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CIK: 0001861752
Total reported value
$230.0M
$230.0M
110 檔
40.6%
The Q1 2026 SEC filing reveals that LCM Capital Management Inc held a total portfolio value of $230.0M, covering 110 public equity positions.
In Q1 2026, LCM Capital Management Inc displayed an active expansion posture, initiating 3 new positions and adding to 68 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 | 13.53% | -0.02% | +0.32% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.94% | -0.07% | -4.77% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.73% | +0.56% | +0.85% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.02% | — | +1.15% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.63% | — | +1.24% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.92% | -0.45% | -3.13% | |
| 7 | VFH | Vanguard Financials ETF | ETF-Other | 3.75% | -0.15% | +1.11% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.68% | -0.21% | -0.70% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | +0.30% | +1.20% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 1.94% | -0.39% | +1.11% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.93% | +0.14% | +1.43% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | +0.01% | +1.25% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.70% | -0.23% | +0.38% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.65% | -0.64% | — | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.11% | +1.06% | |
| 16 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.11% | -0.29% | +0.94% | |
| 17 | RTX | Rtx CORP | Stock-Industrials | 1.07% | -0.15% | +0.66% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.18% | +1.43% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | -0.28% | +0.83% | |
| 20 | CVX | Chevron CORP | Stock-Energy | 0.93% | -0.28% | +2.02% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.90% | +1.46% | +3.01% | |
| 22 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.87% | -0.31% | -0.27% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | -0.11% | +1.69% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.05% | +0.21% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.09% | +0.30% | |
| 26 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.62% | -0.07% | +0.75% | |
| 27 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.62% | -0.13% | +0.66% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.18% | -0.82% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | -0.02% | +1.52% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.13% | +0.94% | |
| 31 | MSTR | Strategy Inc | Stock-Tech | 0.51% | -0.28% | — | |
| 32 | QCOM | Qualcomm Inc | Stock-Tech | 0.50% | +0.12% | +0.72% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | — | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.47% | -0.05% | +1.23% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.11% | +0.57% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.46% | -0.02% | +0.48% | |
| 37 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.39% | -0.04% | +1.18% | |
| 38 | UL | Unilever Plc-sponsored Adr | Stock-Consumer Staples | 0.39% | -0.03% | +1.08% | |
| 39 | ASML | ASML Holding N.V. | Stock-Tech | 0.38% | +0.17% | +1.58% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.37% | -0.04% | -6.69% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.37% | +0.08% | — | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.36% | -0.09% | +1.31% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.33% | -0.01% | +0.99% | |
| 44 | GLW | Corning Inc | Stock-Tech | 0.33% | +0.22% | -4.52% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | — | -1.09% | |
| 46 | AMRN | Amarin CORP PLC -adr | Stock-Other | 0.32% | +0.04% | +2.84% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.31% | -0.09% | +0.97% | |
| 48 | NOK | Nokia Corp-spon Adr | Stock-Tech | 0.28% | +0.04% | +0.38% | |
| 49 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.27% | -0.05% | +0.45% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.26% | — | +2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +0.8% | +0.32% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +0.5% | +0.85% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +0.83% | Add |
| 4 | CVX | Chevron CORP | +0.3% | +2.02% | Add |
| 5 | WMT | Walmart Inc | +0.3% | +1.11% | Add |
| 6 | LMT | Lockheed Martin CORP | +0.3% | +0.94% | Add |
| 7 | JNJ | Johnson & Johnson | +0.3% | +1.06% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | +1.43% | Add |
| 9 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +0.38% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | +0.2% | -0.70% | Trim |
| 11 | GLW | Corning Inc | +0.1% | -4.52% | Trim |
| 12 | GILD | Gilead Sciences Inc | +0.1% | +0.66% | Add |
| 13 | RTX | Rtx CORP | +0.1% | +0.66% | Add |
| 14 | ASML | ASML Holding N.V. | +0.1% | +1.58% | Add |
| 15 | VLO | Valero Energy CORP | +0.1% | -1.33% | Trim |
| 16 | NOK | Nokia Corp-spon Adr | +0.1% | +0.38% | Add |
| 17 | PEP | Pepsico Inc | +0.1% | +0.94% | Add |
| 18 | INTC | Intel CORP | +0.1% | +15.67% | Add |
| 19 | RIG | Transocean Ltd. | +0.1% | +0.64% | Add |
| 20 | PWR | Quanta Services Inc | +0.1% | — | Unchanged |
| 21 | COP | Conocophillips | +0.1% | +0.79% | Add |
| 22 | ETR | Entergy CORP | +0.1% | -0.75% | Trim |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | Unchanged |
| 24 | HON | Honeywell International Inc | 0% | +2.34% | Add |
| 25 | BMY | Bristol-myers Squibb Co | 0% | +0.45% | Add |
| 26 | NVS | Novartis Ag-sponsored Adr | 0% | +1.77% | Add |
| 27 | CL | Colgate-palmolive Co | 0% | +0.99% | Add |
| 28 | YUM | Yum! Brands Inc | 0% | +0.75% | Add |
| 29 | AMRN | Amarin CORP PLC -adr | 0% | +2.84% | Add |
| 30 | CAT | Caterpillar Inc | 0% | +5.00% | Add |
| 31 | KMI | Kinder Morgan, Inc. | 0% | -1.13% | Trim |
| 32 | VZ | Verizon Communications Inc | 0% | +0.68% | Add |
| 33 | WMB | Williams Cos Inc | 0% | -1.39% | Trim |
| 34 | PFE | Pfizer Inc | 0% | +0.79% | Add |
| 35 | NOC | Northrop Grumman CORP | 0% | +1.85% | Add |
| 36 | BCPC | Balchem CORP | 0% | +1.87% | Add |
| 37 | SO | Southern Co/the | 0% | +1.82% | Add |
| 38 | MCD | Mcdonald's CORP | 0% | +0.57% | Add |
| 39 | AEP | American Electric Power | 0% | +2.52% | Add |
| 40 | NEE | Nextera Energy Inc | 0% | +0.79% | Add |
| 41 | T | At&t Inc | 0% | -1.92% | Trim |
| 42 | DUK | Duke Energy CORP | 0% | -0.69% | Trim |
| 43 | AMGN | Amgen Inc | 0% | +1.10% | Add |
| 44 | GLD | Spdr Gold Shares | 0% | +1.38% | Add |
| 45 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | +1.80% | Add |
| 46 | PM | Philip Morris International | 0% | +0.68% | Add |
| 47 | REGN | Regeneron Pharmaceuticals | 0% | +2.29% | Add |
| 48 | CSCO | Cisco Systems Inc | 0% | -0.82% | Trim |
| 49 | AMD | Advanced Micro Devices | 0% | +3.01% | Add |
| 50 | CARR | Carrier Global CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, LCM Capital Management Inc reported a total U.S. public equity portfolio value of $230.0M across 110 disclosed positions in Q1 2026.
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 40.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
CNQ
市值: $276.9K
Top Position Liquidated / Trimmed
ALAB
前期市值: $261.4K
During Q1 2026, LCM Capital Management Inc's top holdings by market value included MDY (13.5%)、SPY (12.9%)、IWM (8.7%). The largest single position, MDY, represented 13.5% of total portfolio value.
In Q1 2026, LCM Capital Management Inc made 96 total portfolio adjustments, initiating 3 new buys, adding to 68 positions, trimming 19 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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