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CIK: 0001911278
Total reported value
$8.8B
$8.8B
290 檔
25.8%
According to the latest 13F quarterly dataset, LGT Group Foundation managed an equity portfolio of $8.8B at the end of Q2 2025, spanning 290 distinct U.S. exchange-listed positions.
LGT Group Foundation executed strategic sector rebalancing during Q2 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 24 positions.
Showing top 200 holdings (of 290 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.58% | -0.31% | +5.41% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.14% | -4.31% | EXIT | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.72% | +0.61% | +5.21% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.62% | +0.94% | +6.80% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.53% | +0.60% | -12.39% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.20% | — | -3.04% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 3.63% | -0.20% | +0.70% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.62% | +0.95% | -5.68% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.82% | +0.07% | +3.88% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.52% | +1.30% | -16.67% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | -0.22% | +8.96% | |
| 12 | ACN | Accenture plc | Stock-Tech | 2.05% | -1.13% | -7.86% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.93% | -0.74% | -7.93% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.55% | -0.15% | +13.74% | |
| 15 | NEE | Nextera Energy Inc | Stock-Utilities | 1.55% | -0.22% | +1.14% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.52% | +0.02% | +32.26% | |
| 17 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.30% | -0.16% | -34.81% | |
| 18 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.26% | +0.06% | +2.49% | |
| 19 | UBS | UBS Group AG | Stock-Financials | 1.25% | +0.23% | -10.35% | |
| 20 | ADSK | Autodesk Inc | Stock-Tech | 1.22% | -0.51% | +0.29% | |
| 21 | CRH | CRH plc | Stock-Materials | 1.19% | -0.07% | +5.52% | |
| 22 | SPGI | S&p Global Inc | Stock-Financials | 1.17% | -0.05% | +1307.86% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.96% | +0.15% | -22.35% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | +0.06% | -3.77% | |
| 25 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.90% | -0.15% | -20.95% | |
| 26 | OC | Owens Corning | Stock-Industrials | 0.88% | +0.22% | +7.45% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.87% | -0.05% | -1.48% | |
| 28 | ICE | Intercontinental Exchange In | Stock-Financials | 0.82% | -0.10% | +35.47% | |
| 29 | INTU | Intuit Inc | Stock-Tech | 0.80% | — | -10.84% | |
| 30 | CME | Cme Group Inc | Stock-Financials | 0.77% | -0.12% | +219.08% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | -0.89% | EXIT | |
| 32 | ALC | Alcon Inc. | Stock-Healthcare | 0.72% | -0.10% | +10.23% | |
| 33 | CB | Chubb Limited | Stock-Financials | 0.70% | -0.13% | -0.03% | |
| 34 | COP | Conocophillips | Stock-Energy | 0.69% | -0.29% | +2.70% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | +0.03% | +11.53% | |
| 36 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.61% | +0.29% | +1.31% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | — | -16.26% | |
| 38 | FTNT | Fortinet Inc | Stock-Tech | 0.60% | -0.06% | -11.57% | |
| 39 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.57% | -0.03% | -3.31% | |
| 40 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.57% | -0.01% | +4.04% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.16% | +6.28% | |
| 42 | FAST | Fastenal Co | Stock-Industrials | 0.56% | +0.02% | +129.40% | |
| 43 | BLK | Blackrock Inc | Stock-Financials | 0.54% | +0.02% | +2.85% | |
| 44 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.52% | — | +2.69% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.08% | +2.12% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.51% | +0.08% | +3.11% | |
| 47 | EFX | Equifax Inc | Stock-Industrials | 0.48% | -0.01% | +2.70% | |
| 48 | PFE | Pfizer Inc | Stock-Healthcare | 0.47% | -0.11% | +1.85% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | +0.07% | -7.57% | |
| 50 | VRSN | Verisign Inc | Stock-Tech | 0.46% | -0.01% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2% | +5.41% | Add |
| 2 | NVDA | Nvidia CORP | +1.3% | +5.21% | Add |
| 3 | SPGI | S&p Global Inc | +1.1% | +1307.86% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -3.04% | Trim |
| 5 | CME | Cme Group Inc | +0.5% | +219.08% | Add |
| 6 | AVGO | Broadcom Inc | +0.5% | -16.67% | Trim |
| 7 | META | Meta Platforms Inc-class A | +0.5% | +8.96% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | +3.88% | Add |
| 9 | SPOT | Spotify Technology S.A. | +0.3% | +397.88% | Add |
| 10 | KO | Coca-cola Co/the | +0.2% | +32.26% | Add |
| 11 | ICE | Intercontinental Exchange In | +0.2% | +35.47% | Add |
| 12 | VRSN | Verisign Inc | +0.2% | +73.79% | Add |
| 13 | CEG | Constellation Energy | +0.2% | +1353.05% | Add |
| 14 | TTEK | Tetra Tech Inc | +0.2% | +2.49% | Add |
| 15 | MS | Morgan Stanley | +0.1% | +259.93% | Add |
| 16 | ROK | Rockwell Automation Inc | +0.1% | NEW | New buy |
| 17 | ADSK | Autodesk Inc | +0.1% | +0.29% | Add |
| 18 | FCX | Freeport-mcmoran Inc | +0.1% | +233.18% | Add |
| 19 | V | Visa Inc-class A Shares | +0.1% | +13.74% | Add |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.69% | Add |
| 21 | FAST | Fastenal Co | +0.1% | +129.40% | Add |
| 22 | EMR | Emerson Electric Co | +0.1% | +3.11% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | +34.34% | Add |
| 24 | ORCL | Oracle CORP | +0.1% | -2.93% | Trim |
| 25 | INTU | Intuit Inc | 0% | -10.84% | Trim |
| 26 | CRH | CRH plc | — | +5.52% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.68% | Trim |
| 28 | FICO | Fair Isaac CORP | -0.1% | EXIT | Sold out |
| 29 | MCK | Mckesson CORP | -0.1% | -74.51% | Trim |
| 30 | CRM | Salesforce Inc | -0.1% | -32.63% | Trim |
| 31 | ADBE | Adobe Inc | -0.1% | -30.05% | Trim |
| 32 | HSIC | Henry Schein Inc | -0.1% | -41.36% | Trim |
| 33 | MSM | Msc Industrial Direct Co-a | -0.1% | EXIT | Sold out |
| 34 | RACE | Ferrari N.V. | -0.2% | -86.85% | Trim |
| 35 | TSLA | Tesla Inc | -0.2% | -39.91% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.2% | -7.76% | Trim |
| 37 | WSO | Watsco Inc | -0.2% | -90.05% | Trim |
| 38 | COP | Conocophillips | -0.2% | +2.70% | Add |
| 39 | GOOG | Alphabet Inc-cl C | -0.2% | -24.08% | Trim |
| 40 | SHW | Sherwin-williams Co/the | -0.2% | -33.17% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -42.44% | Trim |
| 42 | BAC | Bank Of America CORP | -0.2% | -22.35% | Trim |
| 43 | ABNB | Airbnb Inc-class A | -0.2% | -20.95% | Trim |
| 44 | MA | Mastercard Inc - A | -0.2% | +0.70% | Add |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -16.26% | Trim |
| 46 | BNY | Bank Of New York Mellon CORP | -0.4% | -96.66% | Trim |
| 47 | BKNG | Booking Holdings Inc | -0.4% | -34.81% | Trim |
| 48 | ACN | Accenture plc | -0.5% | -7.86% | Trim |
| 49 | PG | Procter & Gamble Co/the | -0.5% | -7.93% | Trim |
| 50 | AAPL | Apple Inc | -1.6% | -12.39% | Trim |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 290 disclosed positions in Q2 2025.
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.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, NVDA) accounted for 25.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
ROK
市值: $7.7M
Top Position Liquidated / Trimmed
MSM
前期市值: $9.6M
During Q2 2025, LGT Group Foundation's top holdings by market value included MSFT (9.6%)、AMZN (5.1%)、NVDA (4.7%). The largest single position, MSFT, represented 9.6% of total portfolio value.
In Q2 2025, 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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