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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 10 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SLB SLB LIMITED Energy 26,550.0 $1.2M 0.01% -460.0 -1.7% $46.49 +16.2%
182 ITT ITT INC Industrials 6,239.0 $1.2M 0.01% -100.0 -1.6% $197.76 +3.6%
183 LOW LOWES COS INC Consumer Cyclical 5,535.0 $1.2M 0.01% -308.0 -5.3% $220.49 -1.6%
184 UNP UNION PAC CORP Industrials 4,248.0 $1.2M 0.01% -224.0 -5.0% $272.00 +13.9%
185 AON AON PLC Financial Services 3,400.0 $1.1M 0.01% $331.69 +8.3%
186 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,269.0 $1.1M 0.01% -555.0 -2.8% $57.62 +16.8%
187 EMNT PIMCO ETF TR 11,216.0 $1.1M 0.01% +63.0 +0.6% $98.94 +0.2%
188 EIX EDISON INTL Utilities 14,900.0 $1.1M 0.01% +7K +92.2% $74.45 -0.6%
189 B BARRICK MNG CORP Basic Materials 30,128.0 $1.1M 0.01% +11K +59.4% $36.73 +31.1%
190 HUBS HUBSPOT INC Technology 5,998.0 $1.1M 0.01% +83.0 +1.4% $182.51 +33.8%
191 COOPER COS INC 14,519.0 $1.0M 0.01% +509.0 +3.6% $71.71
192 DUPONT DE NEMOURS INC 7,667.0 $1.0M 0.01% NEW $135.64
193 SRE SEMPRA Utilities 11,149.0 $1.0M 0.01% -4K -27.3% $92.71 -8.8%
194 CW CURTISS WRIGHT CORP Industrials 1,336.0 $1.0M 0.01% $757.76 -18.8%
195 AXON AXON ENTERPRISE INC Industrials 1,788.0 $1.0M 0.01% +589.0 +49.1% $560.61 +6.6%
196 MTH MERITAGE HOMES CORP Consumer Cyclical 11,890.0 $997K 0.01% -184.0 -1.5% $83.85 -13.5%
197 SBUX STARBUCKS CORP Consumer Cyclical 9,255.0 $946K 0.01% -72.0 -0.8% $102.19 +5.2%
198 SPACE EXPLORATION TECHN CORP 5,499.0 $940K 0.01% NEW $170.86
199 KB KB FINL GROUP INC Financial Services 8,835.0 $927K 0.01% -4K -32.1% $104.96 +13.1%
200 TD TORONTO DOMINION BK ONT Financial Services 7,580.0 $921K 0.01% $121.46 -4.0%
Page 10 of 15  ·  284 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%