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Portfolio (Quarterly) Guide ↗

LGT Group Foundation

· CIK 0001911278
13F Portfolio $8.2B AUM 1,124 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 93 Added 136 Reduced 21 Exited
Page 14 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IVZ INVESCO LTD Financial Services 11,065.0 $269K 0.00% -2K -13.1% $24.29 +11.1%
262 ROP ROPER TECHNOLOGIES INC Industrials 750.0 $265K 0.00% -320.0 -29.9% $353.86 -7.1%
263 JCI JOHNSON CONTROLS INTERNATION Industrials 2,022.0 $265K 0.00% -1K -37.1% $130.95 +3.5%
264 GD GENERAL DYNAMICS CORP Industrials 765.0 $263K 0.00% +154.0 +25.2% $343.22 -1.3%
265 ST SENSATA TECHNOLOGIES HLDG PL Technology 7,400.0 $261K 0.00% $35.22 +35.5%
266 BRIGHTSTAR LOTTERY PLC 19,598.0 $250K 0.00% -9K -31.7% $12.74
267 PDD PDD HOLDINGS INC Consumer Cyclical 2,400.0 $245K 0.00% NEW $102.18 -4.3%
268 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,670.0 $242K 0.00% -1K -28.6% $90.67 +3.8%
269 IEX IDEX CORP Industrials 1,272.0 $241K 0.00% NEW $189.55 +8.5%
270 HTHT H WORLD GROUP LTD Consumer Cyclical 4,700.0 $236K 0.00% NEW $50.29 -7.8%
271 BDX BECTON DICKINSON & CO Healthcare 1,492.0 $235K 0.00% NEW $157.23 -7.0%
272 IQVIA HLDGS INC 1,359.0 $232K 0.00% $170.54
273 APOS APOLLO GLOBAL MGMT INC Financial Services 2,004.0 $223K 0.00% $111.42 -76.5%
274 USFD US FOODS HLDG CORP Consumer Defensive 2,327.0 $215K 0.00% -2K -42.0% $92.21 -12.0%
275 TDG TRANSDIGM GROUP INC Industrials 184.0 $213K 0.00% NEW $1158.96 +3.4%
276 GGB GERDAU SA Basic Materials 58,160.0 $210K 0.00% $3.61 +30.2%
277 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,769.0 $206K 0.00% -3K -34.9% $35.70 -11.8%
278 MSCI MSCI INC Financial Services 379.0 $204K 0.00% -40.0 -9.6% $539.01 +8.0%
279 F FORD MTR CO Consumer Cyclical 17,692.0 $204K 0.00% $11.54 +18.5%
280 WIT WIPRO LTD Technology 91,090.0 $193K 0.00% $2.12 -7.1%
Page 14 of 15  ·  283 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 28.9%
Healthcare 16.5%
Financial Services 16.3%
Communication Services 11.1%
Consumer Cyclical 7.6%
Industrials 5.4%
Consumer Defensive 4.9%
Utilities 3.3%
Energy 3.2%
Real Estate 1.8%