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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
+$6.7M
Cap. Flow %
2.91%
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 Technology 28.13%
2 Communication Services 5.23%
3 Consumer Discretionary 4.25%
4 Consumer Staples 4.15%
5 Healthcare 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
101
Verizon
VZ
$195B
$233K 0.1%
5,514
+72
+1% +$3.38K
DNP icon
102
DNP Select Income Fund
DNP
$4.05B
$229K 0.1%
21,237
– –
CNQ icon
103
Canadian Natural Resources
CNQ
$96.3B
$229K 0.1%
5,792
+109
+2% +$4.96K
HON icon
104
Honeywell
HON
$78.9B
$226K 0.1%
1,005
-1,004
-50% -$224K
STM icon
105
STMicroelectronics
STM
$48.4B
$225K 0.1%
+3,000
New +$180K
GLD icon
106
SPDR Gold Trust
GLD
$132B
$224K 0.1%
607
+18
+3% +$7.46K
HONA
107
Honeywell Aerospace
HONA
$68.6B
$222K 0.1%
+1,005
New +$222K
COIN icon
108
Coinbase
COIN
$39.8B
$221K 0.1%
+1,512
New +$273K
LRCX icon
109
Lam Research
LRCX
$398B
$217K 0.09%
+500
New +$152K
RIG icon
110
Transocean
RIG
$5.78B
$215K 0.09%
44,023
+5,000
+13% +$31.2K
SHOP icon
111
Shopify
SHOP
$160B
$212K 0.09%
1,855
– –
SRE icon
112
Sempra
SRE
$56.6B
$209K 0.09%
2,255
+61
+3% +$5.67K
SLB icon
113
SLB Ltd
SLB
$75.4B
$207K 0.09%
4,449
– –
NOC icon
114
Northrop Grumman
NOC
$78.4B
$204K 0.09%
400
+15
+4% +$8.65K
NVDA icon
115
CALL
NVIDIA
NVDA
$5.13T
$200K 0.09%
+1,000
New +$206K
WEC icon
116
WEC Energy
WEC
$35.6B
$200K 0.09%
+1,713
New +$195K
ERIC icon
117
Ericsson
ERIC
$33.7B
$170K 0.07%
15,249
+3,574
+31% +$43.1K
GLNK
118
Grayscale Chainlink Trust ETF
GLNK
$75.7M
$128K 0.06%
20,000
– –
NUVB icon
119
Nuvation Bio
NUVB
$2.24B
$85.2K 0.04%
15,000
– –
SOUN icon
120
SoundHound AI
SOUN
$2.84B
$83.9K 0.04%
+12,975
New +$100K
PAA icon
121
CALL
Plains All American Pipeline
PAA
$16.6B
$68K 0.03%
+12,000
New +$267K
GSOL
122
Grayscale Solana Staking ETF
GSOL
$93M
$61.9K 0.03%
11,200
– –
RXRX icon
123
Recursion Pharmaceuticals
RXRX
$1.76B
$55K 0.02%
15,000
+3,000
+25% +$9.99K
PLUG icon
124
Plug Power
PLUG
$3.01B
$28.3K 0.01%
10,425
– –
GERN icon
125
Geron
GERN
$860M
$26.1K 0.01%
20,400
– –
2 3 4
5
6

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PBC
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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 Technology at 28% of assets, up from 26% a quarter earlier, followed by Communication Services and Consumer Discretionary.

  • 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.