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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 5 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SUSA ISHARES TR 1,343.0 $207K 0.12% $154.30 +2.9%
82 AVGO BROADCOM INC Technology 536.0 $202K 0.12% $377.75 -2.4%
83 URTH ISHARES INC 982.0 $199K 0.12% +383.0 +63.9% $202.64 +3.4%
84 RMD RESMED INC Healthcare 1,018.0 $198K 0.12% $194.88 +23.3%
85 C CITIGROUP INC Financial Services 1,400.0 $196K 0.12% $139.96 -5.1%
86 AEP AMERICAN ELEC PWR CO INC Utilities 1,412.0 $193K 0.12% $136.81 -10.6%
87 IVV ISHARES TR 257.0 $192K 0.12% $748.89 +3.2%
88 EWC ISHARES INC 3,300.0 $190K 0.11% NEW $57.64 +7.1%
89 BNDX VANGUARD CHARLOTTE FDS 3,910.0 $189K 0.11% +397.0 +11.3% $48.43 -1.7%
90 BND VANGUARD BD INDEX FDS 2,575.0 $189K 0.11% $73.41 -1.5%
91 BWZ SPDR SERIES TRUST 7,271.0 $184K 0.11% +814.0 +12.6% $25.25 +7.9%
92 INTC INTEL CORP Technology 1,310.0 $183K 0.11% $139.63 -35.9%
93 LLY ELI LILLY & CO Healthcare 134.0 $161K 0.10% +8.0 +6.3% $1199.43 -2.2%
94 IEFA ISHARES TR 1,628.0 $157K 0.10% $96.58 +4.0%
95 YUM YUM BRANDS INC Consumer Cyclical 970.0 $155K 0.09% $159.86 -3.8%
96 GHYG ISHARES INC 3,373.0 $153K 0.09% $45.29 +0.0%
97 MO ALTRIA GROUP INC Consumer Defensive 2,100.0 $151K 0.09% $71.95 -4.6%
98 QCOM QUALCOMM INC Technology 815.0 $151K 0.09% +5.0 +0.6% $184.79 -11.1%
99 XOM EXXON MOBIL CORP Energy 1,101.0 $151K 0.09% +50.0 +4.8% $136.72 +14.6%
100 EBND SPDR SERIES TRUST 7,185.0 $150K 0.09% $20.92 +1.0%
Page 5 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%