Fund HoldingsLGT Group Foundation

Total Portfolio Value
$4.05B
Total Bought
$294.72M
Total Sold
$282.76M
Net Transaction
+$11.96M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FORTINET INC(FTNT)0654,309+654,309038,3620.95%+38,362
COMCAST CORP NEW(CCZ)0798,949+798,949035,5450.88%+35,545
SKYWORKS SOLUTIONS INC(SWKS)114,686274,719+160,03312,69526,9910.67%+14,297
ELI LILLY & CO(LLY)221,622219,504-2,118103,936118,1572.92%+14,221
ADOBE INC(ADBE)114,647133,330+18,68356,06169,4821.72%+13,421
ALPHABET INC(GOOG)1,242,1221,202,300-39,822148,682161,3133.99%+12,631
ACCENTURE PLC IRELAND
SHS CLASS A
291,509328,332+36,82389,954101,2122.50%+11,258
CHUBB LIMITED
COM
116,029151,900+35,87122,34331,3520.77%+9,010
DANAHER CORPORATION(DHR)033,044+33,04407,0630.17%+7,063
AIRBNB INC292,829316,545+23,71637,52943,2271.07%+5,698
ALPHABET INC(GOOG)336,868338,671+1,80340,75145,7781.13%+5,027
MICRON TECHNOLOGY INC(MU)0168,053+168,053011,4210.28%+11,421
NEW YORK TIMES CO(NYT)543,167627,885+84,71821,39025,9190.64%+4,529
LOGITECH INTL S A
SHS
504,727497,937-6,79030,00134,5090.85%+4,509
TEXAS INSTRS INC(TXN)104,193142,789+38,59618,75722,8390.56%+4,082
PROCTER AND GAMBLE CO(PG)199,259235,276+36,01730,23634,1600.84%+3,924
APTIV PLC(APTV)0126,212+126,212012,2740.30%+12,274
MARATHON PETE CORP(MPC)103,075104,133+1,05812,01915,6220.39%+3,603
ARISTA NETWORKS INC147,659145,210-2,44923,93027,2720.67%+3,342
HESS CORP185,974187,203+1,22925,28327,9160.69%+2,633
INTERCONTINENTAL EXCHANGE IN(ICE)230,031261,516+31,48526,01228,5630.71%+2,551
ELEVANCE HEALTH INC(ELV)73,52579,949+6,42432,66635,1930.87%+2,526
HOME DEPOT INC(HD)143,457156,902+13,44544,56347,0441.16%+2,480
SNOWFLAKE INC(SNOW)068,808+68,808010,4020.26%+10,402
CROWDSTRIKE HLDGS INC(CRWD)80,37879,368-1,01011,80513,4560.33%+1,651
NVIDIA CORPORATION(NVDA)242,978233,048-9,930102,785104,3642.58%+1,579
EXXON MOBIL CORP93,18699,620+6,4349,99411,5190.28%+1,525
CRH PLC
ORD
027,777+27,77701,5010.04%+1,501
ECOLAB INC(ECL)023,329+23,32903,8940.10%+3,894
META PLATFORMS INC(META)96,12494,347-1,77727,58628,9480.72%+1,362
INTERNATIONAL BUSINESS MACHS(IBM)120,433124,109+3,67616,11517,4750.43%+1,359
CONOCOPHILLIPS(COP)133,514129,411-4,10313,83315,1540.37%+1,321
PIONEER NAT RES CO57,08958,075+98611,82813,0360.32%+1,208
EMERSON ELEC CO(EMR)214,646215,107+46119,40220,5880.51%+1,186
UNITEDHEALTH GROUP INC(UNH)28,82129,111+29013,85314,9800.37%+1,127
INTUIT(INTU)017,370+17,37008,9940.22%+8,994
CHEVRON CORP NEW(CVX)85,27286,828+1,55613,41814,4600.36%+1,043
SYNOPSYS INC(SNPS)34,39334,241-15214,97515,8820.39%+907
SCHLUMBERGER LTD(SLB)0137,055+137,05507,9410.20%+7,941
ZOETIS INC(ZTS)87,16991,380+4,21115,01115,7840.39%+773
NVENT ELECTRIC PLC(NVT)090,850+90,85004,7260.12%+4,726
ATLASSIAN CORPORATION033,224+33,22406,5600.16%+6,560
VISA INC(V)251,851261,143+9,29259,81060,3951.49%+585
ROPER TECHNOLOGIES INC(ROP)36,24637,175+92917,42717,9880.44%+561
COSTCO WHSL CORP NEW(COST)34,74733,726-1,02118,70719,2680.48%+561
VICOR CORP(VICR)067,910+67,91003,9510.10%+3,951
WESTERN DIGITAL CORP.(WDC)0107,645+107,64504,8950.12%+4,895
HALLIBURTON CO(HAL)052,221+52,22102,0770.05%+2,077
VERISK ANALYTICS INC(VRSK)029,332+29,33206,9330.17%+6,933
AMGEN INC(AMGN)07,421+7,42101,9760.05%+1,976
C3 AI INC(AI)018,200+18,20004500.01%+450
VERTEX PHARMACEUTICALS INC(VRTX)01,246+1,24604330.01%+433
ABBVIE INC(ABBV)014,953+14,95302,2170.05%+2,217
FIRST WATCH RESTAURANT GROUP0183,195+183,19503,2080.08%+3,208
MSC INDL DIRECT INC(MSM)076,776+76,77607,4910.19%+7,491
VEEVA SYS INC(VEEV)59,41060,447+1,03711,74712,1610.30%+414
TRANE TECHNOLOGIES PLC(TT)113,498111,633-1,86521,70822,1140.55%+407
INTEL CORP(INTC)0253,655+253,65508,9950.22%+8,995
LIVENT CORP022,375+22,37503900.01%+390
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
068,344+68,34404,5240.11%+4,524
ARM HOLDINGS PLC07,050+7,05003680.01%+368
WATERS CORP(WAT)53,32153,874+55314,21214,5740.36%+362
XYLEM INC(XYL)018,354+18,35401,6850.04%+1,685
FASTENAL CO(FAST)420,980458,274+37,29424,83425,1410.62%+307
BROADRIDGE FINL SOLUTIONS IN(BR)01,702+1,70203010.01%+301
KT CORP(KT)0223,356+223,35602,8100.07%+2,810
PHILIP MORRIS INTL INC(PM)03,143+3,14302870.01%+287
DUPONT DE NEMOURS INC(DD)020,480+20,48001,5020.04%+1,502
SALESFORCE INC(CRM)026,070+26,07005,3110.13%+5,311
IDEX CORP(IEX)01,194+1,19402720.01%+272
PARKER-HANNIFIN CORP(PH)51,17552,503+1,32819,96020,2260.50%+266
DISCOVER FINL SVCS02,779+2,77902520.01%+252
CLEAN HARBORS INC(CLH)021,574+21,57403,5340.09%+3,534
AKAMAI TECHNOLOGIES INC(AKAM)02,311+2,31102470.01%+247
GALLAGHER ARTHUR J & CO(AJG)01,066+1,06602400.01%+240
UNITED RENTALS INC(URI)07,021+7,02103,0710.08%+3,071
ZIMMER BIOMET HOLDINGS INC(ZBH)02,127+2,12702370.01%+237
AMPHENOL CORP NEW02,757+2,75702280.01%+228
TOTALENERGIES SE(TTE)022,952+22,95201,4830.04%+1,483
METTLER TOLEDO INTERNATIONAL(MTD)0202+20202200.01%+220
MERITAGE HOMES CORP(MTH)036,689+36,68904,4260.11%+4,426
AIR PRODS & CHEMS INC0753+75302100.01%+210
SHERWIN WILLIAMS CO(SHW)0829+82902090.01%+209
MOODYS CORP(MCO)016,867+16,86705,3340.13%+5,334
FORTIVE CORP(FTV)048,721+48,72103,5910.09%+3,591
T-MOBILE US INC(TMUS)032,545+32,54504,5320.11%+4,532
CATERPILLAR INC(CAT)05,850+5,85001,5900.04%+1,590
ABBOTT LABS06,711+6,71106420.02%+642
AUTOMATIC DATA PROCESSING IN06,949+6,94901,6630.04%+1,663
PTC INC(PTC)022,745+22,74503,2030.08%+3,203
MITEK SYS INC0353,175+353,17503,7300.09%+3,730
TECK RESOURCES LTD(TECK)075,010+75,01003,1390.08%+3,139
PAYPAL HLDGS INC(PYPL)025,369+25,36901,4860.04%+1,486
WELLTOWER INC(WELL)168,636167,912-72413,64113,7230.34%+82
CVS HEALTH CORP(CVS)022,951+22,95101,5990.04%+1,599
DEUTSCHE BANK A G
NAMEN AKT
0400,341+400,34104,2770.11%+4,277
WALMART INC(WMT)040,315+40,31506,4540.16%+6,454
NASDAQ INC(NDAQ)0105,728+105,72805,1190.13%+5,119
BURFORD CAP LTD
ORD SHS
050,470+50,47006960.02%+696
VALERO ENERGY CORP(VLO)02,200+2,20003040.01%+304
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