Titelia

Holdings of LFA - Lugano Financial Advisors SA

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Net assets
-
Positions
211 in 2 countries
Top ten
57.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201WEC Energy Group Inc 859.8K $
202Corteva Inc 1179.8K $
203Applied Materials Inc 289.6K $
204Dollar Tree Inc 748.1K $
205Digital Realty Trust Inc 427.6K $
206Labcorp Holdings Inc 277.2K $
207Ameren Corp 647K $
208AutoZone Inc 26.8K $
209Lennar Corp 595.1K $
210Veralto Corp 363.2K $
211O'Reilly Automotive Inc 151.4K $

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Sector breakdown

  • Funds 5.5 %
  • Technology 2.8 %
  • Consumer discretionary 1.7 %
  • Financials 1.3 %
  • Communication 1.1 %
  • Industrials 0.8 %
  • Health care 0.7 %
  • Consumer staples 0.4 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Unattributed 85.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %
  • Taiwan 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States210178.4M $99.97 %
2Taiwan152.4K $0.03 %
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Titelia. "Holdings of LFA - Lugano Financial Advisors SA". https://titelia.com/en/funds/US13F1737871