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, AAPL, and represent 46.58% of LCM Capital Management's stock portfolio.
- Added to shares of these 10 stocks: XLU, UL, MSTR, NFLX, NOW, GLD, LLY, GLNK, CAT, INCY.
- Started 7 new stock positions in LLY, CAT, UL, GSOL, INCY, GLD, GLNK.
- Reduced shares in these 10 stocks: Unilever, IBIT, AMD, NVDA, ASML, DD, META, SPY, , TLN.
- Sold out of its positions in DD, SWKS, TLN, Unilever.
- LCM Capital Management was a net seller of stock by $-1.2M.
- LCM Capital Management has $207M in assets under management (AUM), dropping by -0.75%.
- Central Index Key (CIK): 0001861752
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Portfolio Holdings for LCM Capital Management
LCM Capital Management holds 113 positions in its portfolio as reported in the December 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) | 13.7 | $28M | 42k | 681.92 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 12.7 | $26M | 44k | 603.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.3 | $17M | 70k | 246.16 |
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| NVIDIA Corporation (NVDA) | 6.1 | $13M | -2% | 68k | 186.50 |
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| Apple (AAPL) | 5.7 | $12M | 44k | 271.86 |
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| Microsoft Corporation (MSFT) | 5.1 | $11M | 22k | 483.61 |
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| Vanguard World Financials Etf (VFH) | 4.0 | $8.2M | 61k | 133.49 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.5 | $7.3M | -2% | 76k | 96.03 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $6.7M | 21k | 313.00 |
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| Broadcom (AVGO) | 2.1 | $4.2M | 12k | 346.11 |
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| Amazon (AMZN) | 2.0 | $4.1M | 18k | 230.82 |
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| Palantir Technologies Cl A (PLTR) | 1.9 | $4.0M | 22k | 177.75 |
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| Wal-Mart Stores (WMT) | 1.7 | $3.4M | 31k | 111.41 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.5 | $3.1M | +95% | 74k | 42.69 |
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| Ishares Ethereum Tr SHS (ETHA) | 1.2 | $2.5M | -5% | 109k | 22.43 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.2M | -5% | 10k | 206.94 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $2.0M | 11k | 183.40 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.8M | -17% | 8.6k | 214.16 |
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| Meta Platforms Cl A (META) | 0.8 | $1.8M | -11% | 2.7k | 660.11 |
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| Lockheed Martin Corporation (LMT) | 0.8 | $1.8M | -5% | 3.6k | 483.65 |
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| Oracle Corporation (ORCL) | 0.8 | $1.7M | 8.8k | 194.91 |
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| Costco Wholesale Corporation (COST) | 0.8 | $1.7M | 2.0k | 862.43 |
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| Home Depot (HD) | 0.7 | $1.5M | 4.3k | 344.13 |
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| Chevron Corporation (CVX) | 0.6 | $1.3M | 8.8k | 152.42 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.3M | 11k | 120.34 |
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| Qualcomm (QCOM) | 0.6 | $1.3M | 7.6k | 171.04 |
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| Strategy Cl A New (MSTR) | 0.6 | $1.2M | +59% | 8.1k | 151.95 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.2M | 3.8k | 322.19 |
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| Yum! Brands (YUM) | 0.6 | $1.2M | 7.9k | 151.29 |
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| Cisco Systems (CSCO) | 0.6 | $1.1M | -5% | 15k | 77.03 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | -7% | 1.9k | 579.46 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.1M | 3.4k | 313.80 |
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| Gilead Sciences (GILD) | 0.5 | $1.1M | -9% | 8.8k | 122.74 |
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| Pepsi (PEP) | 0.5 | $1.0M | -6% | 7.3k | 143.51 |
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| salesforce (CRM) | 0.5 | $1.0M | -6% | 3.8k | 264.92 |
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| Emerson Electric (EMR) | 0.5 | $934k | 7.0k | 132.72 |
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| Walt Disney Company (DIS) | 0.4 | $915k | -5% | 8.0k | 113.77 |
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| McDonald's Corporation (MCD) | 0.4 | $909k | 3.0k | 305.61 |
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| Unilever Spon Adr New (UL) | 0.4 | $885k | NEW | 14k | 65.40 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $869k | -7% | 2.5k | 349.99 |
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| Procter & Gamble Company (PG) | 0.4 | $790k | -5% | 5.5k | 143.31 |
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| Tesla Motors (TSLA) | 0.4 | $784k | 1.7k | 449.75 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $661k | 2.2k | 303.89 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $610k | -30% | 570.00 | 1069.96 |
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| Colgate-Palmolive Company (CL) | 0.3 | $608k | -5% | 7.7k | 79.02 |
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| Amarin Corp Sponsored Adr (AMRN) | 0.3 | $590k | 42k | 13.96 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $515k | 1.1k | 453.36 |
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| Automatic Data Processing (ADP) | 0.2 | $499k | 1.9k | 257.24 |
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| Sap Se Spon Adr (SAP) | 0.2 | $499k | 2.1k | 242.93 |
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| AutoZone (AZO) | 0.2 | $482k | 142.00 | 3391.50 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.2 | $481k | -11% | 244k | 1.97 |
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| Arista Networks Com Shs (ANET) | 0.2 | $480k | 3.7k | 131.03 |
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| Bristol Myers Squibb (BMY) | 0.2 | $477k | -9% | 8.8k | 53.94 |
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| Corning Incorporated (GLW) | 0.2 | $446k | 5.1k | 87.56 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $443k | 3.2k | 137.86 |
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| Nokia Corp Sponsored Adr (NOK) | 0.2 | $443k | 69k | 6.47 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $438k | 568.00 | 771.89 |
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| Constellation Energy (CEG) | 0.2 | $438k | +2% | 1.2k | 353.27 |
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| Lowe's Companies (LOW) | 0.2 | $427k | 1.8k | 241.16 |
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| Philip Morris International (PM) | 0.2 | $401k | 2.5k | 160.39 |
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| Entergy Corporation (ETR) | 0.2 | $395k | 4.3k | 92.43 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $392k | -23% | 7.3k | 53.76 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $388k | -61% | 7.8k | 49.65 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $385k | +3% | 626.00 | 614.54 |
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| Honeywell International (HON) | 0.2 | $383k | 2.0k | 195.06 |
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| General Mills (GIS) | 0.2 | $373k | -8% | 8.0k | 46.50 |
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| Balchem Corporation (BCPC) | 0.2 | $370k | 2.4k | 153.36 |
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| Netflix (NFLX) | 0.2 | $363k | +1269% | 3.9k | 93.76 |
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| Boeing Company (BA) | 0.2 | $356k | 1.6k | 217.12 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $349k | 3.5k | 99.91 |
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| Pfizer (PFE) | 0.2 | $349k | -6% | 14k | 24.90 |
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| Servicenow (NOW) | 0.2 | $345k | +397% | 2.3k | 153.19 |
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| Southern Company (SO) | 0.2 | $345k | +2% | 4.0k | 87.20 |
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| Quanta Services (PWR) | 0.2 | $327k | 775.00 | 422.06 |
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| Amgen (AMGN) | 0.2 | $326k | 997.00 | 327.31 |
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| Carrier Global Corporation (CARR) | 0.2 | $322k | 6.1k | 52.84 |
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| InterDigital (IDCC) | 0.2 | $318k | 1.0k | 318.38 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $307k | +2% | 2.6k | 117.21 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $299k | +36% | 1.9k | 160.97 |
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| Valero Energy Corporation (VLO) | 0.1 | $294k | +2% | 1.8k | 162.79 |
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| Intel Corporation (INTC) | 0.1 | $282k | -9% | 7.7k | 36.90 |
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| Williams Companies (WMB) | 0.1 | $272k | 4.5k | 60.11 |
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| Xcel Energy (XEL) | 0.1 | $265k | 3.6k | 73.86 |
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| Astera Labs (ALAB) | 0.1 | $261k | -23% | 1.6k | 166.36 |
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| Kinder Morgan (KMI) | 0.1 | $260k | 9.5k | 27.49 |
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| 3M Company (MMM) | 0.1 | $251k | -11% | 1.6k | 160.13 |
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| At&t (T) | 0.1 | $249k | -3% | 10k | 24.84 |
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| American Electric Power Company (AEP) | 0.1 | $243k | +3% | 2.1k | 115.31 |
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| Starbucks Corporation (SBUX) | 0.1 | $239k | -9% | 2.8k | 84.21 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $233k | -7% | 2.7k | 87.36 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $230k | NEW | 581.00 | 396.31 |
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| Edwards Lifesciences (EW) | 0.1 | $228k | -3% | 2.7k | 85.25 |
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| ConocoPhillips (COP) | 0.1 | $226k | 2.4k | 93.60 |
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| Nextera Energy (NEE) | 0.1 | $224k | +3% | 2.8k | 80.28 |
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| Eli Lilly & Co. (LLY) | 0.1 | $224k | NEW | 208.00 | 1074.68 |
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| Verizon Communications (VZ) | 0.1 | $220k | -23% | 5.4k | 40.73 |
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| Grayscale Chainlink Tr Etf SHS (GLNK) | 0.1 | $218k | NEW | 20k | 10.89 |
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| Caterpillar (CAT) | 0.1 | $218k | NEW | 380.00 | 572.87 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $216k | 378.00 | 570.30 |
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| DNP Select Income Fund (DNP) | 0.1 | $212k | 21k | 9.99 |
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| Paypal Holdings (PYPL) | 0.1 | $211k | -8% | 3.6k | 58.38 |
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| Incyte Corporation (INCY) | 0.1 | $206k | NEW | 2.1k | 98.77 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $205k | 5.4k | 37.96 |
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| Transocean Registered Shs (RIG) | 0.1 | $160k | 39k | 4.13 |
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| Nuvation Bio Com Cl A (NUVB) | 0.1 | $134k | -3% | 15k | 8.96 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $111k | -5% | 12k | 9.65 |
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| Grayscale Solana Tr Etf SHS (GSOL) | 0.0 | $102k | NEW | 11k | 9.10 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $49k | 12k | 4.09 |
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| Geron Corporation (GERN) | 0.0 | $30k | +80% | 22k | 1.32 |
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| Bit Digital SHS (BTBT) | 0.0 | $21k | 11k | 1.89 |
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| Plug Power Com New (PLUG) | 0.0 | $21k | 10k | 1.97 |
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| Ageagle Aerial Sys Com Shs (UAVS) | 0.0 | $9.8k | 12k | 0.81 |
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| Amplify Energy Corp Call | 0.0 | $1.8k | 100.00 | 17.50 |
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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 Q4 filed Jan. 29, 2026
- 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