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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
VZ icon
76
Verizon
VZ
$195B
$305K 0.16%
7,045
+19
+0.3% +$823
PYPL icon
77
PayPal
PYPL
$50.1B
$302K 0.16%
4,062
-9
-0.2% -$616
REGN icon
78
Regeneron Pharmaceuticals
REGN
$78.3B
$302K 0.16%
575
– –
DUK icon
79
Duke Energy
DUK
$96.9B
$302K 0.16%
2,558
+42
+2% +$4.96K
AMGN icon
80
Amgen
AMGN
$210B
$295K 0.15%
1,055
– –
PWR icon
81
Quanta Services
PWR
$104B
$292K 0.15%
+771
New +$248K
SBUX icon
82
Starbucks
SBUX
$120B
$288K 0.15%
3,148
+55
+2% +$4.77K
OTIS icon
83
Otis Worldwide
OTIS
$28B
$288K 0.15%
2,904
– –
WMB icon
84
Williams Companies
WMB
$87.5B
$282K 0.15%
4,490
+149
+3% +$8.8K
KMI icon
85
Kinder Morgan
KMI
$69.9B
$275K 0.14%
9,358
+319
+4% +$8.76K
MMM icon
86
3M
MMM
$93.6B
$271K 0.14%
1,777
– –
NVO
87
Novo Nordisk
NVO
$196B
$269K 0.14%
3,895
-26
-0.7% -$1.77K
GLW icon
88
Corning
GLW
$137B
$268K 0.14%
5,091
+230
+5% +$10.8K
MRVL icon
89
Marvell Technology
MRVL
$196B
$245K 0.13%
+3,168
New +$198K
XEL icon
90
Xcel Energy
XEL
$48.6B
$243K 0.13%
3,572
+147
+4% +$10.2K
VLO icon
91
Valero Energy
VLO
$88.9B
$237K 0.12%
1,760
+63
+4% +$7.85K
INTC icon
92
Intel
INTC
$509B
$236K 0.12%
10,524
+21
+0.2% +$435
IDCC icon
93
InterDigital
IDCC
$8.34B
$224K 0.12%
1,000
– –
DD icon
94
DuPont de Nemours
DD
$19.3B
$224K 0.12%
2,597
+5
+0.2% +$416
ACN icon
95
Accenture
ACN
$104B
$219K 0.11%
733
-16
-2% -$4.87K
COP icon
96
ConocoPhillips
COP
$144B
$219K 0.11%
2,437
-14
-0.6% -$1.26K
EW icon
97
Edwards Lifesciences
EW
$51.6B
$218K 0.11%
2,783
+23
+0.8% +$1.72K
SWKS icon
98
Skyworks Solutions
SWKS
$10.1B
$212K 0.11%
+2,847
New +$190K
AEP icon
99
American Electric Power
AEP
$69.9B
$212K 0.11%
2,039
+47
+2% +$4.89K
DNP icon
100
DNP Select Income Fund
DNP
$4.05B
$208K 0.11%
21,237
– –
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.