FLOSSBACH VON STORCH SE
Institutional investor · Portfolio as of Q2 2022
Top Holdings117 positions
Alphabet Inc | 973,349 | $2.1B | 7.1% | $64.82 | +66.52% | 14 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc | 5.9M | $1.6B | 5.4% | $219.53 | +24.37% | 14 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 5.2M | $1.3B | 4.5% | $174.22 | +42.36% | 14 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 12.1M | $1.3B | 4.3% | $118.82 | -10.62% | 14 qtrssince 2019-Q1 | Increased 94 |
3M Co | 8.9M | $1.2B | 3.9% | $110.38 | -15.40% | 14 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 5.6M | $998.8M | 3.4% | $118.32 | +33.02% | 14 qtrssince 2019-Q1 | Decreased 0 |
Facebook Inc | 5.8M | $932.4M | 3.1% | $188.33 | -15.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
Newmont Mining Corp | 14.8M | $880.5M | 3.0% | $37.75 | +47.68% | 14 qtrssince 2019-Q1 | Decreased 0 |
Adobe Systems Inc | 2.4M | $865.2M | 2.9% | $420.54 | -12.37% | 14 qtrssince 2019-Q1 | Increased 69 |
PepsiCo Inc | 5.1M | $855.2M | 2.9% | $118.10 | +22.45% | 14 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 6.1M | $834.2M | 2.8% | $122.87 | +8.99% | 14 qtrssince 2019-Q1 | Decreased 0 |
| 46.5M | $823.3M | 2.8% | — | — | — | — | |
Abbott Laboratories | 7.3M | $792.8M | 2.7% | $86.12 | +15.78% | 14 qtrssince 2019-Q1 | Increased 56 |
Procter & Gamble Co/The | 5.4M | $782.5M | 2.6% | $111.78 | +15.09% | 14 qtrssince 2019-Q1 | Decreased 0 |
Fortive Corp | 13.1M | $712.1M | 2.4% | $47.91 | -16.02% | 14 qtrssince 2019-Q1 | Increased 57 |
Danaher Corp | 2.7M | $696M | 2.3% | $208.28 | +5.46% | 14 qtrssince 2019-Q1 | Increased 61 |
Illinois Tool Works Inc | 3.8M | $692.3M | 2.3% | $164.35 | +0.19% | 10 qtrssince 2020-Q1 | Decreased 0 |
BlackRock Inc | 1.1M | $684.3M | 2.3% | $627.18 | -9.65% | 14 qtrssince 2019-Q1 | Increased 55 |
Amphenol Corp | 10.4M | $672.4M | 2.3% | $16.73 | -7.25% | 6 qtrssince 2021-Q1 | Decreased 0 |
Visa Inc | 3.4M | $666.1M | 2.2% | $188.43 | +1.14% | 14 qtrssince 2019-Q1 | Decreased 0 |
FLOSSBACH VON STORCH SE manages $29.8B across 117 positions as of Q2 2022. Top holdings: GOOGL (7.1%), BRK/B (5.4%), MSFT (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 5 new positions, 6 exits, 46 increased. Top move: AMZN (INCREASED, conviction 94). Portfolio: $29.8B across 117 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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