Fund HoldingsLGT Group Foundation

Total Portfolio Value
$8.19B
Total Bought
$993.71M
Total Sold
$1.91B
Net Transaction
-$918.22M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
ASTRAZENECA PLC(AZN)01,890,121+1,890,1210367,2044.48%+367,204
NEXTERA ENERGY INC(NEE)1,776,0842,423,663+647,579143,028225,1102.75%+82,082
EXXON MOBIL CORP683,487806,314+122,82782,695136,7991.67%+54,104
TOTALENERGIES SE(TTE)2,060,6751,928,801-131,874136,358180,3532.20%+43,995
JOHNSON & JOHNSON(JNJ)400,094497,989+97,89582,783121,7281.49%+38,945
MASTEC INC(MTZ)081,169+81,169026,1150.32%+26,115
MICRON TECHNOLOGY INC(MU)74,578138,844+64,26621,82446,9070.57%+25,083
APPLIED MATLS INC38,48583,839+45,35410,00528,6550.35%+18,650
COSTCO WHOLESALE CORPORATION(COST)019,764+19,764019,6930.24%+19,693
MCDONALDS CORP(MCD)109,439159,612+50,17333,71049,6060.61%+15,895
ABBVIE INC(ABBV)0413,651+413,651089,9651.10%+89,965
CONOCOPHILLIPS(COP)0333,480+333,480044,0190.54%+44,019
MEDTRONIC PLC(MDT)75,412255,800+180,3887,28922,1650.27%+14,876
CISCO SYS INC(CSCO)487,493677,292+189,79937,73752,5510.64%+14,814
GE AEROSPACE(GE)082,479+82,479023,4050.29%+23,405
SYNOPSYS INC(SNPS)035,448+35,448014,0540.17%+14,054
WESTERN DIGITAL CORP(WDC)163,849154,500-9,34928,84741,7910.51%+12,943
PEPSICO INC(PEP)0385,269+385,269059,8280.73%+59,828
STRYKER CORPORATION(SYK)051,476+51,476016,9140.21%+16,914
ADVANCED MICRO DEVICES INC(AMD)097,916+97,916019,9190.24%+19,919
PFIZER INC(PFE)02,206,233+2,206,233061,9510.76%+61,951
DOMINION ENERGY INC(D)0160,296+160,29609,9090.12%+9,909
GOLDMAN SACHS GROUP INC(GS)36,73249,654+12,92232,48742,0070.51%+9,520
CHEVRON CORPORATION(CVX)0158,904+158,904032,8770.40%+32,877
FASTENAL CO(FAST)01,172,841+1,172,841054,4200.66%+54,420
EQUINIX INC(EQIX)016,597+16,597016,2690.20%+16,269
VERIZON COMMUNICATIONS INC(VZ)0407,122+407,122020,4380.25%+20,438
WATERS CORP(WAT)17,15538,760+21,6056,58711,5430.14%+4,955
SOFI TECHNOLOGIES INC(SOFI)0308,100+308,10004,8930.06%+4,893
CATERPILLAR INC(CAT)08,455+8,45505,9900.07%+5,990
MARATHON PETE CORP(MPC)054,398+54,398013,2830.16%+13,283
COMFORT SYS USA INC(FIX)03,504+3,50404,8320.06%+4,832
PROLOGIS INC.(PLD)594,024604,975+10,95176,63579,9660.98%+3,331
CHUBB LTD SWITZ
COM
200,149203,043+2,89462,87566,1780.81%+3,303
EMCOR GROUP INC(EME)015,267+15,267011,2720.14%+11,272
WALMART INC(WMT)125,564136,411+10,84714,05316,9530.21%+2,900
DICKS SPORTING GOODS INC(DKS)016,137+16,13703,2000.04%+3,200
SIMON PPTY GROUP INC NEW(SPG)084,125+84,125015,6920.19%+15,692
TEXAS INSTRS INC(TXN)0106,301+106,301020,6370.25%+20,637
ROYAL BK CDA(RY)4,94516,098+11,1538462,6030.03%+1,757
IDEXX LABS INC(IDXX)03,879+3,87902,1800.03%+2,180
EMERSON ELEC CO(EMR)319,717342,347+22,63043,25544,8540.55%+1,600
SUNBELT RENTALS HOLDINGS INC(SUNB)021,654+21,65401,4090.02%+1,409
ENBRIDGE INC(ENB)0247,764+247,764013,4230.16%+13,423
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
07,770+7,77003,0440.04%+3,044
ALPHABET INC(GOOG)1,558,0051,704,701+146,696488,980490,2045.98%+1,224
TEXAS PACIFIC LAND CORPORATI(TPL)02,388+2,38801,1330.01%+1,133
REALTY INCOME CORP(O)0203,549+203,549012,4530.15%+12,453
KLA CORP(KLAC)07,035+7,035010,3580.13%+10,358
DELL TECHNOLOGIES INC(DELL)028,960+28,96004,7530.06%+4,753
DEERE & CO(DE)7,8327,974+1423,6814,4920.05%+811
COUPANG INC(CPNG)74,673136,802+62,1291,8022,5830.03%+781
CAPITAL ONE FINL CORP(COF)1,2535,306+4,0533069680.01%+662
VERTIV HOLDINGS CO(VRT)023,883+23,88305,9850.07%+5,985
ALTRIA GROUP INC(MO)10,94018,640+7,7006321,2300.02%+598
BARRICK MNG CORP(B)018,897+18,89707720.01%+772
RIO TINTO PLC(RIO)33,57334,623+1,0502,7033,2300.04%+527
SLB LIMITED(SLB)027,010+27,01001,3880.02%+1,388
AMETEK INC122,449120,577-1,87225,35125,8470.32%+496
ARES CAPITAL CORP(ARCC)518,349609,697+91,34810,51710,9870.13%+469
PAYCHEX INC(PAYX)08,101+8,10107460.01%+746
HALLIBURTON CO(HAL)76,12666,710-9,4162,1692,6010.03%+432
MICROCHIP TECHNOLOGY INC.(MCHP)6,10612,187+6,0813957870.01%+392
THE CAMPBELLS COMPANY(CPB)016,755+16,75503730.00%+373
MAIN STR CAP CORP(MAIN)06,532+6,53203460.00%+346
COLGATE PALMOLIVE CO(CL)035,079+35,07902,9900.04%+2,990
EDISON INTL(EIX)3,8787,751+3,8732345670.01%+333
FERRARI N V
COM
05,739+5,73901,9420.02%+1,942
CREDICORP LTD(BAP)02,589+2,58908780.01%+878
WABTEC(WAB)01,183+1,18302960.00%+296
HESS MIDSTREAM LP(HESM)012,994+12,99405050.01%+505
PROCTER & GAMBLE CO(PG)01,018,375+1,018,3750147,0941.80%+147,094
BLOCK H & R INC040,093+40,09301,2730.02%+1,273
PDD HOLDINGS INC(PDD)02,400+2,40002450.00%+245
IDEX CORP(IEX)01,272+1,27202410.00%+241
H WORLD GROUP LTD(HTHT)04,700+4,70002360.00%+236
BECTON DICKINSON & CO(BDX)01,492+1,49202350.00%+235
VALERO ENERGY CORP(VLO)02,853+2,85307050.01%+705
TRANSDIGM GROUP INC(TDG)0184+18402130.00%+213
HALEON PLC(HLN)274,608297,369+22,7612,7682,9770.04%+209
MARVELL TECHNOLOGY INC(MRVL)044,772+44,77204,4350.05%+4,435
MOTOROLA SOLUTIONS INC(MSI)10,4949,728-7664,0294,2220.05%+193
ITAU UNIBANCO HLDG S A(ITUB)040,153+40,15303360.00%+336
YUM CHINA HLDGS INC(YUMC)033,111+33,11101,6150.02%+1,615
CURTISS WRIGHT CORP(CW)1,3361,33607469100.01%+164
DOW HLDGS INC(DOW)08,954+8,95403730.00%+373
NICE LTD(NICE)08,563+8,56309440.01%+944
KB FINL GROUP INC(KB)013,020+13,02001,2980.02%+1,298
QUANTA SVCS INC01,152+1,15206320.01%+632
COMCAST CORP NEW(CCZ)0490,751+490,751014,0890.17%+14,089
BRISTOL-MYERS SQUIBB CO(BMY)019,824+19,82401,2020.01%+1,202
EATON CORP PLC(ETN)9771,210+2333134330.01%+119
ILLINOIS TOOL WKS INC(ITW)01,394+1,39403630.00%+363
AMGEN INC(AMGN)04,884+4,88401,7180.02%+1,718
AGNICO EAGLE MINES LTD(AEM)03,044+3,04406180.01%+618
EVERSOURCE ENERGY(ES)04,867+4,86703370.00%+337
ECOLAB INC(ECL)020,085+20,08505,3430.07%+5,343
NATIONAL GRID PLC(NGG)3,4924,209+7172723560.00%+85
COMPANHIA DE SANEAMENTO BASI(SBS)12,67512,695+203063870.00%+81
SOUTHERN COPPER CORP(SCCO)01,947+1,94703350.00%+335
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