Flossbach Von Storch Ag Top Holdings and 13F Report (2025) About Flossbach Von Storch AgInvestment ActivityFlossbach Von Storch Ag has $24.47 billion in total holdings as of June 30, 2025.Flossbach Von Storch Ag owns shares of 112 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.24% of the portfolio was purchased this quarter.About 6.66% of the portfolio was sold this quarter.This quarter, Flossbach Von Storch Ag has purchased 134 new stocks and bought additional shares in 34 stocks.Flossbach Von Storch Ag sold shares of 61 stocks and completely divested from 28 stocks this quarter.Largest Holdings Microsoft $1,700,346,344Amazon.com $1,501,356,478Berkshire Hathaway $1,351,111,934Alphabet $1,174,696,541Thermo Fisher Scientific $1,105,697,935 Largest New Holdings this Quarter 750940108 - RALLIANT $198,076,946 Holding30303M952 - META PLATFORMS PUT $3,321,405 Holding89677Q107 - Trip.com Group $2,345,600 Holding90353TAJ9 - 0,000 UBER TECHNOLOGIES 15.12.2025 $599,410 Holding127387108 - Cadence Design Systems $307,226 Holding Largest Purchases this Quarter Thermo Fisher Scientific 1,314,182 shares (about $532.85M)Accenture 781,211 shares (about $233.50M)RALLIANT 4,084,903 shares (about $198.08M)Amazon.com 840,907 shares (about $184.49M)Alphabet 1,014,638 shares (about $178.81M) Largest Sales this Quarter Berkshire Hathaway 814,081 shares (about $395.46M)Apple 984,017 shares (about $201.89M)IDEXX Laboratories 310,639 shares (about $166.61M)Amphenol 1,459,337 shares (about $144.11M)Procter & Gamble 773,748 shares (about $123.27M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFlossbach Von Storch Ag Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$1,700,346,344$5,806,267 ▲0.3%3,418,4006.9%Computer and TechnologyAMZNAmazon.com$1,501,356,478$184,486,649 ▲14.0%6,843,3206.1%Retail/WholesaleBRK.BBerkshire Hathaway$1,351,111,934$395,456,127 ▼-22.6%2,781,3825.5%FinanceGOOGLAlphabet$1,174,696,541$178,809,717 ▲18.0%6,665,6994.8%Computer and TechnologyTMOThermo Fisher Scientific$1,105,697,935$532,848,234 ▲93.0%2,727,0214.5%MedicalAPHAmphenol$981,415,223$144,109,529 ▼-12.8%9,938,3824.0%Computer and TechnologyJNJJohnson & Johnson$968,892,792$22,300,736 ▼-2.2%6,342,9974.0%MedicalSCHWCharles Schwab$965,334,802$21,028,357 ▼-2.1%10,580,1713.9%FinancePEPPepsiCo$876,411,407$137,801,565 ▲18.7%6,637,4693.6%Consumer StaplesABTAbbott Laboratories$873,574,549$71,898,422 ▼-7.6%6,422,8703.6%MedicalICEIntercontinental Exchange$837,224,064$15,296,261 ▼-1.8%4,563,2753.4%FinanceDHRDanaher$835,300,853$60,824,936 ▲7.9%4,228,5153.4%MedicalNKENIKE$800,293,306$69,531,892 ▲9.5%11,265,3903.3%Consumer DiscretionaryVVisa$763,723,202$24,426,730 ▼-3.1%2,151,0303.1%Business ServicesACNAccenture$719,966,232$233,496,156 ▲48.0%2,408,8002.9%Computer and TechnologyAMEAMETEK$685,055,929$2,824,786 ▲0.4%3,785,6762.8%Computer and TechnologyAAPLApple$631,109,075$201,890,768 ▼-24.2%3,076,0302.6%Computer and TechnologyFTVFortive$627,824,996$9,853,978 ▲1.6%12,043,4492.6%Computer and TechnologyPGProcter & Gamble$498,982,911$123,273,531 ▼-19.8%3,131,9542.0%Consumer StaplesAMATApplied Materials$450,667,080$46,591,681 ▲11.5%2,461,7201.8%Computer and TechnologyBNTXBioNTech$450,378,534$3,144,379 ▼-0.7%4,230,0981.8%MedicalMETAMeta Platforms$409,941,829$17,359,139 ▼-4.1%555,4091.7%Computer and TechnologyLULUlululemon athletica$389,682,755$56,622,917 ▲17.0%1,640,2171.6%Consumer DiscretionarySPGIS&P Global$379,896,099$1,857,643 ▼-0.5%720,4691.6%FinanceMAMastercard$341,774,156$665,899 ▼-0.2%608,2041.4%Business ServicesSHWSherwin-Williams$305,027,290$7,003,171 ▲2.3%888,3601.2%Basic MaterialsGGGGraco$286,920,577$13,905,648 ▼-4.6%3,337,4501.2%IndustrialsCRMSalesforce$229,339,925$35,430,339 ▲18.3%841,0280.9%Computer and TechnologyROPRoper Technologies$220,544,974$50,465,765 ▲29.7%389,0780.9%Computer and TechnologyRALLIANT$198,076,946$198,076,946 ▲New Holding4,084,9030.8%COMBLACKROCK$172,842,953$2,307,301 ▼-1.3%164,7300.7%COMLINDE$171,724,103$4,491,460 ▼-2.5%366,0090.7%COMIDXXIDEXX Laboratories$129,324,983$166,608,122 ▼-56.3%241,1250.5%MedicalMMM3M$120,768,947$994,584 ▼-0.8%793,2800.5%Multi-Sector ConglomeratesMSCIMSCI$120,729,561$3,615,006 ▼-2.9%209,3310.5%FinanceMDTMedtronic$116,903,861$4,665,077 ▼-3.8%1,341,1020.5%MedicalIEXIDEX$112,503,851$64,175,224 ▲132.8%640,7920.5%IndustrialsDGDollar General$112,250,588$25,776,219 ▼-18.7%981,3830.5%Retail/WholesaleSYKStryker$108,157,329$42,077,228 ▼-28.0%273,3800.4%MedicalNDAQNasdaq$104,888,766$1,253,042 ▲1.2%1,172,9900.4%FinanceADIAnalog Devices$101,430,319$3,345,371 ▼-3.2%426,1420.4%Computer and TechnologyMCDMcDonald's$93,030,726$41,489,309 ▼-30.8%318,4130.4%Retail/WholesaleMCOMoody's$93,014,348$2,405,626 ▲2.7%185,4390.4%FinanceBKNGBooking$92,685,732$6,171,330 ▼-6.2%16,0100.4%Retail/WholesaleHDBHDFC Bank$74,803,469$5,663,230 ▼-7.0%975,6550.3%FinanceNFLXNetflix$73,624,028$12,030,744 ▲19.5%54,9790.3%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$71,660,757$8,017,973 ▲12.6%316,3970.3%Computer and TechnologyAVGOBroadcom$70,915,649$41,918,096 ▲144.6%257,2670.3%Computer and TechnologyUBERUber Technologies$70,349,693$29,842,938 ▼-29.8%754,0160.3%Computer and TechnologyITWIllinois Tool Works$65,964,075$2,691,069 ▼-3.9%266,7910.3%IndustrialsKOCocaCola$61,058,736$9,203,655 ▼-13.1%863,0210.2%Consumer StaplesCPRTCopart$55,700,437$26,925,298 ▲93.6%1,135,1220.2%Business ServicesNVDANVIDIA$54,037,636$14,790,550 ▲37.7%342,0320.2%Computer and TechnologyDISWalt Disney$44,265,866$4,036,898 ▼-8.4%356,9540.2%Consumer DiscretionaryWMTWalmart$40,101,729$10,015,801 ▼-20.0%410,1220.2%Retail/WholesaleVRSKVerisk Analytics$38,904,481$32,637,413 ▼-45.6%124,8940.2%Business ServicesBDXBecton, Dickinson and Company$36,383,679$2,944,786 ▲8.8%211,2260.1%MedicalXOMExxon Mobil$36,186,735$13,274,815 ▼-26.8%335,6840.1%EnergyRACEFerrari$29,526,006$5,377,862 ▲22.3%60,2010.1%Auto/Tires/TrucksCLColgate-Palmolive$28,717,855$3,326,213 ▲13.1%315,9280.1%Consumer StaplesMELIMercadoLibre$26,841,980$164,659 ▲0.6%10,2700.1%Retail/WholesalePYPLPayPal$25,407,630$11,172,154 ▼-30.5%341,8680.1%Business ServicesSBUXStarbucks$24,773,178$5,093,528 ▼-17.1%270,3610.1%Retail/WholesaleAXPAmerican Express$24,722,545$7,172,903 ▼-22.5%77,5050.1%FinanceUNPUnion Pacific$22,995,346$8,890,061 ▼-27.9%99,9450.1%TransportationBABAAlibaba Group$20,867,440$1,610,422 ▼-7.2%184,0000.1%Retail/WholesaleADBEAdobe$19,386,170$2,991,743 ▼-13.4%50,1090.1%Computer and TechnologyODFLOld Dominion Freight Line$17,307,347$43,182,673 ▼-71.4%106,6380.1%TransportationHDHome Depot$16,912,003$3,786,658 ▼-18.3%46,1270.1%Retail/WholesaleTJXTJX Companies$16,243,257$788,484 ▲5.1%131,5350.1%Retail/WholesaleVZVerizon Communications$15,411,865$1,934,991 ▼-11.2%356,1790.1%Computer and TechnologyCHDChurch & Dwight$14,283,195$447,488 ▼-3.0%148,6130.1%Consumer StaplesROSTRoss Stores$13,793,312$3,959,828 ▲40.3%108,1150.1%Retail/WholesaleADPAutomatic Data Processing$13,528,583$6,365,993 ▼-32.0%43,8670.1%Computer and TechnologyINTUIntuit$12,068,067$1,709,945 ▼-12.4%15,3220.0%Computer and TechnologyNUNU$10,976,000$1,097,600 ▲11.1%800,0000.0%FinanceSMURFIT WESTROCK$9,813,698$8,073,135 ▼-45.1%227,4350.0%COMCOPConocoPhillips$8,701,729$4,114,130 ▼-32.1%96,9660.0%EnergyFASTFastenal$8,464,512$779,016 ▼-8.4%201,5360.0%Retail/WholesaleBXBlackstone$6,731,1000.0%45,0000.0%FinanceORLYO'Reilly Automotive$6,084,226$5,586,708 ▲1,122.9%67,5050.0%Retail/WholesaleCPNGCoupang$5,692,4000.0%190,0000.0%Retail/WholesaleIBNICICI Bank$5,382,400$672,800 ▲14.3%160,0000.0%FinanceMKTXMarketAxess$5,136,8200.0%23,0000.0%FinanceELEstee Lauder Companies$4,798,470$160,065 ▼-3.2%59,3870.0%Consumer StaplesSPOTSpotify Technology$3,939,524$3,655,608 ▲1,287.6%5,1340.0%Computer and TechnologyYUMCYum China$3,688,575$111,775 ▲3.1%82,5000.0%Retail/WholesaleMETA PLATFORMS PUT$3,321,405$3,321,405 ▲New Holding450.0%COMBRK.ABerkshire Hathaway$2,915,2000.0%40.0%Finance0,000 FIVERR INTERNATIONAL 01.11.2025$2,694,0930.0%2,750,0000.0%NOTE1,125 AKAMAI TECHNOLOGIES 15.02.2029$2,574,9630.0%2,700,0000.0%NOTENTESNetEase$2,355,150$336,450 ▼-12.5%17,5000.0%Computer and TechnologyTCOMTrip.com Group$2,345,600$2,345,600 ▲New Holding40,0000.0%Consumer DiscretionaryMDLZMondelez International$2,162,801$9,331,269 ▼-81.2%32,0700.0%Consumer StaplesFMXFomento Economico Mexicano$2,059,600$257,450 ▼-11.1%20,0000.0%Consumer StaplesSLBSchlumberger$2,021,172$1,577,750 ▼-43.8%59,7980.0%Energy0,250 ETSY 15.06.2028$1,888,922$429,300 ▼-18.5%2,200,0000.0%NOTEMMYTMakeMyTrip$1,862,380$98,020 ▼-5.0%19,0000.0%Computer and TechnologyKASPI.KZ$1,825,135$297,115 ▼-14.0%21,5000.0%COMGLOBGlobant$1,725,9600.0%19,0000.0%Computer and TechnologyShowing largest 100 holdings. 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