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CIK: 0001911278
Total reported value
$8.8B
$8.8B
272 檔
21.2%
In Q4 2024, LGT Group Foundation's U.S. equity holdings reached a combined market value of $8.8B, distributed across 272 disclosed stock positions.
LGT Group Foundation executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 4 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, AMZN) accounted for 21.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 272 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 8.04% | -0.31% | +1.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.03% | +0.60% | -1.25% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.67% | -4.31% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.16% | +0.95% | -2.11% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.15% | +0.94% | +14.48% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.60% | +0.61% | +0.80% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.51% | +1.30% | +26.56% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.02% | -0.20% | -0.57% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.74% | — | +1.78% | |
| 10 | ACN | Accenture plc | Stock-Tech | 2.35% | -1.13% | +7.02% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.07% | +2.80% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.88% | +0.15% | +6.31% | |
| 13 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.88% | -0.16% | +66.95% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 1.83% | +0.06% | +6.30% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.65% | -0.15% | +7.04% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.74% | +7.82% | |
| 17 | UBS | UBS Group AG | Stock-Financials | 1.44% | +0.23% | -30.41% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.21% | -0.22% | +3.08% | |
| 19 | FTNT | Fortinet Inc | Stock-Tech | 1.17% | -0.06% | -3.29% | |
| 20 | CRH | CRH plc | Stock-Materials | 1.14% | -0.07% | +2.28% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.12% | -0.89% | EXIT | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | — | -2.28% | |
| 23 | NOW | Servicenow Inc | Stock-Tech | 0.99% | -0.07% | -12.16% | |
| 24 | ICE | Intercontinental Exchange In | Stock-Financials | 0.99% | -0.10% | +10.53% | |
| 25 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.98% | +0.01% | +5.21% | |
| 26 | CB | Chubb Limited | Stock-Financials | 0.96% | -0.13% | +6.66% | |
| 27 | COP | Conocophillips | Stock-Energy | 0.95% | -0.29% | +8.40% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.89% | -0.22% | -0.21% | |
| 29 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | +0.02% | +3.79% | |
| 30 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.82% | -0.15% | +122.70% | |
| 31 | NYT | New York Times Co-a | Stock-Comm Services | 0.81% | -0.06% | +9.49% | |
| 32 | FAST | Fastenal Co | Stock-Industrials | 0.79% | +0.02% | +6.41% | |
| 33 | ALC | Alcon Inc. | Stock-Healthcare | 0.77% | -0.10% | +2.10% | |
| 34 | TTEK | Tetra Tech Inc | Stock-Industrials | 0.75% | +0.06% | -0.22% | |
| 35 | BLK | Blackrock Inc | Stock-Financials | 0.75% | +0.02% | — | |
| 36 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.72% | +0.28% | +199.31% | |
| 37 | ADBE | Adobe Inc | Stock-Tech | 0.68% | -0.01% | -14.99% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.65% | +0.01% | -42.86% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | — | +9.83% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | +0.03% | -12.63% | |
| 41 | ADSK | Autodesk Inc | Stock-Tech | 0.63% | -0.51% | +7.22% | |
| 42 | OC | Owens Corning | Stock-Industrials | 0.60% | +0.22% | — | |
| 43 | LOGI | Logitech International S.A. | Stock-Tech | 0.58% | -0.01% | +2.55% | |
| 44 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.54% | +0.29% | -0.23% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.54% | -0.16% | +7.53% | |
| 46 | PLD | Prologis Inc | Stock-Real Estate | 0.52% | -0.05% | — | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.50% | -0.03% | +10.20% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.47% | — | +84.01% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.47% | +0.32% | -8.48% | |
| 50 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.44% | — | +42.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.4% | +26.56% | Add |
| 2 | BKNG | Booking Holdings Inc | +0.9% | +66.95% | Add |
| 3 | AMZN | Amazon.com Inc | +0.8% | +2.71% | Add |
| 4 | BLK | Blackrock Inc | +0.8% | NEW | New buy |
| 5 | OC | Owens Corning | +0.6% | NEW | New buy |
| 6 | PLD | Prologis Inc | +0.5% | NEW | New buy |
| 7 | ABNB | Airbnb Inc-class A | +0.5% | +122.70% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | -2.28% | Trim |
| 9 | EFX | Equifax Inc | +0.3% | +1617.53% | Add |
| 10 | NVDA | Nvidia CORP | +0.3% | +0.80% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.3% | +199.31% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.11% | Trim |
| 13 | V | Visa Inc-class A Shares | +0.2% | +7.04% | Add |
| 14 | AAPL | Apple Inc | +0.2% | -1.25% | Trim |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +2.80% | Add |
| 16 | BAC | Bank Of America CORP | +0.2% | +6.31% | Add |
| 17 | INTU | Intuit Inc | +0.2% | +84.01% | Add |
| 18 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.78% | Add |
| 20 | ✓ | Cyberark Software LTD. Cmn | +0.2% | +42.74% | Add |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +4.91% | Add |
| 22 | ARCC | Ares Capital CORP | +0.1% | NEW | New buy |
| 23 | FTNT | Fortinet Inc | +0.1% | -3.29% | Trim |
| 24 | VEEV | Veeva Systems Inc-class A | +0.1% | +40.79% | Add |
| 25 | MCD | Mcdonald's CORP | +0.1% | +484.49% | Add |
| 26 | PGR | Progressive CORP | +0.1% | +38.45% | Add |
| 27 | ADSK | Autodesk Inc | +0.1% | +7.22% | Add |
| 28 | MA | Mastercard Inc - A | — | -0.57% | Trim |
| 29 | ACN | Accenture plc | 0% | +7.02% | Add |
| 30 | AMRC | Ameresco Inc-cl A | -0.1% | EXIT | Sold out |
| 31 | MPWR | Monolithic Power Systems Inc | -0.1% | EXIT | Sold out |
| 32 | APTV | Aptiv PLC | -0.1% | EXIT | Sold out |
| 33 | IBM | Intl Business Machines CORP | -0.1% | -27.90% | Trim |
| 34 | PEP | Pepsico Inc | -0.1% | -29.22% | Trim |
| 35 | ALC | Alcon Inc. | -0.2% | +2.10% | Add |
| 36 | NXPI | NXP Semiconductors N.V. | -0.2% | -96.70% | Trim |
| 37 | TTEK | Tetra Tech Inc | -0.2% | -0.22% | Trim |
| 38 | AMAT | Applied Materials Inc | -0.2% | -57.17% | Trim |
| 39 | JNJ | Johnson & Johnson | -0.2% | -12.63% | Trim |
| 40 | NEE | Nextera Energy Inc | -0.2% | -0.21% | Trim |
| 41 | MSFT | Microsoft CORP | -0.2% | +1.71% | Add |
| 42 | WAT | Waters CORP | -0.3% | -71.65% | Trim |
| 43 | MNST | Monster Beverage CORP | -0.3% | -97.72% | Trim |
| 44 | ADBE | Adobe Inc | -0.3% | -14.99% | Trim |
| 45 | ELV | Elevance Health Inc | -0.4% | -41.22% | Trim |
| 46 | AME | Ametek Inc | -0.4% | -57.00% | Trim |
| 47 | ANETEUR | Arista Networks Inc | -0.4% | EXIT | Sold out |
| 48 | IQV | Iqvia Holdings Inc | -0.7% | -87.99% | Trim |
| 49 | MRK | Merck & Co. Inc. | -0.7% | -42.86% | Trim |
| 50 | UBS | UBS Group AG | -0.7% | -30.41% | Trim |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 272 disclosed positions in Q4 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
BLK
市值: $48.4M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $23.3M
During Q4 2024, LGT Group Foundation's top holdings by market value included MSFT (8.0%)、AAPL (7.0%)、AMZN (5.7%). The largest single position, MSFT, represented 8.0% of total portfolio value.
In Q4 2024, LGT Group Foundation made 50 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 4 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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