LFA - Lugano Financial Advisors SA
CIK
1737871
Location
LUGANO, V8
Portfolio Value
Micro
$59,919,509
Diversification
Highly concentrated
Filing Date
Global Rank
#6,586
/ 8,603
▲ 121
· as of Mar 2026
Top Industry
Software - Infrastructure
16.1%
3Y Alpha vs SPY
+0.7%
Period ended 3 months ago
Filed May 5, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.1%
SPY
+76.5%
Annualised alpha
+0.6%
Max drawdown
−16.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
116 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
46.2%
+2.0 pts
Top 5
80.9%
+1.6 pts
Top 10
87.0%
+1.3 pts
HHI
2,704
Highly concentrated+234
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 74.3% | $44,515,095 |
| Technology | 8.3% | $4,954,315 |
| Consumer Cyclical | 5.2% | $3,126,630 |
| Financial Services | 3.9% | $2,335,329 |
| Industrials | 2.3% | $1,379,531 |
| Communication Services | 2.0% | $1,225,801 |
| Healthcare | 2.0% | $1,217,094 |
| Consumer Defensive | 1.3% | $753,992 |
| Utilities | 0.4% | $225,701 |
| Energy | 0.3% | $168,659 |
| Basic Materials | 0.0% | $9,794 |
| Real Estate | 0.0% | $7,568 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +3,631 | 42,575 | $27,688,225 | |
| MSFT | Microsoft Corp | +115 | 6,493 | $2,403,513 | |
| AMZN | Amazon Com Inc | +112 | 11,567 | $2,409,059 | |
| BKNG | Booking Holdings Inc. | +75 | 128 | $21,556 | |
| GOOGL | Alphabet Inc. | +69 | 2,482 | $713,723 | |
| GLD | Spdr Gold Trust | +1 | 31,385 | $13,504,651 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −700 | 3,842 | $975,061 | |
| VZ | Verizon Communications Inc | −479 | 1,690 | $84,838 | |
| QQQ | Invesco Qqq Trust, Series 1 | −335 | 4,302 | $2,483,028 | |
| LEN | Lennar Corp /New/ | −250 | 59 | $5,123 | |
| VLTO | Veralto Corp | −84 | 36 | $3,183 | |
| QCOM | Qualcomm Inc/De | −60 | 750 | $96,585 | |
| CRM | Salesforce, Inc. | −54 | 272 | $50,774 | |
| PG | PROCTER & GAMBLE Co | −49 | 329 | $47,520 | |
| SLV | iShares Silver Trust | −41 | 1,626 | $110,795 | |
| NOW | ServiceNow, Inc. | −30 | 150 | $15,682 | |
| TSLA | Tesla, Inc. | −30 | 476 | $176,953 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings, Inc. | 712 | $46,344 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
10 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDLZ | Mondelez International, Inc. | 2,300 | $123,809 | |
| ETHA | iShares Ethereum Trust ETF | 550 | $12,336 | |
| HUM | Humana Inc | 45 | $11,525 | |
| CMG | Chipotle Mexican Grill Inc | 300 | $11,100 | |
| UNH | Unitedhealth Group Inc | 33 | $10,893 | |
| SPGI | S&P Global Inc. | 17 | $8,404 | |
| SOLS | Solstice Advanced Materials Inc. | 150 | $7,287 | |
| URI | United Rentals, Inc. | 9 | $7,283 | |
| OTIS | Otis Worldwide Corp | 75 | $6,551 | |
| BAH | Booz Allen Hamilton Holding Corp | 48 | $4,049 | |
| No positions match the current search. | ||||
116 positions ·
$59,919,509 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 116 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 42,575 | $27,688,225 | 46.21% | |
| GLD |
Spdr Gold Trust
|
Added | 31,385 | $13,504,651 | 22.54% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,302 | $2,483,028 | 4.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,567 | $2,409,059 | 4.02% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,493 | $2,403,513 | 4.01% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,842 | $975,061 | 1.63% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 1,250 | $885,575 | 1.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 2,482 | $713,723 | 1.19% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 3,373 | $588,251 | 0.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,624 | $477,715 | 0.80% | |
| IAU |
Ishares Gold Trust
|
Held | 3,893 | $343,206 | 0.57% | |
| V |
Visa Inc.
Financial Services
|
Held | 1,091 | $329,743 | 0.55% | |
| ABT |
Abbott Laboratories
Healthcare
|
Held | 2,707 | $277,927 | 0.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,240 | $269,687 | 0.45% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 468 | $267,756 | 0.45% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 3,492 | $265,566 | 0.44% | |
| KKR |
KKR & Co. Inc.
Financial Services
|
Held | 2,850 | $263,625 | 0.44% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 500 | $231,595 | 0.39% | |
| BX |
Blackstone Inc.
Financial Services
|
Held | 2,000 | $229,980 | 0.38% | |
| RMD |
Resmed Inc
Healthcare
|
Held | 1,018 | $228,520 | 0.38% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 4,571 | $222,836 | 0.37% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 418 | $208,857 | 0.35% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Held | 1,412 | $185,084 | 0.31% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 476 | $176,953 | 0.30% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 716 | $169,729 | 0.28% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 536 | $165,897 | 0.28% | |
| C |
Citigroup Inc
Financial Services
|
Held | 1,400 | $158,774 | 0.26% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 500 | $155,395 | 0.26% | |
| YUM |
Yum Brands Inc
Consumer Cyclical
|
Held | 970 | $150,815 | 0.25% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Held | 2,100 | $138,579 | 0.23% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 1,000 | $118,210 | 0.20% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 126 | $115,891 | 0.19% | |
| SLV |
iShares Silver Trust
|
Reduced | 1,626 | $110,795 | 0.18% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 697 | $108,237 | 0.18% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
Held | 1,835 | $96,814 | 0.16% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 750 | $96,585 | 0.16% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 594 | $96,513 | 0.16% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 788 | $94,788 | 0.16% | |
| ADSK |
Autodesk, Inc.
Technology
|
Held | 383 | $91,690 | 0.15% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 1,690 | $84,838 | 0.14% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 636 | $79,042 | 0.13% | |
| MMM |
3M Co
Industrials
|
Held | 530 | $76,971 | 0.13% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Held | 460 | $76,056 | 0.13% | |
| AJG |
Arthur J. Gallagher & Co.
Financial Services
|
Held | 291 | $63,024 | 0.11% | |
| CVX |
Chevron Corp
Energy
|
Held | 295 | $61,035 | 0.10% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 72 | $60,911 | 0.10% | |
| MAR |
Marriott International Inc /Md/
Consumer Cyclical
|
Held | 182 | $59,526 | 0.10% | |
| BKR |
Baker Hughes Co
Energy
|
Held | 953 | $58,180 | 0.10% | |
| INTC |
Intel Corp
Technology
|
Held | 1,310 | $57,810 | 0.10% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
Held | 308 | $53,779 | 0.09% |