Lm-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
215
Total Value
555401
Accession Number
0002011314-25-000002
Form Type
13F-HR
Manager Name
Lm-Advisors
Data Enrichment
80% identified
171 identified44 unidentified

Holdings

215 positions • $555.4K total value
Manager:
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464287556
Shares:6.8K
Value:$867.0K
% of Portfolio:156.1% ($867.0K/$555.4K)
COCA COLA CO
Shares:12.1K
Value:$867.0K
% of Portfolio:156.1% ($867.0K/$555.4K)
PayPal Holdings, Inc.
Shares:13.1K
Value:$858.0K
% of Portfolio:154.5% ($858.0K/$555.4K)
ADVANCED MICRO DEVICES INC
Shares:8.3K
Value:$855.0K
% of Portfolio:153.9% ($855.0K/$555.4K)
Blackstone Inc.
Shares:6.1K
Value:$855.0K
% of Portfolio:153.9% ($855.0K/$555.4K)
CME GROUP INC.
Shares:3.2K
Value:$848.0K
% of Portfolio:152.7% ($848.0K/$555.4K)
ILLINOIS TOOL WORKS INC
Shares:3.4K
Value:$844.0K
% of Portfolio:152.0% ($844.0K/$555.4K)
ASML HOLDING NV
Shares:1.3K
Value:$842.0K
% of Portfolio:151.6% ($842.0K/$555.4K)
AMGEN INC
Shares:2.7K
Value:$837.0K
% of Portfolio:150.7% ($837.0K/$555.4K)
Booking Holdings Inc.
Shares:181
Value:$832.0K
% of Portfolio:149.8% ($832.0K/$555.4K)
464287614
Shares:2.3K
Value:$828.0K
% of Portfolio:149.1% ($828.0K/$555.4K)
33734X846
Shares:13.1K
Value:$826.0K
% of Portfolio:148.7% ($826.0K/$555.4K)
19761L607
Shares:40.7K
Value:$820.0K
% of Portfolio:147.6% ($820.0K/$555.4K)
BlackRock, Inc.
Shares:860
Value:$814.0K
% of Portfolio:146.6% ($814.0K/$555.4K)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:4.4K
Value:$778.0K
% of Portfolio:140.1% ($778.0K/$555.4K)
PACCAR INC
Shares:7.8K
Value:$756.0K
% of Portfolio:136.1% ($756.0K/$555.4K)
Blackstone Secured Lending Fund
Shares:23.3K
Value:$754.0K
% of Portfolio:135.8% ($754.0K/$555.4K)
CHEVRON CORP
Shares:4.5K
Value:$754.0K
% of Portfolio:135.8% ($754.0K/$555.4K)
CARRIER GLOBAL Corp
Shares:11.9K
Value:$753.0K
% of Portfolio:135.6% ($753.0K/$555.4K)
78464A870
Shares:9.2K
Value:$749.0K
% of Portfolio:134.9% ($749.0K/$555.4K)