LM Advisors LLC
Filing Date
Global Rank
#2,774
/ 8,517
▲ 5654
Top Industry
Internet Content & Information
20.1%
3Y Alpha vs SPY
+3.3%
Period ended 46 days ago
Filed Aug 12, 2026 · 3d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical 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
+67.3%
SPY
+55.7%
Annualised alpha
+3.5%
Max drawdown
−20.1%
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. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
132 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
14.0%
−45.9 pts
Top 5
50.7%
−28.4 pts
Top 10
66.2%
−19.0 pts
HHI
648
Diversified−3,092
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 27.2% | $136,445,385 |
| Technology | 19.0% | $95,622,176 |
| Financial Services | 16.1% | $80,745,505 |
| Communication Services | 15.5% | $77,983,031 |
| Consumer Cyclical | 13.8% | $69,518,034 |
| Healthcare | 3.1% | $15,665,146 |
| Consumer Defensive | 2.4% | $11,927,139 |
| Industrials | 1.1% | $5,706,106 |
| Real Estate | 0.7% | $3,596,212 |
| Utilities | 0.6% | $2,959,800 |
| Energy | 0.5% | $2,382,841 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NAC | Nuveen California Quality Municipal Income Fund | +330,877 | 334,729 | $4,056,915 | |
| NAD | Nuveen Quality Municipal Income Fund | +297,426 | 300,845 | $3,646,241 | |
| SPY | Spdr S&P 500 ETF Trust | +272,947 | 325,178 | $61,121 | |
| AMZN | Amazon Com Inc | +189,744 | 243,364 | $58,003,375 | |
| OBDC | Blue Owl Capital Corp | +172,183 | 174,217 | $1,893,738 | |
| MHD | Blackrock Muniholdings Fund, Inc. | +152,691 | 154,456 | $1,838,026 | |
| GOOGL | Alphabet Inc. | +129,091 | 182,106 | $64,532,706 | |
| SOFI | SoFi Technologies, Inc. | +99,799 | 101,459 | $1,819,159 | |
| IBIT | iShares Bitcoin Trust ETF | +91,836 | 95,285 | $3,172,037 | |
| ACP | abrdn Income Credit Strategies Fund | +84,886 | 85,336 | $443,747 | |
| MSDL | Morgan Stanley Direct Lending Fund | +83,060 | 84,112 | $1,271,773 | |
| VIG | Vanguard Dividend Appreciation ETF | +78,827 | 100,570 | $23,796,873 | |
| AAPL | Apple Inc. | +74,785 | 100,835 | $29,177,615 | |
| GBDC | GOLUB CAPITAL BDC, Inc. | +55,246 | 56,000 | $721,280 | |
| BAC | Bank Of America Corp /De/ | +52,856 | 55,337 | $3,153,102 | |
| QQQ | Invesco Qqq Trust, Series 1 | +49,344 | 95,440 | $70,282,016 | |
| IAU | Ishares Gold Trust | +45,919 | 50,452 | $3,809,630 | |
| NDMO | Nuveen Dynamic Municipal Opportunities Fund | +42,996 | 43,443 | $452,241 | |
| WMT | Walmart Inc. | +41,709 | 47,412 | $5,369,883 | |
| BSTZ | BlackRock Science & Technology Term Trust | +36,733 | 37,591 | $1,128,857 | |
| PLTR | Palantir Technologies Inc. | +36,425 | 42,778 | $4,990,909 | |
| LTH | Life Time Group Holdings, Inc. | +33,084 | 34,000 | $1,388,560 | |
| NVDA | Nvidia Corp | +30,968 | 37,422 | $7,487,767 | |
| PFE | Pfizer Inc | +29,767 | 30,568 | $736,077 | |
| MSFT | Microsoft Corp | +26,676 | 40,679 | $15,174,080 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PSUS | Pershing Square USA, Ltd. | 63,950 | $2,390,451 | |
| CEG | Constellation Energy Corp | 6,408 | $1,591,554 | |
| MU | Micron Technology Inc | 991 | $1,143,901 | |
| SPCX | Space Exploration Technologies Corp | 3,488 | $595,959 | |
| ACYN | FT Vest Laddered Autocallable Barrier & Income ETF | 25,300 | $525,987 | |
| LULU | lululemon athletica inc. | 4,568 | $521,574 | |
| INTC | Intel Corp | 2,964 | $413,863 | |
| CSCO | Cisco Systems, Inc. | 3,361 | $394,783 | |
| RDDT | Reddit, Inc. | 2,010 | $348,895 | |
| GLW | Corning Inc /Ny | 1,176 | $300,385 | |
| ABBV | AbbVie Inc. | 1,190 | $299,451 | |
| TXN | Texas Instruments Inc | 810 | $241,436 | |
| NVO | Novo Nordisk A S | 4,655 | $223,160 | |
| PNC | Pnc Financial Services Group, Inc. | 862 | $212,241 | |
| WELL | Welltower Inc. | 902 | $204,726 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
6 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| RPRX | Royalty Pharma plc | 909 | $43,604 | |
| FISV | Fiserv Inc | 224 | $12,499 | |
| TXRH | Texas Roadhouse, Inc. | 578 | $3,500 | |
| CHKP | Check Point Software Technologies Ltd | 214 | $1,500 | |
| AMAT | Applied Materials Inc /De | 371 | $1,086 | |
| ESLT | Elbit Systems Ltd | 212 | $250 | |
| No positions match the current search. | ||||
132 tracked positions ·
$502,551,375 total
· filing declares
224 positions · $866,372
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 132 positions by value
· page 1 of 3
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 95,440 | $70,282,016 | 13.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 182,106 | $64,532,706 | 12.84% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 243,364 | $58,003,375 | 11.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 52,287 | $32,899,038 | 6.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 100,835 | $29,177,615 | 5.81% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Added | 100,570 | $23,796,873 | 4.74% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 42,166 | $22,027,096 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 40,679 | $15,174,080 | 3.02% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 15,715 | $8,852,102 | 1.76% | |
| GLD |
Spdr Gold Trust
|
Added | 21,243 | $7,825,496 | 1.56% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 19,974 | $7,545,178 | 1.50% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 37,422 | $7,487,767 | 1.49% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 21,871 | $7,458,448 | 1.48% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 5,649 | $6,775,580 | 1.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 47,412 | $5,369,883 | 1.07% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 42,778 | $4,990,909 | 0.99% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 5,258 | $4,918,701 | 0.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 13,918 | $4,555,778 | 0.91% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 10,434 | $4,388,540 | 0.87% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 4,190 | $4,237,640 | 0.84% | |
| NAC |
Nuveen California Quality Municipal Income Fund
Financial Services
|
Added | 334,729 | $4,056,915 | 0.81% | |
| IAU |
Ishares Gold Trust
|
Added | 50,452 | $3,809,630 | 0.76% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
Added | 300,845 | $3,646,241 | 0.73% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 95,285 | $3,172,037 | 0.63% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 55,337 | $3,153,102 | 0.63% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,007 | $2,747,121 | 0.55% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 3,872 | $2,723,332 | 0.54% | |
| C |
Citigroup Inc
Financial Services
|
Added | 19,353 | $2,708,645 | 0.54% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 17,101 | $2,679,042 | 0.53% | |
| PSUS |
Pershing Square USA, Ltd.
Financial Services
|
NEW | 63,950 | $2,390,451 | 0.48% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 4,100 | $2,381,731 | 0.47% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 12,539 | $2,317,081 | 0.46% | |
| ORCL |
Oracle Corp
Technology
|
Added | 15,701 | $2,300,981 | 0.46% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 9,022 | $2,291,317 | 0.46% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 955 | $1,899,915 | 0.38% | |
| OBDC |
Blue Owl Capital Corp
Financial Services
|
Added | 174,217 | $1,893,738 | 0.38% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 3,953 | $1,887,834 | 0.38% | |
| MHD |
Blackrock Muniholdings Fund, Inc.
Financial Services
|
Added | 154,456 | $1,838,026 | 0.37% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 15,549 | $1,829,650 | 0.36% | |
| SOFI |
SoFi Technologies, Inc.
Financial Services
|
Added | 101,459 | $1,819,159 | 0.36% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 14,000 | $1,799,000 | 0.36% | |
| ESS |
Essex Property Trust, Inc.
Real Estate
|
Added | 5,843 | $1,703,760 | 0.34% | |
| CEG |
Constellation Energy Corp
Utilities
|
NEW | 6,408 | $1,591,554 | 0.32% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 3,823 | $1,588,953 | 0.32% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 3,055 | $1,569,048 | 0.31% | |
| SHOP |
Shopify Inc.
Technology
|
Added | 12,419 | $1,418,001 | 0.28% | |
| LTH |
Life Time Group Holdings, Inc.
Consumer Cyclical
|
Added | 34,000 | $1,388,560 | 0.28% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 19,242 | $1,373,878 | 0.27% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 15,589 | $1,368,246 | 0.27% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 1,722 | $1,314,127 | 0.26% |
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.