StockDriftsStockDriftsTop 50 Flossbach Von Storch Se Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET - CLASS A | 7.12% | 4.41M | $1.58B | -11.81%(-590.29K) | $75.02(+359.52%) | 2026-06-30 | |
| AMZN | AMAZON.COM | 5.93% | 5.50M | $1.31B | -7.75%(-462.29K) | $135.79(+93.34%) | 2026-06-30 | |
| MSFT | MICROSOFT | 5.73% | 3.39M | $1.27B | -3.66%(-129.07K) | $214.75(+126.34%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY B | 5.68% | 2.51M | $1.26B | -3.55%(-92.45K) | $187.42(+167.49%) | 2026-06-30 | |
| APH | AMPHENOL | 4.51% | 5.66M | $997.4M | +1.59%(+88.32K) | $36.62(+359.39%) | 2026-06-30 | |
| SCHW | CHARLES SCHWAB | 4.47% | 10.71M | $987.9M | +0.35%(+37.15K) | $71.42(+55.73%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC | 4.32% | 1.91M | $955.6M | -2.46%(-48.09K) | $478.47(+23.35%) | 2026-06-30 | |
| AAPL | APPLE | 4.21% | 3.21M | $930.2M | +18.51%(+502.10K) | $159.95(+90.92%) | 2026-06-30 | |
| ABT | ABBOTT LABORATORIES | 4.08% | 9.95M | $902.9M | +26.63%(+2.09M) | $98.24(+12.22%) | 2026-06-30 | |
| DHR | DANAHER | 3.38% | 3.92M | $747.3M | -1.82%(-72.84K) | $206.18(-1.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.96% | +36.60% | +3.80% | +20.52% |
| Top 20 Holdings Unweighted | +8.82% | +28.86% | +2.64% | +13.90% |
Flossbach Von Storch Se reports $22.12B in US-listed equity holdings across 105 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (7.1%), AMZN (5.9%) and MSFT (5.7%). The top 20 holdings account for 74.07% of reported assets. Its disclosed equity book has returned +36.60% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Flossbach Von Storch Se’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1575677). View Flossbach Von Storch Se’s 13F filings on SEC