LGT Group Foundation
Institutional investor · Portfolio as of Q3 2022
Top Holdings255 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 810,662 | $188.8M | 7.4% | $324.88 | -28.80% | 4 qtrssince 2021-Q4 | Decreased 0 |
APPLE INC | 1.3M | $178.5M | 7.0% | $173.12 | -21.70% | 4 qtrssince 2021-Q4 | Decreased 0 |
AMAZON.COM INC | 843,910 | $95.4M | 3.7% | $112.10 | +2.41% | 4 qtrssince 2021-Q4 | Decreased 0 |
ALPHABET INC-CL A | 974,189 | $93.2M | 3.6% | $99.82 | -3.14% | 4 qtrssince 2021-Q4 | Increased 88 |
JOHNSON & JOHNSON | 485,817 | $79.4M | 3.1% | $153.79 | -2.97% | 4 qtrssince 2021-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 666,939 | $69.7M | 2.7% | $140.97 | -30.99% | 4 qtrssince 2021-Q4 | Decreased 0 |
ACCENTURE PLC-CL A | 256,532 | $66M | 2.6% | $371.04 | -35.39% | 4 qtrssince 2021-Q4 | Decreased 0 |
ELI LILLY & CO | 186,933 | $60.4M | 2.4% | $278.01 | +12.72% | 4 qtrssince 2021-Q4 | Decreased 0 |
BROADCOM INC | 126,625 | $56.2M | 2.2% | $60.76 | -30.97% | 4 qtrssince 2021-Q4 | Decreased 0 |
MASTERCARD INC - A | 193,947 | $55.1M | 2.1% | $349.79 | -19.69% | 4 qtrssince 2021-Q4 | Increased 52 |
TESLA INC | 176,930 | $46.9M | 1.8% | $312.30 | -14.12% | 4 qtrssince 2021-Q4 | Increased 71 |
HOME DEPOT INC | 142,750 | $39.4M | 1.5% | $355.91 | -27.98% | 4 qtrssince 2021-Q4 | Decreased 0 |
BRISTOL-MYERS SQUIBB CO | 545,577 | $38.8M | 1.5% | $58.07 | +2.90% | 4 qtrssince 2021-Q4 | Decreased 0 |
ADOBE INC | 138,125 | $38M | 1.5% | $545.12 | -49.52% | 4 qtrssince 2021-Q4 | Increased 47 |
ALPHABET INC-CL C | 366,965 | $35.3M | 1.4% | $99.73 | -2.38% | 4 qtrssince 2021-Q4 | Increased 74 |
BERKSHIRE HATHAWAY INC-CL B | 127,397 | $34M | 1.3% | $296.99 | -9.23% | 4 qtrssince 2021-Q4 | Increased 51 |
COCA-COLA CO/THE | 568,121 | $31.8M | 1.2% | $52.51 | -2.25% | 4 qtrssince 2021-Q4 | Decreased 0 |
MERCK & CO. INC. | 354,461 | $30.5M | 1.2% | $75.24 | +4.40% | 4 qtrssince 2021-Q4 | Increased 54 |
HESS CORP | 271,624 | $29.6M | 1.2% | — | — | 3 qtrssince 2022-Q1 | Decreased 0 |
AIRBNB INC-CLASS A | 274,449 | $28.8M | 1.1% | $167.19 | -37.18% | 4 qtrssince 2021-Q4 | Decreased 0 |
LGT Group Foundation manages $2.6B across 255 positions as of Q3 2022. Top holdings: MSFT (7.4%), AAPL (7.0%), AMZN (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 11 new positions, 13 exits, 74 increased. Top move: GOOGL (INCREASED, conviction 88). Portfolio: $2.6B across 255 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer