Lm Advisors LLC Portfolio Holdings by Sector

Lm Advisors LLC

$694 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPY QQQ OMFL VIG DIA RSP VHT 79 stocks	$338,483 50.81% of portfolio	35	12	12	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI BABA 3 stocks	$60,124 9.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$57,313 8.6% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL ADBE CRWD PANW CHKP 7 stocks	$34,199 5.13% of portfolio	4	2	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$26,857 4.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$26,244 3.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM AMD MRVL TSM 6 stocks	$16,507 2.48% of portfolio	5	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NAC NAD BYM BX BXSL ACP BK MUC 10 stocks	$12,573 1.89% of portfolio	2	3	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IXJ 2 stocks	$11,791 1.77% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services SOFI V MA ORCC AXP PYPL 6 stocks	$11,166 1.68% of portfolio	-	5	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST TGT 3 stocks	$9,494 1.43% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC C 3 stocks	$8,058 1.21% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ MRK PFE 4 stocks	$7,546 1.13% of portfolio	3	1	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM SHOP NOW UBER 4 stocks	$5,269 0.79% of portfolio	2	2	1	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS MS IREN 3 stocks	$4,457 0.67% of portfolio	1	1	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA GM 2 stocks	$4,406 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$3,284 0.49% of portfolio	2	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials LMT BA RTX HWM 4 stocks	$2,379 0.36% of portfolio	3	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$2,282 0.34% of portfolio	2	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate SBAC AMT 2 stocks	$1,833 0.28% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate ESS 1 stocks	$1,784 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$1,619 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN GE 2 stocks	$1,333 0.2% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML KLAC AMAT 3 stocks	$1,301 0.2% of portfolio	2	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$1,229 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE 1 stocks	$1,180 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$1,114 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM AI 2 stocks	$1,069 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$1,015 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts
N/A \| N/A BSTZ 1 stocks	$1,009 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O 1 stocks	$803 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$799 0.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical LTH 1 stocks	$718 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT BSX 2 stocks	$693 0.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services EFSC 1 stocks	$628 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM VPL 2 stocks	$526 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$493 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK 1 stocks	$448 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$447 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI 1 stocks	$406 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare MRNA 1 stocks	$343 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$339 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY 1 stocks	$323 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$323 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$322 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical RSI 1 stocks	$266 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$250 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials HTZ 1 stocks	$249 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical WYNN 1 stocks	$244 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$239 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy PSX 1 stocks	$236 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$206 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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Lm Advisors LLC Portfolio Holdings by Sector

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