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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
NNOX icon
126
Nano X Imaging
NNOX
$76.6M
$11.6K 0.01%
+10,000
New +$18.8K
UAVS icon
127
AgEagle Aerial Systems
UAVS
$43.1M
$10.7K ﹤0.01%
12,000
– –
DVLT
128
Datavault AI
DVLT
$305M
$6.3K ﹤0.01%
+18,000
New +$9.85K
GPUS
129
Hyperscale Data Inc
GPUS
$56.5M
$1.41K ﹤0.01%
+10,000
New +$1.69K
IBIT icon
130
iShares Bitcoin Trust
IBIT
$47.3B
– –
-5,880
Closed -$226K
OTIS icon
131
Otis Worldwide
OTIS
$27.5B
– –
-2,670
Closed -$206K
T icon
132
AT&T
T
$162B
– –
-9,817
Closed -$285K
2 3 4 5
6

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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.