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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 10 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACGL ARCH CAP GROUP LTD Financial Services 55.0 $5K 0.03% $97.05 +1.9%
182 ALC ALCON AG Healthcare 79.0 $5K 0.03% $67.34 +9.2%
183 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 42.0 $5K 0.03% -32.0 -43.2% $121.81 +28.2%
184 CCI CROWN CASTLE INC Real Estate 67.0 $5K 0.03% +1.0 +1.5% $75.51 -2.0%
185 FNV FRANCO NEV CORP Basic Materials 23.0 $5K 0.03% NEW $208.74 +11.6%
186 TECK TECK RESOURCES LTD Basic Materials 79.0 $5K 0.03% $59.29 +7.8%
187 TT TRANE TECHNOLOGIES PLC Industrials 10.0 $5K 0.03% $467.90 -1.0%
188 HSY HERSHEY CO Consumer Defensive 27.0 $5K 0.03% -4.0 -12.9% $172.30 +6.5%
189 EUFN ISHARES TR 114.0 $4K 0.02% NEW $38.99 +8.2%
190 CAT CATERPILLAR INC Industrials 4.0 $4K 0.02% $1065.00 -21.0%
191 ADSK AUTODESK INC Technology 21.0 $4K 0.02% $194.43 +26.9%
192 SCHF SCHWAB STRATEGIC TR 146.0 $4K 0.02% $27.70 +1.3%
193 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 62.0 $4K 0.02% -13.0 -17.3% $64.26 +13.0%
194 NLOP NET LEASE OFFICE PROPERTIES Real Estate 350.0 $4K 0.02% +75.0 +27.3% $11.14 +3.0%
195 JEPQ J P MORGAN EXCHANGE TRADED F 62.0 $4K 0.02% $61.47 -2.5%
196 HONEYWELL INTL INC 15.0 $3K 0.02% NEW $223.93
197 WSO WATSCO INC Industrials 8.0 $3K 0.02% $419.75 -25.3%
198 SCHO SCHWAB STRATEGIC TR 139.0 $3K 0.02% NEW $24.14 -0.1%
199 HONEYWELL AEROSPACE INC 15.0 $3K 0.02% NEW $221.07
200 PRU PRUDENTIAL FINL INC Financial Services 29.0 $3K 0.02% $109.72 +13.5%
Page 10 of 12  ·  223 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%