LFA - Lugano Financial Advisors SA
LFA - Lugano Financial Advisors SA reported 274 holdings worth US$166M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 28, 2026
LFA - Lugano Financial Advisors SA reported 274 holdings worth US$166M as of Jun 30, 2026. Largest: Amazon.com, Inc., Microsoft Corp. and Alphabet Inc (google) Class C. Filed Jul 28, 2026 (Form 13F).
- Holdings
- 274
- Value as reported
- US$166M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 11,410 | US$2.65M | 1.6% |
| Microsoft Corp. | 6,604 | US$2.41M | 1.5% |
| Alphabet Inc (google) Class C | 5,185 | US$1.85M | 1.1% |
| Caterpillar, Inc. | 1,284 | US$1.37M | 0.82% |
| Apple Inc | 4,059 | US$1.17M | 0.71% |
| Nvidia Corporation | 3,535 | US$707K | 0.43% |
| Jp Morgan Chase & Co. | 1,850 | US$606K | 0.36% |
| Visa Inc. | 1,091 | US$374K | 0.23% |
| Abbvie Inc. | 1,295 | US$326K | 0.20% |
| Coca-cola Company (the) | 3,617 | US$294K | 0.18% |
| Bank Of America Corporation | 4,971 | US$283K | 0.17% |
| Meta Platforms, Inc. | 468 | US$264K | 0.16% |
| Kkr & Co. Inc. | 2,850 | US$262K | 0.16% |
| Abbott Laboratories | 2,707 | US$246K | 0.15% |
| Booking Holdings Inc. Common Stock | 1,325 | US$236K | 0.14% |
| Blackstone Inc. | 2,000 | US$235K | 0.14% |
| Mastercard Incorporated | 430 | US$221K | 0.13% |
| Tesla, Inc. | 514 | US$216K | 0.13% |
| Broadcom Inc. | 536 | US$202K | 0.12% |
| Resmed Inc. | 1,018 | US$198K | 0.12% |
| Citigroup, Inc. | 1,400 | US$196K | 0.12% |
| American Electric Power Company, Inc. | 1,412 | US$193K | 0.12% |
| Intel Corporation | 1,310 | US$183K | 0.11% |
| Eli Lilly And Company | 134 | US$161K | 0.10% |
| Yum! Brands, Inc. | 970 | US$155K | 0.09% |
| Altria Group, Inc. | 2,100 | US$151K | 0.09% |
| Qualcomm Incorporated | 815 | US$151K | 0.09% |
| Exxon Mobil Corporation | 1,101 | US$151K | 0.09% |
| Mcdonald's Corporation | 520 | US$141K | 0.08% |
| Advanced Micro Devices Inc | 235 | US$137K | 0.08% |
| Berkshire Hathaway Inc. | 209 | US$105K | 0.06% |
| Merck & Company, Inc. | 788 | US$101K | 0.06% |
| Walmart Inc. | 859 | US$97,243 | 0.06% |
| Pepsico, Inc. | 697 | US$94,374 | 0.06% |
| Corning Incorporated | 345 | US$88,123 | 0.05% |
| 3m Company | 530 | US$85,812 | 0.05% |
| Philip Morris International Inc | 460 | US$83,219 | 0.05% |
| Broadridge Financial Solutions, Inc. | 594 | US$81,348 | 0.05% |
| Autodesk, Inc. | 383 | US$74,463 | 0.04% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 155 | US$74,023 | 0.04% |
| Goldman Sachs Group, Inc. (the) | 72 | US$72,819 | 0.04% |
| Zoetis Inc. | 1,000 | US$71,860 | 0.04% |
| Verizon Communications Inc. | 1,690 | US$71,555 | 0.04% |
| Kla Corporation | 230 | US$69,393 | 0.04% |
| Marriott International | 182 | US$67,447 | 0.04% |
| Arthur J. Gallagher & Co. | 291 | US$66,805 | 0.04% |
| Fortinet, Inc. | 426 | US$65,442 | 0.04% |
| Carrier Global Corporation | 890 | US$65,282 | 0.04% |
| Costco Wholesale Corporation | 64 | US$59,870 | 0.04% |
| Cisco Systems, Inc. | 500 | US$58,730 | 0.04% |
| Deere & Company | 90 | US$57,090 | 0.03% |
| Palo Alto Networks, Inc. | 160 | US$54,563 | 0.03% |
| Chevron Corporation | 327 | US$54,204 | 0.03% |
| Analog Devices, Inc. | 135 | US$53,618 | 0.03% |
| Sunbelt Rentals Holdings, Inc. | 712 | US$53,265 | 0.03% |
| Baker Hughes Company | 953 | US$52,892 | 0.03% |
| Wells Fargo & Company | 635 | US$52,476 | 0.03% |
| Interactive Brokers Group, Inc. | 576 | US$50,135 | 0.03% |
| Home Depot, Inc. (the) | 142 | US$50,081 | 0.03% |
| Procter & Gamble Company (the) | 329 | US$48,245 | 0.03% |
| Amphenol Corporation | 260 | US$45,843 | 0.03% |
| Rtx Corporation | 241 | US$45,725 | 0.03% |
| Coinbase Global, Inc. | 308 | US$45,027 | 0.03% |
| Intuitive Surgical, Inc. | 110 | US$43,745 | 0.03% |
| Salesforce, Inc. | 272 | US$42,612 | 0.03% |
| At&t Inc. | 1,945 | US$40,262 | 0.02% |
| Applovin Corporation | 75 | US$38,642 | 0.02% |
| Netflix, Inc. | 540 | US$38,556 | 0.02% |
| Ge Vernova Inc. | 32 | US$37,596 | 0.02% |
| Palantir Technologies Inc. | 322 | US$37,568 | 0.02% |
| Huntington Bancshares Incorporated | 2,060 | US$36,524 | 0.02% |
| International Business Machines Corporation | 105 | US$29,527 | 0.02% |
| Blackrock, Inc. | 30 | US$28,847 | 0.02% |
| Kinder Morgan, Inc. | 895 | US$28,613 | 0.02% |
| Johnson & Johnson | 94 | US$23,873 | 0.01% |
| Lam Research Corporation | 55 | US$23,833 | 0.01% |
| Southern Company (the) | 246 | US$23,545 | 0.01% |
| General Motors Company | 300 | US$23,124 | 0.01% |
| Charles Schwab Corporation (the) | 235 | US$21,683 | 0.01% |
| Royal Gold, Inc. | 103 | US$20,560 | 0.01% |
| Applied Materials, Inc. | 28 | US$20,244 | 0.01% |
| Ebay Inc. | 165 | US$18,439 | 0.01% |
| West Pharmaceutical Services, Inc. | 50 | US$17,950 | 0.01% |
| Adobe Inc. | 85 | US$17,427 | 0.01% |
| Starbucks Corporation | 170 | US$17,372 | 0.01% |
| Cummins Inc. | 23 | US$16,404 | <0.01% |
| Waste Management, Inc. | 72 | US$16,047 | <0.01% |
| Oracle Corporation | 109 | US$15,974 | <0.01% |
| Csx Corporation | 333 | US$15,827 | <0.01% |
| Dover Corporation | 68 | US$15,251 | <0.01% |
| Walt Disney Company (the) | 157 | US$15,111 | <0.01% |
| Generac Holdings Inc. | 51 | US$14,933 | <0.01% |
| Servicenow, Inc. | 150 | US$14,892 | <0.01% |
| Target Corporation | 113 | US$14,759 | <0.01% |
| Vertiv Holdings, Llc | 44 | US$14,732 | <0.01% |
| Expeditors International Of Washington, Inc. | 90 | US$14,668 | <0.01% |
| Cvs Health Corporation | 140 | US$14,483 | <0.01% |
| Nordson Corporation | 47 | US$14,179 | <0.01% |
| Eog Resources, Inc. | 106 | US$13,751 | <0.01% |
| Progressive Corporation (the) | 62 | US$13,544 | <0.01% |
Every holding of LFA - Lugano Financial Advisors SA
Source
View original at SEC
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