Wormser Freres Gestion Top Holdings and 13F Report (2025) About Wormser Freres GestionInvestment ActivityWormser Freres Gestion has $168.21 million in total holdings as of December 31, 2024.Wormser Freres Gestion owns shares of 48 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.71% of the portfolio was purchased this quarter.About 3.65% of the portfolio was sold this quarter.This quarter, Wormser Freres Gestion has purchased 45 new stocks and bought additional shares in 17 stocks.Wormser Freres Gestion sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings Amazon.com $11,234,382Visa $11,142,403Accenture $9,929,112Salesforce $9,507,143Emerson Electric $9,364,316 Largest New Holdings this Quarter APTIV PLC $2,798,788 HoldingKLA $119,078 HoldingAbbott Laboratories $32,109 HoldingVeeva Systems $21,749 HoldingGRAIL INC $20 Holding Largest Purchases this Quarter Microsoft 8,322 shares (about $3.55M)APTIV PLC 46,185 shares (about $2.80M)Palo Alto Networks 892 shares (about $162.78K)iShares Gold Trust 3,192 shares (about $160.38K)Danaher 650 shares (about $153.46K) Largest Sales this Quarter Salesforce 891 shares (about $300.59K)Accenture 766 shares (about $271.51K)Emerson Electric 2,061 shares (about $257.98K)Amazon.com 708 shares (about $156.54K)Visa 412 shares (about $131.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWormser Freres Gestion Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$11,234,382$156,537 ▼-1.4%50,8126.7%Retail/WholesaleVVisa$11,142,403$130,997 ▼-1.2%35,0446.6%Business ServicesACNAccenture$9,929,112$271,506 ▼-2.7%28,0135.9%Computer and TechnologyCRMSalesforce$9,507,143$300,588 ▼-3.1%28,1815.7%Computer and TechnologyEMREmerson Electric$9,364,316$257,985 ▼-2.7%74,8105.6%Industrial ProductsSYKStryker$9,290,688$5,083 ▲0.1%25,5895.5%MedicalPTCPTC$8,910,679$31,093 ▲0.4%48,1465.3%Computer and TechnologyMSFTMicrosoft$7,862,817$3,553,898 ▲82.5%18,4124.7%Computer and TechnologyTMOThermo Fisher Scientific$7,841,487$116,419 ▲1.5%14,9534.7%MedicalALCAlcon$7,684,533$63,432 ▼-0.8%91,9504.6%MedicalECLEcolab$7,459,916$1,897 ▲0.0%31,4584.4%Basic MaterialsZTSZoetis$7,419,010$62,363 ▲0.8%45,2074.4%MedicalGOOGLAlphabet$7,133,308$118,799 ▼-1.6%37,3484.2%Computer and TechnologyMETAMeta Platforms$7,125,817$9,470 ▼-0.1%12,0404.2%Computer and TechnologyEWEdwards Lifesciences$6,892,293$7,706 ▼-0.1%92,1204.1%MedicalAAPLApple$6,813,978$57,653 ▼-0.8%26,9474.1%Computer and TechnologyULTAUlta Beauty$6,314,057$71,885 ▼-1.1%14,4053.8%Retail/WholesaleNKENIKE$5,240,225$21,923 ▲0.4%68,8413.1%Consumer DiscretionaryALGNAlign Technology$5,107,945$125,628 ▲2.5%24,3553.0%MedicalILMNIllumina$3,714,818$36,001 ▼-1.0%27,5512.2%MedicalAPTIV PLC$2,798,788$2,798,788 ▲New Holding46,1851.7%COM SHSIAUiShares Gold Trust$2,080,322$160,384 ▲8.4%41,4031.2%FinanceDHRDanaher$1,210,664$153,458 ▲14.5%5,1280.7%MedicalISRGIntuitive Surgical$1,130,688$90,738 ▲8.7%2,0810.7%MedicalRACEFerrari$1,112,664$48,414 ▼-4.2%2,5970.7%Auto/Tires/TrucksQIAGEN NV$922,517$33,584 ▼-3.5%20,6290.5%SHS NEWXYLXylem$829,088$88,315 ▲11.9%6,9470.5%Business ServicesMSIMotorola Solutions$268,708$22,938 ▼-7.9%5740.2%Computer and TechnologyTTEKTetra Tech$261,964$8,327 ▲3.3%6,5120.2%Industrial ProductsLLYEli Lilly and Company$259,147$153,309 ▲144.9%3330.2%MedicalPANWPalo Alto Networks$237,603$162,782 ▲217.6%1,3020.1%Computer and TechnologyITRIItron$204,973$61,833 ▼-23.2%1,8630.1%Computer and TechnologyFSLRFirst Solar$194,866$68,905 ▲54.7%1,0690.1%Oils/EnergyUNHUnitedHealth Group$159,356$146,463 ▲1,136.0%3090.1%MedicalKLACKLA$119,078$119,078 ▲New Holding1880.1%Computer and TechnologyGOOGAlphabet$97,2800.0%5120.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$85,4620.0%1,0000.1%ETFXMESPDR S&P Metals & Mining ETF$56,6390.0%1,0000.0%ETFICLNiShares Global Clean Energy ETF$39,7380.0%3,5000.0%ETFABTAbbott Laboratories$32,109$32,109 ▲New Holding2740.0%MedicalJCIJohnson Controls International$31,078$123,736 ▼-79.9%3780.0%ConstructionVEGIiShares MSCI Agriculture Producers ETF$26,5110.0%7500.0%ETFMOOVanEck Agribusiness ETF$22,5050.0%3500.0%ETFVEEVVeeva Systems$21,749$21,749 ▲New Holding990.0%MedicalMCDMcDonald's$9,5440.0%330.0%Retail/WholesaleINTCIntel$3,5000.0%1750.0%Computer and TechnologyCPRICapri$2,7310.0%1300.0%Retail/WholesaleGRAIL INC$20$20 ▲New Holding10.0%COMAPTVAptiv$0$4,360,405 ▼-100.0%00.0%Business ServicesJNJJohnson & Johnson$0$3,730 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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