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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 8 of 15  ·  290 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EW EDWARDS LIFESCIENCES CORP Healthcare 46,070.0 $4.0M 0.04% NEW $86.20 -3.5%
142 DELL DELL TECHNOLOGIES INC Technology 30,572.0 $3.9M 0.04% NEW $127.92 +97.7%
143 FERG FERGUSON ENTERPRISES INC Industrials 16,964.0 $3.8M 0.04% NEW $225.57 -0.8%
144 CANADIAN PACIFIC KANSAS CITY 49,984.0 $3.7M 0.04% NEW $74.21
145 DE DEERE & CO Industrials 7,832.0 $3.7M 0.04% NEW $469.94 +13.1%
146 T AT&T INC Communication Services 144,775.0 $3.6M 0.04% NEW $24.81 +0.5%
147 ASTRAZENECA PLC 37,076.0 $3.4M 0.04% NEW $92.51
148 FCX FREEPORT-MCMORAN INC Basic Materials 65,977.0 $3.4M 0.04% NEW $51.41 +21.2%
149 ALLE ALLEGION PLC Industrials 20,944.0 $3.4M 0.04% NEW $161.13 -18.9%
150 MCO MOODYS CORP Financial Services 6,368.0 $3.3M 0.04% NEW $515.75 -13.6%
151 MCK MCKESSON CORP Healthcare 3,790.0 $3.1M 0.03% NEW $827.33 -7.4%
152 AZO AUTOZONE INC Consumer Cyclical 905.0 $3.1M 0.03% NEW $3398.85 +1.2%
153 COST COSTCO WHSL CORP NEW Consumer Defensive 3,319.0 $2.9M 0.03% NEW $865.65 +21.3%
154 HLN HALEON PLC Healthcare 274,608.0 $2.8M 0.03% NEW $10.08 -7.5%
155 RELX RELX PLC Communication Services 66,214.0 $2.7M 0.03% NEW $41.11 -18.3%
156 CDNS CADENCE DESIGN SYSTEM INC Technology 8,616.0 $2.7M 0.03% NEW $315.60 +13.6%
157 RIO RIO TINTO PLC Basic Materials 33,573.0 $2.7M 0.03% NEW $80.52 +28.3%
158 CL COLGATE PALMOLIVE CO Consumer Defensive 33,397.0 $2.7M 0.03% NEW $79.51 +13.7%
159 TMUS T-MOBILE US INC Communication Services 12,842.0 $2.6M 0.03% NEW $203.80 -6.7%
160 HWM HOWMET AEROSPACE INC Industrials 12,466.0 $2.6M 0.03% NEW $207.81 +25.1%
Page 8 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%