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LCIP
Life Cycle Investment Partners Portfolio holdings
AUM
$21.4B
This Fund
S&P 500
This Quarter
Est. Return
+5.89%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$14.3B
AUM Growth
–
Cap. Flow
+$14B
Cap. Flow
% of AUM
97.85%
Top 10 Holdings %
Top 10 Hldgs %
46.95%
Holding
118
New
118
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$1.07B |
| 2 |
NVIDIA
NVDA
|
+$996M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$795M |
| 4 |
Apple
AAPL
|
+$778M |
| 5 |
Amazon
AMZN
|
+$603M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 33.68% |
| 2 | Financials | 13.39% |
| 3 | Consumer Discretionary | 12.86% |
| 4 | Communication Services | 9.81% |
| 5 | Healthcare | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Automatic Data Processing
ADP
$112B
| $137M | 0.96% |
+531,460
| New | +$141M |
|
27
ServiceNow
NOW
$131B
| $134M | 0.94% |
+875,393
| New | +$150M |
|
28
JPMorgan Chase
JPM
$948B
| $120M | 0.84% |
+373,767
| New | +$116M |
|
29
Berkshire Hathaway Class B
BRK.B
$1.08T
| $113M | 0.79% |
+224,625
| New | +$112M |
|
30
AbbVie
ABBV
$470B
| $110M | 0.77% |
+480,642
| New | +$109M |
|
31
Palantir
PLTR
$415B
| $108M | 0.75% |
+605,074
| New | +$110M |
|
32
Oracle
ORCL
$417B
| $103M | 0.72% |
+528,345
| New | +$126M |
|
33
Eli Lilly
LLY
$1.1T
| $97.9M | 0.69% |
+91,142
| New | +$87.1M |
|
34
Bank of America
BAC
$437B
| $91M | 0.64% |
+1,655,028
| New | +$87.5M |
|
35
PepsiCo
PEP
$194B
| $71.2M | 0.5% |
+496,374
| New | +$72.9M |
|
36
Netflix
NFLX
$342B
| $69.8M | 0.49% |
+744,574
| New | +$80.3M |
|
37
Applied Materials
AMAT
$381B
| $61.4M | 0.43% |
+239,069
| New | +$57.3M |
|
38
Tesla
TSLA
$1.38T
| $59.4M | 0.42% |
+132,145
| New | +$58.6M |
|
39
Lithia Motors
LAD
$8.18B
| $58.4M | 0.41% |
+175,755
| New | +$55.8M |
|
40
UBS Group
UBS
$166B
| $55.9M | 0.39% |
+1,512,017
| New | +$61.1M |
|
41
Morgan Stanley
MS
$340B
| $55.5M | 0.39% |
+312,422
| New | +$52.1M |
|
42
T-Mobile US
TMUS
$195B
| $52.4M | 0.37% |
+258,263
| New | +$54.8M |
|
43
Shopify
SHOP
$198B
| $52M | 0.36% |
+323,136
| New | +$51.9M |
|
44
Idexx Laboratories
IDXX
$43.3B
| $47.9M | 0.34% |
+70,825
| New | +$48.2M |
|
45
UnitedHealth
UNH
$356B
| $47.8M | 0.33% |
+144,755
| New | +$49.1M |
|
46
Stryker
SYK
$127B
| $47.6M | 0.33% |
+135,364
| New | +$49.3M |
|
47
Kinder Morgan
KMI
$68.9B
| $47.5M | 0.33% |
+1,726,934
| New | +$46.7M |
|
48
Mettler-Toledo International
MTD
$28.1B
| $47.2M | 0.33% |
+33,859
| New | +$47.3M |
|
49
Northrop Grumman
NOC
$77.1B
| $47.1M | 0.33% |
+82,596
| New | +$47.9M |
|
50
Parker-Hannifin
PH
$128B
| $47M | 0.33% |
+53,436
| New | +$43.7M |
|
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Life Cycle Investment Partners's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Life Cycle Investment Partners, which disclosed 118 positions worth $14.3B. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Microsoft: 2,136,471 shares worth $1.03B.
By sector, the portfolio is most concentrated in Technology at 34% of assets, followed by Financials and Consumer Discretionary.
- Life Cycle Investment Partners's largest Q4 2025 buy was Microsoft: 2,136,471 shares worth $1.03B.
- Life Cycle Investment Partners's ten largest holdings make up 47% of its $14.3B portfolio in Q4 2025.
- Life Cycle Investment Partners disclosed 118 positions in Q4 2025, its first 13F filing on record.
Based on Life Cycle Investment Partners's 13F filing for Q4 2025, filed 9 Feb 2026.