Fund HoldingsLGT Group Foundation

Total Portfolio Value
$6.34B
Total Bought
$2.37B
Total Sold
$212.17M
Net Transaction
+$2.16B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)01,396,605+1,396,6050624,2139.85%+624,213
ELI LILLY & CO(LLY)0394,553+394,5530357,2205.64%+357,220
APPLE INC(AAPL)01,865,175+1,865,1750392,8436.20%+392,843
AMAZON COM INC(AMZN)1,012,8941,848,504+835,610182,706357,2235.64%+174,518
ALPHABET INC(GOOG)01,679,470+1,679,4700305,9154.83%+305,915
MASTERCARD INCORPORATED(MA)224,705499,745+275,040108,211220,4683.48%+112,256
PROCTER AND GAMBLE CO(PG)223,930822,596+598,66636,333135,6632.14%+99,330
TETRA TECH INC NEW(TTEK)6,482491,444+484,9621,197100,4901.59%+99,293
NEXTERA ENERGY INC(NEE)01,514,482+1,514,4820107,2401.69%+107,240
CRH PLC
ORD
01,599,827+1,599,827086,2941.36%+86,294
ACCENTURE PLC IRELAND
SHS CLASS A
0549,344+549,3440166,6762.63%+166,676
WEST PHARMACEUTICAL SVSC INC(WST)0209,034+209,034068,8541.09%+68,854
AUTODESK INC355273,154+272,7999267,5921.07%+67,500
BANK AMERICA CORP02,472,217+2,472,217098,3201.55%+98,320
HOME DEPOT INC(HD)0269,368+269,368092,7271.46%+92,727
BOSTON SCIENTIFIC CORP(BSX)0573,791+573,791044,1880.70%+44,188
COCA COLA CO(KO)588,1921,197,081+608,88935,98676,1941.20%+40,209
NVIDIA CORPORATION(NVDA)168,7121,520,776+1,352,064152,441191,0403.01%+38,598
PROLOGIS INC.(PLD)0303,845+303,845034,1250.54%+34,125
BROADCOM INC(AVGO)084,560+84,5600135,7642.14%+135,764
AIRBNB INC0463,570+463,570070,2911.11%+70,291
META PLATFORMS INC(META)97,365141,680+44,31547,27871,4381.13%+24,159
AMERESCO INC0705,479+705,479023,9580.38%+23,958
INTUIT(INTU)043,052+43,052028,2940.45%+28,294
EXXON MOBIL CORP0177,304+177,304020,4110.32%+20,411
UBS GROUP AG(UBS)2,835,3843,429,731+594,34787,103101,3141.60%+14,211
SERVICENOW INC(NOW)066,797+66,797052,5470.83%+52,547
ABBVIE INC(ABBV)080,454+80,454013,7990.22%+13,799
ALPHABET INC(GOOG)340,808345,923+5,11551,89163,4491.00%+11,558
APPLIED MATLS INC092,724+92,724021,8820.35%+21,882
QUALCOMM INC(QCOM)044,830+44,83008,9290.14%+8,929
TEXAS INSTRS INC(TXN)0151,229+151,229029,4190.46%+29,419
EMERSON ELEC CO(EMR)0161,870+161,870017,8320.28%+17,832
AMGEN INC(AMGN)023,145+23,14507,2320.11%+7,232
ITT INC(ITT)041,951+41,95105,4190.09%+5,419
ARISTA NETWORKS INC075,089+75,089026,3170.42%+26,317
NETFLIX INC(NFLX)2407,674+7,4341465,1790.08%+5,033
BOOKING HOLDINGS INC(BKNG)012,876+12,876051,0080.80%+51,008
NEW YORK TIMES CO(NYT)0865,764+865,764044,3360.70%+44,336
ALCON AG(ALC)556,022562,762+6,74046,09350,2380.79%+4,146
APPLOVIN CORP(APP)048,109+48,10904,0040.06%+4,004
NETAPP INC(NTAP)0147,489+147,489018,9970.30%+18,997
SNOWFLAKE INC(SNOW)048,506+48,50606,5530.10%+6,553
MONDELEZ INTL INC(MDLZ)0281,720+281,720018,4360.29%+18,436
STRYKER CORPORATION(SYK)013,069+13,06904,4470.07%+4,447
DANAHER CORPORATION(DHR)78,60393,152+14,54919,62923,2740.37%+3,645
INTUITIVE SURGICAL INC055,026+55,026024,4780.39%+24,478
INTERCONTINENTAL EXCHANGE IN(ICE)346,032373,111+27,07947,55551,0750.81%+3,520
TESLA INC(TSLA)0139,696+139,696027,6430.44%+27,643
CROWDSTRIKE HLDGS INC(CRWD)047,920+47,920018,3620.29%+18,362
CHIPOTLE MEXICAN GRILL INC(CMG)2,080145,000+142,9206,0469,0840.14%+3,038
PALO ALTO NETWORKS INC(PANW)041,241+41,241013,9810.22%+13,981
PROGRESSIVE CORP(PGR)54,75767,259+12,50211,32513,9700.22%+2,646
CANADIAN PACIFIC KANSAS CITY(CP)063,456+63,45604,9980.08%+4,998
LOGITECH INTL S A
SHS
0413,821+413,821040,0280.63%+40,028
CORNING INC(GLW)242,378256,518+14,1407,9899,9660.16%+1,977
VERISK ANALYTICS INC(VRSK)37,07038,886+1,8168,73910,4820.17%+1,743
AT&T INC(T)637,745671,297+33,55211,22412,8280.20%+1,604
NEWMONT CORP(NEM)0153,809+153,80906,4400.10%+6,440
TJX COS INC NEW(TJX)014,207+14,20701,5640.02%+1,564
GE VERNOVA INC(GEV)08,974+8,97401,5390.02%+1,539
KLA CORP(KLAC)010,968+10,96809,0430.14%+9,043
ELEVANCE HEALTH INC(ELV)72,62572,245-38037,65939,1470.62%+1,488
XYLEM INC(XYL)47,17055,881+8,7116,0967,5790.12%+1,483
SHERWIN WILLIAMS CO(SHW)132,510159,041+26,53146,02547,4630.75%+1,438
C3 AI INC(AI)049,200+49,20001,4250.02%+1,425
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
71,21177,885+6,6746,6268,0430.13%+1,417
WABTEC(WAB)08,599+8,59901,3590.02%+1,359
VERTIV HOLDINGS CO(VRT)015,446+15,44601,3370.02%+1,337
FIRST SOLAR INC(FSLR)22,26422,562+2983,7585,0870.08%+1,329
MICRON TECHNOLOGY INC(MU)077,522+77,522010,1960.16%+10,196
BANK NEW YORK MELLON CORP0195,854+195,854011,7300.19%+11,730
CITIGROUP INC(C)0260,149+260,149016,5090.26%+16,509
EQUIFAX INC(EFX)04,579+4,57901,1100.02%+1,110
COHERENT CORP(COHR)123,827118,070-5,7577,5068,5550.13%+1,049
BERKSHIRE HATHAWAY INC DEL73,97078,986+5,01631,10632,1320.51%+1,026
VERIZON COMMUNICATIONS INC(VZ)0299,697+299,697012,3600.20%+12,360
WATSCO INC(WSO)015,477+15,47707,1700.11%+7,170
WHEATON PRECIOUS METALS CORP(WPM)82,54692,298+9,7523,8904,8380.08%+948
JOHNSON CTLS INTL PLC
SHS
019,050+19,05001,2660.02%+1,266
ZOETIS INC(ZTS)046,747+46,74708,1040.13%+8,104
MONSTER BEVERAGE CORP NEW(MNST)252,361317,995+65,63414,96015,8840.25%+924
ROYAL BK CDA(RY)08,062+8,06208580.01%+858
LAUDER ESTEE COS INC(EL)037,799+37,79904,0220.06%+4,022
ORACLE CORP(ORCL)076,686+76,686010,8280.17%+10,828
CHEVRON CORP NEW(CVX)91,09296,643+5,55114,36915,1170.24%+748
DOLLAR GEN CORP NEW(DG)05,640+5,64007460.01%+746
FREEPORT-MCMORAN INC(FCX)052,791+52,79102,5660.04%+2,566
PRINCIPAL FINANCIAL GROUP IN(PFG)09,000+9,00007060.01%+706
PURE STORAGE INC(P)088,501+88,50105,6830.09%+5,683
PFIZER INC(PFE)724,601742,875+18,27420,10820,7860.33%+678
CLEAN HARBORS INC(CLH)27,55227,438-1145,5466,2050.10%+659
ALIGN TECHNOLOGY INC02,638+2,63806370.01%+637
DELL TECHNOLOGIES INC(DELL)48,34344,490-3,8535,5166,1360.10%+619
MONOLITHIC PWR SYS INC(MPWR)9,3458,446-8996,3306,9400.11%+609
MASTEC INC(MTZ)77,72972,733-4,9967,2487,7820.12%+533
FORTUNE BRANDS INNOVATIONS I(FBIN)07,402+7,40205200.01%+520
WALMART INC(WMT)062,093+62,09304,2040.07%+4,204
GOLDMAN SACHS GROUP INC(GS)7,1857,699+5143,0013,4820.05%+481
HOWMET AEROSPACE INC(HWM)66,67064,902-1,7684,5625,0380.08%+476
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