LCM Capital Management Inc

CIK

1861752

Location

CHICAGO, IL

Portfolio Value

Small $160,433,125

Diversification

Diversified

Filing Date

Global Rank

#4,680 / 8,603 ▲ 32 · as of Mar 2026

Top Industry

Semiconductors 18.9%

3Y Alpha vs SPY

-2.7%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.8%

SPY

+76.0%

Annualised alpha

-2.6%

Max drawdown

−21.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

16.8%

−0.1 pts

Top 5

52.2%

−1.1 pts

Top 10

65.3%

−1.4 pts

HHI

729

Diversified−4

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.6%	$55,537,073	8
Technology	31.8%	$50,971,085	25
Consumer Defensive	6.2%	$9,895,441	8
Communication Services	5.9%	$9,493,385	6
Consumer Cyclical	5.7%	$9,080,398	8
Healthcare	5.4%	$8,675,934	15
Industrials	4.9%	$7,846,367	12
Energy	2.5%	$4,015,646	8
Utilities	1.6%	$2,591,443	8
Financial Services	1.1%	$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
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
PEP	Pepsico Inc	+68	7,333	$1,138,741
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

103 positions · $160,433,125 total · 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 103 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%	16.80%
SPY	Spdr S&P 500 ETF Trust	Reduced	39,650	-1,988	$25,785,981	−9.2%	16.07%
NVDA	Nvidia Corp Technology	Added	68,849	+782	$12,007,265	−5.4%	7.48%
AAPL	Apple Inc. Technology	Added	44,205	+541	$11,218,786	−5.5%	6.99%
MSFT	Microsoft Corp Technology	Reduced	21,085	-681	$7,805,034	−25.9%	4.86%
GOOGL	Alphabet Inc. Communication Services	Added	21,628	+256	$6,219,347	−7.0%	3.88%
WMT	Walmart Inc. Consumer Defensive	Added	31,155	+341	$3,871,943	+12.8%	2.41%
AVGO	Broadcom Inc. Technology	Added	12,453	+175	$3,854,328	−9.3%	2.40%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,781	+220	$3,703,248	−8.6%	2.31%
PLTR	Palantir Technologies Inc. Technology	Held	22,440	0	$3,282,523	−17.7%	2.05%
JNJ	Johnson & Johnson Healthcare	Added	10,551	+111	$2,579,086	+19.4%	1.61%
LMT	Lockheed Martin Corp Industrials	Added	3,657	+34	$2,210,254	+26.1%	1.38%
RTX	RTX Corp Industrials	Added	11,063	+73	$2,134,052	+5.9%	1.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,990	+28	$1,982,895	+17.2%	1.24%
CVX	Chevron Corp Energy	Added	8,949	+177	$1,851,548	+38.5%	1.15%
AMD	Advanced Micro Devices Inc Technology	Added	8,821	+258	$1,794,456	−2.1%	1.12%
ETHA	iShares Ethereum Trust ETF	Reduced	109,030	-300	$1,725,944	−29.6%	1.08%
META	Meta Platforms, Inc. Communication Services	Added	2,706	+45	$1,548,183	−11.9%	0.97%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,280	+9	$1,407,649	−4.2%	0.88%
ORCL	Oracle Corp Technology	Added	8,818	+26	$1,297,215	−24.3%	0.81%
YUM	Yum Brands Inc Consumer Cyclical	Added	7,957	+59	$1,237,154	+3.5%	0.77%
GILD	Gilead Sciences, Inc. Healthcare	Added	8,828	+58	$1,230,358	+14.3%	0.77%
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%	0.71%
PEP	Pepsico Inc Consumer Defensive	Added	7,333	+68	$1,138,741	+9.2%	0.71%
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%	0.62%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,896	+23	$931,940	−14.1%	0.58%
MCD	Mcdonalds Corp Consumer Cyclical	Added	2,991	+17	$929,572	+2.3%	0.58%
EMR	Emerson Electric Co Industrials	Added	7,073	+34	$926,704	−0.8%	0.58%
DIS	Walt Disney Co Communication Services	Added	8,134	+95	$783,954	−14.3%	0.49%
UL	Unilever PLC Consumer Defensive	Added	13,672	+146	$778,893	−11.9%	0.49%
ASML	Asml Holding NV Technology	Added	579	+9	$764,760	+25.4%	0.48%
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%	0.46%
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%	0.34%
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%	0.30%
HON	Honeywell International Inc Industrials	Added	2,009	+46	$476,239	+18.6%	0.30%
ANET	Arista Networks, Inc. Technology	Added	3,804	+140	$467,055	−2.7%	0.29%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	581	+13	$448,903	+2.4%	0.28%