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Mirabaud & Cie Sa Top Holdings and 13F Report (2025)

About Mirabaud & Cie Sa

Investment Activity

  • Mirabaud & Cie Sa has $311.62 million in total holdings as of December 31, 2024.
  • Mirabaud & Cie Sa owns shares of 58 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
  • Approximately 3.97% of the portfolio was purchased this quarter.
  • About 17.71% of the portfolio was sold this quarter.
  • This quarter, Mirabaud & Cie Sa has purchased 55 new stocks and bought additional shares in 8 stocks.
  • Mirabaud & Cie Sa sold shares of 32 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple
$40,082,976
Microsoft
$36,430,667
NVIDIA
$33,994,842
Amazon.com
$21,424,969

Largest New Holdings this Quarter

Morgan Stanley
$4,934,133 Holding
AbbVie
$906,270 Holding
Netflix
$825,279 Holding
Tesla
$787,488 Holding
PayPal
$775,405 Holding

Largest Purchases this Quarter

Morgan Stanley
39,247 shares (about $4.93M)
Adobe
2,315 shares (about $1.03M)
AbbVie
5,100 shares (about $906.27K)
Netflix
926 shares (about $825.28K)
Tesla
1,950 shares (about $787.49K)

Largest Sales this Quarter

Exxon Mobil
77,166 shares (about $8.31M)
McDonald's
18,089 shares (about $5.24M)
SPDR S&P 500 ETF Trust
51,814 shares (about $4.99M)
Procter & Gamble
27,566 shares (about $4.62M)
Microsoft
8,838 shares (about $3.73M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirabaud & Cie Sa

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$40,082,976$2,402,529 -5.7%160,06312.9%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$36,430,667$3,725,217 -9.3%86,43111.7%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$33,994,842$299,735 0.9%253,14510.9%Computer and Technology
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$21,759,124$1,206,010 -5.3%235,3617.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,424,969$1,716,946 -7.4%97,6576.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$16,772,813$161,874 -1.0%88,0745.4%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$13,633,860$152,873 1.1%117,9914.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$11,375,226$1,148,294 -9.2%60,0913.7%Computer and Technology
Visa Inc. stock logo
V
Visa
$9,907,538$597,000 -5.7%31,3493.2%Business Services
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$9,573,401$142,653 -1.5%18,9253.1%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,462,910$945,599 -11.2%12,7462.4%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$6,245,538$989,957 -13.7%26,9392.0%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$5,505,008$1,725,502 -23.9%92,9901.8%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$4,934,133$4,934,133 New Holding39,2471.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,828,247$4,994,924 -50.8%50,0851.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,642,224$210,945 -4.3%19,3661.5%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,461,334$4,621,440 -50.9%26,6111.4%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$3,766,059$614,561 -14.0%41,6831.2%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$3,532,232$255,913 -6.8%6,7081.1%Business Services
Adobe Inc. stock logo
ADBE
Adobe
$3,175,460$1,029,434 48.0%7,1411.0%Computer and Technology
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$3,076,739$33,456 -1.1%73,5711.0%Finance
S&P Global Inc. stock logo
SPGI
S&P Global
$2,925,428$158,374 -5.1%5,8740.9%Business Services
AMETEK, Inc. stock logo
AME
AMETEK
$2,591,238$671,469 35.0%14,3750.8%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,513,914$8,305,377 -76.8%23,3570.8%Oils/Energy
McDonald's Co. stock logo
MCD
McDonald's
$2,451,310$5,243,821 -68.1%8,4560.8%Retail/Wholesale
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$2,443,4530.0%97,5820.8%ETF
Moderna, Inc. stock logo
MRNA
Moderna
$2,412,555$70,437 3.0%58,0220.8%Medical
Stryker Co. stock logo
SYK
Stryker
$2,336,725$115,216 -4.7%6,4900.7%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$2,058,862$4,454 -0.2%18,4900.7%Consumer Discretionary
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,707,149$55,502 3.4%4,7060.5%Industrial Products
United Rentals, Inc. stock logo
URI
United Rentals
$1,690,6560.0%2,4000.5%Construction
SOXX
iShares Semiconductor ETF
$1,616,1750.0%7,5000.5%ETF
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,499,485$2,265,127 -60.2%9,7610.5%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,498,069$2,235,315 -59.9%15,0590.5%Medical
Emerson Electric Co. stock logo
EMR
Emerson Electric
$1,446,497$687,923 -32.2%11,6700.5%Industrial Products
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$1,280,5270.0%4,4150.4%Basic Materials
Danaher Co. stock logo
DHR
Danaher
$1,213,6310.0%5,2870.4%Multi-Sector Conglomerates
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,200,936$764,232 175.0%6,6000.4%Computer and Technology
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,188,2570.0%9,5450.4%Utilities
Ecolab Inc. stock logo
ECL
Ecolab
$1,180,2700.0%5,0370.4%Basic Materials
The Home Depot, Inc. stock logo
HD
Home Depot
$1,111,344$178,935 -13.9%2,8570.4%Retail/Wholesale
AbbVie Inc. stock logo
ABBV
AbbVie
$906,270$906,270 New Holding5,1000.3%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$825,279$825,279 New Holding9260.3%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$793,022$304,496 -27.7%10,4800.3%Consumer Discretionary
Tesla, Inc. stock logo
TSLA
Tesla
$787,488$787,488 New Holding1,9500.3%Auto/Tires/Trucks
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$775,405$775,405 New Holding9,0850.2%Computer and Technology
BioNTech SE stock logo
BNTX
BioNTech
$683,700$683,700 New Holding6,0000.2%Medical
SPDR S&P Oil & Gas Exploration & Production ETF stock logo
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
$661,8000.0%5,0000.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$605,762$193,264 -24.2%5,0150.2%Computer and Technology
Albemarle Co. stock logo
ALB
Albemarle
$385,6380.0%4,4800.1%Basic Materials
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$368,520$859,880 -70.0%12,0000.1%Consumer Staples
Salesforce, Inc. stock logo
CRM
Salesforce
$329,315$2,771,595 -89.4%9850.1%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$329,1790.0%5,8200.1%Medical
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$317,100$71,411 29.1%30,0000.1%Consumer Discretionary
Pfizer Inc. stock logo
PFE
Pfizer
$308,517$66,325 -17.7%11,6290.1%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$268,972$268,972 New Holding3,1400.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$245,224$67,992 -21.7%5410.1%Finance
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$74,560$74,560 New Holding233,0000.0%ETF
PACCAR Inc stock logo
PCAR
PACCAR
$0$2,627,158 -100.0%00.0%Auto/Tires/Trucks
AT&T Inc. stock logo
T
AT&T
$0$1,650,000 -100.0%00.0%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$0$1,486,612 -100.0%00.0%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$0$243,980 -100.0%00.0%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$231,319 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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