Banque de Luxembourg S.A.

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, Banque de Luxembourg S.A. maintained a portfolio of 92 distinct positions. The most significant new addition to the portfolio was DISNEY WALT CO, which now represents 1.45% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing their position by 2.9%. The fund also reduced its exposure to COMCAST CORP NEW by 89.9%.
PCA Score Concentration Risk
Risk ENB
Total Positions
92
Quarter
2026 Q1
Top Holding
SPY (11.7%)
Top 10 Concentration
65.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 92
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPY
STATE STR SPDR ...
ETF 11.70% 10.10% #1 1
Prev: #2
7.0 no change no change
P
S
34,768 $22,611,021 2024 Q4 13F Filing 2026-03-31 2026-04-14
GOOGL
ALPHABET INC
Communication Services 10.29% 10.68% #2 1
Prev: #1
6.0 -10,970 -13.7%
P
S
69,181 $19,893,688 2024 Q4 13F Filing 2026-03-31 2026-04-14
MSFT
MICROSOFT CORP
Technology 8.41% 8.79% #3
Prev: #3
4.9 1,230 2.9%
P
S
43,920 $16,257,866 2024 Q4 13F Filing 2026-03-31 2026-04-14
TTFNF
TOTALENERGIES S...
Unknown 7.63% 1.96% #4 14
Prev: #18
4.1 -7,416 -4.5%
P
S
157,800 $14,750,406 2025 Q4 13F Filing 2026-03-31 2026-04-14
V
VISA INC
Financial Services 5.40% 5.26% #5 1
Prev: #4
3.2 -678 -1.9%
P
S
34,540 $10,439,370 2024 Q4 13F Filing 2026-03-31 2026-04-14
AMZN
AMAZON COM INC
Consumer Cyclical 5.25% 4.94% #6
Prev: #6
2.6 -1,554 -3.1%
P
S
48,726 $10,148,164 2024 Q4 13F Filing 2026-03-31 2026-04-14
AAPL
APPLE INC
Technology 4.99% 4.52% #7
Prev: #7
2.5 -1,038 -2.7%
P
S
37,970 $9,636,406 2024 Q4 13F Filing 2026-03-31 2026-04-14
ACN
ACCENTURE PLC I...
Technology 4.46% 5.09% #8 3
Prev: #5
2.3 -1,116 -2.5%
P
S
43,433 $8,612,330 2024 Q4 13F Filing 2026-03-31 2026-04-14
MDT
MEDTRONIC PLC
Healthcare 4.33% 4.39% #9 1
Prev: #8
2.2 -10,554 -9.8%
P
S
96,681 $8,377,409 2024 Q4 13F Filing 2026-03-31 2026-04-14
SPGI
S&P GLOBAL INC
Financial Services 3.43% 3.53% #10
Prev: #10
1.9 -287 -1.8%
P
S
15,567 $6,621,268 2024 Q4 13F Filing 2026-03-31 2026-04-14
UNH
UNITEDHEALTH GR...
Healthcare 3.39% 3.47% #11
Prev: #11
1.9 -509 -2.1%
P
S
24,210 $6,550,984 2024 Q4 13F Filing 2026-03-31 2026-04-14
SNPS
SYNOPSYS INC
Technology 2.87% 2.89% #12
Prev: #12
1.6 -419 -2.9%
P
S
14,008 $5,553,892 2024 Q4 13F Filing 2026-03-31 2026-04-14
ADI
ANALOG DEVICES ...
Technology 2.85% 2.03% #13 4
Prev: #17
1.6 -286 -1.6%
P
S
17,318 $5,509,549 2024 Q4 13F Filing 2026-03-31 2026-04-14
BDX
BECTON DICKINSO...
Healthcare 2.64% 2.13% #14 1
Prev: #15
3.6 6,767 26.3%
P
S
32,489 $5,108,245 2024 Q4 13F Filing 2026-03-31 2026-04-14
NVDA
NVIDIA CORPORAT...
Technology 2.42% 2.08% #15 1
Prev: #16
1.5 536 2.0%
P
S
26,782 $4,670,781 2024 Q4 13F Filing 2026-03-31 2026-04-14
CSCO
CISCO SYS INC
Technology 1.85% 2.53% #16 3
Prev: #13
0.7 -31,182 -40.4%
P
S
46,043 $3,572,476 2024 Q4 13F Filing 2026-03-31 2026-04-14
CNI
CANADIAN NATL R...
Industrials 1.70% 1.27% #17 6
Prev: #23
3.7 30,765 2737.1%
P
S
31,889 $3,280,882 2024 Q4 13F Filing 2026-03-31 2026-04-14
ALLE
ALLEGION PLC
Industrials 1.60% 1.51% #18 1
Prev: #19
1.1 -947 -4.2%
P
S
21,347 $3,101,506 2024 Q4 13F Filing 2026-03-31 2026-04-14
DIS
DISNEY WALT CO
Communication Services 1.45% #19
Prev: #—
4.1 29,167 no change
NEW
29,167 $2,811,115 2026 Q1 13F Filing 2026-03-31 2026-04-14
GOOG
ALPHABET INC
Communication Services 1.27% 1.37% #20
Prev: #20
1.0 -1,678 -16.4%
P
S
8,573 $2,459,251 2024 Q4 13F Filing 2026-03-31 2026-04-14
ICLR
ICON PLC
Healthcare 0.76% 1.33% #21
Prev: #21
0.3 -3,925 -22.9%
P
S
13,187 $1,459,273 2024 Q4 13F Filing 2026-03-31 2026-04-14
PG
PROCTER & GAMBL...
Consumer Defensive 0.71% 0.55% #22 8
Prev: #30
0.8 439 4.9%
P
S
9,439 $1,363,369 2024 Q4 13F Filing 2026-03-31 2026-04-14
PKW
INVESCO EXCHANG...
ETF 0.63% 0.68% #23 3
Prev: #26
0.3 -2,698 -22.6%
P
S
9,227 $1,211,036 2024 Q4 13F Filing 2026-03-31 2026-04-14
BRK/B
BERKSHIRE HATHA...
Financial Services 0.62% 0.59% #24 4
Prev: #28
0.7 -240 -8.7%
P
S
2,517 $1,206,146 2025 Q1 13F Filing 2026-03-31 2026-04-14
DHR
DANAHER CORP DE...
Healthcare 0.59% 0.58% #25 4
Prev: #29
0.7 73 1.2%
P
S
6,016 $1,140,634 2024 Q4 13F Filing 2026-03-31 2026-04-14
NKE
NIKE INC
Consumer Cyclical 0.57% 0.64% #26 1
Prev: #27
0.7 -2,573 -11.0%
P
S
20,912 $1,104,572 2024 Q4 13F Filing 2026-03-31 2026-04-14
BK
BANK NEW YORK M...
Financial Services 0.54% 0.44% #27 5
Prev: #32
1.2 no change no change
P
S
8,817 $1,045,961 2024 Q4 13F Filing 2026-03-31 2026-04-14
AZNCF
ASTRAZENECA PLC
Unknown 0.54% #28
Prev: #—
3.7 5,328 no change
NEW
5,328 $1,035,177 2026 Q1 13F Filing 2026-03-31 2026-04-14
AVGO
BROADCOM INC
Technology 0.48% 0.37% #29 4
Prev: #33
2.2 492 19.8%
P
S
2,971 $919,554 2024 Q4 13F Filing 2026-03-31 2026-04-14
META
META PLATFORMS ...
Communication Services 0.43% 0.32% #30 5
Prev: #35
2.7 311 27.3%
P
S
1,450 $829,589 2024 Q4 13F Filing 2026-03-31 2026-04-14
JPM
JPMORGAN CHASE ...
Financial Services 0.39% 0.33% #31 3
Prev: #34
2.2 204 8.6%
P
S
2,588 $761,286 2024 Q4 13F Filing 2026-03-31 2026-04-14
BSX
BOSTON SCIENTIF...
Healthcare 0.38% 0.53% #32 1
Prev: #31
0.7 -1,500 -11.4%
P
S
11,606 $728,277 2024 Q4 13F Filing 2026-03-31 2026-04-14
LIN
LINDE PLC
Basic Materials 0.37% 2.19% #33 19
Prev: #14
2.1 186 14.9%
P
S
1,436 $712,401 2025 Q1 13F Filing 2026-03-31 2026-04-14
BLK
BLACKROCK INC
Financial Services 0.30% 0.19% #34 8
Prev: #42
2.6 171 40.1%
P
S
597 $574,141 2024 Q4 13F Filing 2026-03-31 2026-04-14
MCD
MCDONALDS CORP
Consumer Cyclical 0.27% 0.09% #35 22
Prev: #57
3.1 971 137.5%
P
S
1,677 $521,195 2024 Q4 13F Filing 2026-03-31 2026-04-14
FNV
FRANCO NEV CORP
Basic Materials 0.27% 1.22% #36 11
Prev: #25
1.1 no change no change
P
S
2,100 $519,796 2025 Q1 13F Filing 2026-03-31 2026-04-14
LLY
ELI LILLY & CO
Healthcare 0.26% 0.21% #37 2
Prev: #39
2.1 72 15.5%
P
S
538 $494,836 2025 Q4 13F Filing 2026-03-31 2026-04-14
TSM
TAIWAN SEMICOND...
Technology 0.24% 0.24% #38 2
Prev: #36
0.1 -473 -25.6%
P
S
1,377 $465,357 2024 Q4 13F Filing 2026-03-31 2026-04-14
JNJ
JOHNSON & JOHNS...
Healthcare 0.22% 0.17% #39 5
Prev: #44
0.6 -194 -10.1%
P
S
1,723 $421,170 2024 Q4 13F Filing 2026-03-31 2026-04-14
PEP
PEPSICO INC
Consumer Defensive 0.21% 0.16% #40 7
Prev: #47
0.6 -8 -0.3%
P
S
2,583 $401,114 2024 Q4 13F Filing 2026-03-31 2026-04-14
PANW
PALO ALTO NETWO...
Technology 0.20% 0.19% #41 2
Prev: #43
1.1 no change no change
P
S
2,363 $378,836 2025 Q3 13F Filing 2026-03-31 2026-04-14
TMO
THERMO FISHER S...
Healthcare 0.20% 0.21% #42 1
Prev: #41
0.6 -63 -7.6%
P
S
770 $378,478 2024 Q4 13F Filing 2026-03-31 2026-04-14
ZTS
ZOETIS INC
Healthcare 0.19% 0.16% #43 5
Prev: #48
2.1 175 5.9%
P
S
3,130 $369,997 2024 Q4 13F Filing 2026-03-31 2026-04-14
MRK
MERCK & CO INC
Healthcare 0.18% 0.13% #44 6
Prev: #50
0.6 -10 -0.3%
P
S
2,942 $353,893 2024 Q4 13F Filing 2026-03-31 2026-04-14
UBER
UBER TECHNOLOGI...
Technology 0.18% 0.21% #45 5
Prev: #40
0.6 -1,089 -18.2%
P
S
4,887 $351,522 2024 Q4 13F Filing 2026-03-31 2026-04-14
ENB
ENBRIDGE INC
Energy 0.17% 1.22% #46 22
Prev: #24
1.1 no change no change
P
S
6,000 $325,138 2025 Q1 13F Filing 2026-03-31 2026-04-14
CMCSA
COMCAST CORP NE...
Communication Services 0.15% 1.30% #47 25
Prev: #22
0.1 -92,030 -89.9%
P
S
10,376 $297,895 2024 Q4 13F Filing 2026-03-31 2026-04-14
SHW
SHERWIN WILLIAM...
Basic Materials 0.15% 0.13% #48 3
Prev: #51
1.1 no change no change
P
S
924 $296,188 2025 Q4 13F Filing 2026-03-31 2026-04-14
COST
COSTCO WHOLESAL...
Consumer Defensive 0.14% 0.10% #49 4
Prev: #53
1.1 no change no change
P
S
281 $279,997 2025 Q4 13F Filing 2026-03-31 2026-04-14
WMT
WALMART INC
Consumer Defensive 0.13% 0.09% #50 5
Prev: #55
0.6 -8 -0.4%
P
S
1,985 $246,696 2024 Q4 13F Filing 2026-03-31 2026-04-14
Showing 1-50 of 92 holdings

Unlock Full Banque de Luxembourg S.A. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics