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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	PH	PARKER-HANNIFIN CORP	Industrials	3	$3K	0.01%	SOLD
42	TSCO	TRACTOR SUPPLY CO	Consumer Cyclical	50	$2K	0.01%	SOLD
43	BLK	BLACKROCK INC	Financial Services	2	$2K	0.01%	SOLD
44	VRTX	VERTEX PHARMACEUTICALS INC	Healthcare	4	$2K	0.01%	SOLD
45	ETHA	ISHARES ETHEREUM TR	Financial Services	46	$720.0	0.00%	SOLD

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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%