Arkolith/Funds/B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG

CIK 1847838
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

B. Metzler seel. Sohn & Co. AG holds a diversified book of 709 reported positions worth $11.6B as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 4 new listings in the book), a listing rather than a purchase; they opened Modine Manufacturing Co and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2022 would be +64% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
26
bought for the first time
+23 more · largest first
4 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
288
already held, bought more
+285 more · largest first
Trimmed
257
sold some, still holds it
+254 more · largest first
Sold out
32
exited the position entirely
+29 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+64.2%
+11.4%/yr · since Feb '22
Their reported book
+49.7%
held from quarter-end
S&P 500
+83.9%
same window
$8K$11K$13K$16K$19KFeb '22Jan '23Dec '23Nov '24Oct '25Sep '26
B. Metzler seel. Sohn & Co. AG (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 14.5 points over this window.

Growth of $10,000 cloning B. Metzler seel. Sohn & Co. AG's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~42 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
39%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Information Technology
46%
Financials
13%
Consumer Discretionary
11%
Industrials
10%
Health Care
9%
Consumer Staples
4%
Materials
2%
Utilities
2%

+4 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as B. Metzler seel. Sohn & Co. AG

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP12 / 80$644.4M
United American Securities Inc. (d/b/a UAS Asset Management)11 / 80$454.3M
Prospect Hill Management, LLC13 / 80$251.6M
Howard Hughes Medical Institute24 / 80$426.3M
Mirae Asset Global Investments Co., Ltd.79 / 80$284.3B
Hoffman, Alan N Investment Management8 / 80$160.6M
Uhlmann Price Securities, LLC53 / 80$2.5B
Alcosta Capital Management, Inc.18 / 80$136.8M

Ranked by the share of each fund's own book sitting in the names it shares with B. Metzler seel. Sohn & Co. AG: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

709 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$733.3M3.66M
6.3%
−6.1%
Reduced · −237K sh
2Apple Inc
COM
$711.7M2.46M
6.1%
+16%
Added · +340K sh
3Alphabet Inc
CAP STK CL A
$651.4M1.82M
5.6%
−8.3%
Reduced · −164K sh
4Amazon Com Inc
COM
$540.8M2.27M
4.7%
−14%
Reduced · −365K sh
5Microsoft Corp
COM
$485.1M1.30M
4.2%
−22%
Reduced · −373K sh
6Broadcom Inc
COM
$329.3M871.9K
2.8%
+27%
Added · +186K sh
7Coca Cola Co
COM
$272.7M3.36M
2.4%
−17%
Reduced · −711K sh
8Palo Alto Networks Inc
COM
$266.1M780.2K
2.3%
−18%
Reduced · −171K sh
9JPMorgan Chase & Co
COM
$247.0M754.6K
2.1%
−20%
Reduced · −194K sh
10Meta Platforms Inc
CL A
$244.9M434.8K
2.1%
−20%
Reduced · −106K sh
11Visa Inc
COM CL A
$241.1M702.7K
2.1%
−19%
Reduced · −160K sh
12Thermo Fisher Scientific Inc
COM
$227.8M454.4K
2.0%
−22%
Reduced · −127K sh
13Taiwan Semiconductor Manufac
SPONSORED ADS
$221.8M464.5K
1.9%
−6.4%
Reduced · −32K sh
14Abbvie Inc
COM
$218.3M867.6K
1.9%
−8.7%
Reduced · −83K sh
15Ge Aerospace
COM NEW
$212.9M569.6K
1.8%
+36%
Added · +152K sh
16Citigroup Inc
COM NEW
$176.2M1.26M
1.5%
−20%
Reduced · −313K sh
17McDonalds Corp
COM
$170.7M631.4K
1.5%
−17%
Reduced · −126K sh
18Advanced Micro Devices Inc
COM
$164.9M283.9K
1.4%
−5.7%
Reduced · −17K sh
19Eli Lilly & Co
COM
$153.8M128.2K
1.3%
+4.6%
Added · +6K sh
20S&P Global Inc
COM
$132.8M326.0K
1.1%
−20%
Reduced · −81K sh
21Abbott Laboratories
COM
$119.0M1.31M
1.0%
−28%
Reduced · −513K sh
22Vertex Pharmaceuticals Inc
COM
$114.9M231.4K
1.0%
−55%
Reduced · −280K sh
23Micron Technology Inc
COM
$114.7M99.4K
1.0%
−38%
Reduced · −61K sh
24Tesla Inc
COM
$103.5M246.0K
0.9%
+19%
Added · +39K sh
25Alphabet Inc
CAP STK CL C
$102.2M289.4K
0.9%
−5.5%
Reduced · −17K sh
26Applied Matls Inc
COM
$101.8M140.8K
0.9%
+9.6%
Added · +12K sh
27Amphenol Corp
CL A
$97.3M551.7K
0.8%
−8.6%
Reduced · −52K sh
28Cisco Sys Inc
COM
$95.0M809.0K
0.8%
−15%
Reduced · −142K sh
29Lam Research Corp
COM NEW
$88.5M204.3K
0.8%
+43%
Added · +61K sh
30Mastercard Incorporated
CL A
$85.7M166.9K
0.7%
−0.1%
Reduced · −205 sh
31Home Depot Inc
COM
$82.3M233.4K
0.7%
−2.3%
Reduced · −5K sh
32Johnson & Johnson
COM
$78.9M310.6K
0.7%
−33%
Reduced · −150K sh
33Caterpillar Inc
COM
$66.8M62.7K
0.6%
+4.3%
Added · +3K sh
34Texas Instrs Inc
COM
$65.8M220.7K
0.6%
−18%
Reduced · −47K sh
35Netflix Inc.
COM
$60.4M846.5K
0.5%
−9.2%
Reduced · −85K sh
36Uber Technologies Inc
COM
$60.0M831.2K
0.5%
−23%
Reduced · −243K sh
37Procter & Gamble Co
COM
$58.3M397.5K
0.5%
~0%
Reduced · −50 sh
38Merck & Co Inc
COM
$57.0M443.2K
0.5%
−2.6%
Reduced · −12K sh
39Analog Devices Inc
COM
$55.0M138.6K
0.5%
+13%
Added · +16K sh
40Arista Networks Inc
COM SHS
$51.7M304.6K
0.4%
−17%
Reduced · −64K sh
41Howmet Aerospace Inc
COM
$51.7M192.2K
0.4%
+13%
Added · +22K sh
42Pepsico Inc
COM
$51.1M377.1K
0.4%
−20%
Reduced · −96K sh
43Berkshire Hathaway Inc Del
CL A
$48.7M65
0.4%
Held
44Applovin Corp
COM CL A
$44.7M86.7K
0.4%
+70%
Added · +36K sh
45Western Digital Corp
COM
$44.7M69.9K
0.4%
−0.2%
Reduced · −159 sh
46Bank Of Amer Corp
COM
$43.2M757.6K
0.4%
+10%
Added · +70K sh
47Berkshire Hathaway Inc Del
CL B NEW
$40.1M80.1K
0.3%
+21%
Added · +14K sh
48United Rentals Inc
COM
$39.7M35.1K
0.3%
−21%
Reduced · −10K sh
49Stryker Corporation
COM
$38.1M120.9K
0.3%
+52%
Added · +42K sh
50Kla Corp
COM NEW
$37.7M125.0K
0.3%
+696%
Added · +109K sh
Showing 50 of 709 positions
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Filing history

As-of date vs the date the SEC received each filing

$11.6B · Q2 2026Q4 2021 · $7.7BQ2 2026 · $11.6B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 202642d1,137$11.6B13F-HR
Q1 2026Mar 31, 2026May 8, 202638d1,137$10.8B13F-HR
Q4 2025Dec 31, 2025Jan 28, 202628d1,152$11.5B13F-HR
Q3 2025Sep 30, 2025Nov 13, 202544d1,145$11.3B13F-HR
Q2 2025Jun 30, 2025Aug 11, 202542d1,146$10.5B13F-HR
Q1 2025Mar 31, 2025May 14, 202544d1,171$9.7B13F-HR
Q4 2024Dec 31, 2024Feb 12, 202543d1,175$9.7B13F-HR
Q3 2024Sep 30, 2024Nov 8, 202439d1,179$10.1B13F-HR
Q2 2024Jun 30, 2024Aug 13, 202444d1,175$10.4B13F-HR
Q1 2024Mar 31, 2024May 15, 202445d1,177$9.1B13F-HR
Q4 2023Dec 31, 2023Feb 13, 202444d1,154$7.8B13F-HR
Q3 2023Sep 30, 2023Nov 13, 202344d1,114$6.6B13F-HR
Q2 2023Jun 30, 2023Aug 11, 202342d1,094$7.4B13F-HR
Q1 2023Mar 31, 2023May 10, 202340d1,083$6.4B13F-HR
Q4 2022Dec 31, 2022Feb 13, 202344d1,062$5.9B13F-HR
Q3 2022Sep 30, 2022Nov 14, 202245d1,060$5.5B13F-HR
Q2 2022Jun 30, 2022Aug 12, 202243d1,074$6.1B13F-HR
Q1 2022Mar 31, 2022May 10, 202240d1,123$7.5B13F-HR
Q4 2021Dec 31, 2021Feb 11, 202242d1,063$7.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.