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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AEM AGNICO EAGLE MINES LTD Basic Materials 2,744.0 $426K 0.01% -300.0 -9.9% $155.22 +40.4%
102 CVS CVS HEALTH CORP Healthcare 3,883.0 $402K 0.01% -585.0 -13.1% $103.45 -9.0%
103 ETN EATON CORP PLC Industrials 918.0 $391K 0.00% -292.0 -24.1% $426.12 -4.1%
104 COF CAPITAL ONE FINL CORP Financial Services 1,849.0 $371K 0.00% -3K -65.2% $200.62 +7.8%
105 TROW PRICE T ROWE GROUP INC Financial Services 3,185.0 $362K 0.00% -565.0 -15.1% $113.69 -1.2%
106 ALGN ALIGN TECHNOLOGY INC Healthcare 2,126.0 $359K 0.00% -229.0 -9.7% $168.66 -5.3%
107 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,076.0 $352K 0.00% -2K -20.1% $38.73 +60.6%
108 BEN FRANKLIN RESOURCES INC Financial Services 10,375.0 $345K 0.00% -2K -14.9% $33.27 +4.1%
109 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,521.0 $341K 0.00% -3K -67.6% $223.95 +26.4%
110 EOG EOG RES INC Energy 2,500.0 $324K 0.00% -400.0 -13.8% $129.73 +15.8%
111 NGG NATIONAL GRID PLC Utilities 3,770.0 $312K 0.00% -439.0 -10.4% $82.87 -3.0%
112 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,527.0 $253K 0.00% -143.0 -5.4% $100.07 +10.0%
113 F FORD MTR CO Consumer Cyclical 17,565.0 $244K 0.00% -127.0 -0.7% $13.90 +0.2%
114 IQVIA HLDGS INC 1,256.0 $243K 0.00% -103.0 -7.6% $193.22
115 OTIS OTIS WORLDWIDE CORP Industrials 2,814.0 $201K 0.00% -792.0 -22.0% $71.60 +0.8%
Page 6 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%