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 | HD | HOME DEPOT INC | Consumer Cyclical | 142.0 | $50K | 0.03% | -14.0 | -9.0% | $352.68 | -9.0% |
| 162 | PSLV | SPROTT ASSET MANAGEMENT LP | Financial Services | 2,650.0 | $50K | 0.03% | NEW | — | $18.87 | +15.0% |
| 163 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 329.0 | $48K | 0.03% | -49.0 | -13.0% | $146.64 | -0.1% |
| 164 | FXF | INVESCO CURRENCYSHARES SWISS | Financial Services | 435.0 | $47K | 0.03% | NEW | — | $109.05 | -0.2% |
| 165 | APH | AMPHENOL CORP | Technology | 260.0 | $46K | 0.03% | — | — | $176.32 | -53.1% |
| 166 | RTX | RTX CORPORATION | Industrials | 241.0 | $46K | 0.03% | +40.0 | +19.9% | $189.73 | +5.8% |
| 167 | COIN | COINBASE GLOBAL INC | Financial Services | 308.0 | $45K | 0.03% | — | — | $146.19 | +26.3% |
| 168 | SHYG | ISHARES TR | — | 1,040.0 | $44K | 0.03% | — | — | $42.41 | -1.0% |
| 169 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 110.0 | $44K | 0.03% | — | — | $397.68 | -7.8% |
| 170 | CRM | SALESFORCE INC | Technology | 272.0 | $43K | 0.03% | -54.0 | -16.6% | $156.66 | +65.5% |
| 171 | PDBC | INVESCO ACTVELY MNGD ETC FD | — | 2,610.0 | $41K | 0.03% | -43K | -94.3% | $15.88 | +19.7% |
| 172 | T | AT&T INC | Communication Services | 1,945.0 | $40K | 0.02% | +200.0 | +11.5% | $20.70 | +24.0% |
| 173 | — | SPDR SERIES TRUST | — | 1,274.0 | $40K | 0.02% | -124K | -99.0% | $31.18 | — |
| 174 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,193.0 | $40K | 0.02% | — | — | $33.29 | +35.9% |
| 175 | APP | APPLOVIN CORP | Technology | 75.0 | $39K | 0.02% | — | — | $515.23 | -37.8% |
| 176 | IUSG | ISHARES TR | — | 205.0 | $39K | 0.02% | NEW | — | $188.09 | +2.0% |
| 177 | NFLX | NETFLIX INC. | Communication Services | 540.0 | $39K | 0.02% | +120.0 | +28.6% | $71.40 | +9.6% |
| 178 | ACWX | ISHARES TR | — | 499.0 | $38K | 0.02% | — | — | $76.11 | +3.1% |
| 179 | GEV | GE VERNOVA INC | Utilities | 32.0 | $38K | 0.02% | — | — | $1174.88 | -19.8% |
| 180 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 322.0 | $38K | 0.02% | +122.0 | +61.0% | $116.67 | +49.4% |
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
77.5%
Technology
8.5%
Consumer Cyclical
5.4%
Industrials
2.6%
Communication Services
1.9%
Healthcare
1.8%
Consumer Defensive
1.3%
Utilities
0.4%
Energy
0.4%
Real Estate
0.0%