Lcm Capital Management Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 100Value: $170.3MLatest: 2025Q1

LCM Capital Management Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 100 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ADBE",
  "GOOGL",
  "RIG",
  "ASML",
  "T",
  "AMRN",
  "AVGO",
  "LOW",
  "DUK",
  "RXRX",
  null,
  "GILD",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "QCOM",
  "EMR",
  "META",
  "NAK",
  "KMI",
  "MSFT",
  "NVS",
  "ANET",
  "ORCL",
  null,
  "PYPL",
  "PEP",
  "DNP",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "VZ",
  "AMGN",
  "MSTR",
  "REGN",
  "NOW",
  "RTX",
  "SAP",
  "SBUX",
  "ERIC",
  "TMO",
  "UL",
  "SCHW",
  "VWO",
  "TSM",
  "ETR",
  "DD",
  "VRTX",
  "EW",
  "AMD",
  "AEP",
  "IDCC",
  "NVO",
  "AMZN",
  null,
  "VLO",
  "VFH",
  "WMT",
  "WMB",
  "XEL",
  "YUM",
  "NOK",
  "SO",
  "TTD",
  "OTIS",
  "CRM",
  "ADP",
  "AZO",
  "BCPC",
  "BA",
  "BMY",
  "CARR",
  "CVX",
  "CSCO",
  "CL",
  "COP",
  "CEG",
  "COST",
  "GLW",
  "EFA",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 100
Total Value: 170311755
Accession Number: 0001861752-25-000003
Form Type: 13F-HR
CIK: lcm-capital-management
Manager Name: Lcm-Capital-Management

Data Enrichment

97% identified

97 identified3 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $170.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:41.9K

Value:$23.4M

% of Portfolio:13.7% ($23.4M/$170.3M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:43.8K

Value:$23.4M

% of Portfolio:13.7% ($23.4M/$170.3M)

464287655

IWM|464287655

Shares:69.1K

Value:$13.8M

% of Portfolio:8.1% ($13.8M/$170.3M)

Apple Inc.

AAPL|037833100

Shares:46.8K

Value:$10.4M

% of Portfolio:6.1% ($10.4M/$170.3M)

MICROSOFT CORP

MSFT|594918104

Shares:21.1K

Value:$7.9M

% of Portfolio:4.7% ($7.9M/$170.3M)

NVIDIA CORP

NVDA|67066G104

Shares:70.5K

Value:$7.6M

% of Portfolio:4.5% ($7.6M/$170.3M)

92204A405

VFH|92204A405

Shares:60.9K

Value:$7.3M

% of Portfolio:4.3% ($7.3M/$170.3M)

464287465

EFA|464287465

Shares:76.6K

Value:$6.3M

% of Portfolio:3.7% ($6.3M/$170.3M)

AMAZON COM INC

AMZN|023135106

Shares:17.8K

Value:$3.4M

% of Portfolio:2.0% ($3.4M/$170.3M)

Alphabet Inc.

GOOGL|02079K305

Shares:21.6K

Value:$3.3M

% of Portfolio:2.0% ($3.3M/$170.3M)

81369Y886

Shares:37.4K

Value:$3.0M

% of Portfolio:1.7% ($3.0M/$170.3M)

Walmart Inc.

WMT|931142103

Shares:30.9K

Value:$2.7M

% of Portfolio:1.6% ($2.7M/$170.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:27.9K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$170.3M)

Broadcom Inc.

AVGO|11135F101

Shares:12.5K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$170.3M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:2.0K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$170.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:11.0K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$170.3M)

Meta Platforms, Inc.

META|30303M102

Shares:3.0K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$170.3M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.9K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$170.3M)

HOME DEPOT, INC.

HD|437076102

Shares:4.4K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$170.3M)

46438R105

Shares:112.5K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$170.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	41.9K	QoQ +1.82% (-750) YoY -3.06% (-1.3K)	All Managers (Combined)	$23.4M	13.7% ($23.4M/$170.3M)	QoQ -2.81% (-$677.7K) YoY +3.66% (-$827.6K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	43.8K	QoQ +2.16% (-926) YoY +4.75% (+2.0K)	All Managers (Combined)	$23.4M	13.7% ($23.4M/$170.3M)	QoQ -4.31% (-$1.1M) YoY +0.44% (+$103.2K)
(IWMcusip464287655)	69.1K	QoQ +2.73% (-1.8K) YoY +6.57% (+4.3K)	All Managers (Combined)	$13.8M	8.1% ($13.8M/$170.3M)	QoQ -7.24% (-$1.1M) YoY +1.09% (+$148.9K)
Apple Inc.(AAPLcusip037833100)	46.8K	QoQ +1.86% (-857) YoY -2.00% (-957)	All Managers (Combined)	$10.4M	6.1% ($10.4M/$170.3M)	QoQ -9.64% (-$1.1M) YoY +26.94% (-$2.2M)
MICROSOFT CORP(MSFTcusip594918104)	21.1K	QoQ +1.92% (-399) YoY +5.09% (-1.0K)	All Managers (Combined)	$7.9M	4.7% ($7.9M/$170.3M)	QoQ -9.22% (-$805.8K) YoY -6.22% (-$526.6K)
NVIDIA CORP(NVDAcusip67066G104)	70.5K	QoQ +8.33% (-5.4K) YoY +1113.16% (+64.7K)	All Managers (Combined)	$7.6M	4.5% ($7.6M/$170.3M)	QoQ -12.56% (-$1.1M) YoY +45.51% (+$2.4M)
(VFHcusip92204A405)	60.9K	QoQ +2.74% (+1.6K) YoY +5.68% (+3.3K)	All Managers (Combined)	$7.3M	4.3% ($7.3M/$170.3M)	QoQ +3.95% (+$276.9K) YoY +23.31% (+$1.4M)
(EFAcusip464287465)	76.6K	QoQ +0.60% (+462) YoY -2.34% (-1.8K)	All Managers (Combined)	$6.3M	3.7% ($6.3M/$170.3M)	QoQ +8.75% (+$503.8K) YoY -0.06% (-$3.8K)
AMAZON COM INC(AMZNcusip023135106)	17.8K	QoQ +2.52% (-439) YoY -4.39% (-818)	All Managers (Combined)	$3.4M	2.0% ($3.4M/$170.3M)	QoQ -11.08% (-$422.6K) YoY +0.84% (-$28.5K)
Alphabet Inc.(GOOGLcusip02079K305)	21.6K	QoQ +2.87% (-603) YoY +8.13% (+1.6K)	All Managers (Combined)	$3.3M	2.0% ($3.3M/$170.3M)	QoQ -15.96% (-$634.0K) YoY +10.78% (+$325.0K)
(cusip81369Y886)✕	37.4K	QoQ +0.56% (+212) YoY +3.89% (+1.4K)	All Managers (Combined)	$3.0M	1.7% ($3.0M/$170.3M)	QoQ +4.76% (+$134.3K) YoY +24.78% (+$586.0K)
Walmart Inc.(WMTcusip931142103)	30.9K	QoQ +1.85% (-562) YoY +4.50% (+1.3K)	All Managers (Combined)	$2.7M	1.6% ($2.7M/$170.3M)	QoQ -1.03% (-$28.3K) YoY +52.47% (+$933.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	27.9K	QoQ -10.81% (-3.4K) YoY -13.08% (-4.2K)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$170.3M)	QoQ -0.47% (-$11.3K) YoY +218.81% (-$1.6M)
Broadcom Inc.(AVGOcusip11135F101)	12.5K	QoQ +3.63% (-439) YoY +1136.89% (+11.5K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$170.3M)	QoQ -25.15% (-$703.6K) YoY +56.21% (+$753.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	2.0K	QoQ +2.78% (+53) YoY +6.41% (+118)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$170.3M)	QoQ +6.09% (+$106.4K) YoY +37.37% (+$503.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	11.0K	QoQ +1.98% (+214) YoY +5.21% (+545)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$170.3M)	QoQ +16.95% (+$264.1K) YoY +10.31% (+$170.3K)
Meta Platforms, Inc.(METAcusip30303M102)	3.0K	QoQ +2.83% (+83) YoY +26.29% (+626)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$170.3M)	QoQ +1.23% (+$21.1K) YoY +49.90% (+$577.0K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.9K	QoQ +1.79% (-68) YoY +3.87% (+144)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$170.3M)	QoQ -6.42% (-$118.3K) YoY +2.01% (+$34.1K)
HOME DEPOT, INC.(HDcusip437076102)	4.4K	QoQ +0.92% (-40) YoY +1.51% (-65)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$170.3M)	QoQ -4.91% (-$82.6K) YoY -3.01% (-$49.7K)
(cusip46438R105)✕	112.5K	QoQ +12.49% (-12.5K) YoY NEW(+112.5K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$170.3M)	QoQ -38.52% (-$974.6K) YoY NEW(+$1.6M)