Fund HoldingsLGT Group Foundation

Total Portfolio Value
$8.84B
Total Bought
$1.21B
Total Sold
$1.17B
Net Transaction
+$33.36M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
BROADCOM INC(AVGO)556,211794,452+238,241172,153300,1043.40%+127,951
ALPHABET INC(GOOG)1,704,7011,712,544+7,843490,204612,0126.93%+121,808
ELI LILLY & CO(LLY)399,693399,659-34367,626479,3635.43%+111,737
NVIDIA CORPORATION(NVDA)2,358,1612,487,067+128,906411,263497,6375.63%+86,374
APPLE INC(AAPL)1,685,6961,775,721+90,025427,813513,8235.82%+86,010
MICRON TECHNOLOGY INC(MU)138,844102,080-36,76446,907117,8301.33%+70,923
ADVANCED MICRO DEVICES INC(AMD)97,916148,905+50,98919,91986,5000.98%+66,581
WATERS CORP(WAT)38,760170,904+132,14411,54364,0960.73%+52,553
UBS GROUP AG(UBS)3,439,4173,276,919-162,498132,220162,3991.84%+30,179
TEXAS INSTRS INC(TXN)106,301168,298+61,99720,63750,1650.57%+29,527
WEST PHARMACEUTICAL SVSC INC(WST)203,556223,365+19,80951,01980,1880.91%+29,169
JPMORGAN CHASE & CO(JPM)915,260907,653-7,607269,233297,1023.36%+27,869
PALO ALTO NETWORKS INC(PANW)219,671182,846-36,82535,21862,3540.71%+27,136
UNITEDHEALTH GROUP INC(UNH)26,17881,736+55,5587,08433,9720.38%+26,888
ENBRIDGE INC(ENB)247,764729,551+481,78713,42339,5230.45%+26,100
APPLIED MATLS INC83,83974,974-8,86528,65554,2060.61%+25,551
ROYAL BK CDA(RY)16,098135,667+119,5692,60328,0650.32%+25,462
OWENS CORNING NEW(OC)459,525463,578+4,05349,73073,6900.83%+23,961
MEDTRONIC PLC(MDT)255,800573,090+317,29022,16544,8330.51%+22,668
ABBVIE INC(ABBV)413,651441,958+28,30789,965111,2141.26%+21,249
JOHNSON CONTROLS INTERNATION
SHS
2,022124,370+122,34826518,1720.21%+17,907
AMGEN INC(AMGN)4,88453,947+49,0631,71819,5350.22%+17,817
BANK OF AMER CORP1,046,5371,198,041+151,50451,01968,2640.77%+17,246
FREEPORT MCMORAN INC(FCX)57,261316,552+259,2913,36619,9080.23%+16,542
WESTERN DIGITAL CORP(WDC)154,50090,834-63,66641,79158,0170.66%+16,227
CUMMINS INC(CMI)022,022+22,022015,7060.18%+15,706
MICROSOFT CORP(MSFT)1,454,0741,482,457+28,383538,255552,9866.26%+14,732
CHENIERE ENERGY INC(LNG)060,423+60,423014,4420.16%+14,442
TETRA TECH INC NEW(TTEK)3,161,7083,745,171+583,46395,231108,1981.22%+12,967
KODIAK GAS SVCS INC(KGS)0170,479+170,479012,8080.14%+12,808
CANADIAN PACIFIC KANSAS CITY(CP)0143,652+143,652012,4420.14%+12,442
JOHNSON & JOHNSON(JNJ)497,989527,334+29,345121,728133,9271.52%+12,199
HOME DEPOT INC(HD)224,381241,080+16,69973,79785,0240.96%+11,227
EMCOR GROUP INC(EME)15,26726,803+11,53611,27222,2430.25%+10,971
CROWDSTRIKE HLDGS INC(CRWD)32,27530,806-1,46912,60023,5090.27%+10,909
KLA CORP(KLAC)7,03569,592+62,55710,35820,9970.24%+10,638
EMERSON ELEC CO(EMR)342,347387,390+45,04344,85455,4550.63%+10,601
COCA COLA CO(KO)1,360,3411,389,288+28,947103,454112,9071.28%+9,454
MASTEC INC(MTZ)81,16985,310+4,14126,11535,4940.40%+9,379
MARVELL TECHNOLOGY INC(MRVL)44,77244,953+1814,43513,3910.15%+8,956
PALANTIR TECHNOLOGIES INC(PLTR)14,05289,118+75,0662,05610,3970.12%+8,342
INTERNATIONAL BUSINESS MACHS(IBM)114,492127,937+13,44527,75235,9770.41%+8,225
UBER TECHNOLOGIES INC(UBER)384,600497,218+112,61827,66435,8790.41%+8,215
GE AEROSPACE(GE)82,47981,818-66123,40530,5780.35%+7,173
CRH PLC
ORD
1,623,2091,655,964+32,755170,632177,1882.01%+6,556
BLACKROCK INC(BLK)59,68066,422+6,74257,39563,8690.72%+6,474
BROOKFIELD RENEWABLE CORP(BEPC)0172,505+172,50506,4060.07%+6,406
SOFI TECHNOLOGIES INC(SOFI)308,100606,650+298,5504,89310,8770.12%+5,985
DATADOG INC(DDOG)40,12240,147+254,73610,4530.12%+5,716
CITIGROUP INC(C)217,116213,938-3,17824,62329,9430.34%+5,320
FASTENAL CO(FAST)1,172,8411,241,920+69,07954,42059,6490.68%+5,230
REPUBLIC SVCS INC(RSG)18,26240,244+21,9824,0008,5750.10%+4,575
ORACLE CORP(ORCL)71,470102,944+31,47410,51415,0860.17%+4,572
ASML HLDG NV
N Y REGISTRY SHS
8,2807,748-53210,93615,4140.17%+4,478
SIMON PPTY GROUP INC NEW(SPG)84,12589,562+5,43715,69220,0310.23%+4,339
ISHARES TR027,100+27,10004,2540.05%+4,254
CISCO SYS INC(CSCO)677,292481,719-195,57352,55156,5830.64%+4,032
COSTCO WHOLESALE CORPORATION(COST)19,76425,343+5,57919,69323,7080.27%+4,014
S&P GLOBAL INC(SPGI)250,805271,677+20,872106,677110,6431.25%+3,966
ARISTA NETWORKS INC(ANET)85,84584,806-1,03910,54014,4070.16%+3,867
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
7,7706,945-8253,0446,7020.08%+3,658
GOLDMAN SACHS GROUP INC(GS)49,65445,128-4,52642,00745,6410.52%+3,634
CLOUDFLARE INC(NET)42,90650,730+7,8248,85312,4430.14%+3,590
CANADIAN NATL RY CO(CNI)138,990149,482+10,49214,30817,8210.20%+3,513
PROGRESSIVE CORP(PGR)108,714113,853+5,13921,55124,8710.28%+3,320
BERKSHIRE HATHAWAY INC DEL84,94287,743+2,80140,70443,9060.50%+3,202
ASTRAZENECA PLC(AZN)1,890,1211,980,315+90,194367,204370,2824.19%+3,078
MERCK & CO INC(MRK)194,925205,618+10,69323,44826,4220.30%+2,974
MCDONALDS CORP(MCD)159,612194,402+34,79049,60652,5490.59%+2,943
AMETEK INC120,577118,498-2,07925,84728,6690.32%+2,823
SHERWIN WILLIAMS CO(SHW)94,96196,445+1,48430,44033,2080.38%+2,768
MICROCHIP TECHNOLOGY INC.(MCHP)12,18738,260+26,0737873,4890.04%+2,702
AMPHENOL CORP014,972+14,97202,6400.03%+2,640
NEWMONT CORP(NEM)116,822163,298+46,47612,64615,2520.17%+2,606
DELL TECHNOLOGIES INC(DELL)28,96016,967-11,9934,7537,3210.08%+2,567
DOMINION ENERGY INC(D)160,296181,802+21,5069,90912,4150.14%+2,506
SYNOPSYS INC(SNPS)35,44836,725+1,27714,05416,3820.19%+2,327
LAM RESEARCH CORP(LRCX)8,3079,187+8801,7753,9810.05%+2,206
PROLOGIS INC.(PLD)604,975605,484+50979,96682,0250.93%+2,059
MARATHON PETE CORP(MPC)54,39859,544+5,14613,28315,2240.17%+1,941
EVERPURE INC(P)91,56393,161+1,5985,4067,3400.08%+1,934
REALTY INCOME CORP(O)203,549226,446+22,89712,45314,0310.16%+1,577
COMFORT SYS USA INC(FIX)3,5043,231-2734,8326,4040.07%+1,572
ARES CAPITAL CORP(ARCC)609,697668,973+59,27610,98712,3960.14%+1,409
MASTERCARD INCORPORATED(MA)474,944464,762-10,182237,311238,7022.70%+1,391
APPLOVIN CORP(APP)11,43811,300-1384,5525,8220.07%+1,270
MOTOROLA SOLUTIONS INC(MSI)9,72813,137+3,4094,2225,4560.06%+1,234
INTEL CORP(INTC)44,12722,524-21,6031,9473,1450.04%+1,198
TESLA INC(TSLA)53,53450,104-3,43019,90121,0740.24%+1,172
DUPONT DE NEMOURS INC07,667+7,66701,0400.01%+1,040
MONDELEZ INTL INC(MDLZ)435,430451,761+16,33125,09826,1300.30%+1,032
SPACE EXPLORATION TECHN CORP05,499+5,49909400.01%+940
WELLS FARGO & CO(WFC)354,587352,951-1,63628,22929,1680.33%+939
TEXAS PACIFIC LAND CORPORATI(TPL)2,3884,670+2,2821,1332,0440.02%+911
SCHEIN HENRY INC(HSIC)73,38175,124+1,7435,4086,2740.07%+866
ROCKWELL AUTOMATION INC(ROK)22,17117,769-4,4027,9578,7970.10%+840
CADENCE DESIGN SYSTEM INC(CDNS)8,4278,473+462,3423,1800.04%+838
WELLTOWER INC(WELL)35,68734,468-1,2197,0567,8230.09%+768
EDWARDS LIFESCIENCES CORP41,99245,592+3,6003,3634,1240.05%+762
ECOLAB INC(ECL)20,08521,775+1,6905,3436,0670.07%+724
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