13F filer

B. Metzler seel. Sohn & Co.

As of Jun 30, 2026 Filed Aug 11, 2026 CIK 1847838 SEC filings ↗
13F Value
$11.57B
Positions
709
Top Position
NVDA6.3%
Top 5
27.0%

Latest filing changes

vs Mar 31, 2026
1 AAPL Apple +16.0%+$98.4M
2 AVGO Broadcom +27.1%+$70.2M
3 GE Ge Aerospace +36.4%+$56.8M
4 LRCX Lam Research +42.5%+$26.4M
5 APP AppLovin +69.8%+$18.4M
Holdings709
# Trend (4Q)
1 NVDA 6.3% $733.3M -6.1% 3.66M 6.3% Common Stock
2 AAPL 6.1% $711.7M +16.0% 2.46M 5.0% Common Stock
3 GOOGL
Filing details
  • 02079K305 Jun 30, 2026 1,822,751 reported quantity $651,396,670 reported value
5.6% $651.4M -8.3% 1.82M 5.3% Common Stock
4 AMZN 4.7% $540.8M -13.9% 2.27M 5.1% Common Stock
5 MSFT 4.2% $485.1M -22.3% 1.30M 5.8% Common Stock
6 AVGO 2.8% $329.3M +27.1% 871.9K 2.0% Common Stock
7 KO 2.4% $272.7M -17.5% 3.36M 2.9% Common Stock
8 PANW 2.3% $266.1M -18.0% 780.2K 1.4% Common Stock
9 JPM 2.1% $247.0M -20.5% 754.6K 2.6% Common Stock
10 META 2.1% $244.9M -19.7% 434.8K 2.9% Common Stock
11 V 2.1% $241.1M -18.5% 702.7K 2.4% Common Stock
12 TMO 2.0% $227.8M -21.8% 454.4K 2.7% Common Stock
13 TSM 1.9% $221.8M -6.4% 464.5K 1.6% ADR
14 ABBV 1.9% $218.3M -8.7% 867.6K 1.9% Common Stock
15 GE
Filing details
  • 369604301 Jun 30, 2026 569,610 reported quantity $212,879,453 reported value
1.8% $212.9M +36.4% 569.6K 1.1% Common Stock
16 C 1.5% $176.2M -19.9% 1.26M 1.7% Common Stock
17 MCD 1.5% $170.7M -16.6% 631.4K 2.2% Common Stock
18 AMD 1.4% $164.9M -5.7% 283.9K 0.6% Common Stock
19 LLY 1.3% $153.8M +4.6% 128.2K 1.0% Common Stock
20 SPGI 1.1% $132.8M -19.8% 326.0K 1.6% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing31
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.