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CIK: 0001911278
Total reported value
$8.8B
$8.8B
271 檔
23.1%
During the Q2 2024 filing period, LGT Group Foundation (CIK: 0001911278) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.8B across 271 reported positions.
During Q2 2024, LGT Group Foundation's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 271 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.85% | -0.31% | +64.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.20% | +0.60% | +53.86% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.64% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.64% | +0.94% | +171.58% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.83% | +0.95% | +61.76% | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 3.48% | -0.20% | +122.40% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.01% | +0.61% | +801.40% | |
| 8 | ACN | Accenture plc | Stock-Tech | 2.63% | -1.13% | +102.97% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 2.14% | +1.30% | +5.33% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.14% | -0.74% | +267.35% | |
| 11 | NEE | Nextera Energy Inc | Stock-Utilities | 1.69% | -0.22% | +962.79% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.62% | +0.07% | -3.02% | |
| 13 | UBS | UBS Group AG | Stock-Financials | 1.60% | +0.23% | +20.96% | |
| 14 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.59% | +0.06% | +7481.67% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.55% | +0.15% | +84.97% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | +0.06% | +121.00% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | +0.01% | +1.86% | |
| 18 | CRH | CRH plc | Stock-Materials | 1.36% | -0.07% | +8189.26% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.20% | +0.02% | +103.52% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.14% | -0.15% | +3.97% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.22% | +45.51% | |
| 22 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 1.11% | -0.15% | +85.36% | |
| 23 | WST | West Pharmaceutical Services | Stock-Healthcare | 1.09% | +0.29% | — | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 1.07% | -0.51% | +76844.79% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | -0.89% | EXIT | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.99% | +0.03% | -14.02% | |
| 27 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.01% | -13.50% | |
| 28 | FTNT | Fortinet Inc | Stock-Tech | 0.86% | -0.06% | +6.18% | |
| 29 | NOW | Servicenow Inc | Stock-Tech | 0.83% | -0.07% | +32.71% | |
| 30 | ICE | Intercontinental Exchange In | Stock-Financials | 0.81% | -0.10% | +7.83% | |
| 31 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.80% | -0.16% | +1.41% | |
| 32 | ALC | Alcon Inc. | Stock-Healthcare | 0.79% | -0.10% | +1.21% | |
| 33 | COP | Conocophillips | Stock-Energy | 0.77% | -0.29% | +12.21% | |
| 34 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.75% | +0.01% | +20.02% | |
| 35 | NYT | New York Times Co-a | Stock-Comm Services | 0.70% | -0.06% | -5.11% | |
| 36 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.70% | -0.23% | +170671.13% | |
| 37 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.69% | — | +1.06% | |
| 38 | FAST | Fastenal Co | Stock-Industrials | 0.63% | +0.02% | +5.79% | |
| 39 | LOGI | Logitech International S.A. | Stock-Tech | 0.63% | -0.01% | -1.64% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.62% | — | -0.52% | |
| 41 | AME | Ametek Inc | Stock-Industrials | 0.59% | — | +4.03% | |
| 42 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.57% | -0.16% | +6.69% | |
| 43 | BLKCHF | Blackrock Inc | Stock-Other | 0.56% | — | +3.46% | |
| 44 | PLD | Prologis Inc | Stock-Real Estate | 0.54% | -0.05% | +216932.14% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +6.78% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.46% | +0.32% | +14.40% | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.45% | — | +297.01% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.44% | — | +0.83% | |
| 49 | ANETEUR | Arista Networks Inc | Stock-Other | 0.42% | — | +2.41% | |
| 50 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.39% | -0.03% | +5.06% |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 271 disclosed positions in Q2 2024.
During Q2 2024, LGT Group Foundation's top holdings by market value included MSFT (9.8%)、AAPL (6.2%)、AMZN (5.6%). The largest single position, MSFT, represented 9.8% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 23.1% of total reported equity market value during Q2 2024.
In Q2 2024, LGT Group Foundation made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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