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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 11 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SO SOUTHERN CO Utilities 246.0 $24K 0.01% $95.71 -7.8%
202 GM GENERAL MTRS CO Consumer Cyclical 300.0 $23K 0.01% NEW $77.08 +11.9%
203 SCHW SCHWAB CHARLES CORP Financial Services 235.0 $22K 0.01% $92.27 +19.4%
204 SCIO FIRST TR EXCHANGE-TRADED FD 1,034.0 $21K 0.01% NEW $20.67 -0.7%
205 FTCB FIRST TR EXCHANGE-TRADED FD 1,013.0 $21K 0.01% NEW $20.85 -1.7%
206 RGLD ROYAL GOLD INC Basic Materials 103.0 $21K 0.01% NEW $199.61 +31.7%
207 AMAT APPLIED MATLS INC Technology 28.0 $20K 0.01% $723.00 -36.1%
208 AGG ISHARES TR 199.0 $20K 0.01% NEW $98.98 -1.5%
209 EBAY EBAY INC. Consumer Cyclical 165.0 $18K 0.01% $111.75 -5.5%
210 FNK FIRST TR EXCHANGE-TRADED ALP 300.0 $18K 0.01% NEW $61.31 +5.3%
211 WST WEST PHARMACEUTICAL SVSC INC Healthcare 50.0 $18K 0.01% NEW $359.00 -6.0%
212 ADBE ADOBE INC Technology 85.0 $17K 0.01% $205.02 +42.2%
213 SBUX STARBUCKS CORP Consumer Cyclical 170.0 $17K 0.01% $102.19 +5.5%
214 EUHY ISHARES INC 313.0 $17K 0.01% $53.86 -0.8%
215 CMI CUMMINS INC Industrials 23.0 $16K 0.01% NEW $713.22 -20.8%
216 HYLS FIRST TR EXCHANGE-TRADED FD 400.0 $16K 0.01% NEW $40.65 -0.3%
217 WM WASTE MGMT INC DEL Industrials 72.0 $16K 0.01% $222.88 -1.4%
218 FLIN FRANKLIN TEMPLETON ETF TR 450.0 $16K 0.01% $35.57 +0.3%
219 ORCL ORACLE CORP Technology 109.0 $16K 0.01% $146.55 +2.8%
220 JPIB J P MORGAN EXCHANGE TRADED F 330.0 $16K 0.01% NEW $48.35 -1.1%
Page 11 of 14  ·  274 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 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%