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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
+14.48%
1 Year Est. Return
+32.83%
3 Year Est. Return
+108.4%
5 Year Est. Return
+124.21%
10 Year Est. Return
–
AUM
$192M
AUM Growth
+$22.1M
Cap. Flow
+$1.86M
Cap. Flow %
0.97%
Top 10 Hldgs %
62.4%
Holding
104
New
4
Increased
60
Reduced
24
Closed
–

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$381K
2
NVDA icon
NVIDIA
NVDA
+$291K
3
PWR icon
Quanta Services
PWR
+$248K
4
AMD icon
Advanced Micro Devices
AMD
+$226K
5
MRVL icon
Marvell Technology
MRVL
+$198K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$270K
2
PLTR icon
Palantir
PLTR
+$117K
3
PFE icon
Pfizer
PFE
+$89.8K
4
AMZN icon
Amazon
AMZN
+$57.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$25.1K

Sector Composition

Rank Sector Weight
1 Technology 27.96%
2 Consumer Staples 4.98%
3 Communication Services 4.84%
4 Consumer Discretionary 4.78%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
26
Qualcomm
QCOM
$171B
$1.22M 0.63%
7,668
+8
+0.1% +$1.18K
CVX icon
27
Chevron
CVX
$379B
$1.22M 0.63%
8,502
+33
+0.4% +$4.65K
XOM icon
28
ExxonMobil
XOM
$638B
$1.19M 0.62%
11,070
+152
+1% +$16.2K
YUM icon
29
Yum! Brands
YUM
$40.3B
$1.17M 0.61%
7,929
+17
+0.2% +$2.48K
CRM icon
30
Salesforce
CRM
$156B
$1.14M 0.59%
4,183
+19
+0.5% +$5.08K
JPM icon
31
JPMorgan Chase
JPM
$950B
$1.12M 0.58%
3,847
+36
+0.9% +$9.19K
CSCO icon
32
Cisco
CSCO
$480B
$1.1M 0.57%
15,790
+11
+0.1% +$676
GILD icon
33
Gilead Sciences
GILD
$168B
$1.08M 0.56%
9,707
+56
+0.6% +$5.96K
ADBE icon
34
Adobe
ADBE
$102B
$1.07M 0.55%
2,754
– –
DIS icon
35
Walt Disney
DIS
$170B
$1.06M 0.55%
8,514
-9
-0.1% -$935
PEP icon
36
PepsiCo
PEP
$190B
$1.02M 0.53%
7,753
+33
+0.4% +$4.45K
UL icon
37
Unilever
UL
$138B
$996K 0.52%
14,469
+17
+0.1% +$1.19K
EMR icon
38
Emerson Electric
EMR
$89B
$940K 0.49%
7,054
+64
+0.9% +$7.34K
PG icon
39
Procter & Gamble
PG
$345B
$932K 0.48%
5,852
-5
-0.1% -$816
MCD icon
40
McDonald's
MCD
$191B
$875K 0.45%
2,996
+20
+0.7% +$6.17K
TMO icon
41
Thermo Fisher Scientific
TMO
$209B
$824K 0.43%
2,031
+5
+0.2% +$2.09K
CL icon
42
Colgate-Palmolive
CL
$73.8B
$741K 0.39%
8,152
+35
+0.4% +$3.19K
AMRN
43
Amarin Corp
AMRN
$302M
$696K 0.36%
42,911
-2
-0% -$22
ASML icon
44
ASML
ASML
$658B
$661K 0.34%
825
-14
-2% -$10K
SAP icon
45
SAP
SAP
$226B
$628K 0.33%
2,066
-8
-0.4% -$2.29K
GOOG icon
46
Alphabet (Google) Class C
GOOG
$4.59T
$610K 0.32%
3,440
+93
+3% +$15.4K
ADP icon
47
Automatic Data Processing
ADP
$108B
$598K 0.31%
1,939
-28
-1% -$8.6K
NFLX icon
48
Netflix
NFLX
$306B
$560K 0.29%
4,180
-90
-2% -$10.2K
AZO icon
49
AutoZone
AZO
$49.4B
$527K 0.27%
142
– –
VRTX icon
50
Vertex Pharmaceuticals
VRTX
$121B
$511K 0.27%
1,148
+4
+0.3% +$1.84K
1
2
3 4 5

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LCM Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, LCM Capital Management held 104 positions worth $192M, up 13% from $170M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 3.8%. LCM Capital Management opened 4 new positions and made no exits, leaving the 104-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 28% of assets, up from 25% a quarter earlier, followed by Consumer Staples and Communication Services.

  • LCM Capital Management's largest Q2 2025 buy was Quanta Services: 771 shares worth $292K.
  • LCM Capital Management added most to Microsoft in Q2 2025, an estimated $381K increase.
  • LCM Capital Management's biggest Q2 2025 reduction was Apple, cutting an estimated $270K.
  • LCM Capital Management's ten largest holdings make up 62% of its $192M portfolio in Q2 2025.
  • LCM Capital Management opened 4 new positions and closed 0 in Q2 2025.
  • LCM Capital Management's portfolio value rose 13% quarter-over-quarter to $192M.

Based on LCM Capital Management's 13F filing for Q2 2025, filed 14 Jul 2025.