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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | AMD | ADVANCED MICRO DEVICES INC | Technology | 235.0 | $38K | 0.02% | NEW | — | $161.79 | +177.9% |
| 162 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 200.0 | $36K | 0.02% | NEW | — | $182.42 | -24.8% |
| 163 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 270.0 | $36K | 0.02% | NEW | — | $134.42 | -3.5% |
| 164 | — | FORTINET INC | — | 426.0 | $36K | 0.02% | NEW | — | $84.08 | — |
| 165 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 2,060.0 | $36K | 0.02% | NEW | — | $17.27 | -8.2% |
| 166 | HD | HOME DEPOT INC | Consumer Cyclical | 87.0 | $35K | 0.02% | NEW | — | $405.20 | -22.6% |
| 167 | URA | GLOBAL X FDS | — | 715.0 | $34K | 0.02% | NEW | — | $47.67 | +2.5% |
| 168 | CSCO | CISCO SYS INC | Technology | 500.0 | $34K | 0.02% | NEW | — | $68.01 | +73.8% |
| 169 | RTX | RTX CORPORATION | Industrials | 201.0 | $34K | 0.02% | NEW | — | $167.33 | +4.5% |
| 170 | KLAC | KLA CORP | Technology | 31.0 | $33K | 0.02% | NEW | — | $1078.61 | +70.8% |
| 171 | ADI | ANALOG DEVICES INC | Technology | 135.0 | $33K | 0.02% | NEW | — | $245.70 | +56.4% |
| 172 | NOW | SERVICENOW INC | Technology | 36.0 | $33K | 0.02% | NEW | — | $920.28 | -89.2% |
| 173 | ACWX | ISHARES TR | — | 499.0 | $32K | 0.02% | NEW | — | $65.01 | +15.8% |
| 174 | APH | AMPHENOL CORP NEW | Technology | 260.0 | $32K | 0.02% | NEW | — | $123.75 | +0.9% |
| 175 | ORCL | ORACLE CORP | Technology | 109.0 | $31K | 0.02% | NEW | — | $280.75 | -32.4% |
| 176 | IXUS | ISHARES TR | — | 369.0 | $30K | 0.02% | NEW | — | $82.58 | +15.2% |
| 177 | ADBE | ADOBE INC | Technology | 85.0 | $30K | 0.02% | NEW | — | $352.75 | -30.8% |
| 178 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 31.0 | $29K | 0.01% | NEW | — | $925.65 | +13.5% |
| 179 | GLW | CORNING INC | Technology | 345.0 | $28K | 0.01% | NEW | — | $82.03 | +133.9% |
| 180 | NKE | NIKE INC | Consumer Cyclical | 400.0 | $28K | 0.01% | NEW | — | $69.73 | -36.3% |
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%