Banque de Luxembourg S.A. — 13F Holdings & Portfolio

CIK 2055344 · latest 13F-HR filed 2026-07-09

Banque de Luxembourg S.A. manages $212.0M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (13.92%), GOOGL (11.16%), MSFT (7.58%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 2, added to 35, and trimmed 23.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
14 BOULEVARD ROYAL
LUXEMBOURG, N4 L-2449
Phone
352 49 924 1
Filing Manager
Banque de Luxembourg S.A.
LUXEMBOURG, N4
Signatory
Herve Fayolle
Transaction Reporting & Support Services Teams Manager
Loading holdings…
AUM

$212.0M

Long-equity book

Holdings

78

Distinct positions

Period

2026-06-30

Filed 2026-07-09

Q/Q Activity

+5 / −2 / ↑35 / ↓23

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$6.9M +30.5%
  • ALPHABET INC$3.8M +19.0%
  • UNITEDHEALTH GROUP INC$2.9M +43.9%
  • BROADCOM INC$2.5M +269.0%
  • CISCO SYS INC$1.9M +52.9%
Show all 35

Top Trims

  • TOTALENERGIES SE-$3.1M -20.7%
  • ACCENTURE PLC IRELAND-$2.9M -34.0%
  • MEDTRONIC PLC-$496.7K -5.9%
  • S&P GLOBAL INC-$438.7K -6.6%
  • NIKE INC-$352.9K -31.9%
Show all 23

New Positions

  • APPLIED MATLS INC$96.9K
  • LAM RESEARCH CORP$82.3K
  • HONEYWELL INTL INC$56.2K
  • HONEYWELL AEROSPACE INC$55.3K
  • CONSTELLATION ENERGY CORP$46.9K
Show all 5

Exited Positions

  • SHERWIN WILLIAMS CO$296.2K
  • HONEYWELL INTL INC$113.5K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $29.5M 13.92% 39,502 SH
2 ALPHABET INC GOOGL 02079K305 $23.7M 11.16% 66,228 SH
3 MICROSOFT CORP MSFT 594918104 $16.1M 7.58% 43,092 SH
4 TOTALENERGIES SE TTE F92124100 $11.7M 5.52% 150,433 SH
5 VISA INC V 92826C839 $11.4M 5.39% 33,311 SH
6 AMAZON COM INC AMZN 023135106 $11.3M 5.35% 47,542 SH
7 APPLE INC AAPL 037833100 $10.6M 5.02% 36,783 SH
8 UNITEDHEALTH GROUP INC UNH 91324P102 $9.4M 4.45% 22,683 SH
9 MEDTRONIC PLC MDT G5960L103 $7.9M 3.72% 100,738 SH
10 ANALOG DEVICES INC ADI 032654105 $6.8M 3.20% 17,077 SH
11 S&P GLOBAL INC SPGI 78409V104 $6.2M 2.92% 15,181 SH
12 SYNOPSYS INC SNPS 871607107 $6.2M 2.90% 13,788 SH
13 ACCENTURE PLC IRELAND ACN G1151C101 $5.7M 2.68% 45,703 SH
14 NVIDIA CORPORATION NVDA 67066G104 $5.5M 2.58% 27,359 SH
15 CISCO SYS INC CSCO 17275R102 $5.5M 2.58% 46,498 SH
16 BECTON DICKINSON & CO BDX 075887109 $4.8M 2.26% 31,670 SH
17 CANADIAN NATL RY CO CNI 136375102 $3.6M 1.71% 30,377 SH
18 BROADCOM INC AVGO 11135F101 $3.4M 1.60% 8,983 SH
19 ALPHABET INC GOOG 02079K107 $3.0M 1.43% 8,573 SH
20 ALLEGION PLC ALLE G0176J109 $3.0M 1.42% 21,475 SH
21 DISNEY WALT CO DIS 254687106 $2.9M 1.36% 29,974 SH
22 ICON PUB LTD CO ICLR G4705A100 $2.3M 1.09% 13,280 SH
23 PROCTER & GAMBLE CO PG 742718109 $1.4M 0.65% 9,347 SH
24 INVESCO EXCHANGE TRADED FD T PKW 46137V308 $1.3M 0.62% 9,227 SH
25 BANK OF NY MELLON CORP BNY 064058100 $1.3M 0.60% 8,817 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.59% 2,517 SH
27 META PLATFORMS INC META 30303M102 $1.2M 0.56% 2,099 SH
28 DANAHER CORP DEL DHR 235851102 $1.1M 0.54% 6,016 SH
29 ASTRAZENECA PLC AZN G0593M107 $1.1M 0.53% 5,968 SH
30 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $1.1M 0.51% 2,275 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $849.1K 0.40% 2,594 SH
32 NIKE INC NKE 654106103 $751.7K 0.35% 18,312 SH
33 BLACKROCK INC BLK 09290D101 $615.4K 0.29% 640 SH
34 ELI LILLY & CO LLY 532457108 $609.3K 0.29% 508 SH
35 PALO ALTO NETWORKS INC PANW 697435105 $580.4K 0.27% 1,702 SH
36 LINDE PLC LIN G54950103 $558.5K 0.26% 1,076 SH
37 BOSTON SCIENTIFIC CORP BSX 101137107 $495.3K 0.23% 11,606 SH
38 THERMO FISHER SCIENTIFIC INC TMO 883556102 $411.6K 0.19% 821 SH
39 FRANCO NEV CORP FNV 351858105 $386.0K 0.18% 1,850 SH
40 JOHNSON & JOHNSON JNJ 478160104 $370.0K 0.17% 1,457 SH
41 UBER TECHNOLOGIES INC UBER 90353T100 $366.4K 0.17% 5,077 SH
42 MCDONALDS CORP MCD 580135101 $347.1K 0.16% 1,284 SH
43 ENBRIDGE INC ENB 29250N105 $325.3K 0.15% 6,000 SH
44 MERCK & CO INC MRK 58933Y105 $313.0K 0.15% 2,436 SH
45 PEPSICO INC PEP 713448108 $306.4K 0.14% 2,263 SH
46 COCA COLA CO KO 191216100 $278.9K 0.13% 3,432 SH
47 UNION PAC CORP UNP 907818108 $273.1K 0.13% 1,004 SH
48 COSTCO WHOLESALE CORPORATION COST 22160K105 $262.9K 0.12% 281 SH
49 COMCAST CORP NEW CMCSA 20030N101 $254.7K 0.12% 10,376 SH
50 ARISTA NETWORKS INC ANET 040413205 $233.8K 0.11% 1,376 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-09 $212.0M 78 0002055344-26-000003
2026-03-31 2026-04-14 $193.3M 77 0002055344-26-000002
2025-12-31 2026-01-21 $234.8M 88 0002055344-26-000001