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CIK: 0001861752
Total reported value
$230.0M
$230.0M
113 檔
41.9%
In Q4 2025, LCM Capital Management Inc's U.S. equity holdings reached a combined market value of $230.0M, distributed across 113 disclosed stock positions.
In Q4 2025, LCM Capital Management Inc adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 4 holdings to manage risk exposure.
| # | 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 | 13.72% | -0.07% | -0.81% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 12.70% | -0.02% | -0.56% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.28% | +0.56% | -0.14% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.14% | — | -2.14% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.74% | — | -0.88% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.09% | -0.45% | -1.12% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.95% | -0.15% | -0.24% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.53% | -0.21% | -2.04% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.23% | +0.30% | -0.97% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.14% | -1.22% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | +0.01% | +0.01% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.93% | -0.64% | -1.54% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.66% | -0.39% | -0.43% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.52% | -0.23% | +95.24% | |
| 15 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 1.19% | -0.31% | -5.80% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.04% | -0.11% | -5.17% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 0.97% | -0.15% | -0.36% | |
| 18 | AMD | Advanced Micro Devices | Stock-Tech | 0.89% | +1.46% | -17.96% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | -0.11% | -11.83% | |
| 20 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.85% | -0.29% | -5.90% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.09% | -0.48% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.18% | -0.61% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.05% | -0.42% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.28% | +0.01% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.28% | +0.02% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | +0.12% | -0.21% | |
| 27 | MSTR | Strategy Inc | Stock-Tech | 0.60% | -0.28% | +59.87% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.60% | -0.02% | -0.65% | |
| 29 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.58% | -0.07% | -0.16% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.18% | -5.30% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.05% | -7.82% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.06% | -0.12% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.52% | -0.13% | -9.40% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | -0.13% | -6.29% | |
| 35 | CRM | Salesforce Inc | Stock-Tech | 0.49% | -0.09% | -6.30% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.45% | -0.02% | -0.21% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.04% | -5.79% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.44% | -0.11% | -0.34% | |
| 39 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.43% | -0.03% | — | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.42% | -0.09% | -7.14% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.38% | -0.04% | -5.84% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | +1.28% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.08% | +0.28% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.29% | +0.17% | -30.49% | |
| 45 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.29% | -0.01% | -5.64% | |
| 46 | AMRN | Amarin CORP PLC -adr | Stock-Other | 0.29% | +0.04% | -1.17% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.25% | — | -0.87% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | -0.02% | — | |
| 49 | SAP | Sap Se-sponsored Adr | Stock-Tech | 0.24% | -0.04% | -0.29% | |
| 50 | AZO | Autozone Inc | Stock-Consumer Disc | 0.23% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | -0.97% | Trim |
| 2 | AAPL | Apple Inc | +0.4% | -0.88% | Trim |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -0.81% | Trim |
| 4 | IWM | Ishares Russell 2000 ETF | +0.2% | -0.14% | Trim |
| 5 | MDY | State Street Spdr S&p Midcap | +0.2% | -0.56% | Trim |
| 6 | WMT | Walmart Inc | +0.1% | -0.43% | Trim |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.12% | Trim |
| 8 | AMZN | Amazon.com Inc | +0.1% | +0.01% | Add |
| 9 | VFH | Vanguard Financials ETF | +0.1% | -0.24% | Trim |
| 10 | RTX | Rtx CORP | +0.1% | -0.36% | Trim |
| 11 | AVGO | Broadcom Inc | +0.1% | -1.22% | Trim |
| 12 | AMD | Advanced Micro Devices | +0.1% | -17.96% | Trim |
| 13 | NAK | Northern Dynasty Minerals | +0.1% | -11.58% | Trim |
| 14 | JNJ | Johnson & Johnson | +0.1% | -5.17% | Trim |
| 15 | REGN | Regeneron Pharmaceuticals | +0.1% | -1.22% | Trim |
| 16 | NOK | Nokia Corp-spon Adr | +0.1% | -0.14% | Trim |
| 17 | TMO | Thermo Fisher Scientific Inc | +0.1% | -7.82% | Trim |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.01% | Add |
| 19 | SHOP | Shopify Inc - Class A | 0% | +36.90% | Add |
| 20 | NUVB | Nuvation Bio Inc | 0% | -3.23% | Trim |
| 21 | VZ | Verizon Communications Inc | 0% | -23.25% | Trim |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +95.24% | Add |
| 23 | PG | Procter & Gamble Co/the | -0.1% | -5.84% | Trim |
| 24 | PLTR | Palantir Technologies Inc-a | -0.1% | -1.54% | Trim |
| 25 | ALAB | Astera Labs Inc | -0.1% | -23.74% | Trim |
| 26 | COST | Costco Wholesale CORP | -0.1% | -0.61% | Trim |
| 27 | AZO | Autozone Inc | -0.1% | — | Unchanged |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -23.62% | Trim |
| 29 | AMRN | Amarin CORP PLC -adr | -0.1% | -1.17% | Trim |
| 30 | LMT | Lockheed Martin CORP | -0.1% | -5.90% | Trim |
| 31 | NVDA | Nvidia CORP | -0.1% | -2.14% | Trim |
| 32 | ASML | ASML Holding N.V. | -0.1% | -30.49% | Trim |
| 33 | HD | Home Depot Inc | -0.1% | -0.42% | Trim |
| 34 | MSTR | Strategy Inc | -0.2% | +59.87% | Add |
| 35 | META | Meta Platforms Inc-class A | -0.2% | -11.83% | Trim |
| 36 | ORCL | Oracle CORP | -0.4% | -0.48% | Trim |
| 37 | MSFT | Microsoft CORP | -0.4% | -1.12% | Trim |
| 38 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | -61.44% | Trim |
| 39 | ETHA | Ishares Ethereum Trust ETF | -0.6% | -5.80% | Trim |
| 40 | UL | Unilever PLC | — | EXIT | Sold out |
| 41 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
| 42 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 43 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 44 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 45 | SWKS | Skyworks Solutions Inc | — | EXIT | Sold out |
| 46 | GLNK | Grayscale Chainlink Trust Et | — | NEW | New buy |
| 47 | CAT | Caterpillar Inc | — | NEW | New buy |
| 48 | TLN | Talen Energy CORP | — | EXIT | Sold out |
| 49 | INCY | Incyte CORP | — | NEW | New buy |
| 50 | GSOL | Grayscale Solana Staking ETF | — | NEW | New buy |
According to official SEC Form 13F filings, LCM Capital Management Inc reported a total U.S. public equity portfolio value of $230.0M across 113 disclosed positions in Q4 2025.
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 41.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $884.6K
Top Position Liquidated / Trimmed
UL
前期市值: $963.6K
During Q4 2025, LCM Capital Management Inc's top holdings by market value included SPY (13.7%)、MDY (12.7%)、IWM (8.3%). The largest single position, SPY, represented 13.7% of total portfolio value.
In Q4 2025, LCM Capital Management Inc made 49 total portfolio adjustments, initiating 7 new buys, adding to 5 positions, trimming 33 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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