LCM Capital Management Inc

CIK

1861752

Location

CHICAGO, IL

Portfolio Value

Small $162,308,287

Diversification

Diversified

Filing Date

Global Rank

#4,683 / 8,623 ▲ 16 · as of Mar 2026

Top Industry

Semiconductors 18.5%

3Y Alpha vs SPY

-2.4%

Period ended 4 months ago

Filed Apr 21, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.4%

SPY

+65.3%

Annualised alpha

+0.5%

Max drawdown

−21.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

104 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.6%

−0.1 pts

Top 5

51.6%

−1.3 pts

Top 10

64.5%

−1.6 pts

HHI

713

Diversified−9

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.2%	$55,537,073	8
Technology	31.4%	$50,971,085	25
Consumer Defensive	6.1%	$9,895,441	8
Communication Services	5.8%	$9,493,385	6
Consumer Cyclical	5.6%	$9,080,398	8
Healthcare	5.3%	$8,675,934	15
Industrials	4.8%	$7,824,222	12
Energy	3.6%	$5,912,953	9
Utilities	1.6%	$2,591,443	8
Financial Services	1.0%	$1,688,071	3
Basic Materials	0.4%	$638,282	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMRN	Amarin Corp Plc\Uk	+1,200	43,462	$628,460
INTC	Intel Corp	+1,199	8,852	$390,638
NVDA	Nvidia Corp	+782	68,849	$12,007,265
AAPL	Apple Inc.	+541	44,205	$11,218,786
WMT	Walmart Inc.	+341	31,155	$3,871,943
AMD	Advanced Micro Devices Inc	+258	8,821	$1,794,456
NOK	Nokia Corp	+257	68,711	$552,436
GOOGL	Alphabet Inc.	+256	21,628	$6,219,347
RIG	Transocean Ltd.	+250	39,023	$258,722
AMZN	Amazon Com Inc	+220	17,781	$3,703,248
ERIC	Ericsson Lm Telephone Co	+207	11,675	$131,577
CVX	Chevron Corp	+177	8,949	$1,851,548
AVGO	Broadcom Inc.	+175	12,453	$3,854,328
UL	Unilever PLC	+146	13,672	$778,893
MDY	Spdr S&P Midcap 400 ETF Trust	+140	43,713	$26,960,429
ANET	Arista Networks, Inc.	+140	3,804	$467,055
NFLX	Netflix Inc	+119	3,995	$384,119
JNJ	Johnson & Johnson	+111	10,551	$2,579,086
PFE	Pfizer Inc	+110	14,107	$396,124
GIS	General Mills Inc	+104	8,122	$302,300
DIS	Walt Disney Co	+95	8,134	$783,954
XOM	ExxonMobil Holdings Corp	+92	11,183	$1,897,307
CL	Colgate Palmolive Co	+76	7,769	$662,151
RTX	RTX Corp	+73	11,063	$2,134,052
SO	Southern Co	+72	4,027	$388,686
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
NAK	Northern Dynasty Minerals Ltd	−85,788	158,600	$222,040
GERN	Geron Corp	−2,000	20,400	$30,396
SPY	Spdr S&P 500 ETF Trust	−1,988	39,650	$25,785,981
IBIT	iShares Bitcoin Trust ETF	−1,940	5,880	$225,909
MSFT	Microsoft Corp	−681	21,085	$7,805,034
PG	PROCTER & GAMBLE Co	−369	5,143	$742,854
ETHA	iShares Ethereum Trust ETF	−300	109,030	$1,725,944
GLW	Corning Inc /Ny	−230	4,861	$660,950
T	At&T Inc.	−192	9,817	$284,594
CSCO	Cisco Systems, Inc.	−122	14,768	$1,145,849
KMI	Kinder Morgan, Inc.	−107	9,354	$313,639
WMB	Williams Companies, Inc.	−63	4,463	$324,817
ETR	Entergy Corp /De/	−32	4,239	$476,294
XEL	Xcel Energy Inc	−27	3,561	$282,885
VLO	Valero Energy Corp/Tx	−24	1,780	$439,802
TSLA	Tesla, Inc.	−19	1,725	$641,268
DUK	Duke Energy CORP	−18	2,600	$340,444
CEG	Constellation Energy Corp	−3	1,237	$345,432
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CNQ	CANADIAN NATURAL RESOURCES Ltd	5,683	$276,932
SLB	Slb Limited/Nv	4,449	$228,634
SRE	Sempra	2,194	$213,190
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	1,571	$261,351
PYPL	PayPal Holdings, Inc.	3,619	$211,277
INCY	Incyte Corp	2,084	$205,836
TTD	Trade Desk, Inc.	5,397	$204,870
BTBT	Bit Digital, Inc	11,000	$20,790
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

104 tracked positions · $162,308,287 total · filing declares 110 positions · $199,305,154 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MDY	Spdr S&P Midcap 400 ETF Trust	Added	43,713	+140	$26,960,429	+2.6%	16.61%
SPY	Spdr S&P 500 ETF Trust	Reduced	39,650	-1,988	$25,785,981	−9.2%	15.89%
NVDA	Nvidia Corp Technology	Added	68,849	+782	$12,007,265	−5.4%	7.40%
AAPL	Apple Inc. Technology	Added	44,205	+541	$11,218,786	−5.5%	6.91%
MSFT	Microsoft Corp Technology	Reduced	21,085	-681	$7,805,034	−25.9%	4.81%
GOOGL	Alphabet Inc. Communication Services	Added	21,628	+256	$6,219,347	−7.0%	3.83%
WMT	Walmart Inc. Consumer Defensive	Added	31,155	+341	$3,871,943	+12.8%	2.39%
AVGO	Broadcom Inc. Technology	Added	12,453	+175	$3,854,328	−9.3%	2.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,781	+220	$3,703,248	−8.6%	2.28%
PLTR	Palantir Technologies Inc. Technology	Held	22,440	0	$3,282,523	−17.7%	2.02%
JNJ	Johnson & Johnson Healthcare	Added	10,551	+111	$2,579,086	+19.4%	1.59%
LMT	Lockheed Martin Corp Industrials	Added	3,657	+34	$2,210,254	+26.1%	1.36%
RTX	RTX Corp Industrials	Added	11,063	+73	$2,134,052	+5.9%	1.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,990	+28	$1,982,895	+17.2%	1.22%
XOM	ExxonMobil Holdings Corp Energy	Added	11,183	+92	$1,897,307	+42.2%	1.17%
CVX	Chevron Corp Energy	Added	8,949	+177	$1,851,548	+38.5%	1.14%
AMD	Advanced Micro Devices Inc Technology	Added	8,821	+258	$1,794,456	−2.1%	1.11%
ETHA	iShares Ethereum Trust ETF	Reduced	109,030	-300	$1,725,944	−29.6%	1.06%
META	Meta Platforms, Inc. Communication Services	Added	2,706	+45	$1,548,183	−11.9%	0.95%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,280	+9	$1,407,649	−4.2%	0.87%
ORCL	Oracle Corp Technology	Added	8,818	+26	$1,297,215	−24.3%	0.80%
YUM	Yum Brands Inc Consumer Cyclical	Added	7,957	+59	$1,237,154	+3.5%	0.76%
GILD	Gilead Sciences, Inc. Healthcare	Added	8,828	+58	$1,230,358	+14.3%	0.76%
CSCO	Cisco Systems, Inc. Technology	Reduced	14,768	-122	$1,145,849	−0.1%	0.71%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,880	+58	$1,141,340	−7.3%	0.70%
PEP	Pepsico Inc Consumer Defensive	Added	7,333	+68	$1,138,741	+9.2%	0.70%
MSTR	Strategy Inc Technology	Held	8,139	0	$1,015,747	−17.9%	0.63%
QCOM	Qualcomm Inc/De Technology	Added	7,697	+55	$991,219	−24.2%	0.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,896	+23	$931,940	−14.1%	0.57%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,991	+17	$929,572	+2.3%	0.57%
EMR	Emerson Electric Co Industrials	Added	7,073	+34	$926,704	−0.8%	0.57%
DIS	Walt Disney Co Communication Services	Added	8,134	+95	$783,954	−14.3%	0.48%
UL	Unilever PLC Consumer Defensive	Added	13,672	+146	$778,893	−11.9%	0.48%
ASML	Asml Holding NV Technology	Added	579	+9	$764,760	+25.4%	0.47%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,143	-369	$742,854	−6.0%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	2,175	0	$735,041	+11.2%	0.45%
CRM	Salesforce, Inc. Technology	Added	3,875	+50	$723,346	−28.6%	0.45%
CL	Colgate Palmolive Co Consumer Defensive	Added	7,769	+76	$662,151	+8.9%	0.41%
GLW	Corning Inc /Ny Technology	Reduced	4,861	-230	$660,950	+48.3%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,725	-19	$641,268	−18.2%	0.40%
AMRN	Amarin Corp Plc\Uk Healthcare	Added	43,462	+1,200	$628,460	+6.5%	0.39%
ADBE	Adobe Inc. Technology	Added	2,508	+24	$609,644	−29.9%	0.38%
NOK	Nokia Corp Technology	Added	68,711	+257	$552,436	+24.7%	0.34%
BMY	Bristol Myers Squibb Co Healthcare	Added	8,885	+40	$538,875	+12.9%	0.33%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,158	+23	$517,093	+0.5%	0.32%
NVS	Novartis AG Healthcare	Added	3,272	+57	$499,798	+12.8%	0.31%
AZO	Autozone Inc Consumer Cyclical	Held	142	0	$479,644	−0.4%	0.30%
ETR	Entergy Corp /De/ Utilities	Reduced	4,239	-32	$476,294	+20.7%	0.29%
ANET	Arista Networks, Inc. Technology	Added	3,804	+140	$467,055	−2.7%	0.29%
HON	Honeywell International Inc Industrials	Added	2,009	+46	$454,094	+18.6%	0.28%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.