Portfolio (Quarterly) Guide ↗

LFA - Lugano Financial Advisors SA

· CIK 0001737871

13F Portfolio $166M AUM 274 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 65 New 59 Added 29 Reduced 26 Exited

Page 3 of 3 · 59 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	LLY	ELI LILLY & CO	Healthcare	134.0	$161K	0.10%	+8.0	+6.3%	$1199.43	-2.2%
42	QCOM	QUALCOMM INC	Technology	815.0	$151K	0.09%	+5.0	+0.6%	$184.79	-11.1%
43	XOM	EXXON MOBIL CORP	Energy	1,101.0	$151K	0.09%	+50.0	+4.8%	$136.72	+14.6%
44	MCD	MCDONALDS CORP	Consumer Cyclical	520.0	$141K	0.09%	+20.0	+4.0%	$270.31	-2.0%
45	DXJ	WISDOMTREE TR	—	805.0	$140K	0.08%	+485.0	+151.6%	$173.52	+3.8%
46	VRP	INVESCO EXCH TRADED FD TR II	—	5,585.0	$127K	0.08%	+518.0	+10.2%	$22.69	+6.5%
47	—	BERKSHIRE HATHAWAY INC DEL	—	209.0	$105K	0.06%	+100.0	+91.7%	$500.39	—
48	WMT	WALMART INC	Consumer Defensive	859.0	$97K	0.06%	+223.0	+35.1%	$113.20	-8.9%
49	EEM	ISHARES TR	—	1,261.0	$86K	0.05%	+133.0	+11.8%	$68.41	-1.9%
50	KLAC	KLA CORP	Technology	230.0	$69K	0.04%	+199.0	+641.9%	$301.71	-41.8%
51	BOTZ	GLOBAL X FDS	—	1,601.0	$61K	0.04%	+516.0	+47.6%	$37.94	-5.8%
52	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	64.0	$60K	0.04%	+33.0	+106.5%	$935.47	+1.1%
53	CVX	CHEVRON CORPORATION	Energy	327.0	$54K	0.03%	+32.0	+10.8%	$165.76	+21.8%
54	RTX	RTX CORPORATION	Industrials	241.0	$46K	0.03%	+40.0	+19.9%	$189.73	+11.6%
55	T	AT&T INC	Communication Services	1,945.0	$40K	0.02%	+200.0	+11.5%	$20.70	+25.6%
56	NFLX	NETFLIX INC.	Communication Services	540.0	$39K	0.02%	+120.0	+28.6%	$71.40	+14.5%
57	PLTR	PALANTIR TECHNOLOGIES INC	Technology	322.0	$38K	0.02%	+122.0	+61.0%	$116.67	+59.7%
58	DAX	GLOBAL X FDS	—	645.0	$28K	0.02%	+192.0	+42.4%	$44.17	+8.0%
59	PGR	PROGRESSIVE CORP	Financial Services	62.0	$14K	0.01%	+8.0	+14.8%	$218.45	+0.1%

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① 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 77.5%

Technology 8.5%

Consumer Cyclical 5.4%

Industrials 2.6%

Communication Services 1.9%

Healthcare 1.8%

Consumer Defensive 1.3%

Utilities 0.4%

Energy 0.4%

Real Estate 0.0%