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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 8 of 15  ·  283 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SPOT SPOTIFY TECHNOLOGY S A Communication Services 6,517.0 $3.2M 0.04% -38K -85.3% $484.91 -10.6%
142 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,770.0 $3.0M 0.04% +1K +20.6% $391.76 +91.7%
143 CL COLGATE PALMOLIVE CO Consumer Defensive 35,079.0 $3.0M 0.04% +2K +5.0% $85.23 +6.1%
144 EFX EQUIFAX INC Industrials 16,551.0 $3.0M 0.04% -78K -82.5% $180.07 -9.4%
145 HLN HALEON PLC Healthcare 297,369.0 $3.0M 0.04% +23K +8.3% $10.01 -6.9%
146 ALLE ALLEGION PLC Industrials 19,676.0 $2.9M 0.04% -1K -6.0% $145.29 -10.0%
147 AZO AUTOZONE INC Consumer Cyclical 819.0 $2.8M 0.03% -86.0 -9.5% $3377.78 +1.8%
148 MCO MOODYS CORP Financial Services 6,105.0 $2.7M 0.03% -263.0 -4.1% $436.25 +2.1%
149 AXP AMERICAN EXPRESS CO Financial Services 8,765.0 $2.7M 0.03% -14K -61.5% $302.48 +2.4%
150 ADBE ADOBE INC Technology 10,886.0 $2.6M 0.03% -5K -32.2% $243.08 +0.4%
151 HWM HOWMET AEROSPACE INC Industrials 11,358.0 $2.6M 0.03% -1K -8.9% $230.46 +12.8%
152 RY ROYAL BK CDA Financial Services 16,098.0 $2.6M 0.03% +11K +225.5% $161.69 +15.8%
153 HAL HALLIBURTON CO Energy 66,710.0 $2.6M 0.03% -9K -12.4% $38.99 +7.6%
154 CPNG COUPANG INC Consumer Cyclical 136,802.0 $2.6M 0.03% +62K +83.2% $18.88 -16.7%
155 WDAY WORKDAY INC Technology 19,611.0 $2.5M 0.03% -85K -81.3% $129.92 -2.5%
156 EL LAUDER ESTEE COS INC Consumer Defensive 34,676.0 $2.5M 0.03% -5K -11.7% $71.77 +9.9%
157 RELX RELX PLC Communication Services 74,048.0 $2.5M 0.03% +8K +11.8% $33.15 +1.4%
158 CDNS CADENCE DESIGN SYSTEM INC Technology 8,427.0 $2.3M 0.03% -189.0 -2.2% $277.87 +29.0%
159 TMUS T-MOBILE US INC Communication Services 11,067.0 $2.3M 0.03% -2K -13.8% $210.03 -9.5%
160 IDXX IDEXX LABS INC Healthcare 3,879.0 $2.2M 0.03% +3K +378.3% $561.89 -1.6%
Page 8 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%