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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | CHRW | C H ROBINSON WORLDWIDE IN | Industrials | 61.0 | $11K | 0.01% | NEW | — | $188.34 | -20.2% |
| 242 | BIDU | BAIDU INC | Communication Services | 100.0 | $11K | 0.01% | — | — | $114.29 | -15.0% |
| 243 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 23.0 | $11K | 0.01% | — | — | $496.74 | +9.0% |
| 244 | MCK | MCKESSON CORP | Healthcare | 15.0 | $11K | 0.01% | — | — | $755.60 | +18.2% |
| 245 | KOID | KRANESHARES TRUST | — | 273.0 | $11K | 0.01% | NEW | — | $41.22 | -12.1% |
| 246 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 116.0 | $11K | 0.01% | NEW | — | $96.12 | -51.2% |
| 247 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 97.0 | $11K | 0.01% | — | — | $114.18 | +5.8% |
| 248 | UBER | UBER TECHNOLOGIES INC | Technology | 146.0 | $11K | 0.01% | — | — | $72.16 | +9.2% |
| 249 | WEC | WEC ENERGY GROUP INC | Utilities | 85.0 | $10K | 0.01% | — | — | $116.76 | -9.0% |
| 250 | CTVA | CORTEVA INC | Basic Materials | 117.0 | $10K | 0.01% | — | — | $84.69 | -0.9% |
| 251 | TMUS | T-MOBILE US INC | Communication Services | 59.0 | $10K | 0.01% | — | — | $167.73 | +8.1% |
| 252 | F | FORD MTR CO | Consumer Cyclical | 700.0 | $10K | 0.01% | NEW | — | $13.90 | -0.2% |
| 253 | IDGT | ISHARES TR | — | 80.0 | $10K | 0.01% | NEW | — | $119.74 | -3.1% |
| 254 | BTC | GRAYSCALE BITCOIN MINI TR ET | Financial Services | 365.0 | $9K | 0.01% | — | — | $25.95 | +32.2% |
| 255 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 30.0 | $9K | 0.01% | NEW | — | $290.60 | -9.6% |
| 256 | AGNG | GLOBAL X FDS | — | 236.0 | $8K | 0.01% | NEW | — | $36.02 | +6.2% |
| 257 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 60.0 | $8K | 0.01% | NEW | — | $139.08 | -6.0% |
| 258 | HON | HONEYWELL INTL INC | Industrials | 35.0 | $8K | 0.01% | -681.0 | -95.1% | $223.91 | -2.9% |
| 259 | LH | LABCORP HOLDINGS INC | Healthcare | 27.0 | $8K | 0.01% | — | — | $280.00 | +19.7% |
| 260 | DLR | DIGITAL RLTY TR INC | Real Estate | 42.0 | $8K | 0.01% | — | — | $179.57 | +3.3% |
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%