LGT Group Foundation holds a diversified book of 283 reported positions worth $8.2B as of Q1 2026 (disclosed Apr 28, 2026, a ~28-day 13F lag). This quarter Sunbelt Rentals Holdings Inc first appears in 13F filings, a listing rather than a purchase; they opened AstraZeneca PLC and trimmed Microsoft Corp. Their largest long position is Microsoft Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2022 would be +92% (+16.1%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 39.9 points over this window.
Growth of $10,000 cloning LGT Group Foundation's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LGT Group Foundation
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Prospect Hill Management, LLC | 11 / 80 | $254.4M |
| Evelyn Partners Group Ltd | 73 / 80 | $45.1B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Conway Capital Management, Inc. | 19 / 80 | $203.8M |
| Draper Asset Management, LLC | 10 / 80 | $177.0M |
| Ardent Capital Management, Inc. | 18 / 80 | $209.2M |
| Skandinaviska Enskilda Banken AB (publ) | 33 / 80 | $2.3B |
| Hoey Investments, Inc | 61 / 80 | $661.4M |
Ranked by the share of each fund's own book sitting in the names it shares with LGT Group Foundation: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp COM | $538.3M | 1.45M | 6.6% | ▼−4.7% Reduced · −71K sh | |
| 2 | Alphabet Inc CAP STK CL A | $490.2M | 1.70M | 6.0% | ▲+9.4% Added · +147K sh | |
| 3 | Apple Inc COM | $427.8M | 1.69M | 5.2% | ▼−4.5% Reduced · −79K sh | |
| 4 | Nvidia Corporation COM | $411.3M | 2.36M | 5.0% | ▼−1.8% Reduced · −42K sh | |
| 5 | Eli Lilly & Co COM | $367.6M | 399.7K | 4.5% | ▼−18% Reduced · −89K sh | |
| 6 | AstraZeneca PLC ORD | $367.2M | 1.89M | 4.5% | ▲New New position | |
| 7 | Amazon Com Inc COM | $352.7M | 1.69M | 4.3% | ▼−3.9% Reduced · −69K sh | |
| 8 | JPMorgan Chase & Co COM | $269.2M | 915.3K | 3.3% | ▲+7.8% Added · +66K sh | |
| 9 | Mastercard Incorporated CL A | $237.3M | 474.9K | 2.9% | ▼−3.7% Reduced · −18K sh | |
| 10 | NextEra Energy Inc COM | $225.1M | 2.42M | 2.7% | ▲+36% Added · +648K sh | |
| 11 | Meta Platforms Inc CL A | $199.0M | 347.9K | 2.4% | ▲+5.9% Added · +19K sh | |
| 12 | Totalenergies SE ACT | $180.4M | 1.93M | 2.2% | ▼−6.4% Reduced · −132K sh | |
| 13 | Broadcom Inc COM | $172.2M | 556.2K | 2.1% | ▼−9.3% Reduced · −57K sh | |
| 14 | CRH PLC ORD | $170.6M | 1.62M | 2.1% | ▲+0.7% Added · +11K sh | |
| 15 | Procter & Gamble Co COM | $147.1M | 1.02M | 1.8% | ▼−0.1% Reduced · −886 sh | |
| 16 | Exxon Mobil Corp COM | $136.8M | 806.3K | 1.7% | ▲+18% Added · +123K sh | |
| 17 | UBS Group AG SHS | $132.2M | 3.44M | 1.6% | ▼−6.3% Reduced · −233K sh | |
| 18 | Accenture PLC Ireland SHS CLASS A | $122.5M | 617.5K | 1.5% | ▼−3.3% Reduced · −21K sh | |
| 19 | Johnson & Johnson COM | $121.7M | 498.0K | 1.5% | ▲+24% Added · +98K sh | |
| 20 | Visa Inc COM CL A | $112.0M | 370.6K | 1.4% | ▼−0.8% Reduced · −3K sh | |
| 21 | S&P Global Inc COM | $106.7M | 250.8K | 1.3% | ▼−0.1% Reduced · −270 sh | |
| 22 | Coca Cola Co COM | $103.5M | 1.36M | 1.3% | ▼−9.7% Reduced · −146K sh | |
| 23 | Tetra Tech Inc New COM | $95.2M | 3.16M | 1.2% | ▲+3.3% Added · +100K sh | |
| 24 | Abbvie Inc COM | $90.0M | 413.7K | 1.1% | ▲+28% Added · +90K sh | |
| 25 | Prologis Inc. COM | $80.0M | 605.0K | 1.0% | ▲+1.8% Added · +11K sh | |
| 26 | Home Depot Inc COM | $73.8M | 224.4K | 0.9% | ▲+4.0% Added · +9K sh | |
| 27 | Alphabet Inc CAP STK CL C | $72.8M | 253.8K | 0.9% | ▼−14% Reduced · −42K sh | |
| 28 | Chubb Ltd Switz COM | $66.2M | 203.0K | 0.8% | ▲+1.4% Added · +3K sh | |
| 29 | Autodesk Inc COM | $65.5M | 273.4K | 0.8% | ▼−5.2% Reduced · −15K sh | |
| 30 | Pfizer Inc COM | $62.0M | 2.21M | 0.8% | ▲+11% Added · +217K sh | |
| 31 | Pepsico Inc COM | $59.8M | 385.3K | 0.7% | ▲+18% Added · +60K sh | |
| 32 | BlackRock Inc COM | $57.4M | 59.7K | 0.7% | ▲+7.9% Added · +4K sh | |
| 33 | Fastenal Co COM | $54.4M | 1.17M | 0.7% | ▲+3.6% Added · +40K sh | |
| 34 | Cisco Sys Inc COM | $52.6M | 677.3K | 0.6% | ▲+39% Added · +190K sh | |
| 35 | West Pharmaceutical SVSC Inc COM | $51.0M | 203.6K | 0.6% | ▼−0.7% Reduced · −2K sh | |
| 36 | Bank America Corp COM | $51.0M | 1.05M | 0.6% | ▼−40% Reduced · −703K sh | |
| 37 | Owens Corning New COM | $49.7M | 459.5K | 0.6% | ▼−10% Reduced · −51K sh | |
| 38 | McDonalds Corp COM | $49.6M | 159.6K | 0.6% | ▲+46% Added · +50K sh | |
| 39 | Booking Holdings Inc COM | $49.3M | 11.7K | 0.6% | ▼−37% Reduced · −7K sh | |
| 40 | Alcon AG ORD SHS | $47.6M | 642.7K | 0.6% | ▼−31% Reduced · −293K sh | |
| 41 | Micron Technology Inc COM | $46.9M | 138.8K | 0.6% | ▲+86% Added · +64K sh | |
| 42 | Emerson Elec Co COM | $44.9M | 342.3K | 0.5% | ▲+7.1% Added · +23K sh | |
| 43 | ConocoPhillips COM | $44.0M | 333.5K | 0.5% | ▲+7.7% Added · +24K sh | |
| 44 | Goldman Sachs Group Inc COM | $42.0M | 49.7K | 0.5% | ▲+35% Added · +13K sh | |
| 45 | Western Digital Corp COM | $41.8M | 154.5K | 0.5% | ▼−5.7% Reduced · −9K sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $40.7M | 84.9K | 0.5% | ▲+0.2% Added · +181 sh | |
| 47 | Palo Alto Networks Inc COM | $35.2M | 219.7K | 0.4% | ▼−4.8% Reduced · −11K sh | |
| 48 | Cme Group Inc COM | $33.4M | 113.2K | 0.4% | ▼−6.9% Reduced · −8K sh | |
| 49 | Chevron Corporation COM | $32.9M | 158.9K | 0.4% | ▲+2.2% Added · +3K sh | |
| 50 | Intuitive Surgical Inc COM NEW | $32.7M | 70.8K | 0.4% | ▲+12% Added · +7K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911278/holdings"
Use Arkolith to show LGT Group Foundation's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 28d | 1,124 | $8.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 1,084 | $9.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 1,053 | $8.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 1,042 | $8.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 1,053 | $7.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 37d | 1,005 | $6.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 1,008 | $6.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 38d | 973 | $6.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 890 | $4.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 37d | 900 | $4.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 6, 2023 | 37d | 911 | $4.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 27, 2023 | 27d | 891 | $4.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 20d | 895 | $3.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 9, 2023 | 40d | 885 | $3.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 19, 2022 | 19d | 856 | $2.6B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 3, 2022 | 34d | 945 | $3.3B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 41d | 1,008 | $4.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | May 3, 2022 | 123d | 1,087 | $3.9B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.