Bli - Banque De Luxembourg Investments Portfolio Stock Holdings

Bli - Banque De Luxembourg Investments disclosed 175 stock positions valued at approximately $3.3 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, ALPHABET INC, and NVIDIA CORPORATION. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
175
Portfolio Value
$3.3B
Holdings by Sector
Bli - Banque De Luxembourg Investments Portfolio Holdings in Q1 2026

173 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICROSOFT CORPMSFTTechnology6.45%449,519--$215,569,679
ALPHABET INCGOOGLCommunication Services5.40%583,785--$180,239,282
NVIDIA CORPORATIONNVDATechnology3.22%583,809--$107,708,109
AMAZON COM INCAMZNConsumer Cyclical3.21%469,390--$107,344,545
APPLE INCAAPLTechnology2.75%341,817--$91,806,309
UNION PAC CORPUNPIndustrials2.58%375,712--$86,152,365
CANADIAN NATL RY COCNIIndustrials2.46%844,888--$82,299,439
VISA INCVFinancial Services2.44%233,941--$81,414,201
MASTERCARD INCORPORATEDMAFinancial Services2.30%135,087--$76,742,753
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology2.22%251,800--$74,258,796
ADOBE INCADBETechnology1.84%177,160--$61,438,525
COLGATE PALMOLIVE COCLConsumer Defensive1.79%764,344--$59,793,378
META PLATFORMS INCMETACommunication Services1.68%85,864--$56,251,337
ACCENTURE PLC IRELANDACNTechnology1.64%206,099--$54,742,462
FRANCO NEV CORPFNVBasic Materials1.57%257,495--$52,611,802
RESMED INCRMDHealthcare1.54%215,489--$51,533,362
AGNICO EAGLE MINES LTDAEMBasic Materials1.51%303,000--$50,605,396
PEPSICO INCPEPConsumer Defensive1.40%329,172--$46,676,478
VERISK ANALYTICS INCVRSKIndustrials1.38%209,228--$46,177,007
WHEATON PRECIOUS METALS CORPWPMBasic Materials1.36%393,500--$45,482,870
TJX COS INC NEWTJXConsumer Cyclical1.16%254,653--$38,912,815
KIMBERLY-CLARK CORPKMBConsumer Defensive1.16%389,281--$38,890,762
WATERS CORPWATHealthcare1.14%100,920--$38,107,020
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.13%65,660--$37,692,451
IDEXX LABS INCIDXXHealthcare1.12%55,771--$37,419,221
ROLLINS INCROLConsumer Cyclical1.04%583,950--$34,715,605
IDEX CORPIEXIndustrials1.00%188,900--$33,327,750
MONDELEZ INTL INCMDLZConsumer Defensive0.92%570,808--$30,784,297
ENBRIDGE INCENBEnergy0.88%625,295--$29,418,883
CATERPILLAR INCCATIndustrials0.87%50,895--$28,912,884
ORLA MNG LTD NEWORLABasic Materials0.84%2,130,000--$28,140,071
S&P GLOBAL INCSPGIFinancial Services0.83%53,461--$27,757,436
CHECK POINT SOFTWARE TECH LTDCHKPOther0.83%149,700--$27,598,577
SITEONE LANDSCAPE SUPPLY INCSITEIndustrials0.81%216,913--$27,021,971
ALAMOS GOLD INCAGIBasic Materials0.79%690,000--$26,296,046
ABBOTT LABORATORIESABTHealthcare0.74%200,725--$24,842,451
BROADCOM INCAVGOTechnology0.73%70,632--$24,312,914
NIKE INCNKEConsumer Cyclical0.71%392,500--$23,623,551
JOHNSON & JOHNSONJNJHealthcare0.67%109,599--$22,311,156
ROYAL GOLD INCRGLDBasic Materials0.66%100,000--$22,138,060
MOODYS CORPMCOFinancial Services0.66%43,293--$21,973,674
SYNOPSYS INCSNPSTechnology0.64%46,044--$21,488,935
ARISTA NETWORKS INCANETOther0.64%164,448--$21,429,236
AUTODESK INCADSKTechnology0.63%71,151--$20,972,422
DANAHER CORP DELDHRHealthcare0.61%90,290--$20,489,831
KLA CORPKLACTechnology0.61%16,574--$20,284,736
APPLIED MATLS INCAMATTechnology0.57%86,742--$19,202,146
ROPER TECHNOLOGIES INCROPTechnology0.57%42,851--$18,976,554
ELI LILLY & COLLYHealthcare0.56%17,500--$18,595,798
PROCTER & GAMBLE COPGConsumer Defensive0.56%130,981--$18,562,754
HENRY JACK & ASSOC INCJKHYTechnology0.54%99,400--$18,049,081
EQUIFAX INCEFXIndustrials0.54%82,540--$17,928,086
CLOROX CO DELCLXConsumer Defensive0.50%169,720--$16,833,011
TYLER TECHNOLOGIES INCTYLTechnology0.47%34,820--$15,696,615
NORDSON CORPNDSNIndustrials0.46%64,600--$15,496,818
NEWMONT CORPNEMBasic Materials0.46%154,500--$15,480,015
CHEMED CORP NEWCHEHealthcare0.45%35,500--$15,040,901
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.45%30,000--$14,868,307
SERVICENOW INCNOWTechnology0.44%96,105--$14,578,709
MSCI INCMSCIFinancial Services0.43%25,240--$14,451,781
EDWARDS LIFESCIENCES CORPEWHealthcare0.43%169,530--$14,376,050
UNITEDHEALTH GROUP INCUNHHealthcare0.42%42,683--$13,947,262
AMETEK INCAMEIndustrials0.42%68,430--$13,938,764
WEST PHARMACEUTICAL SVSC INCWSTHealthcare0.41%49,900--$13,592,758
VEEVA SYS INCVEEVHealthcare0.40%60,265--$13,313,936
TEXAS PACIFIC LAND CORPORATITPLEnergy0.40%45,900--$13,227,164
BRISTOL-MYERS SQUIBB COBMYHealthcare0.39%247,000--$13,175,195
MANHATTAN ASSOCIATES INCMANHTechnology0.38%74,100--$12,737,844
IQVIA HLDGS INCIQVHealthcare0.37%55,825--$12,504,096
PAYCHEX INCPAYXTechnology0.37%109,965--$12,265,087
GLOBUS MED INCGMEDHealthcare0.35%136,500--$11,806,076
BURLINGTON STORES INCBURLConsumer Cyclical0.35%41,600--$11,788,729
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.35%2,198--$11,729,470
CORE & MAIN INCCNMIndustrials0.35%224,400--$11,671,691
BIO-TECHNE CORPTECHHealthcare0.34%198,100--$11,521,690
CUMMINS INCCMIIndustrials0.34%22,749--$11,498,642
AAON INCAAONIndustrials0.34%147,200--$11,389,239
EXPONENT INCEXPOIndustrials0.34%162,649--$11,239,792
LOWES COS INCLOWConsumer Cyclical0.34%46,911--$11,224,814
CHURCH & DWIGHT CO INCCHDConsumer Defensive0.33%134,300--$11,158,693
LAM RESEARCH CORPLRCXOther0.33%64,000--$10,941,524
BECTON DICKINSON & COBDXHealthcare0.32%56,000--$10,778,860
HONEYWELL INTL INCHONIndustrials0.31%53,274--$10,291,630
NETFLIX INCNFLXCommunication Services0.30%108,000--$9,964,695
LENNOX INTL INCLIIIndustrials0.30%20,300--$9,866,689
GRACO INCGGGIndustrials0.30%120,600--$9,862,014
OTIS WORLDWIDE CORPOTISIndustrials0.29%113,377--$9,815,615
CDW CORPCDWTechnology0.29%71,500--$9,733,199
WATSCO INCWSOIndustrials0.29%28,500--$9,621,299
BENTLEY SYS INCBSYTechnology0.29%252,000--$9,587,192
LINDE PLCLINOther0.29%22,700--$9,566,059
POOL CORPPOOLIndustrials0.28%41,300--$9,388,607
HOME DEPOT INCHDConsumer Cyclical0.28%27,516--$9,375,997
COOPER COS INCCOOHealthcare0.28%114,200--$9,265,637
AUTOMATIC DATA PROCESSING INCADPTechnology0.27%35,400--$9,040,350
ALPHABET INCGOOGCommunication Services0.27%29,000--$8,973,789
PAYCOM SOFTWARE INCPAYCTechnology0.27%56,300--$8,890,202
METTLER TOLEDO INTERNATIONALMTDHealthcare0.26%6,300--$8,769,182
LITTELFUSE INCLFUSTechnology0.26%34,500--$8,733,812
EATON CORP PLCETNOther0.23%24,715--$7,800,514