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Portfolio (Quarterly) Guide ↗

LGT Financial Advisors LLC

· CIK 0001965191
13F Portfolio $20M AUM 251 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 48 Added 31 Reduced 29 Exited
Page 7 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCK MCKESSON CORP Healthcare 14.0 $12K 0.06% -3.0 -17.6% $879.14 -13.2%
122 CBOE CBOE GLOBAL MKTS INC Financial Services 42.0 $12K 0.06% $279.67 -13.4%
123 BBMC J P MORGAN EXCHANGE TRADED F 108.0 $12K 0.06% -12.0 -10.0% $108.53 +16.1%
124 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 74.0 $12K 0.06% $158.09 -21.7%
125 UBER UBER TECHNOLOGIES INC Technology 162.0 $12K 0.06% $71.93 +5.9%
126 FANG DIAMONDBACK ENERGY INC Energy 56.0 $11K 0.06% $198.34 -9.3%
127 BBHY J P MORGAN EXCHANGE TRADED F 242.0 $11K 0.06% -136.0 -36.0% $45.76 +0.6%
128 SEA ETF SER SOLUTIONS 648.0 $11K 0.06% $16.94 -3.1%
129 OFS OFS CAP CORP Financial Services 3,085.0 $11K 0.06% NEW $3.55 -4.5%
130 NEE NEXTERA ENERGY INC Utilities 114.0 $11K 0.05% $92.88 -4.6%
131 CION CION INVT CORP Financial Services 1,542.0 $11K 0.05% $6.84 -10.5%
132 CMCSA COMCAST CORP NEW Communication Services 367.0 $11K 0.05% NEW $28.71 -19.3%
133 DIS DISNEY WALT CO Communication Services 108.0 $10K 0.05% $96.38 +2.5%
134 CFR CULLEN FROST BANKERS INC Financial Services 76.0 $10K 0.05% +1.0 +1.3% $136.58 +13.7%
135 CDNS CADENCE DESIGN SYSTEM INC Technology 37.0 $10K 0.05% $277.86 +35.8%
136 BBIN J P MORGAN EXCHANGE TRADED F 139.0 $10K 0.05% -3.0 -2.1% $73.12 +5.6%
137 XTEN BONDBLOXX ETF TRUST 218.0 $10K 0.05% $45.86 +0.1%
138 CASY CASEYS GEN STORES INC Consumer Cyclical 13.0 $10K 0.05% $746.92 +4.2%
139 Q QNITY ELECTRONICS INC Technology 81.0 $9K 0.05% $115.56 +36.9%
140 WRB BERKLEY W R CORP Financial Services 141.0 $9K 0.05% $66.27 +7.5%
Page 7 of 13  ·  251 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 35.6%
Technology 21.2%
Energy 18.8%
Consumer Cyclical 5.7%
Healthcare 4.0%
Communication Services 3.8%
Industrials 3.3%
Real Estate 2.3%
Consumer Defensive 2.3%
Utilities 1.7%