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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
ERIC icon
101
Ericsson
ERIC
$33.7B
$104K 0.05%
12,251
-208
-2% -$1.71K
RIG icon
102
Transocean
RIG
$5.78B
$101K 0.05%
39,023
+20,000
+105% +$51.6K
RXRX icon
103
Recursion Pharmaceuticals
RXRX
$1.76B
$60.7K 0.03%
12,000
– –
NUVB icon
104
Nuvation Bio
NUVB
$2.24B
$23.4K 0.01%
+12,000
New +$25K
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.