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CIK: 0001861752
Total reported value
$235.4M
$235.4M
100 檔
33.5%
In Q1 2025, LCM Capital Management Inc's U.S. equity holdings reached a combined market value of $235.4M, distributed across 100 disclosed stock positions.
In Q1 2025, LCM Capital Management Inc displayed an active expansion posture, initiating 100 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, IWM) accounted for 33.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $23.4M
| # | 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 | 13.75% | -0.17% | +1.82% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 13.72% | -1.11% | +2.16% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.10% | -0.86% | +2.74% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.11% | +0.63% | +1.86% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.66% | +1.15% | +1.93% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.49% | +0.77% | +8.34% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 4.27% | -0.13% | +2.74% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.68% | -0.10% | +0.61% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.04% | +2.53% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | -0.20% | +2.87% | |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.73% | -0.22% | +0.57% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.59% | -0.17% | +1.85% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.38% | +0.57% | -10.82% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.23% | -0.16% | +3.64% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.09% | -0.04% | +2.78% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.07% | +0.02% | +1.99% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | +0.20% | +2.84% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.01% | -0.02% | +1.79% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.94% | -0.15% | +0.93% | |
| 20 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.91% | +0.34% | +12.50% | |
| 21 | RTX | Rtx CORP | Stock-Industrials | 0.86% | -0.04% | +2.34% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.83% | +0.12% | +2.11% | |
| 23 | MSTR | Strategy Inc | Stock-Tech | 0.79% | +0.10% | — | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.67% | EXIT | |
| 25 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.73% | -0.09% | +1.61% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.06% | — | |
| 27 | QCOM | Qualcomm Inc | Stock-Tech | 0.69% | -0.02% | +1.74% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.04% | +2.28% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.66% | +0.12% | +2.51% | |
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.63% | +0.08% | +2.38% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.62% | +0.03% | +1.74% | |
| 32 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.61% | +0.12% | NEW | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | +0.13% | +2.95% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.59% | -0.01% | +0.84% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | -0.09% | +1.00% | |
| 36 | UL | Unilever PLC | Stock-Consumer Staples | 0.57% | — | +1.96% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.55% | -0.01% | — | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.06% | +2.69% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.51% | +0.13% | +8.55% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | +0.01% | +3.84% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | +0.02% | +1.98% | |
| 42 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.45% | -0.04% | +2.46% | |
| 43 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.35% | +0.01% | -0.67% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.35% | +0.02% | -0.86% | |
| 45 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.33% | +0.05% | +1.92% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.33% | -0.02% | +2.44% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.33% | +0.01% | +6.62% | |
| 48 | AZO | Autozone Inc | Stock-Consumer Disc | 0.32% | -0.03% | — | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.31% | -0.01% | +2.63% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.05% | +2.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 2 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 3 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 4 | AAPL | Apple Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | VFH | Vanguard Financials ETF | — | NEW | New buy |
| 8 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 12 | WMT | Walmart Inc | — | NEW | New buy |
| 13 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 14 | AVGO | Broadcom Inc | — | NEW | New buy |
| 15 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 16 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 18 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | ETHA | Ishares Ethereum Trust ETF | — | NEW | New buy |
| 21 | RTX | Rtx CORP | — | NEW | New buy |
| 22 | CVX | Chevron CORP | — | NEW | New buy |
| 23 | MSTR | Strategy Inc | — | NEW | New buy |
| 24 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 25 | YUM | Yum! Brands Inc | — | NEW | New buy |
| 26 | ORCL | Oracle CORP | — | NEW | New buy |
| 27 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | CRM | Salesforce Inc | — | NEW | New buy |
| 30 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 31 | ADBE | Adobe Inc | — | NEW | New buy |
| 32 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 33 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 34 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 35 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 36 | UL | Unilever PLC | — | NEW | New buy |
| 37 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 38 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 39 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 40 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 41 | EMR | Emerson Electric Co | — | NEW | New buy |
| 42 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 43 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 44 | ADP | Automatic Data Processing | — | NEW | New buy |
| 45 | SAP | Sap Se-sponsored Adr | — | NEW | New buy |
| 46 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 47 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 48 | AZO | Autozone Inc | — | NEW | New buy |
| 49 | GIS | General Mills Inc | — | NEW | New buy |
| 50 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
According to official SEC Form 13F filings, LCM Capital Management Inc reported a total U.S. public equity portfolio value of $235.4M across 100 disclosed positions in Q1 2025.
During Q1 2025, LCM Capital Management Inc's top holdings by market value included SPY (13.8%)、MDY (13.7%)、IWM (8.1%). The largest single position, SPY, represented 13.8% of total portfolio value.
In Q1 2025, LCM Capital Management Inc made 100 total portfolio adjustments, initiating 100 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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