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CIK: 0001911278
Total reported value
$8.8B
$8.8B
284 檔
28.6%
During the Q3 2025 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 284 reported positions.
In Q3 2025, LGT Group Foundation displayed an active expansion posture, initiating 0 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.09% | -0.31% | -0.63% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.29% | +0.61% | +3.61% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.17% | +0.60% | +0.26% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.76% | +0.94% | +6.43% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | -4.31% | EXIT | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 4.61% | — | -5.79% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.46% | +0.95% | -2.90% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 3.28% | -0.20% | -3.35% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.93% | +0.07% | +6.32% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.66% | +1.30% | -4.74% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.65% | -0.22% | +33.47% | |
| 12 | CRH | CRH plc | Stock-Materials | 2.29% | -0.07% | +61.42% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.74% | +4.28% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.59% | -0.22% | -0.83% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.52% | -0.15% | +9.51% | |
| 16 | UBS | UBS Group AG | Stock-Financials | 1.51% | +0.23% | +10.31% | |
| 17 | ACN | Accenture plc | Stock-Tech | 1.46% | -1.13% | -4.61% | |
| 18 | SPGI | S&p Global Inc | Stock-Financials | 1.23% | -0.05% | +25.95% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.22% | +0.02% | -6.88% | |
| 20 | TTEK | Tetra Tech Inc | Stock-Industrials | 1.13% | +0.06% | +6.29% | |
| 21 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 1.09% | -0.16% | -0.68% | |
| 22 | ADSK | Autodesk Inc | Stock-Tech | 1.05% | -0.51% | -7.79% | |
| 23 | BAC | Bank Of America CORP | Stock-Financials | 0.94% | +0.15% | -0.86% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.89% | EXIT | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.89% | +0.16% | +31.03% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | +0.06% | -5.52% | |
| 27 | OC | Owens Corning | Stock-Industrials | 0.82% | +0.22% | -0.50% | |
| 28 | PLD | Prologis Inc | Stock-Real Estate | 0.81% | -0.05% | -7.32% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | +0.03% | +7.89% | |
| 30 | COP | Conocophillips | Stock-Energy | 0.71% | -0.29% | +5.96% | |
| 31 | CME | Cme Group Inc | Stock-Financials | 0.71% | -0.12% | +3.90% | |
| 32 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.66% | -0.15% | -13.62% | |
| 33 | INTU | Intuit Inc | Stock-Tech | 0.65% | — | +3.09% | |
| 34 | WST | West Pharmaceutical Services | Stock-Healthcare | 0.65% | +0.29% | -6.40% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.65% | -0.13% | +4.21% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.62% | -0.11% | +27.11% | |
| 37 | FAST | Fastenal Co | Stock-Industrials | 0.61% | +0.02% | +5.08% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.61% | +0.02% | +13.03% | |
| 39 | ALC | Alcon Inc. | Stock-Healthcare | 0.58% | -0.10% | +3.95% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.54% | -0.08% | +3.98% | |
| 41 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.51% | -0.01% | +4.31% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | +0.28% | +57.28% | |
| 43 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 0.50% | — | +2.62% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.49% | -0.10% | -25.98% | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.48% | +0.08% | +3.33% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.47% | — | -16.86% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.30% | +32.80% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.42% | -0.03% | +0.17% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.42% | +0.07% | -5.53% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | -5.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | +3.61% | Add |
| 2 | MSFT | Microsoft CORP | +1.5% | -0.63% | Add |
| 3 | SPGI | S&p Global Inc | +1.1% | +25.95% | Add |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | -5.79% | Trim |
| 5 | CRH | CRH plc | +1.1% | +61.42% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.9% | +33.47% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.8% | -2.90% | Trim |
| 8 | AVGO | Broadcom Inc | +0.6% | -4.74% | Trim |
| 9 | CME | Cme Group Inc | +0.5% | +3.90% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.4% | +6.32% | Add |
| 11 | SPOT | Spotify Technology S.A. | +0.3% | +24.37% | Add |
| 12 | WDC | Western Digital CORP | +0.2% | +330.64% | Add |
| 13 | ABBV | Abbvie Inc | +0.2% | +31.03% | Add |
| 14 | MCD | Mcdonald's CORP | +0.2% | +133.66% | Add |
| 15 | CEG | Constellation Energy | +0.2% | +17.74% | Add |
| 16 | GS | Goldman Sachs Group Inc | +0.2% | +156.36% | Add |
| 17 | PANW | Palo Alto Networks Inc | +0.2% | +57.28% | Add |
| 18 | VRSN | Verisign Inc | +0.2% | +1.50% | Add |
| 19 | UBS | UBS Group AG | +0.1% | +10.31% | Trim |
| 20 | CSGP | Costar Group Inc | +0.1% | +94.67% | Add |
| 21 | CMCSA | Comcast Corp-class A | +0.1% | +1462.78% | Add |
| 22 | FAST | Fastenal Co | +0.1% | +5.08% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +5.85% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +7.89% | Add |
| 25 | BLK | Blackrock Inc | +0.1% | +13.03% | Add |
| 26 | PFE | Pfizer Inc | +0.1% | +27.11% | Add |
| 27 | C | Citigroup Inc | +0.1% | +6.01% | Add |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | +2.62% | Add |
| 29 | V | Visa Inc-class A Shares | 0% | +9.51% | Add |
| 30 | TTEK | Tetra Tech Inc | 0% | +6.29% | Add |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -2.81% | Trim |
| 32 | KO | Coca-cola Co/the | -0.1% | -6.88% | Add |
| 33 | NEE | Nextera Energy Inc | -0.1% | -0.83% | Add |
| 34 | RACE | Ferrari N.V. | -0.2% | +0.12% | Trim |
| 35 | WSO | Watsco Inc | -0.2% | -41.47% | Trim |
| 36 | HSIC | Henry Schein Inc | -0.2% | -49.47% | Trim |
| 37 | ADBE | Adobe Inc | -0.2% | -48.94% | Trim |
| 38 | EFX | Equifax Inc | -0.2% | -41.22% | Trim |
| 39 | UNH | Unitedhealth Group Inc | -0.2% | -3.81% | Trim |
| 40 | SHW | Sherwin-williams Co/the | -0.3% | -1.52% | Trim |
| 41 | FTNT | Fortinet Inc | -0.3% | -7.26% | Trim |
| 42 | LLY | Eli Lilly & Co | -0.3% | +6.43% | Add |
| 43 | ✓ | Cyberark Software LTD. Cmn | -0.4% | -92.76% | Trim |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -16.86% | Trim |
| 45 | BNY | Bank Of New York Mellon CORP | -0.4% | -63.80% | Trim |
| 46 | ABNB | Airbnb Inc-class A | -0.5% | -13.62% | Trim |
| 47 | BKNG | Booking Holdings Inc | -0.7% | -0.68% | Trim |
| 48 | AMZN | Amazon.com Inc | -0.7% | -1.78% | Trim |
| 49 | PG | Procter & Gamble Co/the | -0.7% | +4.28% | Trim |
| 50 | ACN | Accenture plc | -1.1% | -4.61% | Trim |
According to official SEC Form 13F filings, LGT Group Foundation reported a total U.S. public equity portfolio value of $8.8B across 284 disclosed positions in Q3 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, NVDA, AAPL) accounted for 28.6% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
AMZN
前期市值: $385.6M
During Q3 2025, LGT Group Foundation's top holdings by market value included MSFT (9.1%)、NVDA (5.3%)、AAPL (5.2%). The largest single position, MSFT, represented 9.1% of total portfolio value.
In Q3 2025, LGT Group Foundation made 50 total portfolio adjustments, initiating 0 new buys, adding to 29 positions, trimming 21 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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