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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NTAP NETAPP INC Technology 14,310.0 $2.2M 0.03% -3K -16.0% $154.76 +20.7%
62 RELX RELX PLC Communication Services 69,066.0 $2.2M 0.03% -5K -6.7% $31.67 +14.9%
63 ZTS ZOETIS INC Healthcare 29,669.0 $2.1M 0.02% -38K -56.4% $71.86 +7.4%
64 VEEV VEEVA SYS INC Healthcare 11,499.0 $2.0M 0.02% -141.0 -1.2% $177.47 +40.0%
65 WM WASTE MGMT INC DEL Industrials 8,735.0 $1.9M 0.02% -45.0 -0.5% $222.88 +1.6%
66 IDXX IDEXX LABS INC Healthcare 3,678.0 $1.9M 0.02% -201.0 -5.2% $526.44 +6.3%
67 T AT&T INC Communication Services 92,635.0 $1.9M 0.02% -23K -19.7% $20.70 +24.1%
68 EL LAUDER ESTEE COS INC Consumer Defensive 23,814.0 $1.9M 0.02% -11K -31.3% $78.95 +31.9%
69 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,769.0 $1.9M 0.02% -71.0 -1.9% $496.73 +10.2%
70 MS MORGAN STANLEY Financial Services 8,726.0 $1.8M 0.02% -276.0 -3.1% $209.04 +2.4%
71 TMUS T-MOBILE US INC Communication Services 10,816.0 $1.8M 0.02% -251.0 -2.3% $167.73 +8.9%
72 ADBE ADOBE INC Technology 8,705.0 $1.8M 0.02% -2K -20.0% $205.02 +34.8%
73 BLOCK INC 20,351.0 $1.5M 0.02% -3K -12.6% $76.00
74 TJX TJX COS INC NEW Consumer Cyclical 9,627.0 $1.5M 0.02% -72.0 -0.7% $151.50 -7.1%
75 HAL HALLIBURTON CO Energy 40,687.0 $1.4M 0.02% -26K -39.0% $33.95 +2.0%
76 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,739.0 $1.4M 0.02% -387.0 -12.4% $501.36 +25.4%
77 YUMC YUM CHINA HLDGS INC Consumer Cyclical 30,488.0 $1.2M 0.01% -3K -7.9% $40.87 +19.7%
78 RACE FERRARI N V Consumer Cyclical 3,343.0 $1.2M 0.01% -2K -41.8% $372.29 +14.0%
79 SLB SLB LIMITED Energy 26,550.0 $1.2M 0.01% -460.0 -1.7% $46.49 +16.2%
80 ITT ITT INC Industrials 6,239.0 $1.2M 0.01% -100.0 -1.6% $197.76 +3.6%
Page 4 of 6  ·  115 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%