LI
LDIC Inc. 13F Holdings (Q2 2026) — Stock Portfolio & Buys
LDIC Inc.CIK: 0002140580
Quality / disciplined sizingLong-term holder
Total reported value
$159.7M
Reporting period: 2026-06-30 · Number of holdings: 25
LDIC Inc. disclosed 25 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $159.7M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 27.11
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 53.5
- Diversification
- 50
- Sizing Uniformity
- 91.49
LDIC Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.068 — mathematically equivalent to about 15 equally-sized positions, close to its 25 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.85), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.68% | — | — | — |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 10.63% | — | — | — |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 10.60% | — | — | — |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.14% | — | — | — |
| 5 | WMT | Walmart Inc | Stock-Consumer Staples | 7.52% | — | — | — |
| 6 | MS | Morgan Stanley | Stock-Financials | 6.33% | — | — | — |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 6.30% | — | — | — |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 5.87% | — | — | — |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 4.40% | — | — | — |
| 10 | TXN | Texas Instruments Inc | Stock-Tech | 3.88% | — | — | — |
| 11 | ADI | Analog Devices Inc | Stock-Tech | 3.57% | — | — | — |
| 12 | SHEL | Shell Plc-adr | Stock-Energy | 3.10% | — | — | — |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 3.09% | — | — | — |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.06% | — | — | — |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.92% | — | — | — |
| 16 | ORCL | Oracle CORP | Stock-Tech | 2.70% | — | — | — |
| 17 | WM | Waste Management Inc | Stock-Industrials | 2.05% | — | — | — |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 2.04% | — | — | — |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.78% | — | — | — |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | — | — |
| 21 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.50% | — | — | — |
| 22 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.42% | — | — | — |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | — | — | — |
| 24 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.34% | — | — | — |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is LDIC Inc. and what type of investor is it?
LDIC Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $159.7M, spread across 25 disclosed positions.
What are LDIC Inc.'s largest equity positions?
Based on the latest 13F filing, LDIC Inc.'s top holdings by market value are:
1. Apple Inc (AAPL) — $17.1M (10.7%)
2. Alphabet Inc-cl C (GOOG) — $17.0M (10.6%)
3. Jpmorgan Chase & Co (JPM) — $16.9M (10.6%)
4. Amazon.com Inc (AMZN) — $13.0M (8.1%)
5. Walmart Inc (WMT) — $12.0M (7.5%)
What changes did LDIC Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for LDIC Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does LDIC Inc. focus on?
LDIC Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 28.1%
• Financials: 24.0%
• Communication Services: 14.0%
• Consumer Discretionary: 9.2%
• Consumer Staples: 7.8%
• Health Care: 6.4%
Investment Profile
LDIC Inc.'s portfolio is broadly diversified and long-term-holding.
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Developer Access
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