Wormser Freres Gestion Top Holdings and 13F Report (2025) About Wormser Freres GestionInvestment ActivityWormser Freres Gestion has $167.99 million in total holdings as of June 30, 2025.Wormser Freres Gestion owns shares of 48 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 10.86% of the portfolio was purchased this quarter.About 15.72% of the portfolio was sold this quarter.This quarter, Wormser Freres Gestion has purchased 49 new stocks and bought additional shares in 16 stocks.Wormser Freres Gestion sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Microsoft $13,189,700Amazon.com $11,242,721Visa $10,497,184Stryker $10,300,788Palo Alto Networks $10,080,805 Largest New Holdings this Quarter 68389x105 - Oracle $5,365,805 Holding053015103 - Automatic Data Processing $3,233,492 Holding55354g100 - MSCI $145,338 Holding249906108 - The Descartes Systems Group $3,659 Holding Largest Purchases this Quarter Palo Alto Networks 29,817 shares (about $6.10M)Oracle 24,550 shares (about $5.37M)Automatic Data Processing 10,488 shares (about $3.23M)Thermo Fisher Scientific 5,475 shares (about $2.22M)NVIDIA 2,163 shares (about $341.64K) Largest Sales this Quarter Apple 25,403 shares (about $5.21M)Align Technology 20,682 shares (about $3.92M)Illumina 26,459 shares (about $2.52M)Visa 6,376 shares (about $2.26M)Ecolab 2,247 shares (about $605.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWormser Freres Gestion Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$13,189,700$327,206 ▼-2.4%26,5247.9%Computer and TechnologyAMZNAmazon.com$11,242,721$171,514 ▼-1.5%51,2606.7%Retail/WholesaleVVisa$10,497,184$2,263,138 ▼-17.7%29,5746.2%Business ServicesSYKStryker$10,300,788$141,990 ▼-1.4%26,0446.1%MedicalPANWPalo Alto Networks$10,080,805$6,100,038 ▲153.2%49,2756.0%Computer and TechnologyEMREmerson Electric$9,845,061$134,893 ▼-1.4%73,8605.9%IndustrialsPTCPTC$9,035,711$35,492 ▲0.4%52,4455.4%Computer and TechnologyACNAccenture$8,761,169$48,705 ▼-0.6%29,3215.2%Computer and TechnologyTMOThermo Fisher Scientific$8,428,302$2,219,254 ▲35.7%20,7935.0%MedicalALCAlcon$8,179,791$20,158 ▼-0.2%92,9244.9%MedicalCRMSalesforce$8,160,979$109,864 ▲1.4%29,9364.9%Computer and TechnologyECLEcolab$8,090,513$605,273 ▼-7.0%30,0354.8%Basic MaterialsEWEdwards Lifesciences$7,145,906$31,197 ▼-0.4%91,3934.3%MedicalZTSZoetis$7,098,061$81,383 ▼-1.1%45,5284.2%MedicalGOOGLAlphabet$6,592,975$46,687 ▼-0.7%37,4223.9%Computer and TechnologyULTAUlta Beauty$6,592,050$142,177 ▼-2.1%14,0953.9%Retail/WholesaleORCLOracle$5,365,805$5,365,805 ▲New Holding24,5503.2%Computer and TechnologyNVDANVIDIA$4,794,617$341,638 ▲7.7%30,3562.9%Computer and TechnologyADPAutomatic Data Processing$3,233,492$3,233,492 ▲New Holding10,4881.9%Computer and TechnologyIAUiShares Gold Trust$2,241,964$16,023 ▲0.7%35,9601.3%FinanceRACEFerrari$1,269,890$15,605 ▲1.2%2,6040.8%Auto/Tires/TrucksISRGIntuitive Surgical$1,258,413$97,804 ▲8.4%2,3160.7%MedicalDHRDanaher$1,057,104$3,160 ▲0.3%5,3520.6%MedicalXYLXylem$998,509$90,280 ▲9.9%7,7200.6%Business ServicesQIAGEN NV$942,460$57,215 ▼-5.7%19,6680.6%COM SHSALGNAlign Technology$679,221$3,915,175 ▼-85.2%3,5880.4%MedicalTTEKTetra Tech$405,132$236,788 ▲140.7%11,2700.2%IndustrialsMSIMotorola Solutions$391,740$70,194 ▲21.8%9320.2%Computer and TechnologyLLYEli Lilly and Company$374,826$7,793 ▲2.1%4810.2%MedicalKLACKLA$277,618$1,791 ▲0.6%3100.2%Computer and TechnologyVRSKVerisk Analytics$260,694$126,765 ▲94.7%8370.2%Business ServicesITRIItron$219,896$658 ▼-0.3%1,6710.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$186,078$16,531 ▲9.8%2,1950.1%ETFMSCIMSCI$145,338$145,338 ▲New Holding2520.1%FinanceXMESPDR S&P Metals & Mining ETF$134,4620.0%2,0000.1%ETFICLNiShares Global Clean Energy ETF$91,7300.0%7,0000.1%ETFGOOGAlphabet$88,4790.0%4990.1%Computer and TechnologyAAPLApple$82,033$5,209,711 ▼-98.4%4000.0%Computer and TechnologyVEGIiShares MSCI Agriculture Producers ETF$60,3490.0%1,5000.0%ETFMOOVanEck Agribusiness ETF$51,2250.0%7000.0%ETFABTAbbott Laboratories$40,8030.0%3000.0%MedicalUNHUnitedHealth Group$39,9240.0%1280.0%MedicalVEEVVeeva Systems$27,358$3,744 ▼-12.0%950.0%MedicalFSLRFirst Solar$14,726$165,957 ▼-91.8%890.0%EnergyILMNIllumina$8,682$2,524,363 ▼-99.7%910.0%MedicalINTCIntel$3,9180.0%1750.0%Computer and TechnologyDSGXThe Descartes Systems Group$3,659$3,659 ▲New Holding360.0%Computer and TechnologyCPRICapri$2,3000.0%1300.0%Retail/WholesaleNKENIKE$0$4,342,739 ▼-100.0%00.0%Consumer DiscretionaryMETAMeta Platforms$0$3,314,921 ▼-100.0%00.0%Computer and TechnologyAPTIV PLC$0$2,830,295 ▼-100.0%00.0%COM SHSJCIJohnson Controls International$0$33,365 ▼-100.0%00.0%ConstructionGRAIL INC$0$19 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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