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LCM

LCM Capital Management Portfolio holdings

AUM $230M
1-Year Est. Return 32.83%
This Fund
S&P 500
This Quarter Est. Return
+19%
1 Year Est. Return
+32.83%
3 Year Est. Return
+108.4%
5 Year Est. Return
+124.21%
10 Year Est. Return
–
AUM
$230M
AUM Growth
+$30.7M
Cap. Flow
+$4.75M
Cap. Flow %
2.07%
Top 10 Hldgs %
63.63%
Holding
132
New
22
Increased
72
Reduced
18
Closed
3

Top Buys

Rank Stock Value
1
MU icon
Micron Technology
MU
+$637K
2
MRVL icon
Marvell Technology
MRVL
+$369K
3
ARM icon
Arm
ARM
+$333K
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$321K
5
DELL icon
Dell
DELL
+$308K

Top Sells

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$357K
2
MSTR icon
Strategy Inc
MSTR
+$290K
3
T icon
AT&T
T
+$285K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$226K
5
HON icon
Honeywell
HON
+$224K

Sector Composition

Rank Sector Weight
1 Miscellaneous 46.17%
2 Technology 28.13%
3 Communication Services 5.23%
4 Consumer Discretionary 4.25%
5 Consumer Staples 4.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETHA
26
iShares Ethereum Trust ETF
ETHA
$8.98B
$1.3M 0.56%
109,030
– –
ORCL icon
27
Oracle
ORCL
$417B
$1.29M 0.56%
8,779
-39
-0.4% -$7.07K
YUM icon
28
Yum! Brands
YUM
$39.9B
$1.28M 0.55%
7,983
+26
+0.3% +$4.03K
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.23T
$1.27M 0.55%
3,604
+170
+5% +$60.8K
ASML icon
30
ASML
ASML
$605B
$1.27M 0.55%
637
+58
+10% +$92.3K
GLW icon
31
Corning
GLW
$124B
$1.26M 0.55%
4,948
+87
+2% +$15.8K
JPM icon
32
JPMorgan Chase
JPM
$931B
$1.26M 0.55%
3,854
-26
-0.7% -$8.07K
INTC icon
33
Intel
INTC
$514B
$1.21M 0.53%
8,650
-202
-2% -$20.4K
GILD icon
34
Gilead Sciences
GILD
$182B
$1.14M 0.49%
8,991
+163
+2% +$21.5K
TSM icon
35
TSMC
TSM
$2.17T
$1.03M 0.45%
2,149
-26
-1% -$10.6K
EMR icon
36
Emerson Electric
EMR
$84.9B
$1.01M 0.44%
7,049
-24
-0.3% -$3.38K
PEP icon
37
PepsiCo
PEP
$186B
$1.01M 0.44%
7,446
+113
+2% +$16.9K
MU icon
38
Micron Technology
MU
$1.04T
$980K 0.43%
+849
New +$637K
TMO icon
39
Thermo Fisher Scientific
TMO
$227B
$969K 0.42%
1,932
+36
+2% +$17.3K
UL icon
40
Unilever
UL
$137B
$838K 0.36%
13,938
+266
+2% +$15.4K
MCD icon
41
McDonald's
MCD
$182B
$822K 0.36%
3,042
+51
+2% +$14.6K
AMRN
42
Amarin Corp
AMRN
$291M
$819K 0.36%
51,362
+7,900
+18% +$117K
DIS icon
43
Walt Disney
DIS
$188B
$802K 0.35%
8,331
+197
+2% +$20.1K
ASML icon
44
CALL
ASML
ASML
$605B
$796K 0.35%
+400
New +$637K
PG icon
45
Procter & Gamble
PG
$339B
$765K 0.33%
5,214
+71
+1% +$10.3K
TSLA icon
46
Tesla
TSLA
$1.42T
$732K 0.32%
1,741
+16
+0.9% +$6.36K
NOK icon
47
Nokia
NOK
$54B
$727K 0.32%
54,749
-13,962
-20% -$180K
CL icon
48
Colgate-Palmolive
CL
$69.2B
$725K 0.32%
7,905
+136
+2% +$11.9K
ANET icon
49
Arista Networks
ANET
$237B
$689K 0.3%
4,056
+252
+7% +$39.6K
CRM icon
50
Salesforce
CRM
$214B
$619K 0.27%
3,948
+73
+2% +$12.8K
1
2
3 4 5

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LCM Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, LCM Capital Management held 132 positions worth $230M, up 15% from $199M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

LCM Capital Management's Q2 2026 filing shows 22 new, 72 increased, 18 reduced and 3 closed positions. Its largest new stake was Micron Technology: 849 shares worth $980K. The largest sale was Palantir, an estimated $357K.

By sector, the portfolio is most concentrated in Miscellaneous at 46% of assets, up from 46% a quarter earlier, followed by Technology and Communication Services.

  • LCM Capital Management's largest Q2 2026 buy was Micron Technology: 849 shares worth $980K.
  • LCM Capital Management added most to State Street SPDR S&P MIDCAP 400 ETF Trust in Q2 2026, an estimated $321K increase.
  • LCM Capital Management's biggest Q2 2026 reduction was Palantir, cutting an estimated $357K.
  • LCM Capital Management fully exited AT&T in Q2 2026, selling an estimated $285K.
  • LCM Capital Management's ten largest holdings make up 64% of its $230M portfolio in Q2 2026.
  • LCM Capital Management opened 22 new positions and closed 3 in Q2 2026.
  • LCM Capital Management's portfolio value rose 15% quarter-over-quarter to $230M.

Based on LCM Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.