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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 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 NEBIUS GROUP N.V. 1,000.0 $276K 0.00% NEW $276.17
262 GD GENERAL DYNAMICS CORP Industrials 763.0 $270K 0.00% $354.24 +6.4%
263 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 984.0 $259K 0.00% NEW $263.26 +37.2%
264 BROS DUTCH BROS INC Consumer Cyclical 3,524.0 $253K 0.00% NEW $71.81 -28.6%
265 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,527.0 $253K 0.00% -143.0 -5.4% $100.07 +9.5%
266 Q QNITY ELECTRONICS INC Technology 1,500.0 $245K 0.00% NEW $163.31 -22.5%
267 DOW DOW HLDGS INC Basic Materials 8,940.0 $245K 0.00% $27.36 +12.1%
268 F FORD MTR CO Consumer Cyclical 17,565.0 $244K 0.00% -127.0 -0.7% $13.90 +0.7%
269 IQVIA HLDGS INC 1,256.0 $243K 0.00% -103.0 -7.6% $193.22
270 USFD US FOODS HLDG CORP Consumer Defensive 2,327.0 $238K 0.00% $102.25 +6.3%
271 APOS APOLLO GLOBAL MGMT INC 2,000.0 $237K 0.00% $118.31
272 GGB GERDAU SA Basic Materials 58,160.0 $235K 0.00% $4.04 +6.8%
273 INFY INFOSYS LTD Technology 21,170.0 $222K 0.00% $10.49 +13.9%
274 UNILEVER PLC 3,688.0 $222K 0.00% NEW $60.12
275 AXIA ENERGIA SA 20,894.0 $221K 0.00% NEW $10.56
276 ACMR ACM RESH INC Technology 1,716.0 $218K 0.00% NEW $126.89 -37.6%
277 KR KROGER CO Consumer Defensive 3,800.0 $211K 0.00% NEW $55.53 +4.6%
278 KMB KIMBERLY-CLARK CORP Consumer Defensive 1,898.0 $208K 0.00% NEW $109.77 +0.7%
279 ADI ANALOG DEVICES INC Technology 522.0 $207K 0.00% NEW $397.17 -6.2%
280 TDY TELEDYNE TECHNOLOGIES INC Technology 306.0 $204K 0.00% NEW $666.90 -6.0%
Page 14 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%