Fund HoldingsLGT Group Foundation

Total Portfolio Value
$6.10B
Total Bought
$559.23M
Total Sold
$1.09B
Net Transaction
-$531.98M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0881,202+881,2020154,9152.54%+154,915
CHUBB LIMITED
COM
0210,466+210,466060,6960.99%+60,696
UBS GROUP AG(UBS)3,429,7314,360,623+930,892101,314132,8482.18%+31,533
HOME DEPOT INC(HD)269,368286,447+17,07992,727117,8041.93%+25,077
APPLE INC(AAPL)1,865,1751,835,499-29,676392,843416,2546.82%+23,411
SHERWIN WILLIAMS CO(SHW)159,041176,774+17,73347,46366,8491.10%+19,386
CYBERARK SOFTWARE LTD059,833+59,833016,4160.27%+16,416
VISA INC(V)0315,010+315,010087,2581.43%+87,258
PALO ALTO NETWORKS INC(PANW)41,24185,793+44,55213,98128,4940.47%+14,513
CONOCOPHILLIPS(COP)0573,392+573,392063,2801.04%+63,280
TESLA INC(TSLA)139,696167,120+27,42427,64341,6160.68%+13,973
NVIDIA CORPORATION(NVDA)1,520,7761,719,076+198,300191,040204,3123.35%+13,272
ABBVIE INC(ABBV)80,454135,213+54,75913,79926,6130.44%+12,813
INTERCONTINENTAL EXCHANGE IN(ICE)373,111387,289+14,17851,07562,3231.02%+11,247
FORTINET INC(FTNT)0826,436+826,436064,1231.05%+64,123
BOOKING HOLDINGS INC(BKNG)12,87614,654+1,77851,00860,4480.99%+9,440
ADVANCED MICRO DEVICES INC(AMD)0108,550+108,550017,3440.28%+17,344
SERVICENOW INC(NOW)66,79768,981+2,18452,54760,7321.00%+8,184
ALCON AG(ALC)562,762577,094+14,33250,23857,6080.94%+7,370
FASTENAL CO(FAST)0664,188+664,188047,4100.78%+47,410
FREEPORT-MCMORAN INC(FCX)52,791189,186+136,3952,5669,6140.16%+7,049
NEW YORK TIMES CO(NYT)865,764917,692+51,92844,33650,9410.83%+6,605
HENRY SCHEIN INC(HSIC)0265,603+265,603018,9140.31%+18,914
TEXAS INSTRS INC(TXN)151,229176,298+25,06929,41935,8640.59%+6,446
GE AEROSPACE(GE)049,742+49,74209,2740.15%+9,274
BERKSHIRE HATHAWAY INC DEL78,98684,233+5,24732,13238,4670.63%+6,335
PROGRESSIVE CORP(PGR)67,25978,500+11,24113,97019,9730.33%+6,002
PEPSICO INC(PEP)0114,903+114,903019,4820.32%+19,482
ZOETIS INC(ZTS)46,74772,347+25,6008,10413,9240.23%+5,820
GE VERNOVA INC(GEV)8,97427,566+18,5921,5396,9550.11%+5,415
WATSCO INC(WSO)15,47724,988+9,5117,17012,2950.20%+5,126
WATERS CORP(WAT)061,856+61,856021,9620.36%+21,962
CISCO SYS INC(CSCO)0388,158+388,158020,4250.33%+20,425
MARVELL TECHNOLOGY INC(MRVL)0119,952+119,95208,6410.14%+8,641
MOODYS CORP(MCO)023,022+23,022010,8250.18%+10,825
VEEVA SYS INC(VEEV)089,654+89,654018,6050.30%+18,605
TJX COS INC NEW(TJX)14,20747,773+33,5661,5645,5630.09%+3,999
FERGUSON ENTERPRISES INC(FERG)019,838+19,83803,8860.06%+3,886
BANK AMERICA CORP2,472,2172,604,447+132,23098,320102,1721.67%+3,852
ALLEGION PLC(ALLE)029,279+29,27904,2700.07%+4,270
NETFLIX INC(NFLX)7,67412,476+4,8025,1798,8720.15%+3,693
JPMORGAN CHASE & CO.(JPM)0511,501+511,5010106,0291.74%+106,029
IQVIA HLDGS INC(IQV)0203,214+203,214047,0970.77%+47,097
EXXON MOBIL CORP177,304197,423+20,11920,41123,9910.39%+3,580
MONDELEZ INTL INC(MDLZ)281,720303,708+21,98818,43621,9520.36%+3,516
AUTOZONE INC(AZO)01,118+1,11803,4470.06%+3,447
BANK NEW YORK MELLON CORP195,854212,894+17,04011,73015,1050.25%+3,375
SCHWAB CHARLES CORP(SCHW)066,957+66,95704,2420.07%+4,242
AMETEK INC0238,852+238,852040,1750.66%+40,175
CORNING INC(GLW)256,518288,438+31,9209,96612,9540.21%+2,988
EDWARDS LIFESCIENCES CORP045,151+45,15102,9420.05%+2,942
VERTIV HOLDINGS CO(VRT)15,44641,783+26,3371,3374,2740.07%+2,936
META PLATFORMS INC(META)141,680129,717-11,96371,43874,3031.22%+2,865
EQUINIX INC(EQIX)023,517+23,517020,8500.34%+20,850
INTUITIVE SURGICAL INC55,02655,801+77524,47827,1540.44%+2,676
OMNICOM GROUP INC(OMC)024,991+24,99102,5500.04%+2,550
CVS HEALTH CORP(CVS)058,672+58,67203,6520.06%+3,652
KT CORP(KT)0146,670+146,67002,2560.04%+2,256
NEWMONT CORP(NEM)153,809159,858+6,0496,4408,6320.14%+2,192
APPLOVIN CORP(APP)48,10946,850-1,2594,0046,1540.10%+2,151
ORACLE CORP(ORCL)76,68676,994+30810,82812,9130.21%+2,085
FISERV INC(FISV)010,772+10,77201,9650.03%+1,965
DENTSPLY SIRONA INC(XRAY)078,575+78,57501,9640.03%+1,964
ECOLAB INC(ECL)021,589+21,58905,4800.09%+5,480
BLOCK INC(XYZ)028,336+28,33601,8440.03%+1,844
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)022,824+22,82401,7520.03%+1,752
VERIZON COMMUNICATIONS INC(VZ)299,697310,231+10,53412,36013,9760.23%+1,616
SPOTIFY TECHNOLOGY S A(SPOT)04,182+4,18201,5670.03%+1,567
BLOCK H & R INC024,859+24,85901,5620.03%+1,562
REALTY INCOME CORP(O)0155,652+155,65209,7160.16%+9,716
HCA HEALTHCARE INC(HCA)018,214+18,21407,3560.12%+7,356
TRANE TECHNOLOGIES PLC(TT)046,120+46,120017,8880.29%+17,888
AMERICAN TOWER CORP NEW(AMT)036,443+36,44308,4500.14%+8,450
INTERNATIONAL BUSINESS MACHS(IBM)0116,854+116,854025,6760.42%+25,676
PDD HOLDINGS INC(PDD)08,818+8,81801,3470.02%+1,347
WORKDAY INC(WDAY)05,628+5,62801,3350.02%+1,335
UNITEDHEALTH GROUP INC(UNH)018,462+18,462010,9350.18%+10,935
MSC INDL DIRECT INC(MSM)098,399+98,39908,2880.14%+8,288
SIMON PPTY GROUP INC NEW(SPG)070,418+70,418011,8680.19%+11,868
MONSTER BEVERAGE CORP NEW(MNST)317,995334,563+16,56815,88417,0430.28%+1,159
WHEATON PRECIOUS METALS CORP(WPM)92,29896,574+4,2764,8385,9530.10%+1,115
PFIZER INC(PFE)742,875765,437+22,56220,78621,8990.36%+1,114
MEDTRONIC PLC(MDT)080,303+80,30307,1570.12%+7,157
SALESFORCE INC(CRM)016,474+16,47404,6040.08%+4,604
WELLTOWER INC(WELL)082,413+82,413010,4690.17%+10,469
MSCI INC(MSCI)09,170+9,17005,4140.09%+5,414
VERTEX PHARMACEUTICALS INC(VRTX)02,205+2,20501,0190.02%+1,019
ALIBABA GROUP HLDG LTD(BABA)018,868+18,86802,1750.04%+2,175
INTERNATIONAL GAME TECHNOLOG(BRSL)046,283+46,28309610.02%+961
COSTCO WHSL CORP NEW(COST)018,198+18,198015,9870.26%+15,987
NIKE INC(NKE)083,290+83,29006,9210.11%+6,921
PARKER-HANNIFIN CORP(PH)014,055+14,05508,8200.14%+8,820
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
77,88582,307+4,4228,0438,9350.15%+892
PALANTIR TECHNOLOGIES INC(PLTR)023,394+23,39408770.01%+877
BAXTER INTL INC022,113+22,11307950.01%+795
CANADIAN NATL RY CO(CNI)086,688+86,688010,0330.16%+10,033
BERKSHIRE HATHAWAY INC DEL02+201,3700.02%+1,370
UNION PAC CORP(UNP)04,576+4,57601,1140.02%+1,114
CAVA GROUP INC(CAVA)06,085+6,08507480.01%+748
ICICI BANK LIMITED(IBN)054,222+54,22207450.01%+745
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