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.
WORMSER FRERES GESTION (CIK 2051288) reported $138.5M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($11.4M, 8.20%), AMZN ($10.9M, 7.90%), TMO ($10.7M, 7.75%), MSFT ($9.9M, 7.14%), SYK ($9.7M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $11.4M | 8.20% | 38,655 | Added |
| 2 | AMZN | AMAZON COM INC | $10.9M | 7.90% | 51,411 | Trimmed |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | $10.7M | 7.75% | 21,367 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $9.9M | 7.14% | 26,155 | Trimmed |
| 5 | SYK | STRYKER CORPORATION | $9.7M | 7.01% | 28,922 | Added |
| 6 | V | VISA INC | $9.7M | 6.98% | 31,284 | Added |
| 7 | PANW | PALO ALTO NETWORKS INC | $8.9M | 6.40% | 54,135 | Added |
| 8 | ECL | ECOLAB INC | $7.9M | 5.70% | 29,026 | Trimmed |
| 9 | PTC | PTC INC | $7.7M | 5.54% | 52,729 | Trimmed |
| 10 | EW | EDWARDS LIFESCIENCES CORP | $7.3M | 5.25% | 88,910 | Trimmed |
| 11 | ALC | ALCON AG | $7.2M | 5.21% | 95,231 | Trimmed |
| 12 | DHR | DANAHER CORP DEL | $7.1M | 5.16% | 36,880 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $6.3M | 4.57% | 35,475 | Added |
| 14 | EMR | EMERSON ELEC CO | $6.0M | 4.30% | 44,449 | Added |
| 15 | ISRG | INTUITIVE SURGICAL INC | $4.4M | 3.19% | 9,381 | Trimmed |
| 16 | MSCI | MSCI INC | $4.4M | 3.15% | 7,908 | Trimmed |
| 17 | IAU | ISHARES GOLD TR | $3.1M | 2.24% | 35,220 | Added |
| 18 | RACE | FERRARI N V | $1.1M | 0.76% | 3,088 | Trimmed |
| 19 | ICLN | ISHARES TR | $772,979 | 0.56% | 41,356 | Added |
| 20 | XYL | XYLEM INC | $650,406 | 0.47% | 5,326 | Trimmed |
| 21 | LLY | ELI LILLY & CO | $614,713 | 0.44% | 654 | Trimmed |
| 22 | MSI | MOTOROLA SOLUTIONS INC | $485,611 | 0.35% | 1,095 | Added |
| 23 | ABT | ABBOTT LABORATORIES | $398,591 | 0.29% | 3,799 | Trimmed |
| 24 | ITRI | ITRON INC | $355,752 | 0.26% | 3,884 | Added |
| 25 | XLE | SELECT SECTOR SPDR TR | $361,575 | 0.26% | 3,853 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31