FLOSSBACH VON STORCH AG

RIA/Wealth

FLOSSBACH VON STORCH AG is a RIA/Wealth based in Seattle, WA led by Timothy Charles Hill, managing $25.4B across 107 long positions as of Q3 2025 with MSFT as the largest holding (7% allocation).

CCOTimothy Charles Hill

Portfolio Value: $25.4B
Positions: 107
Top Holding: MSFT at 6.96%
Last Reported: Q3 2025

Address601 Union St., Suite 1450, Seattle, WA, 98101, United States

Top Holdings

Largest long holdings in FLOSSBACH VON STORCH AG's portfolio (48.2% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$1.8B	6.96%	-$4.8M Sold	0.05% 3.4M shares	Q4 2010 Held for 14y 11m
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$1.7B	6.53%	+$35.8M Bought	0.06% 6.8M shares	Q4 2010 Held for 14y 11m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$1.5B	5.89%	-$8.6M Sold	0.06% 6.8M shares	Q4 2016 Held for 8y 11m
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$1.4B	5.53%	+$3.3M Bought	0.13% 2.8M shares	Q4 2019 Held for 5y 11m
5 Thermo Fisher Scientific TMO	Medical - Diagnostics & Research Healthcare	$1.2B	4.81%	-$102.3M Sold	0.67% 2.5M shares	Q4 2010 Held for 14y 11m
6 Amphenol APH	Hardware, Equipment & Parts Technology	$1.1B	4.30%	-$140.0M Sold	0.72% 8.8M shares	Q1 2021 Held for 4y 8m
7 Charles Schwab Corporation SCHW	Financial - Capital Markets Financial Services	$1.0B	4.00%	+$4.9M Bought	0.59% 10.6M shares	Q2 2021 Held for 4y 5m
8 Abbott ABT	Medical - Devices Healthcare	$885.3M	3.49%	+$25.1M Bought	0.38% 6.6M shares	Q4 2010 Held for 14y 11m
9 Apple AAPL	Consumer Electronics Technology	$864.1M	3.41%	+$80.8M Bought	0.02% 3.4M shares	Q4 2010 Held for 14y 11m
10 Danaher DHR	Medical - Diagnostics & Research Healthcare	$833.0M	3.28%	-$5.3M Sold	0.59% 4.2M shares	Q2 2015 Held for 10y 5m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in FLOSSBACH VON STORCH AG's latest filing

See all changes

GthenC

Market Value

$25.4B

Prior: $24.4B

Q/Q Change

+3.74%

+$914.8M

Net Flows % of MV

-0.533%

Turnover Ratio

6.13%

New Purchases

3 stocks

$6.4M

Added To

43 stocks

+$1.5B

Sold Out Of

0 stocks

Reduced Holdings

42 stocks

-$1.6B

Increased Positions

Position	Shares Δ	Change
1 Trane Technologies TT	New	0 → 12.0K +$5.1M
2 Fortinet FTNT	New	0 → 9.8K +$820.0K
3 PDD PDD Holdings PDD	New	0 → 4.2K +$561.1K
4 Mercado Libre MELI	+1,669.42%	10.3K → 181.7K +$400.7M
5 MarketAxess MKTX	+243.48%	23.0K → 79.0K +$9.8M

Decreased Positions

Position	Shares Δ	Change
1 Automatic Data Processing, Inc. ADP	-88.89%	43.9K → 4.9K −$11.4M
2 Verisk Analytics, Inc. VRSK	-56.87%	124.9K → 53.9K −$17.9M
3 Idexx Laboratories IDXX	-54.16%	241.1K → 110.5K −$83.4M
4 Sherwin-Williams SHW	-53.91%	888.4K → 409.5K −$165.8M
5 Johnson & Johnson JNJ	-52.78%	6.3M → 3.0M −$620.8M