Lazard Freres Gestion S.A.S. Top Holdings and 13F Report (2026) About Lazard Freres Gestion S.A.S.Investment ActivityLazard Freres Gestion S.A.S. has $5.77 million in total holdings as of June 30, 2026.Lazard Freres Gestion S.A.S. owns shares of 115 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 10.43% of the portfolio was purchased this quarter.About 4.35% of the portfolio was sold this quarter.This quarter, Lazard Freres Gestion S.A.S. has purchased 123 new stocks and bought additional shares in 51 stocks.Lazard Freres Gestion S.A.S. sold shares of 31 stocks and completely divested from 15 stocks this quarter.Largest Holdings Alphabet $491,444Microsoft $435,255Apple $392,325Amazon.com $388,834NVIDIA $383,437 Largest New Holdings this Quarter 438516205 - HONEYWELL INTERNATIONAL -WI $28,461 HoldingG8267P108 - SMURFIT WESTROCK PLC $28,167 Holding43849R105 - HONEYWELL AEROSPACE -WI $12,265 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $7,998 Holding78463X202 - SPDR EURO STOXX 50 ETF $549 Holding Largest Purchases this Quarter NVIDIA 455,788 shares (about $91.20K)KLA 269,012 shares (about $81.16K)Meta Platforms 107,531 shares (about $60.57K)Microsoft 106,481 shares (about $39.72K)Alphabet 87,358 shares (about $31.22K) Largest Sales this Quarter Applied Materials 80,156 shares (about $57.95K)Accenture 227,324 shares (about $28.29K)Becton, Dickinson and Company 177,743 shares (about $26.90K)Waters 37,953 shares (about $14.22K)Ross Stores 53,864 shares (about $11.46K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLazard Freres Gestion S.A.S. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGOOGLAlphabet$491,444$31,219 â–²6.8%1,375,1718.5%Communication ServicesMSFTMicrosoft$435,255$39,720 â–²10.0%1,166,8427.5%TechnologyAAPLApple$392,325$28,887 â–²7.9%1,355,8396.8%TechnologyAMZNAmazon.com$388,834$6,817 â–²1.8%1,631,4286.7%Consumer DiscretionaryNVDANVIDIA$383,437$91,199 â–²31.2%1,916,3256.6%TechnologyVVisa$264,833$8,997 â–²3.5%771,9064.6%FinanceAMATApplied Materials$263,081$57,953 â–¼-18.1%363,8754.6%TechnologyRTXRTX$205,402$9,500 â–²4.8%1,082,6033.6%IndustrialsMSIMotorola Solutions$184,836$5,892 â–²3.3%445,0793.2%TechnologyMETAMeta Platforms$164,699$60,571 â–²58.2%292,3882.9%Communication ServicesMRKMerck & Co., Inc.$147,682$2,175 â–²1.5%1,149,2812.6%HealthcarePHParker-Hannifin$138,702$19,023 â–²15.9%141,8052.4%IndustrialsAPHAmphenol$133,715$12,392 â–²10.2%758,3702.3%TechnologyMDTMedtronic$122,886$784 â–¼-0.6%1,570,8352.1%HealthcareAVGOBroadcom$115,746$28,286 â–²32.3%306,4112.0%TechnologyCOSTCostco Wholesale$113,076$13 â–²0.0%120,8772.0%Consumer StaplesOTISOtis Worldwide$101,465$5,452 â–²5.7%1,417,1101.8%IndustrialsLLYEli Lilly and Company$101,410$8,603 â–²9.3%84,5491.8%HealthcareKLACKLA$93,284$81,163 â–²669.6%309,1861.6%TechnologySPGIS&P Global$91,794$7,664 â–²9.1%238,2981.6%FinanceELEstee Lauder Companies$89,912$2,336 â–²2.7%1,138,8491.6%Consumer StaplesMSMorgan Stanley$83,923$1,515 â–²1.8%401,4711.5%FinanceCLColgate-Palmolive$69,794$503 â–¼-0.7%761,2861.2%Consumer StaplesZTSZoetis$68,691$6,712 â–¼-8.9%955,9041.2%HealthcareSPYSPDR S&P 500 ETF Trust$61,913$8,853 â–²16.7%82,9081.1%ETFJPMJPMorgan Chase & Co.$60,722$4,554 â–²8.1%185,5081.1%FinanceMARMarriott International$58,553$2,233 â–¼-3.7%158,0021.0%Consumer DiscretionaryMCOMoody's$58,265$5,198 â–²9.8%128,6441.0%FinanceNKENIKE$55,741$5,694 â–²11.4%1,357,8921.0%Consumer DiscretionaryACNAccenture$54,717$28,288 â–¼-34.1%439,7070.9%TechnologyECLEcolab$54,215$6,958 â–¼-11.4%194,5940.9%MaterialsWFCWells Fargo & Company$48,440$4,137 â–²9.3%586,1660.8%FinanceICEIntercontinental Exchange$46,211$2,522 â–²5.8%375,3710.8%FinanceMTDMettler-Toledo International$45,069$6,946 â–²18.2%35,2790.8%HealthcareROSTRoss Stores$44,452$11,465 â–¼-20.5%208,8420.8%Consumer DiscretionaryMDLZMondelez International$44,295$3,431 â–¼-7.2%765,8300.8%Consumer StaplesDISWalt Disney$43,991$1,135 â–²2.6%457,0550.8%Communication ServicesMLMMartin Marietta Materials$43,791$3,319 â–¼-7.0%75,9350.8%MaterialsCVXChevron$42,772$759 â–²1.8%258,0380.7%EnergyIDXXIDEXX Laboratories$39,785$4,363 â–²12.3%75,5740.7%HealthcareTMUST-Mobile US$34,524$2,070 â–¼-5.7%205,8320.6%Communication ServicesGOOGAlphabet$30,676$230 â–¼-0.7%86,8210.5%Communication ServicesHONEYWELL INTERNATIONAL -WI$28,461$28,461 â–²New Holding127,1160.5%HONEYWELL INTERNATIONAL INCSMURFIT WESTROCK PLC$28,167$28,167 â–²New Holding608,9000.5%SMURFIT WESTROCK PLCMUMicron Technology$26,043$20,075 â–²336.4%22,5620.5%TechnologySPOTSpotify Technology$22,625$3,241 â–²16.7%49,2790.4%Communication ServicesBDXBecton, Dickinson and Company$18,992$26,897 â–¼-58.6%125,5040.3%HealthcareBRK.BBerkshire Hathaway$12,548$7,200 â–¼-36.5%25,0770.2%FinanceHONEYWELL AEROSPACE -WI$12,265$12,265 â–²New Holding55,4780.2%HONEYWELL AEROSPACE INCBSXBoston Scientific$10,290$1,008 â–²10.9%241,1130.2%HealthcareAMDAdvanced Micro Devices$9,045$1,218 â–¼-11.9%15,5710.2%TechnologySUNBELT RENTALS HOLDINGS INC$7,998$7,998 â–²New Holding106,9110.1%SUNBELT RENTALS HOLDINGS INCPGProcter & Gamble$7,4050.0%50,5000.1%Consumer StaplesQQQInvesco QQQ$6,304$2,768 â–²78.3%8,5610.1%ETFARM HOLDINGS PLC XNGS$4,407$32 â–²0.7%12,4300.1%ARM HOLDINGS PLC-ADRPLDPrologis$2,775$318 â–²13.0%20,4900.0%Real EstateCDNSCadence Design Systems$2,578$19 â–²0.7%6,8700.0%TechnologyNFLXNetflix$2,463$14 â–²0.6%34,5000.0%Communication ServicesIVViShares Core S&P 500 ETF$2,3590.0%3,1500.0%ETFAXPAmerican Express$2,1850.0%6,4600.0%FinanceBACBank of America$2,155$29 â–¼-1.3%37,8360.0%FinancePWRQuanta Services$1,994$216 â–¼-9.8%2,7700.0%IndustrialsHLTHilton Worldwide$1,956$132 â–²7.2%5,9200.0%Consumer DiscretionaryJCIJohnson Controls International$1,911$248 â–¼-11.5%13,0850.0%IndustrialsHDHome Depot$1,858$2,077 â–¼-52.8%5,2700.0%Consumer DiscretionaryWMWaste Management$1,692$319 â–²23.2%7,5960.0%IndustrialsNOWServiceNow$1,682$12 â–²0.7%16,9450.0%TechnologyUBERUber Technologies$1,681$13 â–²0.8%23,3000.0%IndustrialsAWKAmerican Water Works$1,677$224 â–²15.4%12,7500.0%UtilitiesRSPInvesco S&P 500 Equal Weight ETF$1,5740.0%7,4000.0%ETFCRMSalesforce$1,541$408 â–¼-20.9%9,8400.0%TechnologySNPSSynopsys$1,538$593 â–¼-27.8%3,4500.0%TechnologyVRSKVerisk Analytics$1,235$9 â–²0.7%6,8800.0%IndustrialsXYLXylem$1,193$207 â–²21.0%10,1000.0%IndustrialsCBOECboe Global Markets$1,1760.0%4,8500.0%FinanceIGMiShares Expanded Tech Sector ETF$1,1630.0%7,1100.0%ETFTYLTyler Technologies$1,143$269 â–¼-19.0%3,9100.0%TechnologyNXTNextpower$1,104$188 â–¼-14.6%9,2700.0%IndustrialsVERXVertex$1,098$8 â–²0.8%95,6600.0%TechnologyCICigna Group$1,0790.0%3,9160.0%HealthcareCARRCarrier Global$9800.0%13,3650.0%IndustrialsTTEKTetra Tech$962$216 â–²29.0%33,3300.0%IndustrialsGSThe Goldman Sachs Group$9410.0%9310.0%FinanceJNJJohnson & Johnson$898$100 â–¼-10.0%3,5360.0%HealthcareVTWOVanguard Russell 2000 ETF$798$35 â–¼-4.2%6,5790.0%ETFFSLRFirst Solar$776$259 â–¼-25.1%3,2900.0%TechnologyOCOwens Corning$7700.0%4,8500.0%IndustrialsAYIAcuity$7530.0%2,0000.0%IndustrialsBRK.ABerkshire Hathaway$748$4,488 â–¼-85.7%10.0%FinanceADIAnalog Devices$7320.0%1,8440.0%TechnologyINTCIntel$723$35 â–¼-4.6%5,1830.0%TechnologyXOMExxonMobil$704$53 â–¼-7.0%5,1500.0%EnergyIJHiShares Core S&P Mid-Cap ETF$6970.0%9,0500.0%ETFCWENClearway Energy$691$8 â–²1.2%20,2430.0%UtilitiesIJRiShares Core S&P Small-Cap ETF$6820.0%4,6020.0%ETFKOCocaCola$6500.0%8,0000.0%Consumer StaplesSYKStryker$6290.0%2,0000.0%HealthcareCLHClean Harbors$6090.0%2,0400.0%IndustrialsIBMInternational Business Machines$5840.0%2,0780.0%TechnologyTSLATesla$5500.0%1,3100.0%Consumer DiscretionaryShowing largest 100 holdings. 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