Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FLOSSBACH VON STORCH SE (CIK 1575677) reported $21.44B across 104 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($1.44B, 6.71%), MSFT ($1.30B, 6.09%), BRK/B ($1.25B, 5.81%), AMZN ($1.24B, 5.79%), SCHW ($1.00B, 4.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET - CLASS A | $1.44B | 6.71% | 5.0M | Trimmed |
| 2 | MSFT | MICROSOFT | $1.30B | 6.09% | 3.5M | Added |
| 3 | BRK/B | BERKSHIRE HATHAWAY B | $1.25B | 5.81% | 2.6M | Trimmed |
| 4 | AMZN | AMAZON.COM | $1.24B | 5.79% | 6.0M | Trimmed |
| 5 | SCHW | CHARLES SCHWAB | $1.00B | 4.68% | 10.7M | Added |
| 6 | TMO | THERMO FISHER SCIENTIFIC | $960.5M | 4.48% | 2.0M | Trimmed |
| 7 | ABT | ABBOTT LABORATORIES | $806.8M | 3.76% | 7.9M | Added |
| 8 | ICE | INTERCONTINENTAL EXCHANGE | $776.7M | 3.62% | 4.9M | Added |
| 9 | DHR | DANAHER | $757.6M | 3.53% | 4.0M | Trimmed |
| 10 | AME | AMETEK | $741.3M | 3.46% | 3.5M | Trimmed |
| 11 | PEP | PEPSICO | $733.8M | 3.42% | 4.7M | Trimmed |
| 12 | APH | AMPHENOL | $703.6M | 3.28% | 5.6M | Trimmed |
| 13 | AAPL | APPLE | $688.4M | 3.21% | 2.7M | Trimmed |
| 14 | FTV | FORTIVE | $658.0M | 3.07% | 11.9M | Added |
| 15 | NKE | NIKE | $643.8M | 3.00% | 12.2M | Trimmed |
| 16 | V | VISA - CLASS A | $611.2M | 2.85% | 2.0M | Trimmed |
| 17 | SPGI | S&P GLOBAL | $590.3M | 2.75% | 1.4M | Added |
| 18 | ACN | ACCENTURE | $468.9M | 2.19% | 2.4M | Trimmed |
| 19 | ROP | ROPER TECHNOLOGIES | $447.1M | 2.09% | 1.3M | Added |
| 20 | LIN | LINDE | $407.6M | 1.90% | 822,259 | Trimmed |
| 21 | BNTX | BIONTECH ADR | $327.1M | 1.53% | 3.7M | Trimmed |
| 22 | PG | PROCTER & GAMBLE | $327.8M | 1.53% | 2.3M | Trimmed |
| 23 | MELI | MERCADOLIBRE | $323.6M | 1.51% | 187,134 | Added |
| 24 | LULU | LULULEMON ATHLETICA | $284.4M | 1.33% | 1.9M | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $268.1M | 1.25% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31