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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 8 of 13  ·  251 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DD DUPONT DE NEMOURS INC Basic Materials 202.0 $9K 0.05% $45.79 +199.7%
142 JIRE J P MORGAN EXCHANGE TRADED F 122.0 $9K 0.05% -3.0 -2.4% $75.74 +7.3%
143 SMH VANECK ETF TRUST 24.0 $9K 0.05% NEW $383.42 +59.5%
144 GEM GOLDMAN SACHS ETF TR 210.0 $9K 0.05% NEW $43.20 +18.7%
145 CRWD CROWDSTRIKE HLDGS INC Technology 23.0 $9K 0.05% $390.39 +79.6%
146 IVR INVESCO MORTGAGE CAPITAL INC Real Estate 1,109.0 $9K 0.05% $8.08 -2.0%
147 IWY ISHARES TR 36.0 $9K 0.05% +3.0 +9.1% $248.39 +11.8%
148 JPMB J P MORGAN EXCHANGE TRADED F 227.0 $9K 0.05% +88.0 +63.3% $39.25 +2.6%
149 PGR PROGRESSIVE CORP Financial Services 44.0 $9K 0.04% $198.25 +13.2%
150 LNT ALLIANT ENERGY CORP Utilities 121.0 $9K 0.04% +1.0 +0.8% $71.80 +7.6%
151 BAC BANK AMERICA CORP Financial Services 177.0 $9K 0.04% +1.0 +0.6% $48.66 +19.0%
152 HYGW ISHARES TR 290.0 $9K 0.04% -410.0 -58.6% $29.50 -1.4%
153 WFC WELLS FARGO & CO Financial Services 107.0 $9K 0.04% $79.61 +5.4%
154 MTB M & T BK CORP Financial Services 41.0 $9K 0.04% $207.63 +14.3%
155 SO SOUTHERN CO Utilities 87.0 $8K 0.04% $96.52 +0.7%
156 PNC PNC FINL SVCS GROUP INC Financial Services 40.0 $8K 0.04% $207.20 +18.2%
157 AXP AMERICAN EXPRESS CO Financial Services 27.0 $8K 0.04% $302.48 +12.5%
158 ADI ANALOG DEVICES INC Technology 25.0 $8K 0.04% $323.80 +19.5%
159 DDOG DATADOG INC Technology 68.0 $8K 0.04% $118.04 +103.1%
160 IBM INTERNATIONAL BUSINESS MACHS Technology 33.0 $8K 0.04% $242.39 +12.1%
Page 8 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%