Portfolio (Quarterly)
Guide ↗
LFA - Lugano Financial Advisors SA
· CIK 0001737871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | EUHY | ISHARES INC | — | 313.0 | $17K | 0.01% | +158.0 | +101.9% | $53.29 | +0.4% |
| 202 | WM | WASTE MGMT INC DEL | Industrials | 72.0 | $16K | 0.01% | — | — | $219.71 | +6.6% |
| 203 | EBAY | EBAY INC. | Consumer Cyclical | 165.0 | $14K | 0.01% | — | — | $87.10 | +29.2% |
| 204 | SBUX | STARBUCKS CORP | Consumer Cyclical | 170.0 | $14K | 0.01% | — | — | $84.21 | +26.3% |
| 205 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 365.0 | $14K | 0.01% | — | — | $38.73 | -25.5% |
| 206 | BIDU | BAIDU INC | Communication Services | 100.0 | $13K | 0.01% | — | — | $130.66 | -16.0% |
| 207 | EZU | ISHARES INC | — | 197.0 | $13K | 0.01% | -683.0 | -77.6% | $64.10 | +7.2% |
| 208 | ETHA | ISHARES ETHEREUM TR | Financial Services | 550.0 | $12K | 0.01% | — | — | $22.43 | -34.9% |
| 209 | MCK | MCKESSON CORP | Healthcare | 15.0 | $12K | 0.01% | — | — | $820.27 | -2.1% |
| 210 | CSX | CSX CORP | Industrials | 333.0 | $12K | 0.01% | — | — | $36.25 | +37.7% |
| 211 | TMUS | T-MOBILE US INC | Communication Services | 59.0 | $12K | 0.01% | — | — | $203.03 | -8.2% |
| 212 | VLTO | VERALTO CORP | Industrials | 120.0 | $12K | 0.01% | — | — | $99.78 | -8.7% |
| 213 | UBER | UBER TECHNOLOGIES INC | Technology | 146.0 | $12K | 0.01% | -105.0 | -41.8% | $81.71 | -11.8% |
| 214 | PGR | PROGRESSIVE CORP | Financial Services | 54.0 | $12K | 0.01% | — | — | $214.13 | +5.8% |
| 215 | HUM | HUMANA INC | Healthcare | 45.0 | $12K | 0.01% | — | — | $256.13 | +58.8% |
| 216 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 300.0 | $11K | 0.01% | — | — | $37.00 | -1.5% |
| 217 | EOG | EOG RES INC | Energy | 106.0 | $11K | 0.01% | — | — | $104.02 | +32.5% |
| 218 | CVS | CVS HEALTH CORP | Healthcare | 140.0 | $11K | 0.01% | -860.0 | -86.0% | $78.71 | +34.9% |
| 219 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 33.0 | $11K | 0.01% | — | — | $330.12 | +28.8% |
| 220 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 23.0 | $10K | 0.01% | — | — | $453.35 | +5.1% |
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
73.9%
Technology
10.0%
Consumer Cyclical
6.1%
Communication Services
3.8%
Healthcare
2.2%
Industrials
1.8%
Consumer Defensive
1.3%
Utilities
0.4%
Energy
0.4%
Basic Materials
0.0%