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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 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CASY CASEYS GEN STORES INC Consumer Cyclical 9.0 $7K 0.04% -4.0 -30.8% $825.56 +3.6%
22 MKL MARKEL GROUP INC Financial Services 3.0 $6K 0.03% -1.0 -25.0% $1953.00 -7.1%
23 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 42.0 $5K 0.03% -32.0 -43.2% $121.81 +28.2%
24 HSY HERSHEY CO Consumer Defensive 27.0 $5K 0.03% -4.0 -12.9% $172.30 +6.5%
25 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 62.0 $4K 0.02% -13.0 -17.3% $64.26 +13.0%
Page 2 of 2  ·  25 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
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%