Arkolith/Funds/Banque de Luxembourg S.A.

Banque de Luxembourg S.A.

CIK 2055344
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Banque de Luxembourg S.A. holds a focused book of 78 reported positions worth $212.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Applied Materials Inc and trimmed Alphabet Inc-CL A. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 14% of the reported non-option book. Cloning the disclosed picks since 2025 would be +13% (+7.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
4
bought for the first time
+1 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Sold out
1
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+12.7%
+7.9%/yr · since Feb '25
Their reported book
+16.5%
held from quarter-end
S&P 500
+27.5%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Sep '25Jan '26May '26Sep '26
Banque de Luxembourg S.A. (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +16.5%, a 3.8-point gap that is the cost of the ~9-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Banque de Luxembourg S.A.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 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: focused book

Top 5 holdings
44%
Top 10 holdings
65%
Top 20 holdings
87%

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

85% mapped to company sectors

Information Technology
40%
ETFs / funds
15%
Health Care
14%
Financials
10%
Consumer Discretionary
7%
Industrials
7%
Energy
6%
Materials
1%

+3 sectors below the cut, 1% 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 Banque de Luxembourg S.A.

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP10 / 78$643.3M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 78$453.6M
Evelyn Partners Group Ltd71 / 78$44.9B
Prospect Hill Management, LLC10 / 78$245.4M
Hoffman, Alan N Investment Management8 / 78$160.9M
Greenbrier Partners Capital Management, LLC8 / 78$1.2B
Draper Asset Management, LLC9 / 78$176.0M
Ketron Financial20 / 78$285.1M

Ranked by the share of each fund's own book sitting in the names it shares with Banque de Luxembourg S.A.: 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.

78 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$29.5M39.5K
13.9%
+14%
Added · +5K sh
2Alphabet Inc
CAP STK CL A
$23.7M66.2K
11.2%
−4.3%
Reduced · −3K sh
3Microsoft Corp
COM
$16.1M43.1K
7.6%
−1.9%
Reduced · −828 sh
4Totalenergies SE
ACT
$11.7M150.4K
5.5%
−4.7%
Reduced · −7K sh
5Visa Inc
COM CL A
$11.4M33.3K
5.4%
−3.5%
Reduced · −1K sh
6Amazon Com Inc
COM
$11.3M47.5K
5.3%
−2.4%
Reduced · −1K sh
7Apple Inc
COM
$10.6M36.8K
5.0%
−3.1%
Reduced · −1K sh
8Unitedhealth Group Inc
COM
$9.4M22.7K
4.4%
−6.3%
Reduced · −2K sh
9Medtronic PLC
SHS
$7.9M100.7K
3.7%
+4.2%
Added · +4K sh
10Analog Devices Inc
COM
$6.8M17.1K
3.2%
−1.4%
Reduced · −241 sh
11S&P Global Inc
COM
$6.2M15.2K
2.9%
−2.5%
Reduced · −386 sh
12Synopsys Inc
COM
$6.2M13.8K
2.9%
−1.6%
Reduced · −220 sh
13Accenture PLC Ireland
SHS CLASS A
$5.7M45.7K
2.7%
+5.2%
Added · +2K sh
14Nvidia Corporation
COM
$5.5M27.4K
2.6%
+2.1%
Added · +577 sh
15Cisco Sys Inc
COM
$5.5M46.5K
2.6%
+1.0%
Added · +455 sh
16Becton Dickinson & Co
COM
$4.8M31.7K
2.3%
−2.5%
Reduced · −819 sh
17Canadian Natl Ry Co
COM
$3.6M30.4K
1.7%
−4.7%
Reduced · −2K sh
18Broadcom Inc
COM
$3.4M9.0K
1.6%
+202%
Added · +6K sh
19Alphabet Inc
CAP STK CL C
$3.0M8.6K
1.4%
Held
20Allegion PLC
ORD SHS
$3.0M21.5K
1.4%
+0.6%
Added · +128 sh
21Disney Walt Co
COM
$2.9M30.0K
1.4%
+2.8%
Added · +807 sh
22Icon Pub Ltd Co
SHS
$2.3M13.3K
1.1%
+0.7%
Added · +93 sh
23Procter & Gamble Co
COM
$1.4M9.3K
0.6%
−1.0%
Reduced · −92 sh
24Invesco Exchange Traded FD T
BUYBACK ACHIEV
$1.3M9.2K
0.6%
Held
25Bank Of NY Mellon Corp
COM
$1.3M8.8K
0.6%
Held
26Berkshire Hathaway Inc Del
CL B NEW
$1.3M2.5K
0.6%
Held
27Meta Platforms Inc
CL A
$1.2M2.1K
0.6%
+45%
Added · +649 sh
28Danaher Corp Del
COM
$1.1M6.0K
0.5%
Held
29AstraZeneca PLC
ORD
$1.1M6.0K
0.5%
+12%
Added · +640 sh
30Taiwan Semiconductor Manufac
SPONSORED ADS
$1.1M2.3K
0.5%
+65%
Added · +898 sh
31JPMorgan Chase & Co
COM
$849K2.6K
0.4%
+0.2%
Added · +6 sh
32Nike Inc
CL B
$752K18.3K
0.4%
−12%
Reduced · −3K sh
33BlackRock Inc
COM
$615K640
0.3%
+7.2%
Added · +43 sh
34Eli Lilly & Co
COM
$609K508
0.3%
−5.6%
Reduced · −30 sh
35Palo Alto Networks Inc
COM
$580K1.7K
0.3%
−28%
Reduced · −661 sh
36Linde PLC
SHS
$559K1.1K
0.3%
−25%
Reduced · −360 sh
37Boston Scientific Corp
COM
$495K11.6K
0.2%
Held
38Thermo Fisher Scientific Inc
COM
$412K821
0.2%
+6.6%
Added · +51 sh
39Franco Nev Corp
COM
$386K1.9K
0.2%
−12%
Reduced · −250 sh
40Johnson & Johnson
COM
$370K1.5K
0.2%
−15%
Reduced · −266 sh
41Uber Technologies Inc
COM
$366K5.1K
0.2%
+3.9%
Added · +190 sh
42McDonalds Corp
COM
$347K1.3K
0.2%
−23%
Reduced · −393 sh
43Enbridge Inc
COM
$325K6.0K
0.2%
Held
44Merck & Co Inc
COM
$313K2.4K
0.1%
−17%
Reduced · −506 sh
45Pepsico Inc
COM
$306K2.3K
0.1%
−12%
Reduced · −320 sh
46Coca Cola Co
COM
$279K3.4K
0.1%
+11%
Added · +344 sh
47Union Pac Corp
COM
$273K1.0K
0.1%
Held
48Costco Wholesale Corporation
COM
$263K281
0.1%
Held
49Comcast Corp New
CL A
$255K10.4K
0.1%
Held
50Arista Networks Inc
COM SHS
$234K1.4K
0.1%
Held
Showing 50 of 78 positions
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Filing history

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

$234.8M · Q4 2025Q4 2024 · $185.8MQ2 2026 · $212.0M

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

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20269d78$212.0M13F-HR
Q1 2026Mar 31, 2026Apr 14, 202614d77$193.3M13F-HR
Q4 2025Dec 31, 2025Jan 21, 202621d88$234.8M13F-HR
Q3 2025Sep 30, 2025Oct 17, 202517d80$193.4M13F-HR
Q2 2025Jun 30, 2025Jul 10, 202510d87$174.6M13F-HR
Q1 2025Mar 31, 2025May 14, 202544d87$174.8M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d82$185.8M13F-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.