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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 | |
|---|---|---|---|---|---|---|
76
Expeditors International
EXPD
$24.6B
| $32.2M | 0.23% |
+215,930
| New | +$29.4M |
|
77
BJs Wholesale Club
BJ
$12.1B
| $31.9M | 0.22% |
+353,793
| New | +$32.5M |
|
78
ResMed
RMD
$34.1B
| $31.2M | 0.22% |
+129,653
| New | +$33.2M |
|
79
Elevance Health
ELV
$86.5B
| $30.7M | 0.21% |
+87,604
| New | +$29.6M |
|
80
Canadian Pacific Kansas City
CP
$82.9B
| $30.5M | 0.21% |
+301,991
| New | +$22.2M |
|
81
Apollo Global Management
APO
$78.6B
| $30.3M | 0.21% |
+209,632
| New | +$27.8M |
|
82
Rollins
ROL
$17.5B
| $29.3M | 0.21% |
+488,762
| New | +$28.7M |
|
83
Suncor Energy
SU
$76.4B
| $28.9M | 0.2% |
+649,444
| New | +$27.4M |
|
84
PNC Financial Services
PNC
$97.4B
| $28.6M | 0.2% |
+137,156
| New | +$26.5M |
|
85
Installed Building Products
IBP
$6.56B
| $28.3M | 0.2% |
+109,150
| New | +$28.2M |
|
86
Amphenol
APH
$196B
| $27.3M | 0.19% |
+202,348
| New | +$27.1M |
|
87
Church & Dwight Co
CHD
$24.3B
| $27.2M | 0.19% |
+324,618
| New | +$27.7M |
|
88
Cintas
CTAS
$81.9B
| $27.2M | 0.19% |
+144,654
| New | +$27.2M |
|
89
CrowdStrike
CRWD
$189B
| $26.4M | 0.18% |
+225,100
| New | +$28.7M |
|
90
Flutter Entertainment
FLUT
$17.7B
| $25M | 0.17% |
+116,127
| New | +$26.1M |
|
91
Reliance Steel & Aluminium
RS
$19.6B
| $24.2M | 0.17% |
+83,617
| New | +$23.5M |
|
92
Advanced Micro Devices
AMD
$782B
| $23.9M | 0.17% |
+111,398
| New | +$25M |
|
93
Brookfield
BN
$94B
| $23.7M | 0.17% |
+384,342
| New | +$17.5M |
|
94
McCormick & Company Non-Voting
MKC
$14.6B
| $23.5M | 0.16% |
+344,821
| New | +$22.9M |
|
95
HEICO Corp Class A
HEI.A
$35.9B
| $23.4M | 0.16% |
+92,778
| New | +$22.9M |
|
96
Freeport-McMoran
FCX
$115B
| $23.2M | 0.16% |
+457,730
| New | +$19.8M |
|
97
Lear
LEA
$8.23B
| $22.5M | 0.16% |
+196,672
| New | +$21M |
|
98
Range Resources
RRC
$9.58B
| $21.1M | 0.15% |
+599,248
| New | +$22.3M |
|
99
Dell
DELL
$292B
| $20.8M | 0.15% |
+165,288
| New | +$23.3M |
|
100
Occidental Petroleum
OXY
$58.4B
| $20.5M | 0.14% |
+498,311
| New | +$20.8M |
|
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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.