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CIK: 0001911278
Total reported value
$8.8B
$8.8B
283 檔
19.6%
At the close of Q3 2024, LGT Group Foundation disclosed equity holdings valued at approximately $8.8B, spread across 283 reported holdings.
LGT Group Foundation executed strategic sector rebalancing during Q3 2024, establishing 1 new positions while fully exiting 2 holdings and trimming 24 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 19.6% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 283 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.28% | -0.31% | -13.28% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.82% | +0.60% | -1.59% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.92% | -4.31% | EXIT | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.43% | +0.94% | -23.16% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.94% | +0.95% | -13.70% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | +0.61% | +13.04% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.02% | -0.20% | -25.58% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.54% | — | -37.63% | |
| 9 | ACN | Accenture plc | Stock-Tech | 2.36% | -1.13% | -26.54% | |
| 10 | UBS | UBS Group AG | Stock-Financials | 2.18% | +0.23% | +27.14% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.16% | +1.30% | +812.32% | |
| 12 | HD | Home Depot Inc | Stock-Consumer Disc | 1.93% | +0.06% | +6.34% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.74% | +0.07% | +1.06% | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.67% | +0.15% | +5.35% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.74% | -36.63% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | -0.15% | +14.30% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.36% | +0.01% | +6.08% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | -0.22% | -8.44% | |
| 19 | CRH | CRH plc | Stock-Materials | 1.14% | -0.07% | -51.41% | |
| 20 | NEE | Nextera Energy Inc | Stock-Utilities | 1.12% | -0.22% | -47.05% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.10% | +0.01% | +11.15% | |
| 22 | FTNT | Fortinet Inc | Stock-Tech | 1.05% | -0.06% | -8.80% | |
| 23 | COP | Conocophillips | Stock-Energy | 1.04% | -0.29% | +33.99% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 1.02% | -0.10% | +3.80% | |
| 25 | NOW | Servicenow Inc | Stock-Tech | 1.00% | -0.07% | +3.27% | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.99% | -0.13% | +5.84% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | -0.89% | EXIT | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.99% | +0.02% | -28.71% | |
| 29 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.99% | -0.16% | +13.81% | |
| 30 | ADBE | Adobe Inc | Stock-Tech | 0.96% | -0.01% | +5.63% | |
| 31 | ALC | Alcon Inc. | Stock-Healthcare | 0.94% | -0.10% | +2.55% | |
| 32 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.94% | +0.06% | +148.69% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | +0.03% | -23.59% | |
| 34 | NYT | New York Times Co-a | Stock-Comm Services | 0.83% | -0.06% | +6.00% | |
| 35 | FAST | Fastenal Co | Stock-Industrials | 0.78% | +0.02% | +3.92% | |
| 36 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 0.77% | — | -1.11% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | — | +19.63% | |
| 38 | AME | Ametek Inc | Stock-Industrials | 0.66% | — | +7.29% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | — | +6.64% | |
| 40 | LOGI | Logitech International S.A. | Stock-Tech | 0.63% | -0.01% | +6.77% | |
| 41 | ELV | Elevance Health Inc | Stock-Healthcare | 0.60% | — | +0.47% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.59% | +0.32% | +16.58% | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.58% | -0.16% | -7.62% | |
| 44 | ADSK | Autodesk Inc | Stock-Tech | 0.57% | -0.51% | -53.08% | |
| 45 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.53% | +0.29% | -48.63% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.47% | +0.28% | +108.03% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.44% | -0.03% | +1.41% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.44% | +0.16% | +68.06% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.07% | -16.85% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.30% | +11.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.5% | -37.63% | Trim |
| 2 | CB | Chubb Limited | +1% | +5.84% | Add |
| 3 | AAPL | Apple Inc | +0.6% | -1.59% | Trim |
| 4 | UBS | UBS Group AG | +0.6% | +27.14% | Add |
| 5 | HD | Home Depot Inc | +0.5% | +6.34% | Add |
| 6 | SHW | Sherwin-williams Co/the | +0.4% | +11.15% | Add |
| 7 | NVDA | Nvidia CORP | +0.3% | +13.04% | Add |
| 8 | V | Visa Inc-class A Shares | +0.3% | +14.30% | Add |
| 9 | ✓ | Cyberark Software LTD. Cmn | +0.3% | NEW | New buy |
| 10 | COP | Conocophillips | +0.3% | +33.99% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +108.03% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +19.63% | Add |
| 13 | ABBV | Abbvie Inc | +0.2% | +68.06% | Add |
| 14 | ICE | Intercontinental Exchange In | +0.2% | +3.80% | Add |
| 15 | FTNT | Fortinet Inc | +0.2% | -8.80% | Trim |
| 16 | BKNG | Booking Holdings Inc | +0.2% | +13.81% | Add |
| 17 | NOW | Servicenow Inc | +0.2% | +3.27% | Add |
| 18 | ALC | Alcon Inc. | +0.2% | +2.55% | Add |
| 19 | FAST | Fastenal Co | +0.2% | +3.92% | Add |
| 20 | AMD | Advanced Micro Devices | +0.1% | +101.62% | Add |
| 21 | NYT | New York Times Co-a | +0.1% | +6.00% | Add |
| 22 | TXN | Texas Instruments Inc | +0.1% | +16.58% | Add |
| 23 | FCX | Freeport-mcmoran Inc | +0.1% | +258.37% | Add |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.64% | Add |
| 25 | HSIC | Henry Schein Inc | +0.1% | +37.78% | Add |
| 26 | GE | General Electric | +0.1% | +173.49% | Add |
| 27 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -19.69% | Trim |
| 28 | JNJ | Johnson & Johnson | -0.1% | -23.59% | Trim |
| 29 | T | At&t Inc | -0.1% | -69.06% | Trim |
| 30 | MTZ | Mastec Inc | -0.1% | -96.88% | Trim |
| 31 | COHR | Coherent CORP | -0.1% | -96.65% | Trim |
| 32 | INTU | Intuit Inc | -0.2% | -38.73% | Trim |
| 33 | KO | Coca-cola Co/the | -0.2% | -28.71% | Trim |
| 34 | CRH | CRH plc | -0.2% | -51.41% | Trim |
| 35 | ACN | Accenture plc | -0.3% | -26.54% | Trim |
| 36 | AMRC | Ameresco Inc-cl A | -0.3% | -73.51% | Trim |
| 37 | MA | Mastercard Inc - A | -0.5% | -25.58% | Trim |
| 38 | BSX | Boston Scientific CORP | -0.5% | -69.90% | Trim |
| 39 | ADSK | Autodesk Inc | -0.5% | -53.08% | Trim |
| 40 | PLD | Prologis Inc | -0.5% | EXIT | Sold out |
| 41 | WST | West Pharmaceutical Services | -0.6% | -48.63% | Trim |
| 42 | BLKCHF | Blackrock Inc | -0.6% | EXIT | Sold out |
| 43 | NEE | Nextera Energy Inc | -0.6% | -47.05% | Trim |
| 44 | TTEK | Tetra Tech Inc | -0.7% | +148.69% | Add |
| 45 | PG | Procter & Gamble Co/the | -0.7% | -36.63% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.7% | -12.12% | Trim |
| 47 | ABNB | Airbnb Inc-class A | -0.7% | -61.15% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | -0.9% | -13.70% | Trim |
| 49 | LLY | Eli Lilly & Co | -1.2% | -23.16% | Trim |
| 50 | MSFT | Microsoft CORP | -1.6% | -13.28% | Trim |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 283 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CYBERARK SOFTWARE LTD. CMN
市值: $16.4M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $35.2M
During Q3 2024, LGT Group Foundation's top holdings by market value included MSFT (8.3%)、AAPL (6.8%)、AMZN (4.9%). The largest single position, MSFT, represented 8.3% of total portfolio value.
In Q3 2024, LGT Group Foundation made 50 total portfolio adjustments, initiating 1 new buys, adding to 23 positions, trimming 24 holdings, and fully liquidating 2 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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