AI Portfolio Summary
In 2026 Q1, LCM Capital Management Inc maintained a portfolio of 116 distinct positions. They heavily accumulated shares in STATE STR SPDR S&P M, increasing their position by 0.3%. The fund also reduced its exposure to PROCTER & GAMBLE CO by 6.7%.
Total Positions
116
Quarter
2026 Q1
Top Holding
MDY (13.5%)
Top 10 Concentration
63.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MDY
STATE STR SPDR ...
|
Unknown | 13.53% | 12.70% |
#1
1
Prev: #2
|
6.5 | 140 | 0.3% |
P
S
|
43,713 | $26,960,230 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 12.94% | 13.72% |
#2
1
Prev: #1
|
6.0 | -1,988 | -4.8% |
P
S
|
39,650 | $25,786,041 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWM
ISHARES TR
|
ETF | 8.73% | 8.28% |
#3
Prev: #3
|
5.0 | 589 | 0.8% |
P
S
|
70,174 | $17,403,207 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.02% | 6.14% |
#4
Prev: #4
|
3.4 | 782 | 1.1% |
P
S
|
68,849 | $12,007,338 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 5.63% | 5.74% |
#5
Prev: #5
|
3.3 | 541 | 1.2% |
P
S
|
44,205 | $11,218,908 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.92% | 5.09% |
#6
Prev: #6
|
2.1 | -681 | -3.1% |
P
S
|
21,085 | $7,805,092 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 3.75% | 3.95% |
#7
Prev: #7
|
2.0 | 680 | 1.1% |
P
S
|
61,912 | $7,479,587 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EFA
ISHARES TR
|
ETF | 3.68% | 3.53% |
#8
Prev: #8
|
2.0 | -535 | -0.7% |
P
S
|
75,596 | $7,342,684 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.12% | 3.23% |
#9
Prev: #9
|
1.7 | 256 | 1.2% |
P
S
|
21,628 | $6,219,377 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.94% | 1.66% |
#10
3
Prev: #13
|
1.3 | 341 | 1.1% |
P
S
|
31,155 | $3,871,947 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.93% | 2.05% |
#11
1
Prev: #10
|
1.3 | 175 | 1.4% |
P
S
|
12,453 | $3,854,247 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.86% | 1.96% |
#12
1
Prev: #11
|
1.2 | 220 | 1.3% |
P
S
|
17,781 | $3,703,249 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 1.70% | 1.52% |
#13
1
Prev: #14
|
1.2 | 278 | 0.4% |
P
S
|
73,744 | $3,384,119 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.65% | 1.93% |
#14
2
Prev: #12
|
1.7 | no change | no change |
P
S
|
22,440 | $3,282,523 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.29% | 1.04% |
#15
1
Prev: #16
|
1.0 | 111 | 1.1% |
P
S
|
10,551 | $2,579,031 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.11% | 0.85% |
#16
4
Prev: #20
|
0.9 | 34 | 0.9% |
P
S
|
3,657 | $2,210,270 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RTX
RTX CORPORATION
|
Industrials | 1.07% | 0.97% |
#17
Prev: #17
|
0.9 | 73 | 0.7% |
P
S
|
11,063 | $2,134,129 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 1.00% | 0.82% |
#18
4
Prev: #22
|
0.9 | 28 | 1.4% |
P
S
|
1,990 | $1,983,115 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.95% | 0.65% |
#19
5
Prev: #24
|
0.9 | 92 | 0.8% |
P
S
|
11,183 | $1,897,272 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.93% | 0.65% |
#20
5
Prev: #25
|
0.9 | 177 | 2.0% |
P
S
|
8,949 | $1,851,549 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.90% | 0.89% |
#21
3
Prev: #18
|
0.9 | 258 | 3.0% |
P
S
|
8,821 | $1,794,456 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ETHA
ISHARES ETHEREU...
|
ETF | 0.87% | 1.19% |
#22
7
Prev: #15
|
0.8 | -300 | -0.3% |
P
S
|
109,030 | $1,725,945 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.78% | 0.85% |
#23
4
Prev: #19
|
0.8 | 45 | 1.7% |
P
S
|
2,706 | $1,548,266 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.71% | 0.71% |
#24
1
Prev: #23
|
0.8 | 9 | 0.2% |
P
S
|
4,280 | $1,407,543 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.65% | 0.83% |
#25
4
Prev: #21
|
0.8 | 26 | 0.3% |
P
S
|
8,818 | $1,297,145 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
YUM
YUM BRANDS INC
|
Consumer Cyclical | 0.62% | 0.58% |
#26
3
Prev: #29
|
0.7 | 59 | 0.7% |
P
S
|
7,957 | $1,237,122 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.62% | 0.52% |
#27
6
Prev: #33
|
0.7 | 58 | 0.7% |
P
S
|
8,828 | $1,230,290 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.57% | 0.55% |
#28
2
Prev: #30
|
0.7 | -122 | -0.8% |
P
S
|
14,768 | $1,145,827 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.60% |
#29
1
Prev: #28
|
0.7 | 58 | 1.5% |
P
S
|
3,880 | $1,141,274 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.57% | 0.50% |
#30
4
Prev: #34
|
0.7 | 68 | 0.9% |
P
S
|
7,333 | $1,138,696 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MSTR
STRATEGY INC
|
Technology | 0.51% | 0.60% |
#31
4
Prev: #27
|
1.2 | no change | no change |
P
S
|
8,139 | $1,015,747 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.50% | 0.63% |
#32
6
Prev: #26
|
0.7 | 55 | 0.7% |
P
S
|
7,697 | $991,231 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.49% | 0.52% |
#33
1
Prev: #32
|
1.2 | no change | no change |
P
S
|
3,434 | $985,089 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.47% | 0.52% |
#34
3
Prev: #31
|
0.7 | 23 | 1.2% |
P
S
|
1,896 | $931,962 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.47% | 0.44% |
#35
3
Prev: #38
|
0.7 | 17 | 0.6% |
P
S
|
2,991 | $929,546 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EMR
EMERSON ELEC CO
|
Industrials | 0.46% | 0.45% |
#36
Prev: #36
|
0.7 | 34 | 0.5% |
P
S
|
7,073 | $926,743 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 0.39% | 0.44% |
#37
Prev: #37
|
0.7 | 95 | 1.2% |
P
S
|
8,134 | $783,992 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
UL
UNILEVER PLC
|
Consumer Defensive | 0.39% | 0.43% |
#38
1
Prev: #39
|
0.7 | 146 | 1.1% |
P
S
|
13,672 | $778,894 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.38% | 0.29% |
#39
5
Prev: #44
|
0.7 | 9 | 1.6% |
P
S
|
579 | $764,837 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.37% | 0.38% |
#40
1
Prev: #41
|
0.6 | -369 | -6.7% |
P
S
|
5,143 | $742,863 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.37% | 0.32% |
#41
2
Prev: #43
|
1.1 | no change | no change |
P
S
|
2,175 | $735,041 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CRM
SALESFORCE INC
|
Technology | 0.36% | 0.49% |
#42
7
Prev: #35
|
0.6 | 50 | 1.3% |
P
S
|
3,875 | $723,374 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 0.33% | 0.29% |
#43
2
Prev: #45
|
0.6 | 76 | 1.0% |
P
S
|
7,769 | $662,161 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLW
CORNING INC
|
Technology | 0.33% | 0.22% |
#44
10
Prev: #54
|
0.6 | -230 | -4.5% |
P
S
|
4,861 | $660,974 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.32% | 0.38% |
#45
3
Prev: #42
|
0.6 | -19 | -1.1% |
P
S
|
1,725 | $641,316 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMRN
AMARIN CORP PLC
|
Healthcare | 0.32% | 0.29% |
#46
Prev: #46
|
0.6 | 1,200 | 2.8% |
P
S
|
43,462 | $628,461 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ADBE
ADOBE INC
|
Technology | 0.31% | 0.42% |
#47
7
Prev: #40
|
0.6 | 24 | 1.0% |
P
S
|
2,508 | $609,645 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NOK
NOKIA CORP
|
Technology | 0.28% | 0.21% |
#48
8
Prev: #56
|
0.6 | 257 | 0.4% |
P
S
|
68,711 | $552,435 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BMY
BRISTOL-MYERS S...
|
Healthcare | 0.27% | 0.23% |
#49
4
Prev: #53
|
0.6 | 40 | 0.5% |
P
S
|
8,885 | $538,880 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VRTX
VERTEX PHARMACE...
|
Healthcare | 0.26% | 0.25% |
#50
3
Prev: #47
|
0.6 | 23 | 2.0% |
P
S
|
1,158 | $517,093 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 116 holdings