LM Advisors LLC

CIK

2011314

Location

SAN DIEGO, CA

Portfolio Value

Small $152,363,838

Diversification

Diversified

Filing Date

Global Rank

#4,469 / 8,232 ▲ 27

Top Industry

Internet Retail 15.0%

3Y Alpha vs SPY

-0.4%

Period ended 2 months ago

Filed May 14, 2026 · 31d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+51.6%

SPY

+52.9%

Annualised alpha

-0.4%

Max drawdown

−20.2%

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

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

Top Position

22.3%

+2.1 pts

Top 5

58.1%

+2.2 pts

Top 10

75.7%

−0.5 pts

HHI

1,002

Diversified+90

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	47.7%	$72,726,701	9
Technology	14.2%	$21,678,286	23
Financial Services	11.5%	$17,565,136	30
Consumer Cyclical	9.2%	$14,083,800	16
Communication Services	6.8%	$10,318,628	6
Healthcare	4.1%	$6,287,831	11
Consumer Defensive	4.1%	$6,211,072	5
Industrials	1.5%	$2,345,266	9
Energy	0.4%	$562,197	5
Real Estate	0.3%	$449,874	4
Utilities	0.1%	$135,047	1

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
PANW	Palo Alto Networks Inc	+2,720	3,622	$580,679
SPY	Spdr S&P 500 ETF Trust	+2,420	52,231	$33,967,908
QQQ	Invesco Qqq Trust, Series 1	+1,677	46,096	$26,605,689
BX	Blackstone Inc.	+1,274	2,231	$256,542
NOW	ServiceNow, Inc.	+906	1,113	$116,364
SHOP	Shopify Inc.	+771	1,251	$148,393
COST	Costco Wholesale Corp /New	+732	5,352	$5,332,893
GLD	Spdr Gold Trust	+705	5,402	$2,324,426
WMT	Walmart Inc.	+578	5,703	$708,768
XOM	Exxon Mobil Corp	+412	1,402	$237,863
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+406	1,225	$413,988
NFLX	Netflix Inc	+372	1,961	$188,550
CVX	Chevron Corp	+336	1,020	$211,038
ASML	Asml Holding NV	+332	1,306	$1,725,003
JNJ	Johnson & Johnson	+314	2,205	$538,990
GEV	GE Vernova Inc.	+306	581	$507,154
FLUT	Flutter Entertainment plc	+259	474	$48,324
LMT	Lockheed Martin Corp	+232	1,162	$702,301
RPRX	Royalty Pharma plc	+226	909	$43,604
MRK	Merck & Co., Inc.	+215	1,727	$207,740
NEE	Nextera Energy Inc	+197	1,454	$135,047
IAU	Ishares Gold Trust	+194	4,533	$399,629
VZ	Verizon Communications Inc	+194	1,213	$60,892
C	Citigroup Inc	+188	2,181	$247,347
SPGI	S&P Global Inc.	+175	612	$260,308
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−8,517	53,620	$11,167,437
MSFT	Microsoft Corp	−3,017	14,003	$5,183,490
AAPL	Apple Inc.	−2,976	26,050	$6,611,229
META	Meta Platforms, Inc.	−2,072	9,403	$5,379,738
SOFI	SoFi Technologies, Inc.	−1,490	1,660	$26,360
CRM	Salesforce, Inc.	−1,259	3,366	$628,331
ORCL	Oracle Corp	−1,153	2,147	$315,845
BRK-B	Berkshire Hathaway Inc	−1,095	18,817	$9,017,106
APP	AppLovin Corp	−892	1,410	$561,180
LLY	ELI LILLY & Co	−801	4,692	$4,315,560
PLTR	Palantir Technologies Inc.	−721	6,353	$929,316
DIA	Spdr Dow Jones Industrial Average ETF Trust	−714	16,828	$7,794,561
ADBE	Adobe Inc.	−676	1,247	$303,120
GOOGL	Alphabet Inc.	−581	13,954	$4,012,612
UNH	Unitedhealth Group Inc	−565	1,060	$286,825
DIS	Walt Disney Co	−480	1,200	$115,656
ELV	Elevance Health, Inc.	−443	236	$69,089
TSLA	Tesla, Inc.	−436	3,554	$1,321,199
QCOM	Qualcomm Inc/De	−397	1,603	$206,434
AVGO	Broadcom Inc.	−380	5,122	$1,585,310
V	Visa Inc.	−374	2,440	$737,465
MELI	Mercadolibre Inc	−310	410	$708,898
BAC	Bank Of America Corp /De/	−294	2,481	$120,948
ARE	Alexandria Real Estate Equities, Inc.	−288	695	$32,261
NVDA	Nvidia Corp	−279	6,454	$1,125,577
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
CAT	Caterpillar Inc	258	$182,782
ESLT	Elbit Systems Ltd	212	$180,007
SNOW	Snowflake Inc.	303	$45,698
NAC	Nuveen California Quality Municipal Income Fund	3,852	$44,875
NAD	Nuveen Quality Municipal Income Fund	3,419	$39,318
SCHW	Schwab Charles Corp	317	$29,791
MHD	Blackrock Muniholdings Fund, Inc.	1,765	$19,909
UBER	Uber Technologies, Inc	271	$19,493
NDMO	Nuveen Dynamic Municipal Opportunities Fund	447	$4,599
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
AMT	American Tower Corp /Ma/	1,176	$206,470
SBAC	Sba Communications Corp	415	$80,273
WM	Waste Management Inc	201	$44,161
RBLX	Roblox Corp	427	$34,599
WYNN	Wynn Resorts Ltd	229	$27,555
NVO	Novo Nordisk A S	332	$16,892
BIRK	Birkenstock Holding plc	356	$14,560
GSK	GSK plc	225	$11,034
AI	C3.ai, Inc.	289	$3,895
HTGC	Hercules Capital, Inc.	205	$3,858
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 positions · $152,363,838 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Added	52,231	+2,420	$33,967,908	+0.0%	22.29%
QQQ	Invesco Qqq Trust, Series 1	Added	46,096	+1,677	$26,605,689	−2.5%	17.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	53,620	-8,517	$11,167,437	−22.1%	7.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	18,817	-1,095	$9,017,106	−9.9%	5.92%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	16,828	-714	$7,794,561	−7.5%	5.12%
AAPL	Apple Inc. Technology	Reduced	26,050	-2,976	$6,611,229	−16.2%	4.34%
META	Meta Platforms, Inc. Communication Services	Reduced	9,403	-2,072	$5,379,738	−29.0%	3.53%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,352	+732	$5,332,893	+33.9%	3.50%
MSFT	Microsoft Corp Technology	Reduced	14,003	-3,017	$5,183,490	−37.0%	3.40%
LLY	ELI LILLY & Co Healthcare	Reduced	4,692	-801	$4,315,560	−26.9%	2.83%
GOOGL	Alphabet Inc. Communication Services	Reduced	13,954	-581	$4,012,612	−11.8%	2.63%
GS	Goldman Sachs Group Inc Financial Services	Added	3,621	+96	$3,063,329	−1.1%	2.01%
GLD	Spdr Gold Trust	Added	5,402	+705	$2,324,426	+24.9%	1.53%
ASML	Asml Holding NV Technology	Added	1,306	+332	$1,725,003	+65.5%	1.13%
AVGO	Broadcom Inc. Technology	Reduced	5,122	-380	$1,585,310	−16.7%	1.04%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	2,407	+67	$1,484,541	+5.2%	0.97%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	3,554	-436	$1,321,199	−26.4%	0.87%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	4,122	-128	$1,212,527	−11.5%	0.80%
NVDA	Nvidia Corp Technology	Reduced	6,454	-279	$1,125,577	−10.4%	0.74%
BLK	BlackRock, Inc. Financial Services	Reduced	984	-238	$946,322	−27.6%	0.62%
PLTR	Palantir Technologies Inc. Technology	Reduced	6,353	-721	$929,316	−26.1%	0.61%
MA	Mastercard Inc Financial Services	Reduced	1,841	-252	$919,874	−23.0%	0.60%
V	Visa Inc. Financial Services	Reduced	2,440	-374	$737,465	−25.3%	0.48%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	410	-310	$708,898	−51.1%	0.47%
WMT	Walmart Inc. Consumer Defensive	Added	5,703	+578	$708,768	+24.1%	0.47%
LMT	Lockheed Martin Corp Industrials	Added	1,162	+232	$702,301	+56.1%	0.46%
CRM	Salesforce, Inc. Technology	Reduced	3,366	-1,259	$628,331	−48.7%	0.41%
KLAC	Kla Corp Technology	Added	420	+78	$618,412	+48.8%	0.41%
PANW	Palo Alto Networks Inc Technology	Added	3,622	+2,720	$580,679	+249.5%	0.38%
APP	AppLovin Corp Communication Services	Reduced	1,410	-892	$561,180	−63.8%	0.37%
JNJ	Johnson & Johnson Healthcare	Added	2,205	+314	$538,990	+37.7%	0.35%
GEV	GE Vernova Inc. Industrials	Added	581	+306	$507,154	+182.2%	0.33%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,222	-217	$452,021	−13.5%	0.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,225	+406	$413,988	+66.3%	0.27%
MCK	Mckesson Corp Healthcare	Added	469	+25	$405,853	+11.4%	0.27%
IAU	Ishares Gold Trust	Added	4,533	+194	$399,629	+13.5%	0.26%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	724	-141	$355,867	−29.0%	0.23%
ESS	Essex Property Trust, Inc. Real Estate	Reduced	1,437	-182	$347,754	−17.9%	0.23%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	868	-148	$338,875	−28.8%	0.22%
ETN	Eaton Corp plc Industrials	Added	930	+65	$332,633	+20.7%	0.22%
ORCL	Oracle Corp Technology	Reduced	2,147	-1,153	$315,845	−50.9%	0.21%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	928	-73	$305,209	−11.4%	0.20%
ADBE	Adobe Inc. Technology	Reduced	1,247	-676	$303,120	−55.0%	0.20%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,060	-565	$286,825	−46.5%	0.19%
SPGI	S&P Global Inc. Financial Services	Added	612	+175	$260,308	+14.0%	0.17%
BX	Blackstone Inc. Financial Services	Added	2,231	+1,274	$256,542	+73.9%	0.17%
C	Citigroup Inc Financial Services	Added	2,181	+188	$247,347	+6.4%	0.16%
XOM	Exxon Mobil Corp Energy	Added	1,402	+412	$237,863	+99.7%	0.16%
AXP	American Express Co Financial Services	Reduced	734	-33	$222,020	−21.8%	0.15%
CVX	Chevron Corp Energy	Added	1,020	+336	$211,038	+102.4%	0.14%