The Analysis of WORMSER FRERES GESTION's Holdings

Currently, WORMSER FRERES GESTION holds 44 types of securities in its portfolio with a total value $176.0M. In the most recent quarter, they have increased their positions in DHR (+32.3K shares, valued at $7.4M), ADP (+17.9K shares, valued at $4.6M), ABT (+6.6K shares, valued at $827.3K); decreased their positions in EMR (-46.5K shares, valued at $6.2M), ZTS (-45.6K shares, valued at $5.7M), N/A (-24.7K shares, valued at $4.8M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TMO THERMO FISHER SCIENTIFIC INC22.0K shares1.54%2025-12-312026-02-10

MSFT MICROSOFT CORP26.2K shares-1.73%2025-12-312026-02-10

AMZN AMAZON COM INC52.8K shares0.47%2025-12-312026-02-10

ALPHABET INC ALPHABET INC37.6K shares-2.27%2025-12-312026-02-10

V VISA INC31.1K shares2.23%2025-12-312026-02-10

PANW PALO ALTO NETWORKS INC54.1K shares-0.68%2025-12-312026-02-10

SYK STRYKER CORPORATION28.3K shares4.09%2025-12-312026-02-10

PTC PTC INC55.6K shares4.75%2025-12-312026-02-10

Sponsored

DHR DANAHER CORPORATION37.9K shares586.74%2025-12-312026-02-10

CRM SALESFORCE INC32.4K shares4.33%2025-12-312026-02-10

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND31.2K shares2.75%2025-12-312026-02-10

ECL ECOLAB INC30.0K shares-1.98%2025-12-312026-02-10

EW EDWARDS LIFESCIENCES CORP91.9K shares-2.84%2025-12-312026-02-10

ALC ALCON AG97.6K shares-0.95%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN30.0K shares147.13%2025-12-312026-02-10

NVIDIA CORPORATION NVIDIA CORPORATION34.8K shares7.91%2025-12-312026-02-10

Sponsored

ISRG INTUITIVE SURGICAL INC9.5K shares2.16%2025-12-312026-02-10

MSCI INC MSCI INC8.1K shares1.98%2025-12-312026-02-10

VERISK ANALYTICS INC VERISK ANALYTICS INC16.8K shares8.86%2025-12-312026-02-10

ISHARES GOLD TR ISHARES GOLD TR30.8K shares-10.84%2025-12-312026-02-10

RACE FERRARI N V3.4K shares-9.91%2025-12-312026-02-10

ABT ABBOTT LABS7.0K shares1798.64%2025-12-312026-02-10

XYL XYLEM INC5.4K shares-31.63%2025-12-312026-02-10

LLY ELI LILLY & CO677 shares39.30%2025-12-312026-02-10

Sponsored

XLE SELECT SECTOR SPDR TR4.4K shares100.00%2025-12-312026-02-10

MSI MOTOROLA SOLUTIONS INC973 shares-8.03%2025-12-312026-02-10

EMR EMERSON ELEC CO2.3K shares-95.28%2025-12-312026-02-10

ZTS ZOETIS INC2.1K shares-95.53%2025-12-312026-02-10

ITRI ITRON INC2.7K shares64.81%2025-12-312026-02-10

ORACLE CORP ORACLE CORP1.1K shares-95.69%2025-12-312026-02-10

KLAC KLA CORP158 shares-56.71%2025-12-312026-02-10

XME SPDR SERIES TRUST1.5K shares-23.25%2025-12-312026-02-10

Sponsored

ALPHABET INC ALPHABET INC499 shares0.00%2025-12-312026-02-10

ICLN ISHARES TR7.0K shares0.00%2025-12-312026-02-10

AAPL APPLE INC400 shares0.00%2025-12-312026-02-10

VEGI ISHARES INC1.5K shares0.00%2025-12-312026-02-10

MOO VANECK ETF TRUST700 shares0.00%2025-12-312026-02-10

VEEV VEEVA SYS INC186 shares48.80%2025-12-312026-02-10

IDXX IDEXX LABS INC54 shares671.43%2025-12-312026-02-10

QIAGEN NV QIAGEN NV524 shares-97.86%2025-12-312026-02-10

Sponsored

UNH UNITEDHEALTH GROUP INC70 shares0.00%2025-12-312026-02-10

ALGN ALIGN TECHNOLOGY INC88 shares0.00%2025-12-312026-02-10

ILMN ILLUMINA INC91 shares0.00%2025-12-312026-02-10

INTC INTEL CORP175 shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available