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LCIP

Life Cycle Investment Partners Portfolio holdings

AUM $21.4B
This Fund
S&P 500
This Quarter Est. Return
-2.84%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$15.7B
AUM Growth
+$1.39B
Cap. Flow
+$2.36B
Cap. Flow %
15.04%
Top 10 Hldgs %
43.03%
Holding
138
New
20
Increased
96
Reduced
12
Closed
8

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$223M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$187M
3
AAPL icon
Apple
AAPL
+$174M
4
VLO icon
Valero Energy
VLO
+$174M
5
EOG icon
EOG Resources
EOG
+$127M

Top Sells

Rank Stock Value
1
STLD icon
Steel Dynamics
STLD
+$139M
2
BKNG icon
Booking.com
BKNG
+$134M
3
NOW icon
ServiceNow
NOW
+$134M
4
TSN icon
Tyson Foods
TSN
+$111M
5
INTU icon
Intuit
INTU
+$99.6M

Sector Composition

Rank Sector Weight
1 Technology 31.55%
2 Financials 13.35%
3 Consumer Discretionary 10.57%
4 Communication Services 10.26%
5 Healthcare 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
76
Palo Alto Networks
PANW
$323B
$47.5M 0.3%
296,407
+99,669
+51% +$16.7M
OXY icon
77
Occidental Petroleum
OXY
$57.7B
$47.1M 0.3%
725,223
+226,912
+46% +$11.4M
RMD icon
78
ResMed
RMD
$32.9B
$46.7M 0.3%
208,043
+78,390
+60% +$19.5M
LAD icon
79
Lithia Motors
LAD
$8.32B
$45.9M 0.29%
183,664
+7,909
+5% +$2.35M
PNC icon
80
PNC Financial Services
PNC
$102B
$44.8M 0.29%
215,249
+78,093
+57% +$17M
IBP icon
81
Installed Building Products
IBP
$6.54B
$44.4M 0.28%
167,488
+58,338
+53% +$17.5M
ARGX icon
82
argenx
ARGX
$53.6B
$43M 0.27%
58,867
+13,041
+28% +$10.2M
CRH icon
83
CRH
CRH
$65B
$42.5M 0.27%
404,060
+120,409
+42% +$14.1M
DELL icon
84
Dell
DELL
$320B
$40.7M 0.26%
247,921
+82,633
+50% +$11M
ROL icon
85
Rollins
ROL
$17.4B
$40.6M 0.26%
760,403
+271,641
+56% +$16.2M
RS icon
86
Reliance Steel & Aluminium
RS
$21.7B
$39.2M 0.25%
128,855
+45,238
+54% +$14.4M
AMD icon
87
Advanced Micro Devices
AMD
$789B
$39M 0.25%
191,940
+80,542
+72% +$17.2M
RRC icon
88
Range Resources
RRC
$9.33B
$38.6M 0.25%
854,096
+254,848
+43% +$9.93M
NU icon
89
Nu Holdings
NU
$67.3B
$37.7M 0.24%
2,624,184
+35,375
+1% +$573K
CTAS icon
90
Cintas
CTAS
$80.3B
$37.6M 0.24%
222,392
+77,738
+54% +$14.9M
CTRA
91
DELISTED
Coterra Energy
CTRA
$36.4M 0.23%
1,035,983
+307,750
+42% +$9.25M
SUNB
92
Sunbelt Rentals Holdings
SUNB
$33.3B
$35.9M 0.23%
+565,205
New +$39.7M
CRWD icon
93
CrowdStrike
CRWD
$230B
$35.6M 0.23%
365,200
+140,100
+62% +$14.8M
ELV icon
94
Elevance Health
ELV
$86.4B
$35.4M 0.23%
120,938
+33,334
+38% +$11M
LEA icon
95
Lear
LEA
$8.16B
$33.4M 0.21%
275,609
+78,937
+40% +$9.84M
SAIA icon
96
Saia
SAIA
$10.1B
$33.3M 0.21%
94,758
+35,387
+60% +$12.9M
HEI.A icon
97
HEICO Corp Class A
HEI.A
$38.1B
$31.1M 0.2%
147,391
+54,613
+59% +$13.4M
INTU icon
98
Intuit
INTU
$98B
$29.9M 0.19%
69,264
-208,818
-75% -$99.6M
KLAC icon
99
KLA
KLAC
$274B
$28.7M 0.18%
+194,860
New +$28.5M
LRCX icon
100
Lam Research
LRCX
$422B
$27.7M 0.18%
+129,568
New +$29M
2 3
4
5 6

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Life Cycle Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Life Cycle Investment Partners held 138 positions worth $15.7B, up 9.7% from $14.3B the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Life Cycle Investment Partners deployed $2.36B of net new capital in Q1 2026, opening 20 new positions and adding to 96 existing holdings. Its largest new stake was EOG Resources: 1,046,117 shares worth $151M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was Steel Dynamics, an estimated $139M trimmed.

  • Life Cycle Investment Partners's largest Q1 2026 buy was EOG Resources: 1,046,117 shares worth $151M.
  • Life Cycle Investment Partners added most to NVIDIA in Q1 2026, an estimated $223M increase.
  • Life Cycle Investment Partners's biggest Q1 2026 reduction was Steel Dynamics, cutting an estimated $139M.
  • Life Cycle Investment Partners fully exited ServiceNow in Q1 2026, selling an estimated $134M.
  • Life Cycle Investment Partners's ten largest holdings make up 43% of its $15.7B portfolio in Q1 2026.
  • Life Cycle Investment Partners opened 20 new positions and closed 8 in Q1 2026.
  • Life Cycle Investment Partners's portfolio value rose 9.7% quarter-over-quarter to $15.7B.

Based on Life Cycle Investment Partners's 13F filing for Q1 2026, filed 12 May 2026.