Fund HoldingsLGT Group Foundation

Total Portfolio Value
$4.23B
Total Bought
$350.85M
Total Sold
$763.34M
Net Transaction
-$412.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
UBS GROUP AG(UBS)02,835,384+2,835,384087,1032.06%+87,103
SHERWIN WILLIAMS CO(SHW)0132,510+132,510046,0251.09%+46,025
NVIDIA CORPORATION(NVDA)235,413168,712-66,701116,581152,4413.60%+35,860
AMAZON COM INC(AMZN)964,5541,012,894+48,340147,943182,7064.32%+34,763
MERCK & CO INC(MRK)692,516684,379-8,13775,32590,3042.13%+14,979
MASTERCARD INCORPORATED(MA)220,388224,705+4,31793,956108,2112.56%+14,255
FORTINET INC(FTNT)748,784853,486+104,70244,47858,3021.38%+13,824
PROGRESSIVE CORP(PGR)054,757+54,757011,3250.27%+11,325
DANAHER CORPORATION(DHR)40,18278,603+38,4219,36819,6290.46%+10,261
AMETEK INC178,098214,002+35,90429,40839,1410.92%+9,733
CONOCOPHILLIPS(COP)346,240381,373+35,13340,33748,5411.15%+8,204
COSTAR GROUP INC(CSGP)59,237124,729+65,4925,21312,0490.28%+6,835
FASTENAL CO(FAST)623,245604,195-19,05040,41146,6081.10%+6,196
REPUBLIC SVCS INC(RSG)029,515+29,51505,6500.13%+5,650
DELL TECHNOLOGIES INC(DELL)048,343+48,34305,5160.13%+5,516
MSCI INC(MSCI)09,698+9,69805,4350.13%+5,435
BERKSHIRE HATHAWAY INC DEL073,970+73,970031,1060.73%+31,106
COCA COLA CO(KO)521,252588,192+66,94030,62435,9860.85%+5,362
ALCON AG(ALC)532,410556,022+23,61241,48646,0931.09%+4,607
META PLATFORMS INC(META)119,60297,365-22,23742,85647,2781.12%+4,423
INTERNATIONAL BUSINESS MACHS(IBM)131,254135,220+3,96621,49325,8220.61%+4,329
VEEVA SYS INC(VEEV)067,207+67,207015,5710.37%+15,571
COPART INC(CPRT)226,815261,267+34,45211,09415,1330.36%+4,039
CHIPOTLE MEXICAN GRILL INC(CMG)02,080+2,08006,0460.14%+6,046
FIRST SOLAR INC(FSLR)022,264+22,26403,7580.09%+3,758
ROPER TECHNOLOGIES INC(ROP)38,97944,138+5,15921,28824,7540.58%+3,466
VISA INC(V)270,863265,087-5,77670,53373,9801.75%+3,448
XYLEM INC(XYL)24,96647,170+22,2042,8546,0960.14%+3,242
JOHNSON & JOHNSON(JNJ)0499,364+499,364078,9941.87%+78,994
PIONEER NAT RES CO061,658+61,658016,1850.38%+16,185
COHERENT CORP(COHR)119,000123,827+4,8275,3327,5060.18%+2,174
CELSIUS HLDGS INC(CELH)069,899+69,89905,7960.14%+5,796
NVENT ELECTRIC PLC(NVT)104,127107,860+3,7336,1748,1330.19%+1,959
AGNICO EAGLE MINES LTD(AEM)136,260157,518+21,2587,4759,3970.22%+1,921
INTERCONTINENTAL EXCHANGE IN(ICE)355,555346,032-9,52345,72447,5551.12%+1,831
HENRY SCHEIN INC(HSIC)0158,191+158,191011,9470.28%+11,947
MASTEC INC(MTZ)73,79077,729+3,9395,5787,2480.17%+1,670
ALPHABET INC(GOOG)356,027340,808-15,21950,29951,8911.23%+1,592
MONSTER BEVERAGE CORP NEW(MNST)0252,361+252,361014,9600.35%+14,960
UNITED RENTALS INC(URI)8,0448,296+2524,6555,9820.14%+1,327
FIRST WATCH RESTAURANT GROUP226,886236,331+9,4454,5455,8180.14%+1,274
ELEVANCE HEALTH INC(ELV)77,70972,625-5,08436,42037,6590.89%+1,239
VERISK ANALYTICS INC(VRSK)037,070+37,07008,7390.21%+8,739
TETRA TECH INC NEW(TTEK)06,482+6,48201,1970.03%+1,197
EOG RES INC(EOG)88,15592,954+4,79910,69611,8830.28%+1,187
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
071,211+71,21106,6260.16%+6,626
HOWMET AEROSPACE INC(HWM)066,670+66,67004,5620.11%+4,562
CISCO SYS INC(CSCO)0339,240+339,240016,9310.40%+16,931
NXP SEMICONDUCTORS N V
COM
50,55251,485+93311,68112,6750.30%+994
CLEAN HARBORS INC(CLH)027,552+27,55205,5460.13%+5,546
FORTIVE CORP(FTV)058,283+58,28305,0140.12%+5,014
MANHATTAN ASSOCIATES INC(MANH)18,47719,408+9314,0024,8560.11%+855
CANADIAN NATL RY CO(CNI)70,70873,241+2,5338,8309,6490.23%+819
COLGATE PALMOLIVE CO(CL)0229,541+229,541020,6700.49%+20,670
US FOODS HLDG CORP(USFD)079,667+79,66704,3000.10%+4,300
PROCTER AND GAMBLE CO(PG)244,278223,930-20,34835,59936,3330.86%+734
CHEVRON CORP NEW(CVX)091,092+91,092014,3690.34%+14,369
GENERAL ELECTRIC CO(GE)018,188+18,18803,1930.08%+3,193
AIR PRODS & CHEMS INC03,871+3,87109380.02%+938
WHEATON PRECIOUS METALS CORP(WPM)082,546+82,54603,8900.09%+3,890
DOVER CORP(DOV)026,388+26,38804,6760.11%+4,676
MITEK SYS INC413,281433,741+20,4605,4596,1160.14%+656
TRANE TECHNOLOGIES PLC(TT)055,600+55,600016,6910.39%+16,691
PTC INC(PTC)29,47830,725+1,2475,1865,8050.14%+619
MONOLITHIC PWR SYS INC(MPWR)9,1049,345+2415,7566,3300.15%+575
GOLDMAN SACHS GROUP INC(GS)07,185+7,18503,0010.07%+3,001
HALLIBURTON CO(HAL)062,416+62,41602,4600.06%+2,460
CORNING INC(GLW)0242,378+242,37807,9890.19%+7,989
PFIZER INC(PFE)0724,601+724,601020,1080.47%+20,108
MORGAN STANLEY(MS)019,191+19,19101,8070.04%+1,807
MARSH & MCLENNAN COS INC(MRSH)018,360+18,36003,7820.09%+3,782
STELLANTIS N.V(STLA)025,450+25,45007240.02%+724
WASTE MGMT INC DEL(WM)08,635+8,63501,8410.04%+1,841
TECK RESOURCES LTD(TECK)091,432+91,43204,1830.10%+4,183
CATERPILLAR INC(CAT)06,350+6,35002,3270.05%+2,327
THERMO FISHER SCIENTIFIC INC(TMO)03,179+3,17901,8480.04%+1,848
EXELON CORP(EXC)07,382+7,38202770.01%+277
FRANKLIN RESOURCES INC(BEN)08,260+8,26002320.01%+232
SCHLUMBERGER LTD(SLB)0153,517+153,51708,4140.20%+8,414
AT&T INC(T)657,653637,745-19,90811,00911,2240.27%+215
TOTALENERGIES SE(TTE)026,193+26,19301,7680.04%+1,768
BLOCK INC(XYZ)02,412+2,41202040.00%+204
CONSTELLATION ENERGY CORP(CEG)01,080+1,08002000.00%+200
MATERION CORP(MTRN)29,52730,862+1,3353,8724,0660.10%+194
BEST BUY INC(BBY)06,030+6,03004950.01%+495
CINTAS CORP(CTAS)0248+24801700.00%+170
YUM BRANDS INC(YUM)01,221+1,22101690.00%+169
FORD MTR CO DEL(F)012,745+12,74501690.00%+169
LOWES COS INC(LOW)05,210+5,21001,3270.03%+1,327
HUNTINGTON BANCSHARES INC(HBAN)011,700+11,70001630.00%+163
KELLANOVA08,075+8,07504630.01%+463
NETFLIX INC(NFLX)0240+24001460.00%+146
AON PLC(AON)03,400+3,40001,1350.03%+1,135
GRAPHIC PACKAGING HLDG CO(GPK)04,602+4,60201340.00%+134
ULTA BEAUTY INC(ULTA)31,86729,901-1,96615,51415,6350.37%+121
SNAP ON INC(SNA)22,45022,364-866,5096,6250.16%+116
DEERE & CO(DE)0281+28101150.00%+115
BROOKFIELD CORP(BN)02,475+2,47501040.00%+104
AUTODESK INC0355+3550920.00%+92
BERKSHIRE HATHAWAY INC DEL01+106340.01%+634
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