LFA - Lugano Financial Advisors SA
CIK
1737871
Location
LUGANO, V8
Portfolio Value
Micro
$70,039,681
Diversification
Highly concentrated
Filing Date
Global Rank
#6,517
/ 8,517
▲ 451
Top Industry
Internet Retail
14.6%
3Y Alpha vs SPY
+6.3%
Period ended 46 days ago
Filed Jul 28, 2026 · 18d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+102.6%
SPY
+75.3%
Annualised alpha
+6.0%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
147 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
55.1%
+10.3 pts
Top 5
79.0%
+0.4 pts
Top 10
85.7%
+0.0 pts
HHI
3,243
Highly concentrated+688
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 72.8% | $51,014,304 |
| Technology | 8.4% | $5,895,911 |
| Consumer Cyclical | 5.3% | $3,711,217 |
| Financial Services | 4.7% | $3,298,465 |
| Industrials | 2.9% | $2,052,505 |
| Communication Services | 1.9% | $1,351,401 |
| Healthcare | 1.8% | $1,244,956 |
| Consumer Defensive | 1.2% | $874,595 |
| Energy | 0.4% | $303,705 |
| Utilities | 0.4% | $247,306 |
| Basic Materials | 0.0% | $31,175 |
| Real Estate | 0.0% | $14,141 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +9,142 | 51,717 | $38,620,704 | |
| BKNG | Booking Holdings Inc. | +1,197 | 1,325 | $236,168 | |
| BAC | Bank Of America Corp /De/ | +400 | 4,971 | $283,247 | |
| JPM | Jpmorgan Chase & Co | +226 | 1,850 | $605,560 | |
| WMT | Walmart Inc. | +223 | 859 | $97,290 | |
| AAPL | Apple Inc. | +217 | 4,059 | $1,174,512 | |
| T | At&T Inc. | +200 | 1,945 | $40,261 | |
| KLAC | Kla Corp | +199 | 230 | $69,393 | |
| NVDA | Nvidia Corp | +162 | 3,535 | $707,318 | |
| KO | Coca Cola Co | +125 | 3,617 | $293,953 | |
| PLTR | Palantir Technologies Inc. | +122 | 322 | $37,567 | |
| NFLX | Netflix Inc | +120 | 540 | $38,556 | |
| QQQ | Invesco Qqq Trust, Series 1 | +113 | 4,415 | $3,251,206 | |
| MSFT | Microsoft Corp | +111 | 6,604 | $2,463,424 | |
| BRK-B | Berkshire Hathaway Inc | +100 | 209 | $104,581 | |
| QCOM | Qualcomm Inc/De | +65 | 815 | $150,603 | |
| ABBV | AbbVie Inc. | +55 | 1,295 | $325,873 | |
| XOM | ExxonMobil Holdings Corp | +50 | 1,101 | $150,528 | |
| RTX | RTX Corp | +40 | 241 | $45,724 | |
| TSLA | Tesla, Inc. | +38 | 514 | $216,188 | |
| CAT | Caterpillar Inc | +34 | 1,284 | $1,367,331 | |
| COST | Costco Wholesale Corp /New | +33 | 64 | $59,870 | |
| CVX | Chevron Corp | +32 | 327 | $54,203 | |
| MCD | Mcdonalds Corp | +20 | 520 | $140,561 | |
| MA | Mastercard Inc | +12 | 430 | $220,848 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PHYS | Sprott Physical Gold Trust | 18,000 | $543,060 | |
| HONA | Honeywell Aerospace Inc. | 358 | $79,046 | |
| PANW | Palo Alto Networks Inc | 160 | $54,563 | |
| PSLV | Sprott Physical Silver Trust | 2,650 | $50,005 | |
| FXF | Invesco CurrencyShares Swiss Franc Trust | 435 | $47,436 | |
| OUNZ | VanEck Merk Gold ETF | 857 | $33,071 | |
| JNJ | Johnson & Johnson | 94 | $23,873 | |
| LRCX | Lam Research Corp | 55 | $23,833 | |
| GM | General Motors Co | 300 | $23,124 | |
| RGLD | Royal Gold Inc | 103 | $20,559 | |
| WST | West Pharmaceutical Services Inc | 50 | $17,950 | |
| CMI | Cummins Inc | 23 | $16,403 | |
| DOV | DOVER Corp | 68 | $15,251 | |
| GNRC | Generac Holdings Inc. | 51 | $14,933 | |
| TGT | Target Corp | 113 | $14,758 | |
| VRT | Vertiv Holdings Co | 44 | $14,732 | |
| EXPD | Expeditors International Of Washington Inc | 90 | $14,668 | |
| NDSN | Nordson Corp | 47 | $14,179 | |
| GD | General Dynamics Corp | 38 | $13,461 | |
| NEE | Nextera Energy Inc | 153 | $13,428 | |
| ADM | Archer-Daniels-Midland Co | 161 | $12,300 | |
| CTAS | Cintas Corp | 70 | $11,905 | |
| CHRW | C. H. Robinson Worldwide, Inc. | 61 | $11,488 | |
| MNST | Monster Beverage Corp | 116 | $11,149 | |
| F | Ford Motor Co | 700 | $9,730 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | 3,162 | $202,620 | |
| IBB | iShares Biotechnology ETF | 1,200 | $202,620 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 2,680 | $201,268 | |
| BNDX | Vanguard Total International Bond ETF | 3,910 | $187,875 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 735 | $56,727 | |
| DHR | Danaher Corp /De/ | 110 | $20,856 | |
| DLTR | Dollar Tree, Inc. | 74 | $8,103 | |
| VLTO | Veralto Corp | 36 | $3,183 | |
| No positions match the current search. | ||||
147 tracked positions ·
$70,039,681 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 147 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 51,717 | $38,620,704 | 55.14% | |
| GLD |
Spdr Gold Trust
|
Reduced | 22,496 | $8,287,076 | 11.83% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 4,415 | $3,251,206 | 4.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 11,410 | $2,719,459 | 3.88% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,604 | $2,463,424 | 3.52% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,284 | $1,367,331 | 1.95% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,059 | $1,174,512 | 1.68% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,413 | $862,333 | 1.23% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,535 | $707,318 | 1.01% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,850 | $605,560 | 0.86% | |
| PHYS |
Sprott Physical Gold Trust
Financial Services
|
NEW | 18,000 | $543,060 | 0.78% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,091 | $374,311 | 0.53% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,295 | $325,873 | 0.47% | |
| IAU |
Ishares Gold Trust
|
Held | 3,893 | $293,960 | 0.42% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 3,617 | $293,953 | 0.42% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 4,971 | $283,247 | 0.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 468 | $263,619 | 0.38% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 2,850 | $261,573 | 0.37% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 500 | $261,195 | 0.37% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,707 | $245,633 | 0.35% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 1,325 | $236,168 | 0.34% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,000 | $235,340 | 0.34% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 430 | $220,848 | 0.32% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 514 | $216,188 | 0.31% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 536 | $202,474 | 0.29% | |
| RMD |
Resmed Inc
Healthcare
|
Held | 1,018 | $198,387 | 0.28% | |
| C |
Citigroup Inc
Financial Services
|
Held | 1,400 | $195,944 | 0.28% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 1,412 | $193,175 | 0.28% | |
| INTC |
Intel Corp
Technology
|
Held | 1,310 | $182,915 | 0.26% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 134 | $160,723 | 0.23% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 970 | $155,064 | 0.22% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 2,100 | $151,095 | 0.22% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 815 | $150,603 | 0.22% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 1,101 | $150,528 | 0.21% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 520 | $140,561 | 0.20% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 235 | $136,513 | 0.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 209 | $104,581 | 0.15% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 788 | $101,258 | 0.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 859 | $97,290 | 0.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 697 | $94,373 | 0.13% | |
| GLW |
Corning Inc /Ny
Technology
|
Held | 345 | $88,123 | 0.13% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 393 | $87,992 | 0.13% | |
| SLV |
iShares Silver Trust
|
Held | 1,626 | $86,942 | 0.12% | |
| MMM |
3M Co
Industrials
|
Held | 530 | $85,812 | 0.12% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 1,835 | $83,529 | 0.12% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 460 | $83,218 | 0.12% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 594 | $81,348 | 0.12% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 358 | $79,046 | 0.11% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 383 | $74,462 | 0.11% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 155 | $74,023 | 0.11% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.