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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 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EOG EOG RES INC Energy 2,900.0 $419K 0.01% -89K -96.8% $144.57 -3.2%
122 ALGN ALIGN TECHNOLOGY INC Healthcare 2,355.0 $404K 0.01% -69.0 -2.9% $171.43 -4.9%
123 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,360.0 $321K 0.00% -792.0 -25.1% $136.09 -9.0%
124 CVS CVS HEALTH CORP Healthcare 4,468.0 $321K 0.00% -872.0 -16.3% $71.82 +29.9%
125 BAX BAXTER INTL INC Healthcare 17,160.0 $288K 0.00% -52K -75.3% $16.80 +13.3%
126 BEN FRANKLIN RESOURCES INC Financial Services 12,190.0 $288K 0.00% -3K -18.5% $23.62 +30.7%
127 ABT ABBOTT LABORATORIES Healthcare 2,711.0 $278K 0.00% -97.0 -3.5% $102.67 -14.5%
128 IVZ INVESCO LTD Financial Services 11,065.0 $269K 0.00% -2K -13.1% $24.29 +11.1%
129 ROP ROPER TECHNOLOGIES INC Industrials 750.0 $265K 0.00% -320.0 -29.9% $353.86 -7.1%
130 JCI JOHNSON CONTROLS INTERNATION Industrials 2,022.0 $265K 0.00% -1K -37.1% $130.95 +3.5%
131 BRIGHTSTAR LOTTERY PLC 19,598.0 $250K 0.00% -9K -31.7% $12.74
132 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,670.0 $242K 0.00% -1K -28.6% $90.67 +3.8%
133 USFD US FOODS HLDG CORP Consumer Defensive 2,327.0 $215K 0.00% -2K -42.0% $92.21 -12.0%
134 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,769.0 $206K 0.00% -3K -34.9% $35.70 -11.8%
135 MSCI MSCI INC Financial Services 379.0 $204K 0.00% -40.0 -9.6% $539.01 +8.0%
136 IQ IQIYI INC Communication Services 39,400.0 $53K 0.00% -600.0 -1.5% $1.35 -18.5%
Page 7 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%