Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $777 Million
  • Q2 2025

Lm Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $777 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $117M, Tesla, Inc. with a value of $68.4M, Apple Inc. with a value of $62.2M, Amazon Com Inc with a value of $58.8M, and Vanguard Index Fds S&P 500 ETF with a value of $45.6M.

Examining the 13F form we can see an increase of $222M in the current position value, from $555M to 777M.

Lm Advisors LLC is based out at San Diego, CA

Below you can find more details about Lm Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $777 Million
ETFs: $276 Million
Technology: $210 Million
Consumer Cyclical: $130 Million
Financial Services: $51.7 Million
Communication Services: $49.9 Million
Healthcare: $10.9 Million
Consumer Defensive: $10.8 Million
Real Estate: $5.52 Million
Other: $7.75 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$117 Million 15.05% of portfolio
235,082
Q2 2025 Added 481.43%
$1.08T
$68.4 Million 8.8% of portfolio
215,251
Q2 2025 Added 1,813.51%
$3.69T
$62.2 Million 8.0% of portfolio
303,101
Q2 2025 Added 196.41%
$2.26T
$58.8 Million 7.57% of portfolio
268,139
Q2 2025 Added 7.82%
$1.24T
$25.4 Million 3.27% of portfolio
143,084
Q2 2025 Added 5.69%
$1.78T
$11.5 Million 1.48% of portfolio
15,613
Q2 2025 Added 12.72%
$1.21T
$8.59 Million 1.11% of portfolio
48,738
Q2 2025 Reduced 12.82%
$423B
$7.29 Million 0.94% of portfolio
10
Q4 2024 Reduced 9.09%
$621B
$7.22 Million 0.93% of portfolio
14,866
Q2 2025 Added 0.98%
$456B
$5.43 Million 0.7% of portfolio
34,364
Q2 2025 Reduced 23.85%
$367B
$5.35 Million 0.69% of portfolio
39,258
Q2 2025 Added 38.32%
$232B
$4.94 Million 0.64% of portfolio
18,107
Q2 2025 Added 2.97%
$439B
$4.7 Million 0.61% of portfolio
4,752
Q2 2025 Reduced 1.41%
$281B
$4.29 Million 0.55% of portfolio
43,865
Q2 2025 Added 13.7%
$608B
$3.92 Million 0.5% of portfolio
5,031
Q2 2025 Reduced 14.41%
$859B
$3.78 Million 0.49% of portfolio
13,052
Q2 2025 Added 31.16%
$551B
$2.91 Million 0.37% of portfolio
8,199
Q2 2025 Added 10.08%
$254B
$2.86 Million 0.37% of portfolio
4,036
Q2 2025 Added 1.46%
$381B
$2.36 Million 0.3% of portfolio
49,887
Q2 2025 Reduced 2.99%
$548B
$2.22 Million 0.29% of portfolio
3,943
Q2 2025 Reduced 14.28%
$545B
$1.69 Million 0.22% of portfolio
1,260
Q2 2025 Added 136.84%
$207B
$1.63 Million 0.21% of portfolio
13,161
Q2 2025 Added 1.34%
$282B
$1.42 Million 0.18% of portfolio
9,998
Q2 2025 Added 20.2%
$452B
$1.3 Million 0.17% of portfolio
8,522
Q2 2025 Reduced 39.02%
$203B
$1.22 Million 0.16% of portfolio
15,401
Q2 2025 Reduced 42.85%
$245B
$1.02 Million 0.13% of portfolio
3,255
Q2 2025 Added 7.89%
$405B
$918,000 0.12% of portfolio
2,504
Q2 2025 Reduced 46.92%
$306B
$852,000 0.11% of portfolio
12,041
Q2 2025 Reduced 0.55%
$442B
$882,000 0.11% of portfolio
8,184
Q2 2025 Reduced 0.91%
$250B
$860,000 0.11% of portfolio
6,104
Q2 2025 Added 6.36%
$210B
$728,000 0.09% of portfolio
2,469
Q2 2025 Reduced 63.14%
$302B
$641,000 0.08% of portfolio
4,479
Q2 2025 Reduced 0.62%
$295B
$617,000 0.08% of portfolio
770
Q2 2025 Reduced 39.37%
$227B
$660,000 0.08% of portfolio
2,068
Q2 2025 Reduced 0.58%
$222B
$547,000 0.07% of portfolio
1,872
Q2 2025 Reduced 59.25%
$229B
$435,000 0.06% of portfolio
3,198
Q2 2025 Reduced 67.59%
$229B
$446,000 0.06% of portfolio
3,052
Q2 2025 Reduced 0.78%
$368B
$351,000 0.05% of portfolio
2,203
Q2 2025 Reduced 68.19%
$306B
$243,000 0.03% of portfolio
945
Q2 2025 Reduced 5.78%
$302B
$214,000 0.03% of portfolio
2,667
Q2 2025 New
$1.27T
$258,000 0.03% of portfolio
1,139
Q2 2025 Reduced 10.6%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $777 Million
  • Prior Value $555 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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