Portfolio (Quarterly)
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LFA - Lugano Financial Advisors SA
· CIK 0001737871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | BKR | BAKER HUGHES COMPANY | Energy | 953.0 | $43K | 0.02% | — | — | $45.54 | +39.4% |
| 162 | T | AT&T INC | Communication Services | 1,745.0 | $43K | 0.02% | — | — | $24.55 | +4.6% |
| 163 | DE | DEERE & CO | Industrials | 90.0 | $42K | 0.02% | — | — | $465.57 | +49.0% |
| 164 | NFLX | NETFLIX INC | Communication Services | 420.0 | $39K | 0.02% | +378.0 | +900.0% | $93.76 | -16.5% |
| 165 | BOTZ | GLOBAL X FDS | — | 1,085.0 | $39K | 0.02% | — | — | $36.23 | -0.8% |
| 166 | SHV | ISHARES TR | — | 356.0 | $39K | 0.02% | NEW | — | $110.15 | -0.0% |
| 167 | CSCO | CISCO SYS INC | Technology | 500.0 | $38K | 0.02% | — | — | $76.62 | +42.5% |
| 168 | KLAC | KLA CORP | Technology | 31.0 | $38K | 0.02% | — | — | $1215.06 | -84.7% |
| 169 | IBKR | INTERACTIVE BROKERS GROUP IN | Financial Services | 576.0 | $37K | 0.02% | — | — | $64.31 | +44.0% |
| 170 | RTX | RTX CORPORATION | Industrials | 201.0 | $37K | 0.02% | — | — | $183.40 | +9.5% |
| 171 | ADI | ANALOG DEVICES INC | Technology | 135.0 | $37K | 0.02% | — | — | $271.20 | +33.6% |
| 172 | TIP | ISHARES TR | — | 330.0 | $36K | 0.02% | NEW | — | $109.91 | -2.7% |
| 173 | HBAN | HUNTINGTON BANCSHARES INC | Financial Services | 2,060.0 | $36K | 0.02% | — | — | $17.35 | -1.8% |
| 174 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 200.0 | $36K | 0.02% | — | — | $177.75 | -1.9% |
| 175 | APH | AMPHENOL CORP NEW | Technology | 260.0 | $35K | 0.02% | — | — | $135.14 | -38.7% |
| 176 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 270.0 | $35K | 0.02% | — | — | $130.08 | +24.2% |
| 177 | AVK | ADVENT CONV & INCOME FD | Financial Services | 2,759.0 | $34K | 0.02% | NEW | — | $12.43 | -0.2% |
| 178 | — | FORTINET INC | — | 426.0 | $34K | 0.02% | — | — | $79.41 | — |
| 179 | ACWX | ISHARES TR | — | 499.0 | $33K | 0.02% | — | — | $67.13 | +16.9% |
| 180 | BLK | BLACKROCK INC | Financial Services | 30.0 | $32K | 0.02% | NEW | — | $1070.33 | +4.9% |
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
75.1%
Technology
10.2%
Consumer Cyclical
6.2%
Healthcare
2.3%
Communication Services
2.1%
Industrials
1.9%
Consumer Defensive
1.4%
Utilities
0.4%
Energy
0.4%
Basic Materials
0.0%