY CORP122,847$30.5M0.6%
37EEMISHARES TR442,311$30.3M0.6%
38VRTVERTIV HOLDINGS CO88,972$29.8M0.5%
39MELIMERCADOLIBRE INC15,847$26.9M0.5%
40NFLXNETFLIX INC.373,481$26.7M0.5%
41IJRISHARES TR176,739$26.2M0.5%
42TSLATESLA INC59,375$25.0M0.5%
43GLDSPDR GOLD TR67,536$24.9M0.5%
44ALABASTERA LABS INC49,499$23.9M0.4%
45AXONAXON ENTERPRISE INC39,424$22.1M0.4%
46PANWPALO ALTO NETWORKS INC64,220$21.9M0.4%
47DDOGDATADOG INC82,999$21.6M0.4%
48MEDTRONIC PLC259,402$20.3M0.4%
49EWJISHARES INC217,107$20.3M0.4%
50TJXTJX COS INC NEW124,611$18.9M0.3%
51LRCXLAM RESEARCH CORP43,193$18.7M0.3%
52ABBVABBVIE INC71,881$18.1M0.3%
53DHRDANAHER CORP DEL92,526$17.6M0.3%
54BRK/BBERKSHIRE HATHAWAY INC DEL34,705$17.4M0.3%
55IVVISHARES TR22,006$16.5M0.3%
56ROYAL CARIBBEAN GROUP51,169$16.2M0.3%
57PWRQUANTA SVCS INC22,439$16.2M0.3%
58ANETARISTA NETWORKS INC94,788$16.1M0.3%
59PEPPEPSICO INC114,558$15.5M0.3%
60SPYSTATE STR SPDR S&P 500 ETF T20,768$15.5M0.3%
61MRKMERCK & CO INC119,627$15.4M0.3%
62NETCLOUDFLARE INC62,310$15.3M0.3%
63PPAINVESCO EXCHANGE TRADED FD T85,918$15.2M0.3%
64VLUEISHARES TR74,816$14.9M0.3%
65HDHOME DEPOT INC42,071$14.8M0.3%
66SNOWSNOWFLAKE INC56,736$14.4M0.3%
67NSCNORFOLK SOUTHN CORP44,495$14.0M0.3%
68WSMWILLIAMS SONOMA INC59,907$14.0M0.3%
69QQQINVESCO QQQ TR18,974$13.9M0.3%
70MCDMCDONALDS CORP49,425$13.4M0.2%
71NTRANATERA INC48,845$13.3M0.2%
72IAUISHARES GOLD TR175,224$13.2M0.2%
73ROKROCKWELL AUTOMATION INC25,777$12.8M0.2%
74HLTHILTON WORLDWIDE HLDGS INC38,234$12.6M0.2%
75ALCON AG186,455$12.6M0.2%
76RLRALPH LAUREN CORP31,255$12.5M0.2%
77QCOMQUALCOMM INC67,024$12.4M0.2%
78LOGITECH INTL S A128,919$12.1M0.2%
79VVISA INC35,146$12.1M0.2%
80RDDTREDDIT INC68,573$11.9M0.2%
81ONTOONTO INNOVATION INC31,200$11.8M0.2%
82MUMICRON TECHNOLOGY INC9,937$11.5M0.2%
83SPGIS&P GLOBAL INC29,295$11.3M0.2%
84LQDISHARES TR103,310$11.3M0.2%
85TXNTEXAS INSTRS INC37,522$11.2M0.2%
86EATON CORP PLC26,110$11.1M0.2%
87NEENEXTERA ENERGY INC123,710$10.9M0.2%
88CCJCAMECO CORP106,663$10.8M0.2%
89ACWIISHARES TR67,848$10.7M0.2%
90BLKBLACKROCK INC10,846$10.4M0.2%
91IDXXIDEXX LABS INC19,619$10.3M0.2%
92AMRIZE LTD193,200$10.2M0.2%
93INTCINTEL CORP72,222$10.1M0.2%
94NOWSERVICENOW INC99,818$9.9M0.2%
95CDNSCADENCE DESIGN SYSTEM INC26,241$9.8M0.2%
96PEVERPURE INC124,909$9.8M0.2%
97IONSIONIS PHARMACEUTICALS INC122,804$9.7M0.2%
98MTSIMACOM TECH SOLUTIONS HLDGS I25,201$9.6M0.2%
99COSTCOSTCO WHOLESALE CORPORATION9,915$9.3M0.2%
100ASTSAST SPACEMOBILE INC104,050$9.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.