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Portfolio (Quarterly) Guide ↗

LGT Group Foundation

· CIK 0001911278
13F Portfolio $8.8B AUM 1,086 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 108 Added 115 Reduced 26 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HLN HALEON PLC Healthcare 307,275.0 $2.9M 0.03% +10K +3.3% $9.33 +8.9%
82 AZO AUTOZONE INC Consumer Cyclical 844.0 $2.7M 0.03% +25.0 +3.0% $3195.94 -5.8%
83 CPNG COUPANG INC Consumer Cyclical 137,906.0 $2.4M 0.03% +1K +0.8% $17.37 -5.4%
84 TPL TEXAS PACIFIC LAND CORPORATI Energy 4,670.0 $2.0M 0.02% +2K +95.6% $437.64 -14.7%
85 TT TRANE TECHNOLOGIES PLC Industrials 3,910.0 $1.9M 0.02% +102.0 +2.7% $491.16 -7.8%
86 MO ALTRIA GROUP INC Consumer Defensive 26,610.0 $1.9M 0.02% +8K +42.8% $71.95 -4.8%
87 BAP CREDICORP LTD Financial Services 3,252.0 $1.3M 0.01% +663.0 +25.6% $389.58 -2.5%
88 EMNT PIMCO ETF TR 11,216.0 $1.1M 0.01% +63.0 +0.6% $98.94 +0.2%
89 EIX EDISON INTL Utilities 14,900.0 $1.1M 0.01% +7K +92.2% $74.45 -0.6%
90 B BARRICK MNG CORP Basic Materials 30,128.0 $1.1M 0.01% +11K +59.4% $36.73 +31.1%
91 HUBS HUBSPOT INC Technology 5,998.0 $1.1M 0.01% +83.0 +1.4% $182.51 +33.8%
92 COOPER COS INC 14,519.0 $1.0M 0.01% +509.0 +3.6% $71.71
93 AXON AXON ENTERPRISE INC Industrials 1,788.0 $1.0M 0.01% +589.0 +49.1% $560.61 +6.6%
94 MEDP MEDPACE HLDGS INC Healthcare 1,710.0 $906K 0.01% +188.0 +12.3% $529.59 +17.1%
95 RTX RTX CORPORATION Industrials 4,655.0 $883K 0.01% +279.0 +6.4% $189.73 +10.3%
96 HESM HESS MIDSTREAM LP Energy 19,810.0 $745K 0.01% +7K +52.5% $37.60 +3.8%
97 BK BANK OF NY MELLON CORP Financial Services 4,545.0 $657K 0.01% +589.0 +14.9% $144.61 -0.6%
98 BDX BECTON DICKINSON & CO Healthcare 4,003.0 $606K 0.01% +3K +168.3% $151.33 +26.0%
99 PKX POSCO HOLDINGS INC Basic Materials 10,750.0 $552K 0.01% +6K +121.0% $51.38 +14.2%
100 ITUB ITAU UNIBANCO HLDG S A Financial Services 63,723.0 $521K 0.01% +24K +58.7% $8.17 -8.0%
Page 5 of 6  ·  108 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
Technology 32.4%
Healthcare 18.5%
Financial Services 16.3%
Communication Services 10.5%
Industrials 6.4%
Consumer Defensive 4.0%
Energy 3.2%
Utilities 3.1%
Consumer Cyclical 2.7%
Real Estate 1.8%