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Portfolio (Quarterly) Guide ↗

LGT Financial Advisors LLC

· CIK 0001965191
13F Portfolio $20M AUM 251 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 48 Added 31 Reduced 29 Exited
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 FBCG FIDELITY COVINGTON TRUST 5,000 $274K 1.68% SOLD
2 WPC WP CAREY INC Real Estate 500 $32K 0.20% SOLD
3 ORCL ORACLE CORP Technology 149 $29K 0.18% SOLD
4 NFLX NETFLIX INC Communication Services 300 $28K 0.17% SOLD
5 INTU INTUIT Technology 40 $26K 0.16% SOLD
6 JNK SPDR SERIES TRUST 231 $22K 0.14% SOLD
7 SE SEA LTD Consumer Cyclical 124 $16K 0.10% SOLD
8 SPOT SPOTIFY TECHNOLOGY S A Communication Services 26 $15K 0.09% SOLD
9 VEEV VEEVA SYS INC Healthcare 52 $12K 0.07% SOLD
10 ELCV STRATEGY SHS 372 $10K 0.06% SOLD
11 TXN TEXAS INSTRS INC Technology 45 $8K 0.05% SOLD
12 WMB WILLIAMS COS INC Energy 122 $7K 0.04% SOLD
13 FDX FEDEX CORP Industrials 24 $7K 0.04% SOLD
14 KMI KINDER MORGAN INC DEL Energy 221 $6K 0.04% SOLD
15 AJG GALLAGHER ARTHUR J & CO Financial Services 21 $6K 0.03% SOLD
16 BWXT BWX TECHNOLOGIES INC Industrials 25 $4K 0.03% SOLD
17 AIG AMERICAN INTL GROUP INC Financial Services 50 $4K 0.03% SOLD
18 PLTR PALANTIR TECHNOLOGIES INC Technology 20 $4K 0.02% SOLD
19 HAL HALLIBURTON CO Energy 118 $3K 0.02% SOLD
20 FOSL FOSSIL GROUP INC Consumer Cyclical 400 $2K 0.01% SOLD
Page 1 of 2  ·  29 positions
Sector Allocation
Financial Services 35.6%
Technology 21.2%
Energy 18.8%
Consumer Cyclical 5.7%
Healthcare 4.0%
Communication Services 3.8%
Industrials 3.3%
Real Estate 2.3%
Consumer Defensive 2.3%
Utilities 1.7%