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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 | |
|---|---|---|---|---|---|---|
|
1
Microsoft
MSFT
$3.65T
| $1.03B | 7.23% |
+2,136,471
| New | +$1.07B |
|
|
2
NVIDIA
NVDA
$5.16T
| $998M | 6.98% |
+5,349,575
| New | +$996M |
|
|
3
Alphabet (Google) Class A
GOOGL
$4.24T
| $871M | 6.09% |
+2,781,915
| New | +$795M |
|
|
4
Apple
AAPL
$4.52T
| $788M | 5.51% |
+2,898,293
| New | +$778M |
|
|
5
Amazon
AMZN
$2.82T
| $609M | 4.26% |
+2,636,934
| New | +$603M |
|
6
Steel Dynamics
STLD
$33.1B
| $587M | 4.1% |
+3,462,392
| New | +$550M |
|
7
TSMC
TSM
$2.16T
| $495M | 3.46% |
+1,629,416
| New | +$478M |
|
8
Delta Air Lines
DAL
$55B
| $472M | 3.3% |
+6,794,403
| New | +$425M |
|
9
Visa
V
$717B
| $451M | 3.16% |
+1,286,117
| New | +$438M |
|
10
Meta Platforms (Facebook)
META
$1.45T
| $409M | 2.86% |
+619,151
| New | +$413M |
|
11
HCA Healthcare
HCA
$92.8B
| $374M | 2.62% |
+801,177
| New | +$372M |
|
12
Dollar General
DG
$27B
| $363M | 2.54% |
+2,736,302
| New | +$305M |
|
13
Booking.com
BKNG
$161B
| $361M | 2.53% |
+1,687,400
| New | +$347M |
|
14
Progressive
PGR
$129B
| $354M | 2.48% |
+1,554,129
| New | +$351M |
|
15
Broadcom
AVGO
$1.7T
| $323M | 2.26% |
+932,082
| New | +$333M |
|
16
General Motors
GM
$75.3B
| $309M | 2.16% |
+3,804,476
| New | +$268M |
|
17
Thor Industries
THO
$4.14B
| $255M | 1.79% |
+2,488,383
| New | +$259M |
|
18
Kinsale Capital Group
KNSL
$8.84B
| $230M | 1.61% |
+587,168
| New | +$239M |
|
19
CME Group
CME
$99.7B
| $218M | 1.52% |
+797,040
| New | +$217M |
|
20
Old Dominion Freight Line
ODFL
$41.1B
| $189M | 1.32% |
+1,203,130
| New | +$172M |
|
21
Intuit
INTU
$97.8B
| $184M | 1.29% |
+278,082
| New | +$184M |
|
22
Vertex Pharmaceuticals
VRTX
$140B
| $166M | 1.16% |
+366,854
| New | +$158M |
|
23
Newmont
NEM
$142B
| $166M | 1.16% |
+1,664,404
| New | +$150M |
|
24
Tyson Foods
TSN
$20.1B
| $165M | 1.16% |
+2,818,485
| New | +$155M |
|
25
Arista Networks
ANET
$241B
| $165M | 1.15% |
+1,258,541
| New | +$173M |
|
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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.