LCM Capital Management
Latest statistics and disclosures from LCM Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDY, SPY, IWM, NVDA, AAPL, and represent 46.85% of LCM Capital Management's stock portfolio.
- Added to shares of these 10 stocks: CNQ, SLB, SRE, IWM, AAPL, NVDA, MDY, VFH, GOOGL, AVGO.
- Started 3 new stock positions in SLB, SRE, CNQ.
- Reduced shares in these 10 stocks: SPY, ALAB, MSFT, PYPL, , TTD, NAK, IBIT, PG, EFA.
- Sold out of its positions in Amplify Energy Corp New call, ALAB, INCY, PYPL, TTD, BTBT.
- LCM Capital Management was a net seller of stock by $-696k.
- LCM Capital Management has $199M in assets under management (AUM), dropping by -3.67%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 13.5 | $27M | 44k | 616.76 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 12.9 | $26M | -4% | 40k | 650.34 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.7 | $17M | 70k | 248.00 |
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| NVIDIA Corporation (NVDA) | 6.0 | $12M | 69k | 174.40 |
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| Apple (AAPL) | 5.6 | $11M | 44k | 253.79 |
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| Microsoft Corporation (MSFT) | 3.9 | $7.8M | -3% | 21k | 370.17 |
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| Vanguard World Financials Etf (VFH) | 3.8 | $7.5M | 62k | 120.81 |
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| Ishares Tr Msci Eafe Etf (EFA) | 3.7 | $7.3M | 76k | 97.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $6.2M | 22k | 287.56 |
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| Wal-Mart Stores (WMT) | 1.9 | $3.9M | 31k | 124.28 |
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| Broadcom (AVGO) | 1.9 | $3.9M | 13k | 309.50 |
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| Amazon (AMZN) | 1.9 | $3.7M | 18k | 208.27 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.7 | $3.4M | 74k | 45.89 |
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| Palantir Technologies Cl A (PLTR) | 1.6 | $3.3M | 22k | 146.28 |
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| Johnson & Johnson (JNJ) | 1.3 | $2.6M | 11k | 244.43 |
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| Lockheed Martin Corporation (LMT) | 1.1 | $2.2M | 3.7k | 604.39 |
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| Raytheon Technologies Corp (RTX) | 1.1 | $2.1M | 11k | 192.91 |
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| Costco Wholesale Corporation (COST) | 1.0 | $2.0M | 2.0k | 996.54 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $1.9M | 11k | 169.66 |
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| Chevron Corporation (CVX) | 0.9 | $1.9M | +2% | 8.9k | 206.90 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.8M | +3% | 8.8k | 203.43 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.9 | $1.7M | 109k | 15.83 |
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| Meta Platforms Cl A (META) | 0.8 | $1.5M | 2.7k | 572.16 |
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| Home Depot (HD) | 0.7 | $1.4M | 4.3k | 328.87 |
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| Oracle Corporation (ORCL) | 0.7 | $1.3M | 8.8k | 147.10 |
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| Yum! Brands (YUM) | 0.6 | $1.2M | 8.0k | 155.48 |
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| Gilead Sciences (GILD) | 0.6 | $1.2M | 8.8k | 139.36 |
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| Cisco Systems (CSCO) | 0.6 | $1.1M | 15k | 77.59 |
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| JPMorgan Chase & Co. (JPM) | 0.6 | $1.1M | 3.9k | 294.14 |
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| Pepsi (PEP) | 0.6 | $1.1M | 7.3k | 155.28 |
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| Strategy Cl A New (MSTR) | 0.5 | $1.0M | 8.1k | 124.80 |
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| Qualcomm (QCOM) | 0.5 | $991k | 7.7k | 128.78 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $985k | 3.4k | 286.86 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $932k | 1.9k | 491.54 |
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| McDonald's Corporation (MCD) | 0.5 | $930k | 3.0k | 310.78 |
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| Emerson Electric (EMR) | 0.5 | $927k | 7.1k | 131.03 |
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| Walt Disney Company (DIS) | 0.4 | $784k | 8.1k | 96.38 |
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| Unilever Spon Adr New (UL) | 0.4 | $779k | 14k | 56.97 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $765k | 579.00 | 1320.96 |
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| Procter & Gamble Company (PG) | 0.4 | $743k | -6% | 5.1k | 144.44 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $735k | 2.2k | 337.95 |
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| salesforce (CRM) | 0.4 | $723k | 3.9k | 186.68 |
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| Colgate-Palmolive Company (CL) | 0.3 | $662k | 7.8k | 85.23 |
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| Corning Incorporated (GLW) | 0.3 | $661k | -4% | 4.9k | 135.97 |
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| Tesla Motors (TSLA) | 0.3 | $641k | 1.7k | 371.78 |
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| Amarin Corp Sponsored Adr (AMRN) | 0.3 | $629k | +2% | 44k | 14.46 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $610k | 2.5k | 243.08 |
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| Nokia Corp Sponsored Adr (NOK) | 0.3 | $552k | 69k | 8.04 |
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| Bristol Myers Squibb (BMY) | 0.3 | $539k | 8.9k | 60.65 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $517k | +2% | 1.2k | 446.54 |
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| Novartis Sponsored Adr (NVS) | 0.3 | $500k | 3.3k | 152.74 |
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| AutoZone (AZO) | 0.2 | $480k | 142.00 | 3377.78 |
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| Entergy Corporation (ETR) | 0.2 | $476k | 4.2k | 112.37 |
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| Arista Networks Com Shs (ANET) | 0.2 | $467k | +3% | 3.8k | 122.78 |
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| Honeywell International (HON) | 0.2 | $454k | +2% | 2.0k | 226.01 |
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| Regeneron Pharmaceuticals (REGN) | 0.2 | $449k | +2% | 581.00 | 772.66 |
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| Valero Energy Corporation (VLO) | 0.2 | $440k | 1.8k | 247.09 |
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| Quanta Services (PWR) | 0.2 | $426k | 775.00 | 549.02 |
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| Lowe's Companies (LOW) | 0.2 | $422k | 1.8k | 236.28 |
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| Balchem Corporation (BCPC) | 0.2 | $416k | 2.5k | 169.48 |
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| Philip Morris International (PM) | 0.2 | $416k | 2.5k | 165.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $401k | 7.4k | 54.05 |
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| Automatic Data Processing (ADP) | 0.2 | $397k | 2.0k | 203.19 |
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| Pfizer (PFE) | 0.2 | $396k | 14k | 28.08 |
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| Intel Corporation (INTC) | 0.2 | $391k | +15% | 8.9k | 44.13 |
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| Southern Company (SO) | 0.2 | $389k | 4.0k | 96.52 |
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| Netflix (NFLX) | 0.2 | $384k | +3% | 4.0k | 96.15 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $362k | 626.00 | 577.42 |
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| Amgen (AMGN) | 0.2 | $355k | 1.0k | 351.90 |
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| Sap Se Spon Adr (SAP) | 0.2 | $353k | 2.1k | 171.22 |
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| Constellation Energy (CEG) | 0.2 | $345k | 1.2k | 279.25 |
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| Carrier Global Corporation (CARR) | 0.2 | $343k | 6.1k | 56.31 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $340k | 2.6k | 130.94 |
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| Boeing Company (BA) | 0.2 | $328k | 1.6k | 199.05 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $328k | 3.5k | 93.98 |
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| Williams Companies (WMB) | 0.2 | $325k | 4.5k | 72.78 |
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| ConocoPhillips (COP) | 0.2 | $322k | 2.4k | 131.99 |
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| Kinder Morgan (KMI) | 0.2 | $314k | 9.4k | 33.53 |
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| General Mills (GIS) | 0.2 | $302k | 8.1k | 37.22 |
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| InterDigital (IDCC) | 0.2 | $302k | 1.0k | 302.00 |
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| At&t (T) | 0.1 | $285k | 9.8k | 28.99 |
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| Xcel Energy (XEL) | 0.1 | $283k | 3.6k | 79.44 |
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| American Electric Power Company (AEP) | 0.1 | $283k | +2% | 2.2k | 131.08 |
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| Caterpillar (CAT) | 0.1 | $283k | +5% | 399.00 | 708.46 |
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| Canadian Natural Resources (CNQ) | 0.1 | $277k | NEW | 5.7k | 48.73 |
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| Verizon Communications (VZ) | 0.1 | $273k | 5.4k | 50.20 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $263k | 385.00 | 682.36 |
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| Nextera Energy (NEE) | 0.1 | $262k | 2.8k | 92.88 |
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| Starbucks Corporation (SBUX) | 0.1 | $260k | +2% | 2.9k | 89.59 |
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| Transocean Registered Shs (RIG) | 0.1 | $259k | 39k | 6.63 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $253k | 589.00 | 430.29 |
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| Servicenow (NOW) | 0.1 | $240k | 2.3k | 104.55 |
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| SLB Com Stk (SLB) | 0.1 | $229k | NEW | 4.4k | 51.39 |
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| 3M Company (MMM) | 0.1 | $228k | 1.6k | 145.27 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $226k | -24% | 5.9k | 38.42 |
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| Northern Dynasty Minerals Lt Com New (NAK) | 0.1 | $222k | -35% | 159k | 1.40 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $220k | 1.9k | 118.62 |
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| DNP Select Income Fund (DNP) | 0.1 | $219k | 21k | 10.30 |
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| Edwards Lifesciences (EW) | 0.1 | $219k | 2.7k | 80.08 |
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| Sempra Energy (SRE) | 0.1 | $213k | NEW | 2.2k | 97.17 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $206k | 2.7k | 77.09 |
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| Eli Lilly & Co. (LLY) | 0.1 | $201k | +4% | 218.00 | 919.77 |
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| Grayscale Chainlink Tr Etf SHS (GLNK) | 0.1 | $155k | 20k | 7.77 |
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| Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $132k | 12k | 11.27 |
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| Grayscale Solana Staking Etf SHS (GSOL) | 0.0 | $69k | 11k | 6.13 |
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| Nuvation Bio Com Cl A (NUVB) | 0.0 | $64k | 15k | 4.29 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $37k | 12k | 3.07 |
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| Geron Corporation (GERN) | 0.0 | $30k | -8% | 20k | 1.49 |
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| Plug Pwr Com New (PLUG) | 0.0 | $24k | 10k | 2.26 |
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| Ageagle Aerial Sys Com Shs (UAVS) | 0.0 | $11k | 12k | 0.90 |
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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 2026 Q1 filed April 21, 2026
- 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