Grufity logo
Grufity logo

Latest LFA - Lugano Financial Advisors SA Stock Portfolio

$196Million– No. of Holdings #219

LFA - Lugano Financial Advisors SA Performance:
2026 Q1: -1.9%YTD: -1.9%2025: 11.5%
Performance for 2026 Q1 is -1.9%, and YTD is -1.9%, and 2025 is 11.5%.

About LFA - Lugano Financial Advisors SA and 13F Hedge Fund Stock Holdings

On 2026-05-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, LFA - Lugano Financial Advisors SA reported an equity portfolio of $196.6 Millions as of 31 Mar, 2026.

The top stock holdings of LFA - Lugano Financial Advisors SA are SPY, AGT, GLD. The fund has invested 14.1% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 11.2% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD WHITEHALL FDS (VIGI), ASTRAZENECA PLC (AZN) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in FIRST TR EXCHANGE TRADED FD (LEGR), LENNAR CORP (LEN) and VERALTO CORP. LFA - Lugano Financial Advisors SA opened new stock positions in AMPLIFY ETF TR (AMLX), SUNBELT RENTALS HOLDINGS INC and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), ISHARES INC (EMGF) and INVESCO EXCH TRADED FD TR II (CGW).
LFA - Lugano Financial Advisors SA Equity Portfolio Value
Last Reported on: 05 May, 2026

LFA - Lugano Financial Advisors SA Annual Return Estimates Vs S&P 500

Our best estimate is that LFA - Lugano Financial Advisors SA made a return of -1.9% in the last quarter. In trailing 12 months, it's portfolio return was 9.79%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amplify etf tr69,857
sunbelt rentals holdings inc46,344
select sector spdr tr22,054
kraneshares trust8,518
New stocks bought by LFA - Lugano Financial Advisors SA

Additions

Ticker% Inc.
ishares tr597
ishares tr376
ishares inc158
invesco exch traded fd tr ii142
booking holdings inc141
invesco exch traded fd tr ii112
kraneshares trust98.32
vanguard world fd86.89
Additions to existing portfolio by LFA - Lugano Financial Advisors SA

Reductions

Ticker% Reduced
first tr exchange traded fd-98.55
lennar corp-80.91
veralto corp-70.00
vanguard bd index fds-66.5
global x fds-60.84
ishares tr-51.16
schwab strategic tr-46.61
alphabet inc-24.66
LFA - Lugano Financial Advisors SA reduced stake in above stock

Sold off

Ticker$ Sold
first tr exchange-traded fd-149,245
mondelez intl inc-123,809
vanguard bd index fds-162,033
astrazeneca plc-174,667
vanguard whitehall fds-223,174
ishares tr-99,657
dbx etf tr-18,068
ishares ethereum tr-12,337
LFA - Lugano Financial Advisors SA got rid off the above stocks

Sector Distribution

LFA - Lugano Financial Advisors SA has about 90.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Financial Services
Sector%
Others90.8
Technology2.6
Consumer Cyclical1.6
Financial Services1.1

Market Cap. Distribution

LFA - Lugano Financial Advisors SA has about 8.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED90.8
MEGA-CAP6.6
LARGE-CAP1.6

Stocks belong to which Index?

About 8% of the stocks held by LFA - Lugano Financial Advisors SA either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others91
S&P 5008
Top 5 Winners (%)%
GLW
corning inc
55.3 %
XOM
exxon mobil corp
41.0 %
EOG
eog res inc
37.9 %
CVX
chevron corporation
35.8 %
BKR
baker hughes company
34.1 %
Top 5 Winners ($)$
GLD
spdr gold tr
1.1 M
FNDA
schwab strategic tr
0.6 M
AFK
vaneck etf trust
0.2 M
PDBC
invesco actvely mngd etc fd
0.2 M
CAT
caterpillar inc
0.2 M
Top 5 Losers (%)%
BKNG
booking holdings inc
-95.6 %
VAW
vanguard world fd
-88.4 %
VB
vanguard index fds
-75.3 %
APP
applovin corp
-40.9 %
ADBE
adobe inc
-30.6 %
Top 5 Losers ($)$
SPY
state str spdr s&p 500 etf t
-1.3 M
VAW
vanguard world fd
-0.9 M
MSFT
microsoft corp
-0.7 M
BKNG
booking holdings inc
-0.5 M
CARZ
first tr exchange-traded fd
-0.3 M

LFA - Lugano Financial Advisors SA Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LFA - Lugano Financial Advisors SA

LFA - Lugano Financial Advisors SA has 219 stocks in it's portfolio. About 56.1% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. GLD was the most profitable stock for LFA - Lugano Financial Advisors SA last quarter.

Last Reported on: 05 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions