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Portfolio (Quarterly) Guide ↗

LGT Group Foundation

· CIK 0001911278
13F Portfolio $8.2B AUM 1,124 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 93 Added 136 Reduced 21 Exited
Page 5 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCO MOODYS CORP Financial Services 6,105.0 $2.7M 0.03% -263.0 -4.1% $436.25 +2.1%
82 AXP AMERICAN EXPRESS CO Financial Services 8,765.0 $2.7M 0.03% -14K -61.5% $302.48 +2.4%
83 ADBE ADOBE INC Technology 10,886.0 $2.6M 0.03% -5K -32.2% $243.08 +0.4%
84 HWM HOWMET AEROSPACE INC Industrials 11,358.0 $2.6M 0.03% -1K -8.9% $230.46 +12.8%
85 HAL HALLIBURTON CO Energy 66,710.0 $2.6M 0.03% -9K -12.4% $38.99 +7.6%
86 WDAY WORKDAY INC Technology 19,611.0 $2.5M 0.03% -85K -81.3% $129.92 -2.5%
87 EL LAUDER ESTEE COS INC Consumer Defensive 34,676.0 $2.5M 0.03% -5K -11.7% $71.77 +9.9%
88 CDNS CADENCE DESIGN SYSTEM INC Technology 8,427.0 $2.3M 0.03% -189.0 -2.2% $277.87 +29.0%
89 TMUS T-MOBILE US INC Communication Services 11,067.0 $2.3M 0.03% -2K -13.8% $210.03 -9.5%
90 VEEV VEEVA SYS INC Healthcare 11,640.0 $2.0M 0.03% -127K -91.6% $175.66 -6.1%
91 WM WASTE MGMT INC DEL Industrials 8,780.0 $2.0M 0.03% -691.0 -7.3% $229.79 -4.4%
92 INTC INTEL CORP Technology 44,127.0 $1.9M 0.02% -9K -17.7% $44.13 +168.5%
93 LRCX LAM RESEARCH CORP Technology 8,307.0 $1.8M 0.02% -5K -39.7% $213.66 +41.5%
94 NTAP NETAPP INC Technology 17,040.0 $1.7M 0.02% -171K -90.9% $102.39 +21.1%
95 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,840.0 $1.7M 0.02% -682.0 -15.1% $446.54 -3.6%
96 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 51,037.0 $1.6M 0.02% -13K -20.1% $32.01 +2.5%
97 TT TRANE TECHNOLOGIES PLC Industrials 3,808.0 $1.6M 0.02% -450.0 -10.6% $416.74 +8.4%
98 TJX TJX COS INC NEW Consumer Cyclical 9,699.0 $1.5M 0.02% -228.0 -2.3% $159.70 -0.3%
99 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,126.0 $1.5M 0.02% -6K -64.7% $491.53 -8.1%
100 SRE SEMPRA Utilities 15,335.0 $1.5M 0.02% -2K -10.1% $97.17 -5.9%
Page 5 of 7  ·  136 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 28.9%
Healthcare 16.5%
Financial Services 16.3%
Communication Services 11.1%
Consumer Cyclical 7.6%
Industrials 5.4%
Consumer Defensive 4.9%
Utilities 3.3%
Energy 3.2%
Real Estate 1.8%