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Portfolio (Quarterly) Guide ↗

LGT Group Foundation

· CIK 0001911278
13F Portfolio $9.2B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 290 New
Page 2 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TTEK TETRA TECH INC NEW Industrials 3,061,289.0 $104.0M 1.13% NEW $33.97 -19.3%
22 BKNG BOOKING HOLDINGS INC Consumer Cyclical 18,492.0 $100.4M 1.09% NEW $5427.15 -97.1%
23 BAC BANK AMERICA CORP Financial Services 1,749,788.0 $96.7M 1.05% NEW $55.28 -6.9%
24 GOOG ALPHABET INC Communication Services 295,371.0 $92.9M 1.01% NEW $314.55 +21.9%
25 ADSK AUTODESK INC Technology 288,367.0 $86.4M 0.94% NEW $299.54 -19.8%
26 JNJ JOHNSON & JOHNSON Healthcare 400,094.0 $82.8M 0.90% NEW $206.91 +12.0%
27 XOM EXXON MOBIL CORP Energy 683,487.0 $82.7M 0.90% NEW $120.99 +29.2%
28 PLD PROLOGIS INC. Real Estate 594,024.0 $76.6M 0.83% NEW $129.01 +12.1%
29 HD HOME DEPOT INC Consumer Cyclical 215,848.0 $74.8M 0.81% NEW $346.35 -9.4%
30 ALC ALCON AG Healthcare 935,861.0 $74.6M 0.81% NEW $79.74 -14.8%
31 ABBV ABBVIE INC Healthcare 324,084.0 $74.5M 0.81% NEW $229.74 -6.6%
32 INTU INTUIT Technology 95,942.0 $64.3M 0.70% NEW $669.88 -54.2%
33 CB CHUBB LIMITED Financial Services 200,149.0 $62.9M 0.69% NEW $314.14 +5.1%
34 BLK BLACKROCK INC Financial Services 55,310.0 $59.9M 0.65% NEW $1083.31 -1.8%
35 OC OWENS CORNING NEW Industrials 510,666.0 $57.8M 0.63% NEW $113.15 +2.6%
36 WST WEST PHARMACEUTICAL SVSC INC Healthcare 205,087.0 $56.8M 0.62% NEW $276.87 +10.3%
37 PFE PFIZER INC Healthcare 1,989,310.0 $49.7M 0.54% NEW $24.99 +3.8%
38 PEP PEPSICO INC Consumer Defensive 325,658.0 $46.9M 0.51% NEW $144.16 +3.3%
39 FAST FASTENAL CO Industrials 1,132,401.0 $46.3M 0.50% NEW $40.87 +6.5%
40 EMR EMERSON ELEC CO Industrials 319,717.0 $43.3M 0.47% NEW $135.29 -0.3%
Page 2 of 15  ·  290 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
Technology 36.3%
Financial Services 16.8%
Healthcare 12.4%
Communication Services 10.6%
Consumer Cyclical 8.3%
Industrials 4.6%
Consumer Defensive 4.2%
Utilities 2.1%
Energy 2.0%
Real Estate 1.8%