AI Portfolio Summary
In 2025 Q4, LCM Capital Management Inc maintained a portfolio of 116 distinct positions. They heavily accumulated shares in AMAZON COM INC, increasing their position by 0.0%. Conversely, LCM Capital Management Inc completely exited their position in DUPONT DE NEMOURS IN.
Total Positions
116
Quarter
2025 Q4
Top Holding
SPY (13.7%)
Top 10 Concentration
64.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 116
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
SPDR S&P 500 ET...
|
ETF | 13.72% | 13.41% |
#1
Prev: #1
|
6.5 | -338 | -0.8% |
P
S
|
41,638 | $28,393,887 |
$380.15
+80.4%
|
2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
MDY
SPDR S&P MIDCAP...
|
ETF | 12.70% | 12.53% |
#2
Prev: #2
|
6.0 | -244 | -0.6% |
P
S
|
43,573 | $26,286,700 |
$455.16
+35.7%
|
2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
IWM
ISHARES TR
|
ETF | 8.28% | 8.09% |
#3
Prev: #3
|
4.8 | -101 | -0.1% |
P
S
|
69,585 | $17,129,113 |
$203.66
+23.9%
|
2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.14% | 6.23% |
#4
Prev: #4
|
3.5 | -1,487 | -2.1% |
P
S
|
68,067 | $12,694,538 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 5.74% | 5.38% |
#5
1
Prev: #6
|
3.3 | -387 | -0.9% |
P
S
|
43,664 | $11,870,437 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 5.09% | 5.47% |
#6
1
Prev: #5
|
2.5 | -246 | -1.1% |
P
S
|
21,766 | $10,526,308 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 3.95% | 3.86% |
#7
Prev: #7
|
2.1 | -150 | -0.2% |
P
S
|
61,232 | $8,173,872 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EFA
ISHARES TR
|
ETF | 3.53% | 3.48% |
#8
Prev: #8
|
1.9 | -1,584 | -2.0% |
P
S
|
76,131 | $7,310,904 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.23% | 2.52% |
#9
Prev: #9
|
1.8 | -210 | -1.0% |
P
S
|
21,372 | $6,689,425 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 2.05% | 1.97% |
#10
1
Prev: #11
|
1.3 | -152 | -1.2% |
P
S
|
12,278 | $4,249,579 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.96% | 1.85% |
#11
1
Prev: #12
|
1.3 | 1 | 0.0% |
P
S
|
17,561 | $4,053,430 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.93% | 1.99% |
#12
2
Prev: #10
|
1.3 | -351 | -1.5% |
P
S
|
22,440 | $3,988,710 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.66% | 1.53% |
#13
2
Prev: #15
|
1.2 | -134 | -0.4% |
P
S
|
30,814 | $3,432,935 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.52% | 1.57% |
#14
Prev: #14
|
3.6 | 35,838 | 95.2% |
P
S
|
73,466 | $3,136,270 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 1.19% | 1.75% |
#15
2
Prev: #13
|
1.0 | -6,732 | -5.8% |
P
S
|
109,330 | $2,452,272 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.04% | 0.98% |
#16
2
Prev: #18
|
0.9 | -569 | -5.2% |
P
S
|
10,440 | $2,160,500 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.97% | 0.89% |
#17
3
Prev: #20
|
0.9 | -40 | -0.4% |
P
S
|
10,990 | $2,015,598 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.89% | 0.81% |
#18
5
Prev: #23
|
0.9 | -1,875 | -18.0% |
P
S
|
8,563 | $1,833,852 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.85% | 1.06% |
#19
2
Prev: #17
|
0.8 | -357 | -11.8% |
P
S
|
2,661 | $1,756,553 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 0.85% | 0.92% |
#20
1
Prev: #19
|
0.8 | -227 | -5.9% |
P
S
|
3,623 | $1,752,253 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
ORACLE CORP
|
Technology | 0.83% | 1.19% |
#21
5
Prev: #16
|
0.8 | -42 | -0.5% |
P
S
|
8,792 | $1,713,688 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
COST
COSTCO WHSL COR...
|
Consumer Defensive | 0.82% | 0.88% |
#22
1
Prev: #21
|
0.8 | -12 | -0.6% |
P
S
|
1,962 | $1,692,087 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.71% | 0.83% |
#23
1
Prev: #22
|
0.8 | -18 | -0.4% |
P
S
|
4,271 | $1,469,778 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.65% | 0.60% |
#24
4
Prev: #28
|
0.8 | 1 | 0.0% |
P
S
|
11,091 | $1,338,814 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
CHEVRON CORP NE...
|
Energy | 0.65% | 0.65% |
#25
Prev: #25
|
0.8 | 2 | 0.0% |
P
S
|
8,772 | $1,337,013 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DD
DUPONT DE NEMOU...
|
Basic Materials | 0.00% | 0.12% |
Sold All 😨
(Was: #92) |
0.0 | -3,255 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SWKS
SKYWORKS SOLUTI...
|
Technology | 0.00% | 0.10% |
Sold All 😨
(Was: #96) |
0.0 | -2,831 | -100.0% |
CLOSED
|
— | $— | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TLN
TALEN ENERGY CO...
|
Utilities | 0.00% | 0.10% |
Sold All 😨
(Was: #98) |
0.0 | -500 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 116 holdings