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CIK: 0001861752
Total reported value
$230.0M
$230.0M
92 檔
33.1%
According to the latest 13F quarterly dataset, LCM Capital Management Inc managed an equity portfolio of $230.0M at the end of Q1 2024, spanning 92 distinct U.S. exchange-listed positions.
During Q1 2024, LCM Capital Management Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-Other | 15.03% | -0.02% | +1.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.60% | -0.07% | +0.03% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.81% | +0.56% | +2.15% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.47% | -0.45% | +0.04% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.29% | — | +0.50% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.05% | -0.21% | -0.53% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.81% | -0.15% | +0.42% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 3.39% | — | +0.80% | |
| 9 | MSTR | Strategy Inc | Stock-Tech | 2.49% | -0.28% | +0.09% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.01% | -0.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.95% | +0.30% | +0.87% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.53% | -0.23% | +0.15% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.15% | -0.39% | +200.45% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.09% | -0.29% | -0.27% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | -0.11% | +0.33% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | -0.05% | +0.12% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.87% | -0.18% | -0.11% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.14% | +0.10% | |
| 19 | ADBE | Adobe Inc | Stock-Tech | 0.85% | -0.09% | — | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.13% | +0.63% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.28% | +1.42% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.28% | +0.15% | |
| 23 | QCOM | Qualcomm Inc | Stock-Tech | 0.76% | +0.12% | -0.53% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +1.46% | -2.76% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.11% | +97.76% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 0.74% | -0.09% | -0.11% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.09% | +3.64% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.71% | -0.05% | +0.59% | |
| 29 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.69% | -0.07% | -0.92% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.15% | -0.21% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.04% | +1.12% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.57% | -0.04% | -0.88% | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.11% | -0.21% | |
| 34 | UL | Unilever PLC | Stock-Consumer Staples | 0.50% | — | +0.12% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | -0.02% | +0.03% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.49% | +0.18% | -1.36% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.49% | -0.02% | -0.06% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.48% | -0.64% | -5.80% | |
| 39 | ✓ | Amarin Corp PLC | Stock-Other | 0.47% | — | +9.19% | |
| 40 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.45% | -0.01% | +0.31% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.06% | — | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.42% | -0.13% | +0.21% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.38% | -0.02% | +1.10% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.05% | -0.73% | |
| 45 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.34% | -0.05% | -1.14% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.32% | -0.02% | — | |
| 47 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.32% | — | — | |
| 48 | ASML | ASML Holding N.V. | Stock-Tech | 0.32% | +0.17% | +1.40% | |
| 49 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.30% | -0.07% | +0.82% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.29% | -0.04% | -1.89% |
According to official SEC Form 13F filings, LCM Capital Management Inc reported a total U.S. public equity portfolio value of $230.0M across 92 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MDY, SPY, IWM) accounted for 33.1% of total reported equity market value during Q1 2024.
During Q1 2024, LCM Capital Management Inc's top holdings by market value included MDY (15.0%)、SPY (14.6%)、IWM (8.8%). The largest single position, MDY, represented 15.0% of total portfolio value.
In Q1 2024, LCM Capital Management Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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