Kepler Cheuvreux (Suisse) SA 13F Holdings

CIK 0002096459 · NYON, V8

As of Sep 30, 2025, Kepler Cheuvreux (Suisse) SA reported 253 positions worth .8B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology142,820$74.0M4.01%
CISCO SYSTEMS INCCSCOTechnology923,466$63.2M3.43%
META PLATFORMS INCMETACommunication Services80,391$59.0M3.20%
MASTERCARD INCMAFinancial Services88,541$50.4M2.73%
VISA INC-CLASS A SHARESVFinancial Services143,842$49.1M2.66%
ROYAL BANK OF CANADARYFinancial Services224,764$46.1M2.50%
AMPHENOL CORP-CL AAPHTechnology347,297$43.0M2.33%
F5 INCFFIVTechnology127,247$41.1M2.23%
COSTCO WHOLESALE CORPCOSTConsumer Defensive44,168$40.9M2.22%
TRANE TECHNOLOGIES PLCTTBasic Materials95,083$40.1M2.18%
MOTOROLA SOLUTIONS INCMSITechnology87,660$40.1M2.18%
AUTOMATIC DATA PROCESSING INCADPIndustrials135,396$39.7M2.16%
LINDE PLCLINBasic Materials83,385$39.6M2.15%
BOOKING HOLDINGS INCBKNGIndustrials7,195$38.8M2.11%
REPUBLIC SERVICES INCRSGIndustrials166,863$38.3M2.08%
SUN LIFE FINANCIAL INCSLFFinancial Services453,790$37.9M2.06%
WALMART INCWMTConsumer Defensive353,396$36.4M1.98%
CARDINAL HEALTH INCCAHHealthcare228,270$35.8M1.94%
STRYKER CORPSYKHealthcare74,874$27.7M1.50%
COCA COLA COKOConsumer Defensive402,082$26.7M1.45%
BOSTON SCIENTIFIC CORPBSXHealthcare272,839$26.6M1.45%
TE CONNECTIVITY PLCTELTechnology119,498$26.2M1.42%
NVIDIA CORPNVDATechnology139,544$26.0M1.41%
ALPHABET INCGOOGLEquity104,793$25.5M1.38%
CENCORA INCCORHealthcare80,394$25.1M1.36%