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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
TSLA icon
51
Tesla
TSLA
$1.29T
$500K 0.26%
1,575
+2
+0.1% +$603
TSM icon
52
TSMC
TSM
$2.16T
$491K 0.26%
2,169
+36
+2% +$6.67K
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$467K 0.24%
9,448
-541
-5% -$25.1K
NOW icon
54
ServiceNow
NOW
$122B
$465K 0.24%
2,260
+45
+2% +$8.49K
HON icon
55
Honeywell
HON
$78.9B
$463K 0.24%
2,108
+6
+0.3% +$1.21K
GIS icon
56
General Mills
GIS
$19.3B
$460K 0.24%
8,874
+27
+0.3% +$1.49K
PM icon
57
Philip Morris
PM
$291B
$459K 0.24%
2,519
-10
-0.4% -$1.72K
BMY icon
58
Bristol-Myers Squibb
BMY
$135B
$457K 0.24%
9,878
+23
+0.2% +$1.13K
CARR icon
59
Carrier Global
CARR
$54.1B
$446K 0.23%
6,099
– –
ANET icon
60
Arista Networks
ANET
$240B
$418K 0.22%
4,090
-18
-0.4% -$1.56K
NAK
61
Northern Dynasty Minerals
NAK
$896M
$407K 0.21%
303,388
-5,412
-2% -$6.04K
NVS icon
62
Novartis
NVS
$291B
$399K 0.21%
3,301
-17
-0.5% -$1.92K
LOW icon
63
Lowe's Companies
LOW
$122B
$392K 0.2%
1,769
– –
CEG icon
64
Constellation Energy
CEG
$95.4B
$392K 0.2%
1,214
+42
+4% +$11.1K
TTD icon
65
Trade Desk
TTD
$9.09B
$385K 0.2%
5,350
– –
BCPC
66
Balchem Corp
BCPC
$5.57B
$384K 0.2%
2,411
– –
T icon
67
AT&T
T
$160B
$373K 0.19%
12,899
+262
+2% +$7.22K
PFE icon
68
Pfizer
PFE
$145B
$367K 0.19%
15,139
-3,849
-20% -$89.8K
NOK icon
69
Nokia
NOK
$55.4B
$362K 0.19%
69,976
-135
-0.2% -$696
SO icon
70
Southern Company
SO
$107B
$356K 0.19%
3,877
+54
+1% +$4.85K
LLY icon
71
Eli Lilly
LLY
$995B
$349K 0.18%
448
+1
+0.2% +$777
ETR icon
72
Entergy
ETR
$50.8B
$348K 0.18%
4,191
+45
+1% +$3.72K
BA icon
73
Boeing
BA
$187B
$343K 0.18%
1,639
– –
QQQ icon
74
Invesco QQQ Trust
QQQ
$485B
$333K 0.17%
603
+43
+8% +$21.4K
SCHW
75
Charles Schwab
SCHW
$185B
$318K 0.17%
3,490
– –
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.