LGT CAPITAL PARTNERS LTD. Diversified Active

Location: Pfaeffikon, Switzerland

CIK: 0001641992 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: May 21, 2015

Total Value: $392M (100.0% shares, 0.0% debt)

Holdings (65)

IEMG ISHARES INC 8.4%
Value $32.91M Shares 699,650 Est. Cost $51.70 Unrealized
TUR ISHARES 5.1%
Value $20.18M Shares 371,500 Est. Cost $55.56 Unrealized
MCD MCDONALDS CORP 4.9%
Value $19.13M Shares 204,170 Est. Cost $73.12 Unrealized -3.5%
BAX BAXTER INTL INC 4.7%
Value $18.62M Shares 254,030 Est. Cost $33.31 Unrealized -3.1%
TEVA TEVA PHARMACEUTICAL INDS LTD 4.2%
Value $16.55M Shares 287,710 Est. Cost $52.64 Unrealized
UNH UNITEDHEALTH GROUP INC 3.4%
Value $13.36M Shares 132,170 Est. Cost $65.41 Unrealized +21.1%
HEALTH CARE REIT INC 3.4%
Value $13.17M Shares 174,065 Est. Cost $62.63 Unrealized
RCI ROGERS COMMUNICATIONS INC 3.1%
Value $12.12M Shares 310,860 Est. Cost $40.45 Unrealized -4.7%
MARKET VECTORS ETF TR 3.0%
Value $11.86M Shares 350,000 Est. Cost $33.88 Unrealized
GOOGLE INC 2.9%
Value $11.33M Shares 21,350 Est. Cost $585.20 Unrealized
ORCL ORACLE CORP 2.8%
Value $10.81M Shares 240,342 Est. Cost $34.67 Unrealized -0.5%
MSFT MICROSOFT CORP 2.6%
Value $10.32M Shares 222,120 Est. Cost $34.36 Unrealized +16.1%
AAPL APPLE INC 2.5%
Value $9.654M Shares 87,460 Est. Cost $18.66 Unrealized +29.1%
AWK AMERICAN WTR WKS CO INC NEW 2.4%
Value $9.504M Shares 178,320 Est. Cost $38.21 Unrealized +8.8%
PEP PEPSICO INC 2.4%
Value $9.352M Shares 98,898 Est. Cost $61.53 Unrealized +11.5%
TUPPERWARE BRANDS CORP 2.4%
Value $9.279M Shares 147,290 Est. Cost $80.79 Unrealized
NDAQ NASDAQ OMX GROUP INC 2.2%
Value $8.673M Shares 180,840 Est. Cost $10.13 Unrealized +21.2%
HCP INC 2.0%
Value $7.925M Shares 180,000 Est. Cost $39.71 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value $7.79M Shares 84,260 Est. Cost $61.87 Unrealized -6.3%
TIFFANY & CO NEW 1.9%
Value $7.394M Shares 69,190 Est. Cost $100.24 Unrealized
MDLZ MONDELEZ INTL INC 1.9%
Value $7.358M Shares 202,560 Est. Cost $28.30 Unrealized +0.4%
COF CAPITAL ONE FINL CORP 1.9%
Value $7.264M Shares 87,990 Est. Cost $66.54 Unrealized 0.0%
JPM JPMORGAN CHASE & CO 1.8%
Value $7.214M Shares 115,270 Est. Cost $41.19 Unrealized +8.5%
F FORD MTR CO DEL 1.8%
Value $7.17M Shares 462,590 Est. Cost $9.10 Unrealized -10.3%
MTB M & T BK CORP 1.8%
Value $7.164M Shares 57,030 Est. Cost $88.34 Unrealized +1.9%
DHR DANAHER CORP DEL 1.8%
Value $7.067M Shares 82,450 Est. Cost $31.10 Unrealized +5.9%
NVDA NVIDIA CORP 1.8%
Value $7.064M Shares 352,340 Est. Cost $0.44 Unrealized +5.2%
CMI CUMMINS INC 1.8%
Value $7.057M Shares 48,950 Est. Cost $110.67 Unrealized -5.5%
CL COLGATE PALMOLIVE CO 1.6%
Value $6.314M Shares 91,260 Est. Cost $51.99 Unrealized +0.4%
JNJ JOHNSON & JOHNSON 1.5%
Value $5.96M Shares 57,000 Est. Cost $76.40 Unrealized +1.2%
PWR QUANTA SVCS INC 1.5%
Value $5.919M Shares 208,490 Est. Cost $33.95 Unrealized -9.3%
FCX FREEPORT-MCMORAN INC 1.5%
Value $5.822M Shares 249,230 Est. Cost $29.29 Unrealized -17.2%
AEM AGNICO EAGLE MINES LTD 1.2%
Value $4.743M Shares 190,000 Est. Cost $23.73 Unrealized -9.5%
HST HOST HOTELS & RESORTS INC 1.2%
Value $4.573M Shares 192,390 Est. Cost $13.46 Unrealized +7.5%
EQR EQUITY RESIDENTIAL 1.1%
Value $4.315M Shares 60,060 Est. Cost $34.44 Unrealized +15.8%
AMT AMERICAN TOWER CORP NEW 1.1%
Value $4.179M Shares 42,270 Est. Cost $65.68 Unrealized +14.4%
HAL HALLIBURTON CO 0.9%
Value $3.405M Shares 86,580 Est. Cost $51.48 Unrealized -23.7%
ANGLOGOLD ASHANTI LTD 0.8%
Value $3.045M Shares 350,000 Est. Cost $12.33 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.7%
Value $2.929M Shares 130,890 Est. Cost $21.28 Unrealized
MARKET VECTORS ETF TR 0.7%
Value $2.681M Shares 145,850 Est. Cost $26.45 Unrealized
KO COCA COLA CO 0.6%
Value $2.533M Shares 60,000 Est. Cost $29.57 Unrealized +1.6%
HAS HASBRO INC 0.5%
Value $2.09M Shares 38,000 Est. Cost $38.59 Unrealized +1.6%
WFC WELLS FARGO & CO NEW 0.4%
Value $1.606M Shares 29,290 Est. Cost $36.31 Unrealized +6.8%
WOOD ISHARES 0.4%
Value $1.377M Shares 26,000 Est. Cost $52.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value $1.364M Shares 8,500 Est. Cost $106.92 Unrealized -6.0%
LLY LILLY ELI & CO 0.3%
Value $1.325M Shares 19,200 Est. Cost $50.66 Unrealized +8.9%
COP CONOCOPHILLIPS 0.3%
Value $1.172M Shares 16,970 Est. Cost $55.52 Unrealized -12.0%
AKAM AKAMAI TECHNOLOGIES INC 0.2%
Value $916K Shares 14,550 Est. Cost $55.61 Unrealized +8.4%
MD MEDNAX INC 0.2%
Value $859K Shares 13,000 Est. Cost $56.74 Unrealized +7.6%
XLY SELECT SECTOR SPDR TR 0.2%
Value $830K Shares 11,500 Est. Cost $72.17 Unrealized
BARRICK GOLD CORP 0.2%
Value $821K Shares 76,000 Est. Cost $13.91 Unrealized
KOF COCA COLA FEMSA S A B DE C V 0.2%
Value $775K Shares 9,000 Est. Cost $86.11 Unrealized
VET VERMILION ENERGY INC 0.2%
Value $770K Shares 15,650 Est. Cost $63.96 Unrealized -18.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $751K Shares 5,000 Est. Cost $144.37 Unrealized 0.0%
WM WASTE MGMT INC DEL 0.2%
Value $606K Shares 11,800 Est. Cost $34.32 Unrealized +13.8%
MMM 3M CO 0.1%
Value $444K Shares 2,700 Est. Cost $89.68 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC 0.1%
Value $434K Shares 4,100 Est. Cost $78.95 Unrealized 0.0%
AMGN AMGEN INC 0.1%
Value $430K Shares 2,700 Est. Cost $113.30 Unrealized 0.0%
INTC INTEL CORP 0.1%
Value $363K Shares 10,000 Est. Cost $26.63 Unrealized 0.0%
TXN TEXAS INSTRS INC 0.1%
Value $358K Shares 6,700 Est. Cost $37.35 Unrealized 0.0%
PFE PFIZER INC 0.1%
Value $357K Shares 11,470 Est. Cost $17.97 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.1%
Value $346K Shares 3,800 Est. Cost $64.60 Unrealized 0.0%
GENERAL ELECTRIC CO 0.1%
Value $325K Shares 12,850 Est. Cost $25.29 Unrealized
THORATEC CORP 0.1%
Value $260K Shares 8,000 Est. Cost $26.73 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value $206K Shares 2,000 Est. Cost $103.00 Unrealized