Holdings of WORMSER FRERES GESTION
38 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 72.2 % of the equity sleeve
Sector breakdown
- Health care 31.3 %
- Technology 25.8 %
- Financials 10.8 %
- Communication 8.8 %
- Consumer discretionary 8.4 %
- Materials 6.1 %
- Industrials 5.1 %
- Unattributed 3.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 38 | 130.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Alphabet Inc | 38,655 | 11.4M $ | |
| 2 | Amazon.com Inc | 51,411 | 10.9M $ | |
| 3 | Thermo Fisher Scientific Inc | 21,367 | 10.7M $ | |
| 4 | Microsoft Corp | 26,155 | 9.9M $ | |
| 5 | Stryker Corp | 28,922 | 9.7M $ | |
| 6 | Visa Inc | 31,284 | 9.7M $ | |
| 7 | Palo Alto Networks Inc | 54,135 | 8.9M $ | |
| 8 | Ecolab Inc | 29,026 | 7.9M $ | |
| 9 | PTC Inc | 52,729 | 7.7M $ | |
| 10 | Edwards Lifesciences Corp | 88,910 | 7.3M $ | |
| 11 | Danaher Corp | 36,880 | 7.1M $ | |
| 12 | NVIDIA Corp | 35,475 | 6.3M $ | |
| 13 | Emerson Electric Co. | 44,449 | 6M $ | |
| 14 | Intuitive Surgical Inc | 9,381 | 4.4M $ | |
| 15 | MSCI Inc | 7,908 | 4.4M $ | |
| 16 | Ishares Gold Trust | 35,220 | 3.1M $ | |
| 17 | iShares Global Clean Energy ETF | 41,356 | 773K $ | |
| 18 | Xylem Inc/NY | 5,326 | 650.4K $ | |
| 19 | Eli Lilly & Co | 654 | 614.7K $ | |
| 20 | Motorola Solutions Inc | 1,095 | 485.6K $ | |
| 21 | Abbott Laboratories | 3,799 | 398.6K $ | |
| 22 | Select Sector Spdr Trust | 3,853 | 361.6K $ | |
| 23 | Itron Inc | 3,884 | 355.8K $ | |
| 24 | Zoetis Inc | 2,138 | 258.3K $ | |
| 25 | KLA Corp | 156 | 234.7K $ | |
| 26 | SPDR SERIES TRUST | 1,535 | 162.3K $ | |
| 27 | IDEXX Laboratories Inc | 205 | 117.7K $ | |
| 28 | Alphabet Inc | 396 | 116.1K $ | |
| 29 | Apple Inc | 400 | 103.7K $ | |
| 30 | VanEck Agribusiness ETF | 700 | 59.6K $ | |
| 31 | Verisk Analytics Inc | 281 | 54.2K $ | |
| 32 | Veeva Systems Inc | 173 | 31.1K $ | |
| 33 | UnitedHealth Group Inc | 65 | 18K $ | |
| 34 | Illumina Inc | 85 | 10.7K $ | |
| 35 | Align Technology Inc | 59 | 10.3K $ | |
| 36 | Intel Corp | 175 | 7.9K $ | |
| 37 | Salesforce Inc | 24 | 4.6K $ | |
| 38 | Oracle Corp | 27 | 4.1K $ | |