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CIK: 0001861752
Total reported value
$230.0M
$230.0M
98 檔
36.3%
The Q4 2024 SEC filing reveals that LCM Capital Management Inc held a total portfolio value of $230.0M, covering 98 public equity positions.
In Q4 2024, LCM Capital Management Inc displayed an active expansion posture, initiating 8 new positions and adding to 26 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-Other | 13.77% | -0.02% | -0.68% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.59% | -0.07% | -5.00% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.38% | +0.56% | -0.67% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.49% | — | -0.12% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.93% | — | +3.03% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.93% | -0.45% | +0.96% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.95% | -0.15% | +0.41% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.25% | -0.21% | -3.01% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | +0.30% | +0.18% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.15% | +0.01% | +1.59% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.59% | -0.23% | +0.16% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.58% | +0.14% | +9.66% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.55% | -0.39% | +0.27% | |
| 14 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 1.43% | -0.31% | +25.04% | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.33% | -0.64% | -3.59% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.04% | -0.29% | +0.26% | |
| 17 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.98% | -0.18% | +0.26% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.11% | +14.58% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.95% | -0.05% | -0.80% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | -0.11% | +0.12% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.09% | +0.07% | |
| 22 | CRM | Salesforce Inc | Stock-Tech | 0.77% | -0.09% | +2.94% | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.76% | -0.28% | -79.49% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.70% | -0.15% | +0.34% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 0.68% | -0.09% | +0.30% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.68% | -0.28% | +0.34% | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.65% | +0.12% | +4.42% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.28% | +0.19% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | -0.13% | -0.33% | |
| 30 | BTC | Grayscale Bitcoin Mini ETF | ETF-Crypto | 0.61% | — | — | |
| 31 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.59% | -0.07% | — | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.05% | +0.25% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.04% | +1.20% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +1.46% | +4.38% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | +0.18% | +0.19% | |
| 36 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | -0.04% | -0.12% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.02% | — | |
| 38 | UL | Unilever PLC | Stock-Consumer Staples | 0.51% | — | +0.29% | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.49% | -0.13% | +0.33% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.48% | -0.02% | +0.31% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.11% | +0.38% | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.41% | -0.01% | +0.27% | |
| 43 | TTD | Trade Desk Inc/the -class A | Stock-Comm Services | 0.35% | — | -5.31% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.35% | +0.06% | +8.32% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.33% | -0.02% | — | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.32% | +0.17% | +46.77% | |
| 47 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.32% | -0.05% | +0.35% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +9.93% | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.31% | -0.02% | +0.28% | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.29% | -0.05% | -0.85% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | +0.6% | -3.59% | Trim |
| 2 | BTC | Grayscale Bitcoin Mini ETF | +0.6% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.5% | +3.03% | Add |
| 4 | ETHA | Ishares Ethereum Trust ETF | +0.5% | +25.04% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | +9.66% | Add |
| 6 | AAPL | Apple Inc | +0.3% | -0.12% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.3% | +1.59% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.18% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 10 | ANET | Arista Networks Inc | +0.2% | NEW | New buy |
| 11 | ETH | Grayscale Ethereum Staking M | +0.2% | NEW | New buy |
| 12 | VFH | Vanguard Financials ETF | +0.2% | +0.41% | Add |
| 13 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 14 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 15 | WMT | Walmart Inc | +0.2% | +0.27% | Add |
| 16 | CRM | Salesforce Inc | +0.2% | +2.94% | Add |
| 17 | KMI | Kinder Morgan, Inc. | +0.1% | NEW | New buy |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +14.58% | Add |
| 19 | WMB | Williams Cos Inc | +0.1% | NEW | New buy |
| 20 | TSLA | Tesla Inc | +0.1% | +9.93% | Add |
| 21 | DIS | Walt Disney Co/the | +0.1% | -0.12% | Trim |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +8.32% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 24 | ASML | ASML Holding N.V. | +0.1% | +46.77% | Add |
| 25 | EMR | Emerson Electric Co | +0.1% | +0.31% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +0.19% | Add |
| 27 | ✓ | Amarin Corp PLC | -0.1% | +3.09% | Add |
| 28 | CL | Colgate-palmolive Co | -0.1% | +0.27% | Add |
| 29 | WBA | Walgreens Boots Alliance Inc | -0.1% | EXIT | Sold out |
| 30 | XOM | Exxon Mobil CORP | -0.1% | +0.19% | Add |
| 31 | UL | Unilever PLC | -0.1% | +0.29% | Add |
| 32 | PEP | Pepsico Inc | -0.1% | -0.33% | Trim |
| 33 | BTCGBP | Grayscale Bitcoin Mini Trust | -0.1% | EXIT | Sold out |
| 34 | REGN | Regeneron Pharmaceuticals | -0.1% | +0.37% | Add |
| 35 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 36 | AEP | American Electric Power | -0.1% | EXIT | Sold out |
| 37 | ADBE | Adobe Inc | -0.1% | +0.30% | Add |
| 38 | TMO | Thermo Fisher Scientific Inc | -0.1% | +0.25% | Add |
| 39 | JNJ | Johnson & Johnson | -0.1% | +0.12% | Add |
| 40 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +0.16% | Add |
| 42 | MSFT | Microsoft CORP | -0.2% | +0.96% | Add |
| 43 | AMD | Advanced Micro Devices | -0.2% | +4.38% | Add |
| 44 | ✓ | Eth | -0.2% | EXIT | Sold out |
| 45 | LMT | Lockheed Martin CORP | -0.2% | +0.26% | Add |
| 46 | IWM | Ishares Russell 2000 ETF | -0.2% | -0.67% | Trim |
| 47 | MDY | State Street Spdr S&p Midcap | -0.4% | -0.68% | Trim |
| 48 | EFA | Ishares Msci Eafe ETF | -0.5% | -3.01% | Trim |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -5.00% | Trim |
| 50 | MSTR | Strategy Inc | -1.4% | -79.49% | Trim |
According to official SEC Form 13F filings, LCM Capital Management Inc reported a total U.S. public equity portfolio value of $230.0M across 98 disclosed positions in Q4 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 MDY, SPY, IWM) accounted for 36.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BTC
市值: $1.1M
Top Position Liquidated / Trimmed
ETH
前期市值: $304.4K
During Q4 2024, LCM Capital Management Inc's top holdings by market value included MDY (13.8%)、SPY (13.6%)、IWM (8.4%). The largest single position, MDY, represented 13.8% of total portfolio value.
In Q4 2024, LCM Capital Management Inc made 49 total portfolio adjustments, initiating 8 new buys, adding to 26 positions, trimming 9 holdings, and fully liquidating 6 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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