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Portfolio (Quarterly) Guide ↗

LGT Financial Advisors LLC

· CIK 0001965191
13F Portfolio $20M AUM 251 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 48 Added 31 Reduced 29 Exited
Page 13 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACCO ACCO BRANDS CORP Industrials 125.0 $375.0 0.00% $3.00 +40.3%
242 DELL DELL TECHNOLOGIES INC Technology 2.0 $328.0 0.00% $164.00 +143.6%
243 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 1.0 $92.0 $92.00 +8.3%
244 LIBERTY MEDIA CORP DEL 1.0 $78.0 $78.00
245 LIBERTY GLOBAL LTD 6.0 $73.0 $12.17
246 LBRDA LIBERTY BROADBAND CORP Communication Services 1.0 $50.0 $50.00 -37.4%
247 ATLANTA BRAVES HLDGS INC 1.0 $43.0 $43.00
248 LIONSGATE STUDIOS CORP 4.0 $38.0 $9.50
249 GCI LIBERTY INC 1.0 $37.0 $37.00
250 WBD WARNER BROS DISCOVERY INC Communication Services 1.0 $27.0 -27.0 -96.4% $27.00 -1.0%
251 LILAK LIBERTY LATIN AMERICA LTD Communication Services 2.0 $18.0 $9.00 -21.4%
Page 13 of 13  ·  251 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
Financial Services 35.6%
Technology 21.2%
Energy 18.8%
Consumer Cyclical 5.7%
Healthcare 4.0%
Communication Services 3.8%
Industrials 3.3%
Real Estate 2.3%
Consumer Defensive 2.3%
Utilities 1.7%