Lcm Capital Management Inc Portfolio Holdings

Lcm Capital Management Inc

  • $173 Million
  • Q4 2024

Lcm Capital Management Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $173 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P Midcap 400 ETF Trust with a value of $24.4M, Spdr S&P 500 ETF Trust with a value of $24.1M, Ishares Russell 2000 ETF with a value of $14.9M, Apple Inc. with a value of $11.5M, and Nvidia Corp with a value of $8.74M.

Examining the 13F form we can see an increase of $1.07M in the current position value, from $172M to 173M.

Below you can find more details about Lcm Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $79.6 Million
Technology: $46.2 Million
Consumer Cyclical: $9.09 Million
Consumer Defensive: $9.08 Million
Communication Services: $8.13 Million
Healthcare: $6.99 Million
Industrials: $6.39 Million
Energy: $3.35 Million
Other: $3.92 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.4 Million 14.13% of portfolio
42,861
Q4 2024 Reduced 0.68%
$0
$24.1 Million 13.94% of portfolio
41,107
Q4 2024 Reduced 5.0%
$0
$14.9 Million 8.6% of portfolio
67,273
Q4 2024 Reduced 0.67%
$0
$7 Million 4.05% of portfolio
59,262
Q4 2024 Added 0.41%
$0
$5.76 Million 3.33% of portfolio
76,145
Q4 2024 Reduced 3.01%
$0
$2.82 Million 1.63% of portfolio
37,203
Q4 2024 Added 0.16%
$0
$411,000 0.24% of portfolio
9,351
Q4 2024 Reduced 0.67%
$0
$290,000 0.17% of portfolio
568
Q4 2024 Added 3.46%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $173 Million
  • Prior Value $172 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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