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LM Advisors Portfolio holdings
AUM
$6.33M
1-Year Est. Return
20.74%
This Fund
S&P 500
This Quarter
Est. Return
+13.62%
1 Year Est. Return
+20.74%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$777M
AUM Growth
+$222M
(+40%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
20.1%
Top 10 Holdings %
Top 10 Hldgs %
62.99%
Holding
230
New
15
Increased
49
Reduced
74
Closed
46
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$84.5M |
| 2 |
Tesla
TSLA
|
+$61.5M |
| 3 |
Apple
AAPL
|
+$40.6M |
| 4 |
Amazon
AMZN
|
+$3.85M |
| 5 |
FT Vest US Equity Buffer ETF June
FJUN
|
+$1.96M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eaton
ETN
|
+$1.76M |
| 2 |
Gilead Sciences
GILD
|
+$1.52M |
| 3 |
Broadcom
AVGO
|
+$1.46M |
| 4 |
NVIDIA
NVDA
|
+$1.35M |
| 5 |
Alibaba
BABA
|
+$1.35M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.07% |
| 2 | Consumer Discretionary | 16.78% |
| 3 | Communication Services | 6.42% |
| 4 | Financials | 5.7% |
| 5 | Healthcare | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$572M
| $228K | 0.03% |
+3,066
| New | +$224K |
|
177
ON Semiconductor
ON
$33.8B
| $220K | 0.03% |
+4,190
| New | +$182K |
|
178
GSK
GSK
$103B
| $219K | 0.03% |
5,715
| – | – |
|
179
iShares Core S&P Small-Cap ETF
IJR
$109B
| $214K | 0.03% |
1,957
| – | – |
|
180
Wells Fargo
WFC
$261B
| $214K | 0.03% |
+2,667
| New | +$192K |
|
181
General Motors
GM
$74.7B
| $211K | 0.03% |
4,286
-22
| -0.5% | -$1.04K |
|
182
Hilton Worldwide
HLT
$74B
| $211K | 0.03% |
+793
| New | +$189K |
|
183
Phillips 66
PSX
$82.9B
| $207K | 0.03% |
1,737
-12
| -0.7% | -$1.34K |
|
184
Starwood Property Trust
STWD
$6.12B
| $201K | 0.03% |
+9,999
| New | +$194K |
|
185
Agilent Technologies
A
$39.1B
| – | – |
-5,610
| Closed | -$656K |
|
186
AbbVie
ABBV
$458B
| – | – |
-2,170
| Closed | -$455K |
|
187
Arch Capital
ACGL
$36.1B
| – | – |
-3,818
| Closed | -$367K |
|
188
Automatic Data Processing
ADP
$100B
| – | – |
-2,972
| Closed | -$908K |
|
189
Allstate
ALL
$66.9B
| – | – |
-2,489
| Closed | -$515K |
|
190
Amgen
AMGN
$203B
| – | – |
-2,686
| Closed | -$837K |
|
191
Ameriprise Financial
AMP
$46.8B
| – | – |
-1,836
| Closed | -$889K |
|
192
Acuity Brands
AYI
$9.88B
| – | – |
-2,531
| Closed | -$667K |
|
|
193
Alibaba
BABA
$269B
| – | – |
-10,219
| Closed | -$1.35M |
|
194
Brown-Forman Class B
BF.B
$12B
| – | – |
-13,384
| Closed | -$454K |
|
195
Booking.com
BKNG
$138B
| – | – |
-4,525
| Closed | -$832K |
|
196
Baker Hughes
BKR
$56.8B
| – | – |
-14,661
| Closed | -$644K |
|
197
BlackRock Health Sciences Trust II
BMEZ
$957M
| – | – |
-48,997
| Closed | -$730K |
|
198
Carrier Global
CARR
$57.2B
| – | – |
-11,874
| Closed | -$753K |
|
199
Caterpillar
CAT
$409B
| – | – |
-1,163
| Closed | -$384K |
|
200
Cadence Design Systems
CDNS
$90B
| – | – |
-2,750
| Closed | -$699K |
|
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LM Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, LM Advisors held 230 positions worth $777M, up 40% from $555M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
LM Advisors deployed $156M of net new capital in Q2 2025, opening 15 new positions and adding to 49 existing holdings. Its largest new stake was KKR & Co: 3,500 shares worth $466K.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 13% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Eaton, an estimated $1.76M trimmed.
- LM Advisors's largest Q2 2025 buy was KKR & Co: 3,500 shares worth $466K.
- LM Advisors added most to Microsoft in Q2 2025, an estimated $84.5M increase.
- LM Advisors's biggest Q2 2025 reduction was Eaton, cutting an estimated $1.76M.
- LM Advisors fully exited Gilead Sciences in Q2 2025, selling an estimated $1.52M.
- LM Advisors's ten largest holdings make up 63% of its $777M portfolio in Q2 2025.
- LM Advisors opened 15 new positions and closed 46 in Q2 2025.
- LM Advisors's portfolio value rose 40% quarter-over-quarter to $777M.
Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.