Portfolio (Quarterly)
Guide ↗
LFA - Lugano Financial Advisors SA
· CIK 0001737871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | PFE | PFIZER INC | Healthcare | 1,000.0 | $25K | 0.01% | NEW | — | $25.48 | +1.8% |
| 182 | KMI | KINDER MORGAN INC DEL | Energy | 895.0 | $25K | 0.01% | NEW | — | $28.31 | +18.3% |
| 183 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 2,000.0 | $25K | 0.01% | NEW | — | $12.32 | -37.7% |
| 184 | UBER | UBER TECHNOLOGIES INC | Technology | 251.0 | $25K | 0.01% | NEW | — | $97.97 | -23.9% |
| 185 | SO | SOUTHERN CO | Utilities | 246.0 | $23K | 0.01% | NEW | — | $94.77 | -1.2% |
| 186 | SCHW | SCHWAB CHARLES CORP | Financial Services | 235.0 | $22K | 0.01% | NEW | — | $95.47 | -5.6% |
| 187 | DHR | DANAHER CORPORATION | Healthcare | 110.0 | $22K | 0.01% | NEW | — | $198.26 | -12.6% |
| 188 | PFF | ISHARES TR | — | 641.0 | $20K | 0.01% | NEW | — | $31.45 | -1.0% |
| 189 | GEV | GE VERNOVA INC | Utilities | 32.0 | $20K | 0.01% | NEW | — | $614.66 | +69.8% |
| 190 | HYG | ISHARES TR | — | 239.0 | $19K | 0.01% | NEW | — | $80.81 | -1.1% |
| 191 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 365.0 | $18K | 0.01% | NEW | — | $50.63 | -32.2% |
| 192 | ASHR | DBX ETF TR | — | 550.0 | $18K | 0.01% | NEW | — | $32.98 | +6.9% |
| 193 | DIS | DISNEY WALT CO | Communication Services | 157.0 | $18K | 0.01% | NEW | — | $114.50 | -9.5% |
| 194 | ETHA | ISHARES ETHEREUM TR | Financial Services | 550.0 | $17K | 0.01% | NEW | — | $31.51 | -48.7% |
| 195 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 97.0 | $17K | 0.01% | NEW | — | $177.93 | -28.8% |
| 196 | WM | WASTE MGMT INC DEL | Industrials | 72.0 | $16K | 0.01% | NEW | — | $220.83 | -0.6% |
| 197 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 55.0 | $15K | 0.01% | NEW | — | $279.29 | +43.8% |
| 198 | EBAY | EBAY INC. | Consumer Cyclical | 165.0 | $15K | 0.01% | NEW | — | $90.95 | +28.8% |
| 199 | SBUX | STARBUCKS CORP | Consumer Cyclical | 170.0 | $14K | 0.01% | NEW | — | $84.60 | +25.9% |
| 200 | TMUS | T-MOBILE US INC | Communication Services | 59.0 | $14K | 0.01% | NEW | — | $239.37 | -20.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
73.2%
Technology
10.2%
Consumer Cyclical
6.2%
Communication Services
3.9%
Healthcare
2.5%
Industrials
1.8%
Consumer Defensive
1.4%
Energy
0.5%
Utilities
0.4%
Basic Materials
0.0%