Life Cycle Investment Partners
Latest statistics and disclosures from Life Cycle Investment Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002072459
Tip: Access up to 7 years of quarterly data
Positions held by Life Cycle Investment Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Life Cycle Investment Partners
Life Cycle Investment Partners holds 130 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 | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.3 | $1.1B | 6.6M | 174.40 |
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| Alphabet Inc Class A cs (GOOGL) | 6.2 | $971M | 3.4M | 287.56 |
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| Apple (AAPL) | 5.8 | $906M | 3.6M | 253.79 |
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| Microsoft Corporation (MSFT) | 5.3 | $828M | 2.2M | 370.17 |
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| Amazon (AMZN) | 4.0 | $626M | 3.0M | 208.27 |
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| Taiwan Semiconductor Manufacturing Adr (TSM) | 3.6 | $562M | 1.7M | 337.95 |
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| Steel Dynamics (STLD) | 3.1 | $485M | 2.7M | 180.00 |
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| Facebook Inc cl a (META) | 2.8 | $444M | 776k | 572.13 |
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| Visa (V) | 2.6 | $408M | 1.4M | 302.24 |
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| Delta Air Lines (DAL) | 2.4 | $374M | 5.6M | 66.48 |
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| Broadcom (AVGO) | 2.2 | $347M | 1.1M | 309.51 |
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| Hca Holdings (HCA) | 2.1 | $329M | 694k | 473.24 |
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| Cme (CME) | 2.0 | $312M | 1.1M | 295.35 |
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| Progressive Corporation (PGR) | 2.0 | $307M | 1.6M | 198.24 |
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| Valero Energy Corporation (VLO) | 1.8 | $279M | 1.1M | 247.08 |
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| Dollar General (DG) | 1.7 | $268M | 2.3M | 118.73 |
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| Thor Industries (THO) | 1.7 | $262M | 3.3M | 79.89 |
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| General Motors Company (GM) | 1.5 | $238M | 3.2M | 74.50 |
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| Old Dominion Freight Line (ODFL) | 1.4 | $216M | 1.1M | 195.40 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $197M | 440k | 446.54 |
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| Kinsale Cap Group (KNSL) | 1.2 | $193M | 564k | 341.66 |
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| Newmont Mining Corporation (NEM) | 1.2 | $190M | 1.8M | 108.25 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $167M | 568k | 294.16 |
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| Arista Networks (ANET) | 1.1 | $166M | 1.4M | 122.78 |
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| Berkshire Hathaway (BRK.B) | 1.0 | $164M | 341k | 479.20 |
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| Booking Holdings (BKNG) | 1.0 | $161M | 38k | 4210.32 |
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| Palantir Technologies (PLTR) | 1.0 | $160M | 1.1M | 146.28 |
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| Abbvie (ABBV) | 1.0 | $157M | 723k | 217.49 |
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| Northrop Grumman Corporation (NOC) | 1.0 | $157M | 230k | 682.24 |
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| EOG Resources (EOG) | 1.0 | $151M | 1.0M | 144.57 |
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| Bank of America Corporation (BAC) | 0.8 | $130M | 2.7M | 48.75 |
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| Eli Lilly & Co. (LLY) | 0.8 | $128M | 140k | 919.77 |
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| Pepsi (PEP) | 0.7 | $117M | 755k | 155.29 |
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| Netflix (NFLX) | 0.7 | $111M | 1.1M | 96.15 |
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| Automatic Data Processing (ADP) | 0.7 | $109M | 538k | 203.18 |
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| Applied Materials (AMAT) | 0.7 | $107M | 313k | 341.79 |
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| Wal-Mart Stores (WMT) | 0.6 | $101M | 812k | 124.28 |
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| Suncor Energy (SU) | 0.6 | $93M | 1.4M | 66.12 |
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| Oracle Corporation (ORCL) | 0.6 | $91M | 619k | 147.11 |
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| McDonald's Corporation (MCD) | 0.6 | $90M | 291k | 310.79 |
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| Kinder Morgan (KMI) | 0.5 | $85M | 2.5M | 33.53 |
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| Metropcs Communications (TMUS) | 0.5 | $84M | 398k | 210.03 |
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| Morgan Stanley (MS) | 0.5 | $79M | 480k | 164.57 |
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| Johnson & Johnson (JNJ) | 0.5 | $77M | 315k | 244.44 |
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| Tesla Motors (TSLA) | 0.5 | $77M | 207k | 371.75 |
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| Ametek (AME) | 0.5 | $75M | 348k | 214.36 |
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| Parker-Hannifin Corporation (PH) | 0.5 | $74M | 83k | 895.24 |
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| Amphenol Corporation (APH) | 0.4 | $69M | 543k | 126.35 |
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| Stryker Corporation (SYK) | 0.4 | $69M | 209k | 328.59 |
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| Tyson Foods (TSN) | 0.4 | $66M | 1.0M | 64.07 |
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| Ida (IDA) | 0.4 | $66M | 463k | 142.97 |
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| Mettler-Toledo International (MTD) | 0.4 | $65M | 52k | 1261.20 |
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| Union Pacific Corporation (UNP) | 0.4 | $63M | 258k | 242.62 |
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| UnitedHealth (UNH) | 0.4 | $62M | 228k | 270.59 |
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| IDEXX Laboratories (IDXX) | 0.4 | $62M | 110k | 561.89 |
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| Primerica (PRI) | 0.4 | $61M | 245k | 250.48 |
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| Bank of New York Mellon Corporation (BNY) | 0.4 | $61M | 510k | 118.63 |
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| CareTrust REIT Reit (CTRE) | 0.4 | $60M | 1.6M | 36.65 |
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| Oge Energy Corp (OGE) | 0.4 | $59M | 1.2M | 47.96 |
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| Alnylam Pharmaceuticals (ALNY) | 0.4 | $59M | 178k | 330.87 |
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| Shopify Inc cl a (SHOP) | 0.4 | $58M | 487k | 118.62 |
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| Prologis Reit (PLD) | 0.4 | $57M | 430k | 132.18 |
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| Paccar (PCAR) | 0.4 | $56M | 481k | 115.50 |
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| Steris Plc Ord equities (STE) | 0.3 | $54M | 242k | 221.13 |
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| Bj's Wholesale Club Holdings (BJ) | 0.3 | $53M | 540k | 98.42 |
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| Ubs Group (UBS) | 0.3 | $53M | 1.7M | 30.73 |
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| Micron Technology (MU) | 0.3 | $52M | 155k | 337.84 |
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| Jones Lang LaSalle Incorporated (JLL) | 0.3 | $52M | 171k | 304.32 |
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| Synopsys (SNPS) | 0.3 | $51M | 129k | 396.48 |
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| Freeport-McMoRan Copper & Gold (FCX) | 0.3 | $50M | 858k | 58.78 |
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| Topbuild | 0.3 | $50M | 143k | 351.30 |
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| Expeditors International of Washington (EXPD) | 0.3 | $48M | 337k | 143.23 |
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| Church & Dwight (CHD) | 0.3 | $48M | 514k | 93.32 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $48M | 437k | 109.47 |
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| Cenovus Energy (CVE) | 0.3 | $48M | 1.3M | 36.80 |
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| Palo Alto Networks (PANW) | 0.3 | $48M | 296k | 160.32 |
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| Occidental Petroleum Corporation (OXY) | 0.3 | $47M | 725k | 65.00 |
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| ResMed (RMD) | 0.3 | $47M | 208k | 224.48 |
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| Lithia Motors (LAD) | 0.3 | $46M | 184k | 249.72 |
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| PNC Financial Services Group Inc/The Adr (PNC) | 0.3 | $45M | 215k | 208.09 |
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| Installed Bldg Prods (IBP) | 0.3 | $44M | 168k | 265.15 |
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| Argenx SE Adr (ARGX) | 0.3 | $43M | 59k | 730.25 |
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| Crh (CRH) | 0.3 | $43M | 404k | 105.12 |
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| Dell Technologies (DELL) | 0.3 | $41M | 248k | 164.13 |
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| Rollins (ROL) | 0.3 | $41M | 760k | 53.41 |
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| Reliance Steel & Aluminum (RS) | 0.2 | $39M | 129k | 303.92 |
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| Advanced Micro Devices (AMD) | 0.2 | $39M | 192k | 203.43 |
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| Range Resources (RRC) | 0.2 | $39M | 854k | 45.18 |
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| Nu Hldgs Ltd Ord Shs Cl A (NU) | 0.2 | $38M | 2.6M | 14.37 |
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| Cintas Corporation (CTAS) | 0.2 | $38M | 222k | 169.14 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.2 | $36M | 1.0M | 35.14 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.2 | $36M | 91k | 390.41 |
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| Sunbelt Rentals Holdings (SUNB) | 0.2 | $36M | 565k | 62.82 |
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| Anthem (ELV) | 0.2 | $35M | 121k | 292.75 |
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| Lear Corporation (LEA) | 0.2 | $33M | 276k | 121.08 |
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| Saia (SAIA) | 0.2 | $33M | 95k | 351.28 |
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| HEICO Corporation (HEI.A) | 0.2 | $31M | 147k | 211.09 |
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| Intuit (INTU) | 0.2 | $30M | 69k | 432.38 |
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| KLA-Tencor Corporation (KLAC) | 0.2 | $29M | 20k | 1472.41 |
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| Lam Research (LRCX) | 0.2 | $28M | 130k | 213.66 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $27M | 137k | 196.86 |
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| Apollo Global Mgmt (APO) | 0.2 | $26M | 235k | 111.42 |
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| Copart (CPRT) | 0.2 | $26M | 775k | 33.20 |
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| Arthur J. Gallagher & Co. (AJG) | 0.2 | $26M | 119k | 216.58 |
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| Ford Motor Company (F) | 0.2 | $25M | 2.2M | 11.54 |
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| RPM International (RPM) | 0.2 | $25M | 247k | 99.40 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $23M | 253k | 92.04 |
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| Halliburton Company (HAL) | 0.1 | $21M | 529k | 38.99 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $20M | 120k | 169.66 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $18M | 438k | 40.50 |
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| Sylvamo Corp (SLVM) | 0.1 | $15M | 344k | 42.24 |
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| MercadoLibre (MELI) | 0.1 | $15M | 8.4k | 1729.02 |
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| Seagate Technology (STX) | 0.1 | $14M | 37k | 391.76 |
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| Shell Adr (SHEL) | 0.1 | $9.6M | 103k | 93.00 |
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| ASML Holding NV Nyreg (ASML) | 0.0 | $7.1M | 5.4k | 1320.83 |
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| General Electric (GE) | 0.0 | $6.6M | 23k | 283.77 |
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| Canadian Natural Resources (CNQ) | 0.0 | $5.8M | 85k | 67.85 |
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| KB Financial Group Adr (KB) | 0.0 | $4.8M | 48k | 99.73 |
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| Phillips 66 (PSX) | 0.0 | $2.2M | 12k | 182.18 |
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| Chubb (CB) | 0.0 | $1.8M | 5.5k | 325.93 |
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| Welltower Reit (WELL) | 0.0 | $1.7M | 8.4k | 197.71 |
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| Gilead Sciences (GILD) | 0.0 | $1.6M | 12k | 139.37 |
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| Chevron Corporation (CVX) | 0.0 | $1.2M | 6.0k | 206.90 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $1.2M | 5.0k | 244.18 |
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| Hldgs (UAL) | 0.0 | $1.1M | 12k | 92.07 |
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| Nov (NOV) | 0.0 | $1.1M | 57k | 18.81 |
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| Entergy Corporation (ETR) | 0.0 | $1.1M | 9.4k | 112.36 |
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| Eversource Energy (ES) | 0.0 | $976k | 14k | 69.28 |
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| PG&E Corporation (PCG) | 0.0 | $963k | 55k | 17.57 |
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| NRG Energy (NRG) | 0.0 | $786k | 5.4k | 146.14 |
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Past Filings by Life Cycle Investment Partners
SEC 13F filings are viewable for Life Cycle Investment Partners going back to 2026
- Life Cycle Investment Partners 2026 Q1 filed May 12, 2026