Fund HoldingsLGT Group Foundation

Total Portfolio Value
$4.53B
Total Bought
$396.46M
Total Sold
$320.91M
Net Transaction
+$75.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)0982,228+982,2280368,6118.14%+368,611
APPLE INC(AAPL)01,480,267+1,480,2670286,5506.33%+286,550
CONOCOPHILLIPS(COP)129,411346,240+216,82915,15440,3370.89%+25,183
BANK AMERICA CORP01,681,194+1,681,194056,9591.26%+56,959
JPMORGAN CHASE & CO(JPM)0658,594+658,5940112,1592.48%+112,159
BROADCOM INC(AVGO)0105,627+105,6270118,5572.62%+118,557
NEW YORK TIMES CO(NYT)627,885903,097+275,21225,91943,8270.97%+17,908
INTERCONTINENTAL EXCHANGE IN(ICE)261,516355,555+94,03928,56345,7241.01%+17,162
FASTENAL CO(FAST)458,274623,245+164,97125,14140,4110.89%+15,270
META PLATFORMS INC(META)94,347119,602+25,25528,94842,8560.95%+13,908
NVIDIA CORPORATION(NVDA)233,048235,413+2,365104,364116,5812.57%+12,218
ADOBE INC(ADBE)133,330135,467+2,13769,48280,6731.78%+11,191
CHUBB LIMITED
COM
151,900188,427+36,52731,35242,2890.93%+10,937
ACCENTURE PLC IRELAND
SHS CLASS A
328,332317,951-10,381101,212111,7882.47%+10,577
ADVANCED MICRO DEVICES INC(AMD)0188,512+188,512028,0430.62%+28,043
VISA INC(V)261,143270,863+9,72060,39570,5331.56%+10,138
IQVIA HLDGS INC(IQV)0238,108+238,108055,4151.22%+55,415
BLACKROCK INC(BLK)053,687+53,687043,7230.97%+43,723
LOGITECH INTL S A
SHS
497,937461,242-36,69534,50943,4530.96%+8,944
BOOKING HOLDINGS INC(BKNG)014,981+14,981053,1901.17%+53,190
ELI LILLY & CO(LLY)219,504216,322-3,182118,157125,6512.77%+7,494
SERVICENOW INC(NOW)064,311+64,311045,1761.00%+45,176
AMAZON COM INC(AMZN)0964,554+964,5540147,9433.27%+147,943
MASTERCARD INCORPORATED(MA)0220,388+220,388093,9562.07%+93,956
WATSCO INC(WSO)014,469+14,46906,2070.14%+6,207
FORTINET INC(FTNT)654,309748,784+94,47538,36244,4780.98%+6,116
REALTY INCOME CORP(O)0222,947+222,947013,0600.29%+13,060
EOG RES INC(EOG)088,155+88,155010,6960.24%+10,696
ORACLE CORP(ORCL)0140,187+140,187014,8950.33%+14,895
CROWDSTRIKE HLDGS INC(CRWD)79,36874,635-4,73313,45619,1160.42%+5,660
ARISTA NETWORKS INC145,210137,575-7,63527,27232,6010.72%+5,329
CADENCE DESIGN SYSTEM INC(CDNS)019,260+19,26005,2630.12%+5,263
PARKER-HANNIFIN CORP(PH)52,50354,872+2,36920,22625,3490.56%+5,122
RENAISSANCERE HLDGS LTD(RNR)025,298+25,29805,0630.11%+5,063
COCA COLA CO(KO)0521,252+521,252030,6240.68%+30,624
ULTA BEAUTY INC(ULTA)031,867+31,867015,5140.34%+15,514
ALPHABET INC(GOOG)338,671356,027+17,35645,77850,2991.11%+4,521
ENBRIDGE INC(ENB)0435,658+435,658015,6870.35%+15,687
BANK NEW YORK MELLON CORP0237,886+237,886012,4220.27%+12,422
SIMON PPTY GROUP INC NEW(SPG)0111,500+111,500016,0870.36%+16,087
INTERNATIONAL BUSINESS MACHS(IBM)124,109131,254+7,14517,47521,4930.47%+4,018
MANHATTAN ASSOCIATES INC(MANH)018,477+18,47704,0020.09%+4,002
WATERS CORP(WAT)53,87455,615+1,74114,57418,5070.41%+3,933
ALCON AG(ALC)0532,410+532,410041,4860.92%+41,486
APTIV PLC(APTV)126,212178,577+52,36512,27416,1560.36%+3,882
HUBSPOT INC(HUBS)019,289+19,289011,3620.25%+11,362
MASTEC INC(MTZ)073,790+73,79005,5780.12%+5,578
DISNEY WALT CO(DIS)0191,519+191,519017,3130.38%+17,313
ROPER TECHNOLOGIES INC(ROP)37,17538,979+1,80417,98821,2880.47%+3,300
AMETEK INC0178,098+178,098029,4080.65%+29,408
COMCAST CORP NEW(CCZ)798,949875,322+76,37335,54538,6190.85%+3,074
NETAPP INC(NTAP)0292,220+292,220025,7770.57%+25,777
MERCK & CO INC(MRK)0692,516+692,516075,3251.66%+75,325
MICRON TECHNOLOGY INC(MU)168,053167,148-90511,42114,3750.32%+2,954
EMERSON ELEC CO(EMR)215,107241,847+26,74020,58823,4810.52%+2,893
MP MATERIALS CORP(MP)0227,224+227,22404,6510.10%+4,651
INTUITIVE SURGICAL INC087,397+87,397029,5740.65%+29,574
PALO ALTO NETWORKS INC(PANW)056,835+56,835016,7990.37%+16,799
ALBEMARLE CORP(ALB)029,636+29,63604,4290.10%+4,429
VERIZON COMMUNICATIONS INC(VZ)0321,150+321,150012,0400.27%+12,040
MONOLITHIC PWR SYS INC(MPWR)09,104+9,10405,7560.13%+5,756
DATADOG INC(DDOG)0100,445+100,445012,3830.27%+12,383
KLA CORP(KLAC)023,587+23,587013,8280.31%+13,828
CITIGROUP INC(C)0345,429+345,429017,7970.39%+17,797
AMERICAN TOWER CORP NEW(AMT)052,026+52,026011,2980.25%+11,298
DANAHER CORPORATION(DHR)33,04440,182+7,1387,0639,3680.21%+2,305
EQUINIX INC(EQIX)034,830+34,830028,3550.63%+28,355
NEXTERA ENERGY INC(NEE)0151,511+151,51109,2450.20%+9,245
COHERENT CORP(COHR)0119,000+119,00005,3320.12%+5,332
COSTAR GROUP INC(CSGP)059,237+59,23705,2130.12%+5,213
TEXAS INSTRS INC(TXN)142,789145,285+2,49622,83924,9480.55%+2,109
MERITAGE HOMES CORP(MTH)36,68936,589-1004,4266,4160.14%+1,990
PTC INC(PTC)22,74529,478+6,7333,2035,1860.11%+1,982
APPLIED MATLS INC095,834+95,834015,6320.35%+15,632
NXP SEMICONDUCTORS N V
COM
050,552+50,552011,6810.26%+11,681
INTEL CORP(INTC)253,655216,902-36,7538,99510,9300.24%+1,935
WELLS FARGO CO NEW(WFC)078,963+78,96303,9070.09%+3,907
AT&T INC(T)0657,653+657,653011,0090.24%+11,009
CANADIAN NATL RY CO(CNI)070,708+70,70808,8300.19%+8,830
MITEK SYS INC353,175413,281+60,1063,7305,4590.12%+1,730
UNITEDHEALTH GROUP INC(UNH)29,11131,615+2,50414,98016,5950.37%+1,615
SALESFORCE INC(CRM)26,07026,042-285,3116,9160.15%+1,606
UNITED RENTALS INC(URI)7,0218,044+1,0233,0714,6550.10%+1,584
NIKE INC(NKE)070,852+70,85207,7100.17%+7,710
PDD HOLDINGS INC(PDD)010,511+10,51101,5280.03%+1,528
CLOUDFLARE INC(NET)0100,200+100,20008,4850.19%+8,485
NVENT ELECTRIC PLC(NVT)90,850104,127+13,2774,7266,1740.14%+1,448
PROCTER AND GAMBLE CO(PG)235,276244,278+9,00234,16035,5990.79%+1,439
MOODYS CORP(MCO)16,86717,231+3645,3346,7310.15%+1,397
SKYWORKS SOLUTIONS INC(SWKS)274,719249,051-25,66826,99128,3720.63%+1,381
AGNICO EAGLE MINES LTD(AEM)0136,260+136,26007,4750.17%+7,475
COPART INC(CPRT)0226,815+226,815011,0940.24%+11,094
FIRST WATCH RESTAURANT GROUP183,195226,886+43,6913,2084,5450.10%+1,337
MATERION CORP(MTRN)029,527+29,52703,8720.09%+3,872
ECOLAB INC(ECL)23,32926,289+2,9603,8945,2280.12%+1,334
DEUTSCHE BANK A G
NAMEN AKT
400,341408,729+8,3884,2775,5470.12%+1,271
SNAP ON INC(SNA)022,450+22,45006,5090.14%+6,509
ELEVANCE HEALTH INC(ELV)79,94977,709-2,24035,19336,4200.80%+1,227
3M CO(MMM)063,907+63,90707,0100.15%+7,010
XYLEM INC(XYL)18,35424,966+6,6121,6852,8540.06%+1,169
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