Wormser Freres Gestion Top Holdings and 13F Report (2025) About Wormser Freres GestionInvestment ActivityWormser Freres Gestion has $163.35 million in total holdings as of March 31, 2025.Wormser Freres Gestion owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.39% of the portfolio was purchased this quarter.About 3.36% of the portfolio was sold this quarter.This quarter, Wormser Freres Gestion has purchased 47 new stocks and bought additional shares in 29 stocks.Wormser Freres Gestion sold shares of 13 stocks and completely divested from 2 stocks this quarter.Largest Holdings Visa $12,373,625Microsoft $10,296,324Amazon.com $10,060,153Stryker $9,660,750Accenture $9,008,183 Largest New Holdings this Quarter 67066g104 - NVIDIA $3,101,616 Holdingg3265r107 - APTIV PLC $2,830,295 HoldingN72482206 - QIAGEN NV $830,207 Holding92345y106 - Verisk Analytics $126,880 Holding Largest Purchases this Quarter Microsoft 8,770 shares (about $3.32M)Palo Alto Networks 18,156 shares (about $3.15M)NVIDIA 28,193 shares (about $3.10M)APTIV PLC 46,560 shares (about $2.83M)QIAGEN NV 20,862 shares (about $830.21K) Largest Sales this Quarter Meta Platforms 6,311 shares (about $3.65M)iShares Gold Trust 5,700 shares (about $332.35K)Apple 1,144 shares (about $250.23K)UnitedHealth Group 181 shares (about $93.66K)Illumina 1,001 shares (about $80.34K) 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 PortfolioSectorVVisa$12,373,625$311,836 ▲2.6%35,9507.6%Business ServicesMSFTMicrosoft$10,296,324$3,322,006 ▲47.6%27,1826.3%Computer and TechnologyAMZNAmazon.com$10,060,153$237,769 ▲2.4%52,0426.2%Retail/WholesaleSYKStryker$9,660,750$297,839 ▲3.2%26,4035.9%MedicalACNAccenture$9,008,183$449,431 ▲5.3%29,4845.5%Computer and TechnologyALCAlcon$8,931,128$115,339 ▲1.3%93,1535.5%MedicalEMREmerson Electric$8,162,091$6,759 ▲0.1%74,8725.0%IndustrialsPTCPTC$8,114,322$635,769 ▲8.5%52,2395.0%Computer and TechnologyECLEcolab$8,082,402$206,304 ▲2.6%32,2824.9%Basic MaterialsCRMSalesforce$7,998,645$366,172 ▲4.8%29,5334.9%Computer and TechnologyTMOThermo Fisher Scientific$7,685,930$183,142 ▲2.4%15,3184.7%MedicalZTSZoetis$7,537,803$137,988 ▲1.9%46,0504.6%MedicalEWEdwards Lifesciences$6,532,298$23,342 ▼-0.4%91,7924.0%MedicalGOOGLAlphabet$5,836,005$52,496 ▲0.9%37,6873.6%Computer and TechnologyAAPLApple$5,643,913$250,228 ▼-4.2%25,8033.5%Computer and TechnologyULTAUlta Beauty$5,195,648$2,165 ▼0.0%14,3993.2%Retail/WholesaleNKENIKE$4,342,739$28,894 ▼-0.7%68,3862.7%Consumer DiscretionaryALGNAlign Technology$3,876,957$13,578 ▼-0.3%24,2702.4%MedicalPANWPalo Alto Networks$3,372,208$3,146,562 ▲1,394.5%19,4582.1%Computer and TechnologyMETAMeta Platforms$3,314,921$3,651,679 ▼-52.4%5,7292.0%Computer and TechnologyNVDANVIDIA$3,101,616$3,101,616 ▲New Holding28,1931.9%Computer and TechnologyAPTIV PLC$2,830,295$2,830,295 ▲New Holding46,5601.7%COM SHSILMNIllumina$2,130,793$80,336 ▼-3.6%26,5501.3%MedicalIAUiShares Gold Trust$2,081,746$332,352 ▼-13.8%35,7031.3%FinanceRACEFerrari$1,117,097$10,858 ▼-1.0%2,5720.7%Auto/Tires/TrucksDHRDanaher$1,100,961$42,916 ▲4.1%5,3360.7%MedicalISRGIntuitive Surgical$1,052,727$27,107 ▲2.6%2,1360.6%MedicalXYLXylem$840,666$8,979 ▲1.1%7,0220.5%Business ServicesQIAGEN NV$830,207$830,207 ▲New Holding20,8620.5%COM SHSLLYEli Lilly and Company$388,770$113,907 ▲41.4%4710.2%MedicalMSIMotorola Solutions$332,345$82,978 ▲33.3%7650.2%Computer and TechnologyKLACKLA$208,062$81,063 ▲63.8%3080.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$185,597$92,799 ▲100.0%2,0000.1%ETFITRIItron$174,530$19,473 ▼-10.0%1,6760.1%Computer and TechnologyFSLRFirst Solar$139,358$2,935 ▲2.2%1,0920.1%EnergyTTEKTetra Tech$136,982$53,500 ▼-28.1%4,6830.1%IndustrialsVRSKVerisk Analytics$126,880$126,880 ▲New Holding4300.1%Business ServicesXMESPDR S&P Metals & Mining ETF$113,692$56,846 ▲100.0%2,0000.1%ETFICLNiShares Global Clean Energy ETF$81,032$40,516 ▲100.0%7,0000.0%ETFGOOGAlphabet$78,184$2,037 ▼-2.5%4990.0%Computer and TechnologyUNHUnitedHealth Group$66,232$93,656 ▼-58.6%1280.0%MedicalVEGIiShares MSCI Agriculture Producers ETF$55,495$27,748 ▲100.0%1,5000.0%ETFMOOVanEck Agribusiness ETF$47,586$23,793 ▲100.0%7000.0%ETFABTAbbott Laboratories$39,311$3,407 ▲9.5%3000.0%MedicalJCIJohnson Controls International$33,365$3,193 ▲10.6%4180.0%ConstructionVEEVVeeva Systems$25,336$2,111 ▲9.1%1080.0%MedicalINTCIntel$3,9900.0%1750.0%Computer and TechnologyCPRICapri$2,6490.0%1300.0%Retail/WholesaleGRAIL INC$190.0%10.0%COMQIAGEN NV$0$922,517 ▼-100.0%00.0%SHS NEWMCDMcDonald's$0$9,544 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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