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Latest LCM Capital Management Inc Stock Portfolio

$230Million | No. of Holdings #124

LCM Capital Management Inc Performance

2026 Q2+11.39%
YTD+7.74%
2025+15.36%

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

On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, LCM Capital Management Inc reported an equity portfolio of $230 Millions as of 30 Jun, 2026. <br><br> 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. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), AT&T INC (T) and ISHARES BITCOIN TRUST ETF stocks. They significantly reduced their stock positions in STRATEGY INC (MSTR), NOKIA CORP (NOK) and NORTHERN DYNASTY MINERALS LT (NAK). LCM Capital Management Inc opened new stock positions in MICRON TECHNOLOGY INC (MU), MARVELL TECHNOLOGY INC (MRVL) and DELL TECHNOLOGIES INC (DELL). The fund showed a lot of confidence in some stocks as they added substantially to TELEFONAKTIEBOLAGET LM ERICS (ERIC), RECURSION PHARMACEUTICALS IN (RXRX) and AMARIN CORP PLC (AMRN).
LCM Capital Management Inc Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$230Million
  as of Jul 30, 2026

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

Our best estimate is that LCM Capital Management Inc made a return of 11.39% in the last quarter. In trailing 12 months, it's portfolio return was 18.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
micron technology inc979,992
marvell technology inc547,522
dell technologies inc459,936
arm holdings plc443,922
space exploration techn corp277,818
monolithic pwr sys inc257,119
qnity electronics inc254,929
incyte corp244,631
New stocks bought by LCM Capital Management Inc

Additions

Ticker% Inc.
telefonaktiebolaget lm erics30.61
recursion pharmaceuticals in25.00
amarin corp plc18.18
caterpillar inc16.54
transocean ltd12.81
eli lilly & co12.39
netflix inc.10.24
asml hldg nv10.02
Additions to existing portfolio by LCM Capital Management Inc

Reductions

Ticker% Reduced
strategy inc-24.57
nokia corp-20.32
northern dynasty minerals lt-17.00
palantir technologies inc-11.67
automatic data processing in-3.38
intel corp-2.28
carrier global corporation-1.97
taiwan semiconductor manufac-1.2
LCM Capital Management Inc reduced stake in above stock

Sold off

Ticker$ Sold
at&t inc-284,600
ishares bitcoin trust etf-225,910
otis worldwide corp-205,828
honeywell intl inc-454,052
LCM Capital Management Inc got rid off the above stocks

Sector Distribution

LCM Capital Management Inc has about 48.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Energy
  • Utilities
Sector%
Others48.7
Technology26.1
Communication Services5.4
Consumer Cyclical4.3
Healthcare3.8
Consumer Defensive3.8
Industrials3.5
Energy2.1
Utilities1.2

Market Cap. Distribution

LCM Capital Management Inc has about 50.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED48.9
MEGA-CAP38.8
LARGE-CAP11.4

Stocks belong to which Index?

About 48.5% of the stocks held by LCM Capital Management Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others50.9
S&P 50048.5
Top 5 Winners (%)%
INTC
intel corp
213.9 %
AMD
advanced micro devices inc
171.6 %
GLW
corning inc
86.4 %
NOK
nokia corp
58.5 %
CSCO
cisco sys inc
51.3 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
3.8 M
MDY
state str spdr s&p midcap 40
3.8 M
IJR
ishares tr
3.7 M
AMD
advanced micro devices inc
3.4 M
NVDA
nvidia corporation
1.8 M
Top 5 Losers (%)%
MSTR
strategy inc
-26.6 %
RIG
transocean ltd
-25.1 %
NOC
northrop grumman corp
-25.0 %
ishares ethereum tr
-24.9 %
NFLX
netflix inc.
-24.8 %
Top 5 Losers ($)$
PLTR
palantir technologies inc
-0.6 M
ishares ethereum tr
-0.4 M
XOM
exxon mobil corp
-0.4 M
CVX
chevron corporation
-0.4 M
LMT
lockheed martin corp
-0.3 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 124 stocks in it's portfolio. About 63.6% of the portfolio is in top 10 stocks. PLTR proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for LCM Capital Management Inc last quarter.

$228.41MTotal Value
128Positions
30 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LCM Capital Management Inc, last reported on 30 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
LCM Capital Management Inc's holding in Asml Hldg Nv over time
0.55%637
$1.27M
0.55%
increased 10.02 percentadded
CNQ
Canadian Nat Res Ltd Med Ter

Canadian Nat Res Ltd Med Ter

CNQ
LCM Capital Management Inc's holding in Canadian Nat Res Ltd Med Ter over time
0.1%5,792
$228.8K
0.1%
increased 1.92 percentadded