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Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871
13F Portfolio $190M AUM Filed Nov 5, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 229 New
Page 6 of 12  ·  229 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MDLZ MONDELEZ INTL INC Consumer Defensive 2,300.0 $144K 0.08% NEW $62.47 -1.6%
102 IEFA ISHARES TR 1,628.0 $142K 0.07% NEW $87.31 +11.4%
103 C CITIGROUP INC Financial Services 1,400.0 $142K 0.07% NEW $101.50 +23.3%
104 MO ALTRIA GROUP INC Consumer Defensive 2,100.0 $139K 0.07% NEW $66.06 +11.6%
105 QCOM QUALCOMM INC Technology 810.0 $135K 0.07% NEW $166.36 +21.7%
106 MMM 3M CO Industrials 800.0 $124K 0.07% NEW $155.18 -2.3%
107 ADSK AUTODESK INC Technology 383.0 $122K 0.06% NEW $317.67 -24.4%
108 VZ VERIZON COMMUNICATIONS INC Communication Services 2,669.0 $115K 0.06% NEW $43.21 +10.7%
109 USIG ISHARES TR 2,117.0 $110K 0.06% NEW $52.02 -2.1%
110 PGX INVESCO EXCH TRADED FD TR II 9,530.0 $110K 0.06% NEW $11.53 -5.1%
111 URTH ISHARES INC 599.0 $109K 0.06% NEW $181.56 +11.3%
112 COIN COINBASE GLOBAL INC Financial Services 308.0 $104K 0.06% NEW $337.49 -42.6%
113 IEI ISHARES TR 835.0 $100K 0.05% NEW $119.16 -1.7%
114 XOM EXXON MOBIL CORP Energy 871.0 $98K 0.05% NEW $112.75 +38.6%
115 PEP PEPSICO INC Consumer Defensive 697.0 $98K 0.05% NEW $140.44 +6.0%
116 VTWO VANGUARD SCOTTSDALE FDS 1,000.0 $98K 0.05% NEW $97.82 +16.7%
117 LLY ELI LILLY & CO Healthcare 126.0 $96K 0.05% NEW $763.00 +36.5%
118 XLC SELECT SECTOR SPDR TR 801.0 $95K 0.05% NEW $118.37 -1.9%
119 EWG ISHARES INC 2,223.0 $92K 0.05% NEW $41.61 +3.5%
120 AJG GALLAGHER ARTHUR J & CO Financial Services 291.0 $90K 0.05% NEW $309.74 -33.0%
Page 6 of 12  ·  229 positions

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%