B. Metzler Seel. Sohn & Co. Ag Top Holdings and 13F Report (2026) About B. Metzler Seel. Sohn & Co. AgInvestment ActivityB. Metzler Seel. Sohn & Co. Ag has $11.57 billion in total holdings as of June 30, 2026.B. Metzler Seel. Sohn & Co. Ag owns shares of 710 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 7.12% of the portfolio was purchased this quarter.About 13.49% of the portfolio was sold this quarter.This quarter, B. Metzler Seel. Sohn & Co. Ag has purchased 713 new stocks and bought additional shares in 292 stocks.B. Metzler Seel. Sohn & Co. Ag sold shares of 255 stocks and completely divested from 33 stocks this quarter.Largest Holdings NVIDIA $733,307,882Apple $711,696,527Alphabet $651,396,670Amazon.com $540,761,031Microsoft $485,073,265 Largest New Holdings this Quarter 607828100 - Modine Manufacturing $16,391,290 Holding438516205 - HONEYWELL INTL INC $8,135,966 Holding43849R105 - HONEYWELL AEROSPACE INC $7,892,445 Holding82982T106 - SiTime $4,976,613 Holding861896108 - StoneX Group $3,079,104 Holding Largest Purchases this Quarter Apple 340,158 shares (about $98.43M)Broadcom 185,952 shares (about $70.24M)Mastercard 122,874 shares (about $63.11M)GE Aerospace 152,104 shares (about $56.85M)KLA 109,337 shares (about $32.99M) Largest Sales this Quarter Microsoft 373,131 shares (about $139.18M)Vertex Pharmaceuticals 279,655 shares (about $138.91M)Amazon.com 364,982 shares (about $86.99M)Micron Technology 60,830 shares (about $70.22M)Thermo Fisher Scientific 126,888 shares (about $63.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofB. Metzler Seel. Sohn & Co. Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$733,307,882$47,354,864 â–¼-6.1%3,664,8936.3%TechnologyAAPLApple$711,696,527$98,427,916 â–²16.0%2,459,5596.1%TechnologyGOOGLAlphabet$651,396,670$58,627,634 â–¼-8.3%1,822,7515.6%Communication ServicesAMZNAmazon.com$540,761,031$86,989,654 â–¼-13.9%2,268,8684.7%Consumer DiscretionaryMSFTMicrosoft$485,073,265$139,184,982 â–¼-22.3%1,300,3984.2%TechnologyAVGOBroadcom$329,347,590$70,243,332 â–²27.1%871,8672.8%TechnologyKOCocaCola$272,682,783$57,818,705 â–¼-17.5%3,355,2762.4%Consumer StaplesPANWPalo Alto Networks$266,078,751$58,359,272 â–¼-18.0%780,2462.3%TechnologyJPMJPMorgan Chase & Co.$247,013,814$63,535,027 â–¼-20.5%754,6332.1%FinanceMETAMeta Platforms$244,918,499$59,955,325 â–¼-19.7%434,8012.1%Communication ServicesVVisa$241,072,763$54,877,750 â–¼-18.5%702,6542.1%FinanceTMOThermo Fisher Scientific$227,818,864$63,616,533 â–¼-21.8%454,4022.0%HealthcareTSMTaiwan Semiconductor Manufacturing$221,835,362$15,135,612 â–¼-6.4%464,5091.9%TechnologyABBVAbbVie$218,327,408$20,826,662 â–¼-8.7%867,6211.9%HealthcareGEGE Aerospace$212,879,453$56,845,590 â–²36.4%569,6101.8%IndustrialsCCitigroup$176,199,155$43,754,195 â–¼-19.9%1,258,9321.5%FinanceMCDMcDonald's$170,675,220$34,078,712 â–¼-16.6%631,4071.5%Consumer DiscretionaryAMDAdvanced Micro Devices$164,933,286$9,931,723 â–¼-5.7%283,9251.4%TechnologyLLYEli Lilly and Company$153,792,215$6,779,130 â–²4.6%128,2221.3%HealthcareSPGIS&P Global$132,762,038$32,790,997 â–¼-19.8%325,9961.1%FinanceABTAbbott Laboratories$119,039,444$46,505,393 â–¼-28.1%1,311,8751.0%HealthcareVRTXVertex Pharmaceuticals$114,933,793$138,912,918 â–¼-54.7%231,3811.0%HealthcareMUMicron Technology$114,732,862$70,215,399 â–¼-38.0%99,3971.0%TechnologyTSLATesla$103,472,419$16,479,913 â–²18.9%246,0120.9%Consumer DiscretionaryGOOGAlphabet$102,243,437$5,895,541 â–¼-5.5%289,3770.9%Communication ServicesAMATApplied Materials$101,810,527$8,942,050 â–²9.6%140,8170.9%TechnologyAPHAmphenol$97,269,396$9,119,976 â–¼-8.6%551,6640.8%TechnologyCSCOCisco Systems$95,028,311$16,639,266 â–¼-14.9%809,0270.8%TechnologyLAM RESEARCH CORP$88,508,976$26,406,575 â–²42.5%204,2540.8%COM NEWMAMastercard$85,737,176$63,107,993 â–²278.9%166,9340.7%FinanceHDHome Depot$82,320,802$1,910,820 â–¼-2.3%233,4150.7%Consumer DiscretionaryJNJJohnson & Johnson$78,880,542$38,044,198 â–¼-32.5%310,5900.7%HealthcareCATCaterpillar$66,802,018$2,758,082 â–²4.3%62,7310.6%IndustrialsTXNTexas Instruments$65,784,645$14,135,672 â–¼-17.7%220,7020.6%TechnologyNFLXNetflix$60,437,920$6,089,045 â–¼-9.2%846,4720.5%Communication ServicesUBERUber Technologies$59,975,992$17,554,722 â–¼-22.6%831,1530.5%IndustrialsPGProcter & Gamble$58,282,484$7,332 â–¼0.0%397,4550.5%Consumer StaplesMRKMerck & Co., Inc.$56,952,081$1,513,341 â–¼-2.6%443,2080.5%HealthcareADIAnalog Devices$55,035,847$6,339,628 â–²13.0%138,5700.5%TechnologyARISTA NETWORKS INC$51,744,769$10,953,013 â–¼-17.5%304,5960.4%COM SHSHWMHowmet Aerospace$51,674,623$6,005,795 â–²13.2%192,1990.4%IndustrialsPEPPepsiCo$51,061,272$13,062,960 â–¼-20.4%377,1150.4%Consumer StaplesBRK.ABerkshire Hathaway$48,675,2500.0%650.4%FinanceAPPLOVIN CORP$44,657,045$18,364,343 â–²69.8%86,6740.4%COM CL AWDCWestern Digital$44,656,748$101,556 â–¼-0.2%69,9160.4%TechnologyBACBank of America$43,170,385$3,981,193 â–²10.2%757,6410.4%FinanceBRK.BBerkshire Hathaway$40,087,341$6,925,828 â–²20.9%80,1130.3%FinanceURIUnited Rentals$39,740,283$10,834,860 â–¼-21.4%35,0790.3%IndustrialsSYKStryker$38,062,897$13,078,769 â–²52.3%120,8960.3%HealthcareKLACKLA$37,728,233$32,988,067 â–²695.9%125,0480.3%TechnologyUNPUnion Pacific$37,160,729$5,205,200 â–¼-12.3%136,6220.3%IndustrialsUNHUnitedHealth Group$35,825,477$11,818,384 â–²49.2%86,1960.3%HealthcareWALMART INC$35,751,298$1,243,239 â–²3.6%315,6610.3%COMFITBFifth Third Bancorp$35,481,701$168,603 â–¼-0.5%629,4430.3%FinanceMRVLMarvell Technology$35,227,458$8,741,850 â–¼-19.9%118,2570.3%TechnologyINTCIntel$34,558,820$1,510,371 â–²4.6%247,5040.3%TechnologyFASTFastenal$33,125,138$2,463,795 â–¼-6.9%689,6760.3%IndustrialsMELIMercadoLibre$32,880,142$3,685,034 â–¼-10.1%19,3710.3%Consumer DiscretionaryUSFDUS Foods$31,196,679$326,995 â–²1.1%305,1020.3%Consumer StaplesXOMExxonMobil$30,952,177$3,525,052 â–²12.9%226,3910.3%EnergyWMWaste Management$30,901,937$2,377,432 â–²8.3%138,6500.3%IndustrialsCOSTCostco Wholesale$30,763,703$2,302,179 â–²8.1%32,8860.3%Consumer StaplesAZOAutoZone$28,983,924$13,669,009 â–²89.3%9,0690.3%Consumer DiscretionaryMSMorgan Stanley$28,352,812$6,789,072 â–²31.5%135,6360.2%FinanceGE VERNOVA INC$27,115,707$7,416,874 â–²37.7%23,0800.2%COMAXPAmerican Express$25,039,841$5,174,183 â–¼-17.1%74,0280.2%FinanceWABWabtec$24,661,121$4,132,429 â–¼-14.4%91,4730.2%IndustrialsORCLOracle$23,823,927$3,757,037 â–²18.7%162,5680.2%TechnologyBANK OF NY MELLON CORP$22,882,074$1,779,281 â–²8.4%158,2330.2%COMGSThe Goldman Sachs Group$21,914,365$3,385,055 â–¼-13.4%21,6680.2%FinanceIBMInternational Business Machines$21,641,922$4,058,704 â–²23.1%76,9600.2%TechnologyPALANTIR TECHNOLOGIES INC$21,195,677$563,746 â–²2.7%181,6730.2%CL ADISWalt Disney$20,950,831$354,391 â–¼-1.7%217,6720.2%Communication ServicesBLACKROCK INC$20,922,484$617,319 â–²3.0%21,7590.2%COMTJXTJX Companies$20,635,966$1,382,740 â–²7.2%136,2110.2%Consumer DiscretionaryPWRQuanta Services$20,363,375$354,978 â–²1.8%28,2810.2%IndustrialsMCHPMicrochip Technology$19,255,110$2,098,357 â–¼-9.8%211,1370.2%TechnologySCHWCharles Schwab$19,020,814$1,252,657 â–²7.1%206,1430.2%FinanceDHRDanaher$17,604,716$304,002 â–¼-1.7%92,4240.2%HealthcareQCOMQualcomm$17,412,577$1,947,317 â–²12.6%94,2290.2%TechnologyHBANHuntington Bancshares$17,034,778$2,871,714 â–²20.3%960,7930.1%FinanceMODModine Manufacturing$16,391,290$16,391,290 â–²New Holding61,3860.1%IndustrialsWECWEC Energy Group$16,018,275$1,362,356 â–¼-7.8%137,1780.1%UtilitiesCRMSalesforce$15,870,441$4,812,908 â–¼-23.3%101,3050.1%TechnologyNEENextEra Energy$15,686,448$993,991 â–¼-6.0%178,7230.1%UtilitiesMCKMcKesson$15,329,403$3,529,359 â–²29.9%20,2880.1%HealthcareCMICummins$15,075,745$2,725,873 â–¼-15.3%21,1380.1%IndustrialsCLColgate-Palmolive$14,482,259$5,218,494 â–¼-26.5%157,9660.1%Consumer StaplesGILDGilead Sciences$14,448,242$1,464,533 â–²11.3%114,3600.1%HealthcareBSXBoston Scientific$14,237,186$2,921,418 â–²25.8%333,5830.1%HealthcareAMGNAmgen$14,137,432$1,643,652 â–¼-10.4%39,0410.1%HealthcarePHParker-Hannifin$13,941,127$851,941 â–²6.5%14,2530.1%IndustrialsPFEPfizer$13,882,649$711,417 â–¼-4.9%576,5240.1%HealthcareSHWSherwin-Williams$13,739,541$1,010,564 â–¼-6.9%39,9040.1%MaterialsROKRockwell Automation$13,672,395$247,536 â–²1.8%27,6170.1%IndustrialsWELLWelltower$13,595,754$4,842,333 â–²55.3%59,9020.1%Real EstatePGRProgressive$13,535,599$584,135 â–²4.5%61,9620.1%FinancePLDPrologis$13,487,163$1,946,671 â–²16.9%99,5600.1%Real EstateWFCWells Fargo & Company$13,218,000$3,925,651 â–¼-22.9%159,9500.1%FinanceVZVerizon Communications$13,091,370$378,984 â–²3.0%309,1970.1%Communication ServicesShowing largest 100 holdings. 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