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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 12 of 12  ·  223 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 WBD WARNER BROS DISCOVERY INC Communication Services 1.0 $27.0 $27.00 +5.5%
222 LIBERTY CAP CORP 1.0 $22.0 $22.00
223 LILAK LIBERTY LATIN AMERICA LTD Communication Services 2.0 $16.0 $8.00 +3.8%
Page 12 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%