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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 8 of 14  ·  274 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FORTINET INC 426.0 $65K 0.04% $153.62
142 CARR CARRIER GLOBAL CORPORATION Industrials 890.0 $65K 0.04% $73.35 -19.9%
143 EWJ ISHARES INC 696.0 $65K 0.04% $93.27 +2.8%
144 BBH VANECK ETF TRUST 310.0 $63K 0.04% $203.24 +16.4%
145 BOTZ GLOBAL X FDS 1,601.0 $61K 0.04% +516.0 +47.6% $37.94 -5.8%
146 FSMB FIRST TR EXCH TRADED FD III 3,000.0 $60K 0.04% NEW $19.99 -0.6%
147 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 64.0 $60K 0.04% +33.0 +106.5% $935.47 +1.1%
148 IPAC ISHARES TR 723.0 $59K 0.04% NEW $81.93 +4.3%
149 CSCO CISCO SYS INC Technology 500.0 $59K 0.04% $117.46 -6.4%
150 HEDJ WISDOMTREE TR 1,022.0 $58K 0.04% $57.00 +1.3%
151 DE DEERE & CO Industrials 90.0 $57K 0.03% $634.33 -0.6%
152 BIV VANGUARD BD INDEX FDS 735.0 $56K 0.03% $76.70 -1.7%
153 IEMG ISHARES INC 660.0 $55K 0.03% $82.84 -1.2%
154 PANW PALO ALTO NETWORKS INC Technology 160.0 $55K 0.03% NEW $341.02 +9.0%
155 CVX CHEVRON CORPORATION Energy 327.0 $54K 0.03% +32.0 +10.8% $165.76 +21.8%
156 ADI ANALOG DEVICES INC Technology 135.0 $54K 0.03% $397.17 -8.9%
157 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 712.0 $53K 0.03% NEW $74.81 -2.2%
158 BKR BAKER HUGHES COMPANY Energy 953.0 $53K 0.03% $55.50 +12.4%
159 WFC WELLS FARGO & CO Financial Services 635.0 $52K 0.03% $82.64 +4.9%
160 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 576.0 $50K 0.03% $87.04 +10.1%
Page 8 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%