LCM Capital Management Inc Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$206.9M

Holdings

113

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$28.4M
MDYSPDR S&P MIDCAP 400 ETF TR
$26.3M
IWMISHARES TR
$17.1M
NVDANVIDIA CORPORATION
$12.7M
AAPLAPPLE INC
$11.9M
MSFTMICROSOFT CORP
$10.5M
VFHVANGUARD WORLD FD
$8.2M
EFAISHARES TR
$7.3M
GOOGLALPHABET INC
$6.7M
AVGOBROADCOM INC
$4.2M
AMZNAMAZON COM INC
$4.1M
PLTRPALANTIR TECHNOLOGIES INC
$4.0M
WMTWALMART INC
$3.4M
XLUSELECT SECTOR SPDR TR
$3.1M
ETHAISHARES ETHEREUM TR
$2.5M
JNJJOHNSON & JOHNSON
$2.2M
RTXRTX CORPORATION
$2.0M
AMDADVANCED MICRO DEVICES INC
$1.8M
METAMETA PLATFORMS INC
$1.8M
LMTLOCKHEED MARTIN CORP
$1.8M
ORCLORACLE CORP
$1.7M
COSTCOSTCO WHSL CORP NEW
$1.7M
HDHOME DEPOT INC
$1.5M
XOMEXXON MOBIL CORP
$1.3M
CVXCHEVRON CORP NEW
$1.3M
QCOMQUALCOMM INC
$1.3M
MIGASTRATEGY INC
$1.2M
JPMJPMORGAN CHASE & CO.
$1.2M
YUMYUM BRANDS INC
$1.2M
CSCOCISCO SYS INC
$1.1M
TMOTHERMO FISHER SCIENTIFIC INC
$1.1M
GOOGALPHABET INC
$1.1M
GILDGILEAD SCIENCES INC
$1.1M
PEPPEPSICO INC
$1.0M
CRMSALESFORCE INC
$1.0M
EMREMERSON ELEC CO
$934K
DISDISNEY WALT CO
$914K
MCDMCDONALDS CORP
$908K
ULUNILEVER PLC
$884K
ADBEADOBE INC
$869K
PGPROCTER AND GAMBLE CO
$789K
TSLATESLA INC
$784K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$660K
ASMLASML HOLDING N V
$609K
CLCOLGATE PALMOLIVE CO
$607K
EH3AMARIN CORP PLC
$589K
VRTXVERTEX PHARMACEUTICALS INC
$514K
SAPSAP SE
$498K
ADPAUTOMATIC DATA PROCESSING IN
$498K
AZOAUTOZONE INC
$481K
NAKNORTHERN DYNASTY MINERALS LT
$481K
ANETARISTA NETWORKS INC
$480K
BMYBRISTOL-MYERS SQUIBB CO
$477K
GLWCORNING INC
$445K
NVSNNOVARTIS AG
$443K
NOKNOKIA CORP
$442K
CEGCONSTELLATION ENERGY CORP
$438K
REGNREGENERON PHARMACEUTICALS
$438K
LOWLOWES COS INC
$426K
4I1PHILIP MORRIS INTL INC
$400K
ETRENTERGY CORP NEW
$394K
VWOVANGUARD INTL EQUITY INDEX F
$392K
IBITISHARES BITCOIN TRUST ETF
$388K
NDQINVESCO QQQ TR
$384K
HONHONEYWELL INTL INC
$382K
GISGENERAL MLS INC
$372K
BCPCBALCHEM CORP
$369K
NFLXNETFLIX INC
$363K
BABOEING CO
$355K
SCHWSCHWAB CHARLES CORP
$348K
PFEPFIZER INC
$348K
NOWSERVICENOW INC
$345K
SOSOUTHERN CO
$344K
PWRQUANTA SVCS INC
$327K
AMGNAMGEN INC
$326K
CARRCARRIER GLOBAL CORPORATION
$322K
IDIINTERDIGITAL INC
$318K
DUKDUKE ENERGY CORP NEW
$306K
SHOPSHOPIFY INC
$298K
VLOVALERO ENERGY CORP
$293K
INTCINTEL CORP
$282K
WMBWILLIAMS COS INC
$272K
XELXCEL ENERGY INC
$265K
ALABASTERA LABS INC
$261K
KMIKINDER MORGAN INC DEL
$260K
MMM3M CO
$250K
TAT&T INC
$248K
AEPAMERICAN ELEC PWR CO INC
$242K
SBUXSTARBUCKS CORP
$238K
OTISOTIS WORLDWIDE CORP
$233K
GQ9SPDR GOLD TR
$230K
EWEDWARDS LIFESCIENCES CORP
$228K
COPCONOCOPHILLIPS
$226K
NEENEXTERA ENERGY INC
$224K
LLYELI LILLY & CO
$223K
BACVERIZON COMMUNICATIONS INC
$220K
GLNKGRAYSCALE CHAINLINK TR ETF
$217K
CATCATERPILLAR INC
$217K
NOCNORTHROP GRUMMAN CORP
$215K
DNPDNP SELECT INCOME FD INC
$212K
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