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CIK: 0001861752
Total reported value
$230.0M
$230.0M
96 檔
36.5%
As reported in its official Q3 2024 Form 13F filing, LCM Capital Management Inc's tracked investment portfolio stood at $230.0M with 96 total positions.
In Q3 2024, LCM Capital Management Inc displayed an active expansion posture, initiating 9 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.28% | -0.07% | +0.29% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 14.14% | -0.02% | +2.07% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.61% | +0.56% | +2.94% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.17% | — | -4.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 5.08% | -0.45% | +0.56% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.41% | — | +4.06% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.78% | -0.21% | +0.31% | |
| 8 | VFH | Vanguard Financials ETF | ETF-Other | 3.73% | -0.15% | -0.33% | |
| 9 | MSTR | Strategy Inc | Stock-Tech | 2.19% | -0.28% | +900.00% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.30% | +2.12% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | +0.01% | -9.59% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.73% | -0.23% | +2.37% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.40% | -0.39% | +0.64% | |
| 14 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.27% | -0.29% | +0.67% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | +0.14% | +943.93% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.05% | +0.44% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.00% | -0.11% | +1.50% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.18% | +1.01% | |
| 19 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.91% | -0.31% | — | |
| 20 | ORCL | Oracle CORP | Stock-Tech | 0.86% | -0.09% | +0.38% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.11% | +3.19% | |
| 22 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.09% | +1.28% | |
| 23 | RTX | Rtx CORP | Stock-Industrials | 0.75% | -0.15% | -0.89% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.74% | -0.13% | +0.83% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.28% | -3.71% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.71% | +0.12% | +1.38% | |
| 27 | AMD | Advanced Micro Devices | Stock-Tech | 0.70% | +1.46% | +5.50% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.70% | -0.28% | +0.01% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.05% | +2.61% | |
| 30 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.64% | +0.93% | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.63% | -0.07% | +0.56% | |
| 32 | CRM | Salesforce Inc | Stock-Tech | 0.62% | -0.09% | +1.91% | |
| 33 | UL | Unilever PLC | Stock-Consumer Staples | 0.59% | — | +0.46% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | -0.07% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.51% | -0.11% | +1.26% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.48% | +0.18% | +0.67% | |
| 37 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.47% | -0.01% | +0.82% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.02% | — | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.45% | -0.04% | +2.34% | |
| 40 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.45% | -0.13% | +2.24% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.43% | -0.02% | +0.68% | |
| 42 | GIS | General Mills Inc | Stock-Consumer Staples | 0.37% | -0.02% | +0.88% | |
| 43 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.36% | — | — | |
| 44 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.33% | -0.07% | +4.62% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.32% | -0.05% | +0.16% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.32% | -0.02% | — | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.29% | -0.05% | +0.45% | |
| 48 | ✓ | Amarin Corp PLC | Stock-Other | 0.29% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | +0.06% | -33.61% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.28% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ETHA | Ishares Ethereum Trust ETF | +0.9% | NEW | New buy |
| 2 | IWM | Ishares Russell 2000 ETF | +0.3% | +2.94% | Add |
| 3 | MSTR | Strategy Inc | +0.3% | +900.00% | Add |
| 4 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +2.37% | Add |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +0.67% | Add |
| 6 | PLTR | Palantir Technologies Inc-a | +0.2% | +0.93% | Add |
| 7 | ✓ | Eth | +0.2% | NEW | New buy |
| 8 | MMM | 3m Co | +0.1% | NEW | New buy |
| 9 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 10 | WMT | Walmart Inc | +0.1% | +0.64% | Add |
| 11 | XEL | Xcel Energy Inc | +0.1% | NEW | New buy |
| 12 | PWR | Quanta Services Inc | +0.1% | NEW | New buy |
| 13 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 14 | AEP | American Electric Power | +0.1% | NEW | New buy |
| 15 | BTCGBP | Grayscale Bitcoin Mini Trust | +0.1% | NEW | New buy |
| 16 | HD | Home Depot Inc | +0.1% | +0.44% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | +0.38% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -0.89% | Trim |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +3.19% | Add |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +2.24% | Add |
| 21 | MCD | Mcdonald's CORP | +0.1% | +1.26% | Add |
| 22 | UL | Unilever PLC | +0.1% | +0.46% | Add |
| 23 | VFH | Vanguard Financials ETF | 0% | -0.33% | Trim |
| 24 | TMO | Thermo Fisher Scientific Inc | 0% | +2.61% | Add |
| 25 | CARR | Carrier Global CORP | 0% | — | Unchanged |
| 26 | BMY | Bristol-myers Squibb Co | 0% | +0.45% | Add |
| 27 | LOW | Lowe's Cos Inc | 0% | -0.06% | Trim |
| 28 | TSLA | Tesla Inc | 0% | +0.08% | Add |
| 29 | MDY | State Street Spdr S&p Midcap | 0% | +2.07% | Add |
| 30 | AVGO | Broadcom Inc | 0% | +943.93% | Add |
| 31 | JNJ | Johnson & Johnson | 0% | +1.50% | Add |
| 32 | GIS | General Mills Inc | 0% | +0.88% | Add |
| 33 | PYPL | Paypal Holdings Inc | 0% | -0.49% | Trim |
| 34 | CSCO | Cisco Systems Inc | 0% | +0.67% | Add |
| 35 | CRM | Salesforce Inc | — | +1.91% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | +1.01% | Add |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | +0.31% | Add |
| 38 | ADBE | Adobe Inc | -0.1% | +1.28% | Add |
| 39 | BIIB | Biogen Inc | -0.1% | EXIT | Sold out |
| 40 | SLB | Slb LTD | -0.1% | EXIT | Sold out |
| 41 | CNQ | Canadian Natural Resources | -0.1% | EXIT | Sold out |
| 42 | EW | Edwards Lifesciences CORP | -0.2% | EXIT | Sold out |
| 43 | QCOM | Qualcomm Inc | -0.2% | +1.38% | Add |
| 44 | AAPL | Apple Inc | -0.2% | -4.95% | Trim |
| 45 | GOOG | Alphabet Inc-cl C | -0.2% | -33.61% | Trim |
| 46 | NVDA | Nvidia CORP | -0.3% | +4.06% | Add |
| 47 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.12% | Add |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | +0.29% | Add |
| 49 | AMZN | Amazon.com Inc | -0.5% | -9.59% | Trim |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.56% | Add |
According to official SEC Form 13F filings, LCM Capital Management Inc reported a total U.S. public equity portfolio value of $230.0M across 96 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, IWM) accounted for 36.5% of total reported equity market value during Q3 2024.
Top New Position Initiated
ETHA
市值: $1.6M
Top Position Liquidated / Trimmed
EW
前期市值: $234.7K
During Q3 2024, LCM Capital Management Inc's top holdings by market value included SPY (14.3%)、MDY (14.1%)、IWM (8.6%). The largest single position, SPY, represented 14.3% of total portfolio value.
In Q3 2024, LCM Capital Management Inc made 49 total portfolio adjustments, initiating 9 new buys, adding to 29 positions, trimming 7 holdings, and fully liquidating 4 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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