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Portfolio (Quarterly) Guide ↗

LGT Financial Advisors LLC

· CIK 0001965191
13F Portfolio $19M AUM 223 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 40 Added 25 Reduced 45 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BAC BANK AMERICA CORP Financial Services 177 $9K 0.04% SOLD
22 HYGW ISHARES TR 290 $9K 0.04% SOLD
23 WFC WELLS FARGO & CO Financial Services 107 $9K 0.04% SOLD
24 SO SOUTHERN CO Utilities 87 $8K 0.04% SOLD
25 DDOG DATADOG INC Technology 68 $8K 0.04% SOLD
26 IBM INTERNATIONAL BUSINESS MACHS Technology 33 $8K 0.04% SOLD
27 SYK STRYKER CORPORATION Healthcare 22 $7K 0.04% SOLD
28 V VISA INC Financial Services 21 $6K 0.03% SOLD
29 FBND FIDELITY MERRIMACK STR TR 136 $6K 0.03% SOLD
30 HD HOME DEPOT INC Consumer Cyclical 18 $6K 0.03% SOLD
31 SHW SHERWIN WILLIAMS CO Basic Materials 18 $6K 0.03% SOLD
32 REXR REXFORD INDL RLTY INC Real Estate 176 $6K 0.03% SOLD
33 OTIS OTIS WORLDWIDE CORP Industrials 71 $5K 0.03% SOLD
34 PAYC PAYCOM SOFTWARE INC Technology 36 $4K 0.02% SOLD
35 XCCC BONDBLOXX ETF TRUST 117 $4K 0.02% SOLD
36 FLR FLUOR CORP Industrials 86 $4K 0.02% SOLD
37 BR BROADRIDGE FINL SOLUTIONS IN Technology 22 $4K 0.02% SOLD
38 HWM HOWMET AEROSPACE INC Industrials 15 $3K 0.02% SOLD
39 GILD GILEAD SCIENCES INC Healthcare 21 $3K 0.01% SOLD
40 BSX BOSTON SCIENTIFIC CORP Healthcare 45 $3K 0.01% SOLD
Page 2 of 3  ·  45 positions
Sector Allocation
Financial Services 41.2%
Technology 24.0%
Energy 7.6%
Healthcare 6.7%
Consumer Cyclical 6.6%
Communication Services 4.7%
Industrials 2.5%
Consumer Defensive 2.0%
Utilities 1.7%
Real Estate 1.5%