Fund Holdings — LGT Group Foundation

Total Portfolio Value
$6.34B
Total Bought
$2.37B
Total Sold
$212.17M
Net Transaction
+$2.16B
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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MICROSOFT CORP(MSFT)848,3481,396,605+548,257356,917624,2139.85%+267,296
ELI LILLY & CO(LLY)145,281394,553+249,272113,023357,2205.64%+244,198
APPLE INC(AAPL)1,212,2441,865,175+652,931207,876392,8436.20%+184,968
AMAZON COM INC(AMZN)1,012,8941,848,504+835,610182,706357,2235.64%+174,518
ALPHABET INC(GOOG)1,038,2411,679,470+641,229156,702305,9154.83%+149,214
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)142,5001,514,482+1,371,9829,107107,2401.69%+98,133
CRH PLC
ORD
19,3001,599,827+1,580,5271,04986,2941.36%+85,245
ACCENTURE PLC IRELAND
SHS CLASS A
270,649549,344+278,69593,810166,6762.63%+72,867
WEST PHARMACEUTICAL SVSC INC(WST)0209,034+209,034068,8541.09%+68,854
AUTODESK INC355273,154+272,7999267,5921.07%+67,500
BANK AMERICA CORP1,336,5412,472,217+1,135,67650,68298,3201.55%+47,638
HOME DEPOT INC(HD)121,886269,368+147,48246,75592,7271.46%+45,972
BOSTON SCIENTIFIC CORP(BSX)336573,791+573,4552344,1880.70%+44,165
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)140303,845+303,7051834,1250.54%+34,107
BROADCOM INC(AVGO)80,28284,560+4,278106,407135,7642.14%+29,357
AIRBNB INC250,093463,570+213,47741,25570,2911.11%+29,036
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)10,84443,052+32,2087,04928,2940.45%+21,246
EXXON MOBIL CORP23,109177,304+154,1952,68620,4110.32%+17,725
UBS GROUP AG(UBS)2,835,3843,429,731+594,34787,103101,3141.60%+14,211
SERVICENOW INC(NOW)50,33266,797+16,46538,37352,5470.83%+14,174
ABBVIE INC(ABBV)10,32280,454+70,1321,88013,7990.22%+11,920
ALPHABET INC(GOOG)340,808345,923+5,11551,89163,4491.00%+11,558
APPLIED MATLS INC60,09592,724+32,62912,39321,8820.35%+9,489
QUALCOMM INC(QCOM)1,79344,830+43,0373048,9290.14%+8,626
TEXAS INSTRS INC(TXN)132,195151,229+19,03423,03029,4190.46%+6,389
EMERSON ELEC CO(EMR)108,807161,870+53,06312,34117,8320.28%+5,491
AMGEN INC(AMGN)6,32023,145+16,8251,7977,2320.11%+5,435
ITT INC(ITT)041,951+41,95105,4190.09%+5,419
ARISTA NETWORKS INC73,32375,089+1,76621,26226,3170.42%+5,055
NETFLIX INC(NFLX)2407,674+7,4341465,1790.08%+5,033
BOOKING HOLDINGS INC(BKNG)12,69712,876+17946,06351,0080.80%+4,945
NEW YORK TIMES CO(NYT)912,422865,764-46,65839,43544,3360.70%+4,901
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)143,454147,489+4,03515,05818,9970.30%+3,938
SNOWFLAKE INC(SNOW)16,87948,506+31,6272,7286,5530.10%+3,825
MONDELEZ INTL INC(MDLZ)208,983281,720+72,73714,62918,4360.29%+3,807
STRYKER CORPORATION(SYK)2,06113,069+11,0087384,4470.07%+3,709
DANAHER CORPORATION(DHR)78,60393,152+14,54919,62923,2740.37%+3,645
INTUITIVE SURGICAL INC52,37655,026+2,65020,90324,4780.39%+3,576
INTERCONTINENTAL EXCHANGE IN(ICE)346,032373,111+27,07947,55551,0750.81%+3,520
TESLA INC(TSLA)138,552139,696+1,14424,35627,6430.44%+3,287
CROWDSTRIKE HLDGS INC(CRWD)47,59047,920+33015,25718,3620.29%+3,106
CHIPOTLE MEXICAN GRILL INC(CMG)2,080145,000+142,9206,0469,0840.14%+3,038
PALO ALTO NETWORKS INC(PANW)39,11841,241+2,12311,11513,9810.22%+2,867
PROGRESSIVE CORP(PGR)54,75767,259+12,50211,32513,9700.22%+2,646
CANADIAN PACIFIC KANSAS CITY(CP)29,58563,456+33,8712,6104,9980.08%+2,388
LOGITECH INTL S A
SHS
420,702413,821-6,88137,68440,0280.63%+2,344
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)135,785153,809+18,0244,8676,4400.10%+1,573
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)10,76610,968+2027,5219,0430.14%+1,522
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)75,31777,522+2,2058,87910,1960.16%+1,317
BANK NEW YORK MELLON CORP182,860195,854+12,99410,53611,7300.19%+1,193
CITIGROUP INC(C)242,722260,149+17,42715,35016,5090.26%+1,159
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)270,892299,697+28,80511,36712,3600.20%+993
WATSCO INC(WSO)14,37015,477+1,1076,2077,1700.11%+962
WHEATON PRECIOUS METALS CORP(WPM)82,54692,298+9,7523,8904,8380.08%+948
JOHNSON CTLS INTL PLC
SHS
4,88619,050+14,1643191,2660.02%+947
ZOETIS INC(ZTS)42,41246,747+4,3357,1778,1040.13%+928
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)20,71237,799+17,0873,1934,0220.06%+829
ORACLE CORP(ORCL)80,01276,686-3,32610,05010,8280.17%+778
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)38,77352,791+14,0181,8232,5660.04%+743
PRINCIPAL FINANCIAL GROUP IN(PFG)09,000+9,00007060.01%+706
PURE STORAGE INC(P)96,10788,501-7,6064,9975,6830.09%+686
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)61,46362,093+6303,6984,2040.07%+506
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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LGT Group Foundation — 13F Holdings — Q2 2024 | TickerTrail