Stock Taper

LGT FINANCIAL ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
COMPASS Pathways plcCMPS14.7K$208K
Simmons First National CorporationSFNC5.9K$133.54K
Chevron CorporationCVX5.13K$850.7K
Apple Inc.AAPL4.66K$1.35M
Microsoft CorporationMSFT3.02K$1.13M
Coeur Mining, Inc.CDE3K$48.96K
Under Armour, Inc.UAA2.5K$15.97K
AbbVie Inc.ABBV2.02K$508.78K
Advance Auto Parts, Inc.AAP2K$124.44K
Coupang, Inc.CPNG1.6K$27.79K
Principal Financial Group, Inc.PFG1.55K$166.74K
CION Investment CorporationCION1.54K$9.61K
Amazon.com, Inc.AMZN1.51K$359.42K
Block, Inc.XYZ1.5K$114K
United Parcel Service, Inc.UPS1.5K$161.25K
Verizon Communications Inc.VZ1.5K$63.51K
Blue Owl Capital CorporationOBDC1.29K$14.07K
Invesco Mortgage Capital Inc.IVR1.11K$8.76K
Prologis, Inc.PLD1.08K$146.92K
Alphabet Inc.GOOGL1.08K$385.6K