Latest LCM Capital Management Inc Stock Portfolio

LCM Capital Management Inc Performance:

2026 Q1: -3.28%YTD: -3.28%2025: 15.36%

Performance for 2026 Q1 is -3.28%, and YTD is -3.28%, and 2025 is 15.36%.

About LCM Capital Management Inc and 13F Hedge Fund Stock Holdings

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, LCM Capital Management Inc reported an equity portfolio of $199.3 Millions as of 31 Mar, 2026.

The top stock holdings of LCM Capital Management Inc are MDY, SPY, IJR. The fund has invested 13.5% of it's portfolio in STATE STR SPDR S&P MIDCAP 40 and 12.9% of portfolio in STATE STR SPDR S&P 500 ETF T.

The fund managers got completely rid off ASTERA LABS INC, PAYPAL HLDGS INC (PYPL) and INCYTE CORP (INCY) stocks. They significantly reduced their stock positions in NORTHERN DYNASTY MINERALS LT (NAK), ISHARES BITCOIN TRUST ETF and GERON CORP (GERN). LCM Capital Management Inc opened new stock positions in CANADIAN NAT RES LTD MED TER (CNQ), SLB LIMITED (SLB) and SEMPRA (SRE). The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), CATERPILLAR INC (CAT) and ELI LILLY & CO (LLY).

LCM Capital Management Inc Annual Return Estimates Vs S&P 500

Our best estimate is that LCM Capital Management Inc made a return of -3.28% in the last quarter. In trailing 12 months, it's portfolio return was 18.67%.

Performance
S&P 500

New Buys

Ticker	$ Bought
canadian nat res ltd med ter	276,942
slb limited	228,642
sempra	213,191

New stocks bought by LCM Capital Management Inc

Additions

Ticker	% Inc.
intel corp	15.67
caterpillar inc	5.00
eli lilly & co	4.81
arista networks inc	3.82
netflix inc.	3.07
advanced micro devices inc	3.01
amarin corp plc	2.84
american elec pwr co inc	2.52

Additions to existing portfolio by LCM Capital Management Inc

Reductions

Ticker	% Reduced
northern dynasty minerals lt	-35.1
ishares bitcoin trust etf	-24.81
geron corp	-8.93
procter & gamble co	-6.69
state str spdr s&p 500 etf t	-4.77
corning inc	-4.52
microsoft corp	-3.13
at&t inc	-1.92

LCM Capital Management Inc reduced stake in above stock

Sold off

Ticker	$ Sold
bit digital inc	-20,790
the trade desk inc	-204,870
paypal hldgs inc	-211,278
incyte corp	-205,837
astera labs inc	-261,352

LCM Capital Management Inc got rid off the above stocks

Sector Distribution

LCM Capital Management Inc has about 48.3% of it's holdings in Others sector.

Sector	%
Others	48.3
Technology	23.8
Communication Services	5.4
Consumer Defensive	4.6
Consumer Cyclical	4.6
Industrials	4.1
Healthcare	4.1
Energy	2.8
Utilities	1.3

Market Cap. Distribution

LCM Capital Management Inc has about 50.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.3
MEGA-CAP	38.8
LARGE-CAP	12

Stocks belong to which Index?

About 48.6% of the stocks held by LCM Capital Management Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	50.4
S&P 500	48.6

Top 5 Winners (%)		%
RIG	transocean ltd	60.2 %
GLW	corning inc	54.0 %
VLO	valero energy corp	51.4 %
COP	conocophillips	40.8 %
XOM	exxon mobil corp	40.3 %

Top 5 Winners ($)		$
MDY	state str spdr s&p midcap 40	0.6 M
XOM	exxon mobil corp	0.5 M
CVX	chevron corporation	0.5 M
LMT	lockheed martin corp	0.4 M
WMT	walmart inc	0.4 M

Top 5 Losers (%)		%
NUVB	nuvation bio inc	-52.1 %
	grayscale solana staking etf	-32.6 %
NOW	servicenow inc	-31.5 %
ADBE	adobe inc	-30.4 %
SAP	sap se	-29.5 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-2.4 M
SPY	state str spdr s&p 500 etf t	-1.3 M
NVDA	nvidia corporation	-0.8 M
AAPL	apple inc	-0.8 M
VAW	vanguard world fd	-0.8 M

LCM Capital Management Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LCM Capital Management Inc

LCM Capital Management Inc has 110 stocks in it's portfolio. About 63.3% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. MDY was the most profitable stock for LCM Capital Management Inc last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.63	44,205	11,218,900	added	1.24

ADBE	adobe inc	0.31	2,508	609,645	added	0.97

ADP	automatic data processing in	0.20	1,953	396,837	added	0.72

AEP	american elec pwr co inc	0.14	2,158	282,871	added	2.52

AMD	advanced micro devices inc	0.90	8,821	1,794,460	added	3.01

AMGN	amgen inc	0.18	1,008	354,715	added	1.1

AMRN	amarin corp plc	0.32	43,462	628,461	added	2.84

AMZN	amazon com inc	1.86	17,781	3,703,250	added	1.25

ANET	arista networks inc	0.23	3,804	467,055	added	3.82

ASML	asml hldg nv	0.38	579	764,837	added	1.58

AVGO	broadcom inc	1.93	12,453	3,854,250	added	1.43

AZO	autozone inc	0.24	142	479,645	unchanged	0.00

BA	boeing co	0.16	1,649	328,228	added	0.61

BCPC	balchem corp	0.21	2,456	416,243	added	1.87

BMY	bristol-myers squibb co	0.27	8,885	538,880	added	0.45

BTBT	bit digital inc	0.00	0.00	0.00	sold off	-100

CARR	carrier global corporation	0.17	6,094	343,172	unchanged	0.00

CAT	caterpillar inc	0.14	399	282,676	added	5.00

CEG	constellation energy corp	0.17	1,237	345,432	reduced	-0.24

CL	colgate palmolive co	0.33	7,769	662,161	added	0.99