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LFA - Lugano Financial Advisors SA

All holdings · as of Dec 31, 2025

235 positions

CompanyClassValueShares% of portfolio
O REILLY AUTOMOTIVE INC$1.4K150.0%
SLB LIMITED/NV$3.1K800.0%
Booz Allen Hamilton Holding Corp$4.0K480.0%
Ameren Corp$6.4K640.0%
Digital Realty Trust Inc$6.5K420.0%
Otis Worldwide Corp$6.6K750.0%
LABCORP HOLDINGS INC.$6.8K270.0%
AUTOZONE INC$6.8K20.0%
APPLIED MATERIALS INC /DE$7.2K280.0%
United Rentals Inc$7.3K90.0%
Solstice Advanced Materials Inc.$7.3K1500.0%
Corteva, Inc.$7.8K1170.0%
S&P Global Inc.$8.9K170.0%
WEC ENERGY GROUP, INC.$9.0K850.0%
DOLLAR TREE, INC.$9.1K740.0%
VERTEX PHARMACEUTICALS INC / MA$10.4K230.0%
UNITEDHEALTH GROUP INC$10.9K330.0%
CVS HEALTH Corp$11.0K1400.0%
EOG RESOURCES INC$11.0K1060.0%
Chipotle Mexican Grill Inc$11.1K3000.0%
HUMANA INC$11.5K450.0%
PROGRESSIVE CORP/OH$11.6K540.0%
Uber Technologies, Inc$11.9K1460.0%
Veralto Corp$12.0K1200.0%
T-Mobile US, Inc.TMUSCommon Stock$12.0K590.0%
CSX CORP$12.1K3330.0%
MCKESSON CORP$12.3K150.0%
ISHARES ETHEREUM TR$12.3K5500.0%
ISHARES INC$12.6K1970.0%
Baidu, Inc.BIDUADR$13.1K1000.0%
GRAYSCALE BITCOIN MINI TR ET$14.1K3650.0%
STARBUCKS CORP$14.3K1700.0%
EBAY INC$14.4K1650.0%
WASTE MANAGEMENT INC$15.8K720.0%
ISHARES INC$16.7K3130.0%
FRANKLIN TEMPLETON ETF TR$17.4K4500.0%
Walt Disney Co$17.9K1570.0%
DBX ETF TR$18.1K5500.0%
ISHARES TR$19.3K2390.0%
Lululemon Athletica Inc$20.2K970.0%
GLOBAL X FDS$20.7K4530.0%
GE Vernova Inc.$20.9K320.0%
ORACLE CORP$21.2K1090.0%
SOUTHERN CO$21.5K2460.0%
SCHWAB CHARLES CORP$23.5K2350.0%
KINDER MORGAN, INC.$24.6K8950.0%
DANAHER CORP /DE$25.2K1100.0%
COSTCO WHOLESALE CORP /NEW$26.7K310.0%
ServiceNow Inc$27.6K1800.0%
ADOBE INC.$29.7K850.0%
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