LCM Capital Management
Latest statistics and disclosures from LCM Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MDY, IWM, NVDA, MSFT, and represent 45.72% of LCM Capital Management's stock portfolio.
- Added to shares of these 10 stocks: ALAB, NOC, TLN, NEE, SHOP, MSTR, TSLA, IWM, CVX, BTBT.
- Started 10 new stock positions in TLN, GERN, BTBT, Amplify Energy Corp New call, PLUG, NEE, SHOP, NOC, ALAB, UAVS.
- Reduced shares in these 10 stocks: PLTR, NVDA, AAPL, LLY, NVO, MRVL, , IBIT, NFLX, SPY.
- Sold out of its positions in LLY, MRVL, NVO, ACN.
- LCM Capital Management was a net seller of stock by $-2.1M.
- LCM Capital Management has $209M in assets under management (AUM), dropping by 8.32%.
- Central Index Key (CIK): 0001861752
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Portfolio Holdings for LCM Capital Management
LCM Capital Management holds 110 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 13.4 | $28M | 42k | 666.18 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 12.5 | $26M | 44k | 596.03 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.1 | $17M | 70k | 241.96 |
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| NVIDIA Corporation (NVDA) | 6.2 | $13M | -4% | 70k | 186.58 |
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| Microsoft Corporation (MSFT) | 5.5 | $11M | 22k | 517.96 |
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| Apple (AAPL) | 5.4 | $11M | -3% | 44k | 254.63 |
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| Vanguard World Financials Etf (VFH) | 3.9 | $8.1M | 61k | 131.24 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.5 | $7.3M | 78k | 93.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $5.2M | 22k | 243.10 |
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| Palantir Technologies Cl A (PLTR) | 2.0 | $4.2M | -15% | 23k | 182.42 |
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| Broadcom (AVGO) | 2.0 | $4.1M | 12k | 329.92 |
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| Amazon (AMZN) | 1.8 | $3.9M | 18k | 219.57 |
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| Ishares Ethereum Tr SHS (ETHA) | 1.8 | $3.7M | 116k | 31.51 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.6 | $3.3M | 38k | 87.21 |
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| Wal-Mart Stores (WMT) | 1.5 | $3.2M | 31k | 103.06 |
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| Oracle Corporation (ORCL) | 1.2 | $2.5M | 8.8k | 281.24 |
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| Meta Platforms Cl A (META) | 1.1 | $2.2M | 3.0k | 734.40 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.0M | 11k | 185.42 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.9M | 3.9k | 499.17 |
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| Raytheon Technologies Corp (RTX) | 0.9 | $1.8M | 11k | 167.33 |
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| Costco Wholesale Corporation (COST) | 0.9 | $1.8M | 2.0k | 925.72 |
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| Home Depot (HD) | 0.8 | $1.7M | 4.3k | 405.22 |
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| Advanced Micro Devices (AMD) | 0.8 | $1.7M | 10k | 161.79 |
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| Strategy Cl A New (MSTR) | 0.8 | $1.6M | +9% | 5.1k | 322.22 |
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| Chevron Corporation (CVX) | 0.7 | $1.4M | +3% | 8.8k | 155.28 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $1.3M | -13% | 20k | 65.00 |
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| Qualcomm (QCOM) | 0.6 | $1.3M | 7.7k | 166.36 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | 11k | 112.75 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.2M | 3.8k | 315.47 |
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| Yum! Brands (YUM) | 0.6 | $1.2M | 7.9k | 152.00 |
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| Pepsi (PEP) | 0.5 | $1.1M | 7.8k | 140.43 |
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| Cisco Systems (CSCO) | 0.5 | $1.1M | 16k | 68.42 |
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| Gilead Sciences (GILD) | 0.5 | $1.1M | 9.7k | 111.00 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $986k | 2.0k | 485.03 |
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| Walt Disney Company (DIS) | 0.5 | $977k | 8.5k | 114.50 |
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| salesforce (CRM) | 0.5 | $968k | -2% | 4.1k | 237.00 |
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| Unilever Spon Adr New (UL) | 0.5 | $964k | 16k | 59.28 |
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| Adobe Systems Incorporated (ADBE) | 0.5 | $944k | -2% | 2.7k | 352.75 |
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| Emerson Electric (EMR) | 0.4 | $925k | 7.1k | 131.18 |
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| McDonald's Corporation (MCD) | 0.4 | $907k | 3.0k | 303.86 |
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| Procter & Gamble Company (PG) | 0.4 | $899k | 5.9k | 153.64 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $837k | 3.4k | 243.55 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $794k | 820.00 | 968.15 |
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| Tesla Motors (TSLA) | 0.4 | $766k | +9% | 1.7k | 444.75 |
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| Amarin Corp Sponsored Adr (AMRN) | 0.3 | $700k | 43k | 16.38 |
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| Colgate-Palmolive Company (CL) | 0.3 | $652k | 8.2k | 79.94 |
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| AutoZone (AZO) | 0.3 | $609k | 142.00 | 4290.24 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $606k | 2.2k | 279.29 |
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| Automatic Data Processing (ADP) | 0.3 | $569k | 1.9k | 293.50 |
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| Sap Se Spon Adr (SAP) | 0.3 | $550k | 2.1k | 267.23 |
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| Arista Networks Com Shs (ANET) | 0.3 | $536k | -10% | 3.7k | 145.71 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $517k | 9.6k | 54.18 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $448k | 1.1k | 391.64 |
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| Lowe's Companies (LOW) | 0.2 | $445k | 1.8k | 251.31 |
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| General Mills (GIS) | 0.2 | $443k | 8.8k | 50.42 |
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| Bristol Myers Squibb (BMY) | 0.2 | $443k | 9.8k | 45.10 |
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| Corning Incorporated (GLW) | 0.2 | $418k | 5.1k | 82.03 |
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| Honeywell International (HON) | 0.2 | $418k | 2.0k | 210.46 |
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| Servicenow (NOW) | 0.2 | $417k | 453.00 | 920.28 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $414k | -2% | 3.2k | 128.23 |
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| Philip Morris International (PM) | 0.2 | $406k | 2.5k | 162.18 |
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| Astera Labs (ALAB) | 0.2 | $403k | NEW | 2.1k | 195.80 |
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| Constellation Energy (CEG) | 0.2 | $400k | 1.2k | 329.07 |
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| Entergy Corporation (ETR) | 0.2 | $391k | 4.2k | 93.19 |
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| Pfizer (PFE) | 0.2 | $383k | 15k | 25.48 |
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| Southern Company (SO) | 0.2 | $367k | 3.9k | 94.77 |
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| Carrier Global Corporation (CARR) | 0.2 | $364k | 6.1k | 59.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $362k | 603.00 | 600.54 |
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| Balchem Corporation (BCPC) | 0.2 | $362k | 2.4k | 150.06 |
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| Boeing Company (BA) | 0.2 | $354k | 1.6k | 215.83 |
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| InterDigital (IDCC) | 0.2 | $345k | 1.0k | 345.23 |
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| Netflix (NFLX) | 0.2 | $339k | -32% | 283.00 | 1198.92 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $333k | 3.5k | 95.47 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.2 | $332k | -8% | 276k | 1.20 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $330k | -2% | 69k | 4.81 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $323k | 575.00 | 562.28 |
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| Quanta Services (PWR) | 0.2 | $320k | 771.00 | 414.42 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $317k | 2.6k | 123.75 |
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| Verizon Communications (VZ) | 0.1 | $310k | 7.0k | 43.95 |
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| Valero Energy Corporation (VLO) | 0.1 | $300k | 1.8k | 170.26 |
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| At&t (T) | 0.1 | $292k | -19% | 10k | 28.24 |
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| Xcel Energy (XEL) | 0.1 | $288k | 3.6k | 80.65 |
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| Williams Companies (WMB) | 0.1 | $284k | 4.5k | 63.35 |
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| Intel Corporation (INTC) | 0.1 | $283k | -19% | 8.4k | 33.55 |
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| Amgen (AMGN) | 0.1 | $281k | -5% | 997.00 | 282.20 |
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| 3M Company (MMM) | 0.1 | $275k | 1.8k | 155.20 |
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| Paypal Holdings (PYPL) | 0.1 | $266k | -2% | 4.0k | 67.06 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $265k | 2.9k | 91.43 |
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| Starbucks Corporation (SBUX) | 0.1 | $265k | 3.1k | 84.59 |
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| Kinder Morgan (KMI) | 0.1 | $265k | 9.4k | 28.31 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $265k | 5.4k | 49.01 |
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| Dupont De Nemours (DD) | 0.1 | $254k | 3.3k | 77.89 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $232k | NEW | 381.00 | 609.41 |
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| American Electric Power Company (AEP) | 0.1 | $229k | 2.0k | 112.50 |
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| ConocoPhillips (COP) | 0.1 | $229k | 2.4k | 94.57 |
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| Skyworks Solutions (SWKS) | 0.1 | $218k | 2.8k | 76.99 |
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| Edwards Lifesciences (EW) | 0.1 | $217k | 2.8k | 77.77 |
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| Talen Energy Corp (TLN) | 0.1 | $213k | NEW | 500.00 | 425.38 |
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| DNP Select Income Fund (DNP) | 0.1 | $213k | 21k | 10.01 |
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| Nextera Energy (NEE) | 0.1 | $204k | NEW | 2.7k | 75.49 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $201k | NEW | 1.4k | 148.61 |
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| Transocean Registered Shs (RIG) | 0.1 | $119k | -2% | 38k | 3.12 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.0 | $101k | 12k | 8.27 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $59k | 12k | 4.88 |
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| Nuvation Bio Com Cl A (NUVB) | 0.0 | $57k | +29% | 16k | 3.70 |
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| Bit Digital SHS (BTBT) | 0.0 | $33k | NEW | 11k | 3.00 |
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| Plug Power Com New (PLUG) | 0.0 | $24k | NEW | 10k | 2.33 |
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| Ageagle Aerial Sys Com Shs (UAVS) | 0.0 | $24k | NEW | 12k | 2.01 |
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| Geron Corporation (GERN) | 0.0 | $17k | NEW | 12k | 1.37 |
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| Amplify Energy Corp Call | 0.0 | $6.8k | NEW | 100.00 | 67.50 |
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Past Filings by LCM Capital Management
SEC 13F filings are viewable for LCM Capital Management going back to 2020
- LCM Capital Management 2025 Q3 filed Oct. 28, 2025
- LCM Capital Management 2025 Q2 filed July 14, 2025
- LCM Capital Management 2025 Q1 filed May 9, 2025
- LCM Capital Management 2024 Q4 filed Jan. 27, 2025
- LCM Capital Management 2024 Q3 filed Oct. 28, 2024
- LCM Capital Management 2024 Q2 filed Aug. 1, 2024
- LCM Capital Management 2024 Q1 filed May 6, 2024
- LCM Capital Management 2023 Q4 filed Feb. 5, 2024
- LCM Capital Management 2023 Q3 filed Nov. 7, 2023
- LCM Capital Management 2023 Q2 filed Aug. 11, 2023
- LCM Capital Management 2023 Q1 filed May 1, 2023
- LCM Capital Management 2022 Q4 filed Jan. 24, 2023
- LCM Capital Management 2022 Q3 filed Oct. 14, 2022
- LCM Capital Management 2022 Q2 filed July 28, 2022
- LCM Capital Management 2022 Q1 filed April 18, 2022
- LCM Capital Management 2021 Q4 filed Jan. 24, 2022