Latest LCM Capital Management Inc Stock Portfolio

LCM Capital Management Inc Performance:

2025 Q4: -1.86%YTD: 12.35%2024: 23.59%

Performance for 2025 Q4 is -1.86%, and YTD is 12.35%, and 2024 is 23.59%.

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

On 2026-01-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, LCM Capital Management Inc reported an equity portfolio of $206.9 Millions as of 31 Dec, 2025.

The top stock holdings of LCM Capital Management Inc are SPY, MDY, IJR. The fund has invested 13.7% of it's portfolio in SPDR S&P 500 ETF TR and 12.7% of portfolio in SPDR S&P MIDCAP 400 ETF TR.

The fund managers got completely rid off UNILEVER PLC, DUPONT DE NEMOURS INC (DD) and SKYWORKS SOLUTIONS INC (SWKS) stocks. They significantly reduced their stock positions in ISHARES BITCOIN TRUST ETF, VANGUARD INTL EQUITY INDEX F (VEU) and VERIZON COMMUNICATIONS INC (VZ). LCM Capital Management Inc opened new stock positions in UNILEVER PLC, SPDR GOLD TR (GLD) and ELI LILLY & CO (LLY). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that LCM Capital Management Inc made a return of -1.86% in the last quarter. In trailing 12 months, it's portfolio return was 12.35%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	884,600
spdr gold tr	230,256
eli lilly & co	223,533
grayscale chainlink tr etf	217,884
caterpillar inc	217,691
incyte corp	205,837
grayscale solana tr etf	101,920

New stocks bought by LCM Capital Management Inc

Additions

Ticker	% Inc.
netflix inc	1,269
servicenow inc	397
select sector spdr tr	95.24
geron corp	80.65
strategy inc	59.87
shopify inc	36.9
invesco qqq tr	3.81
nextera energy inc	3.48

Additions to existing portfolio by LCM Capital Management Inc

Reductions

Ticker	% Reduced
ishares bitcoin trust etf	-61.44
asml holding n v	-30.49
astera labs inc	-23.74
vanguard intl equity index f	-23.62
verizon communications inc	-23.25
advanced micro devices inc	-17.96
meta platforms inc	-11.83
northern dynasty minerals lt	-11.58

LCM Capital Management Inc reduced stake in above stock

Sold off

Ticker	$ Sold
unilever plc	-963,607
dupont de nemours inc	-253,531
skyworks solutions inc	-217,963
talen energy corp	-212,690

LCM Capital Management Inc got rid off the above stocks

Sector Distribution

LCM Capital Management Inc has about 48.1% of it's holdings in Others sector.

Sector	%
Others	48.1
Technology	26.2
Communication Services	5.6
Consumer Cyclical	4.6
Consumer Defensive	4
Healthcare	3.8
Industrials	3.6
Energy	1.9
Utilities	1.1

Market Cap. Distribution

LCM Capital Management Inc has about 51.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	48.1
MEGA-CAP	36.4
LARGE-CAP	14.7

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.

Index	%
Others	50.5
S&P 500	48.5

Top 5 Winners (%)		%
NUVB	nuvation bio inc	139.9 %
NAK	northern dynasty minerals lt	60.5 %
REGN	regeneron pharmaceuticals	37.0 %
	nokia corp	34.5 %
RIG	transocean ltd	32.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc	1.5 M
AAPL	apple inc	0.8 M
SPY	spdr s&p 500 etf tr	0.7 M
AMD	advanced micro devices inc	0.5 M
MDY	spdr s&p midcap 400 etf tr	0.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.3 %
NOW	servicenow inc	-75.0 %
UAVS	ageagle aerial sys inc new	-59.5 %
MSTR	strategy inc	-47.7 %
XLB	select sector spdr tr	-44.1 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-2.5 M
NFLX	netflix inc	-2.3 M
MSTR	strategy inc	-1.1 M
NOW	servicenow inc	-1.0 M
	ishares ethereum tr	-1.0 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 112 stocks in it's portfolio. About 64.4% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for LCM Capital Management Inc last quarter.

Last Reported on: 29 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.74	43,664	11,870,400	reduced	-0.88

ADBE	adobe inc	0.42	2,484	869,375	reduced	-7.14

ADP	automatic data processing in	0.24	1,939	498,784	unchanged	0.00

AEP	american elec pwr co inc	0.12	2,105	242,728	added	3.24

AMD	advanced micro devices inc	0.89	8,563	1,833,850	reduced	-17.96

AMGN	amgen inc	0.16	997	326,328	unchanged	0.00

AMRN	amarin corp plc	0.28	42,262	589,766	reduced	-1.17

AMZN	amazon com inc	1.96	17,561	4,053,430	added	0.01

ANET	arista networks inc	0.23	3,664	480,094	reduced	-0.3

AVGO	broadcom inc	2.05	12,278	4,249,580	reduced	-1.22

AZO	autozone inc	0.23	142	481,593	unchanged	0.00

BA	boeing co	0.17	1,639	355,860	unchanged	0.00

BCPC	balchem corp	0.18	2,411	369,751	unchanged	0.00

BMY	bristol-myers squibb co	0.23	8,845	477,117	reduced	-9.91

CARR	carrier global corporation	0.16	6,094	322,016	unchanged	0.00

CAT	caterpillar inc	0.10	380	217,691	new

CEG	constellation energy corp	0.21	1,240	438,055	added	2.14

CL	colgate palmolive co	0.29	7,693	607,868	reduced	-5.64

COP	conocophillips	0.11	2,417	226,231	reduced	-0.33

COST	costco whsl corp new	0.82	1,962	1,692,090	reduced	-0.61