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
ACP	abrdn Income Credit Strategies Fund Financial Services	Reduced	450	-83	$2,295	−20.4%	0.00%
MUC	Blackrock Muniholdings California Quality Fund, Inc. Financial Services	Reduced	227	-4	$2,360	−3.6%	0.00%
NDMO	Nuveen Dynamic Municipal Opportunities Fund Financial Services	NEW	447	NEW	$4,599	NEW	0.00%
ETHA	iShares Ethereum Trust ETF	Reduced	312	-130	$4,938	−50.2%	0.00%
RSI	Rush Street Interactive, Inc. Consumer Cyclical	Added	283	+30	$6,155	+25.2%	0.00%
EPD	Enterprise Products Partners L.P. Energy	Added	240	+36	$9,081	+38.9%	0.01%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Reduced	754	-53	$9,545	−12.8%	0.01%
PYPL	PayPal Holdings, Inc. Financial Services	Reduced	267	-110	$12,076	−45.1%	0.01%
FISV	Fiserv Inc	Reduced	224	-45	$12,499	−30.8%	0.01%
NKE	NIKE, Inc. Consumer Cyclical	Reduced	249	-37	$13,152	−27.8%	0.01%
BXSL	Blackstone Secured Lending Fund Financial Services	Reduced	587	-36	$13,906	−15.2%	0.01%
MSDL	Morgan Stanley Direct Lending Fund Financial Services	Reduced	1,052	-216	$14,685	−29.7%	0.01%
IREN	IREN Ltd Financial Services	Added	467	+74	$16,008	+7.8%	0.01%
BSX	Boston Scientific Corp Healthcare	Added	272	+6	$17,068	−32.7%	0.01%
BSTZ	BlackRock Science & Technology Term Trust Financial Services	Reduced	858	-82	$19,004	−10.6%	0.01%
UBER	Uber Technologies, Inc Technology	NEW	271	NEW	$19,493	NEW	0.01%
MHD	Blackrock Muniholdings Fund, Inc. Financial Services	NEW	1,765	NEW	$19,909	NEW	0.01%
PFE	Pfizer Inc Healthcare	Added	801	+91	$22,492	+27.2%	0.01%
OBDC	Blue Owl Capital Corp Financial Services	Reduced	2,034	-259	$22,496	−21.1%	0.01%
LTH	Life Time Group Holdings, Inc. Consumer Cyclical	Reduced	916	-147	$24,677	−12.7%	0.02%
ABT	Abbott Laboratories Healthcare	Reduced	241	-59	$24,743	−34.2%	0.02%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	277	+3	$25,569	+2.3%	0.02%
SOFI	SoFi Technologies, Inc. Financial Services	Reduced	1,660	-1,490	$26,360	−68.0%	0.02%
GM	General Motors Co Consumer Cyclical	Reduced	359	-168	$26,745	−37.6%	0.02%
SCHW	Schwab Charles Corp Financial Services	NEW	317	NEW	$29,791	NEW	0.02%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	214	-64	$30,569	−40.7%	0.02%
PLD	Prologis, Inc. Real Estate	Reduced	236	-264	$31,194	−51.1%	0.02%
EFSC	Enterprise Financial Services Corp Financial Services	Added	586	+1	$31,708	+0.4%	0.02%
ARE	Alexandria Real Estate Equities, Inc. Real Estate	Reduced	695	-288	$32,261	−32.9%	0.02%
DASH	DoorDash, Inc. Consumer Cyclical	Reduced	225	-116	$33,783	−56.3%	0.02%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	276	-131	$34,626	−42.0%	0.02%
MRVL	Marvell Technology, Inc. Technology	Added	360	+12	$35,658	+20.6%	0.02%
STT	State Street Corp Financial Services	Reduced	296	-5	$37,461	−3.5%	0.02%
O	Realty Income Corp Real Estate	Reduced	632	-202	$38,665	−17.8%	0.03%
NAD	Nuveen Quality Municipal Income Fund Financial Services	NEW	3,419	NEW	$39,318	NEW	0.03%
ABNB	Airbnb, Inc. Consumer Cyclical	Reduced	328	-24	$41,419	−13.3%	0.03%
RPRX	Royalty Pharma plc Healthcare	Added	909	+226	$43,604	+65.2%	0.03%
NAC	Nuveen California Quality Municipal Income Fund Financial Services	NEW	3,852	NEW	$44,875	NEW	0.03%
SNOW	Snowflake Inc. Technology	NEW	303	NEW	$45,698	NEW	0.03%
COP	Conocophillips Energy	Added	352	+103	$46,464	+99.3%	0.03%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	326	+7	$47,087	+3.0%	0.03%
FLUT	Flutter Entertainment plc Consumer Cyclical	Added	474	+259	$48,324	+4.5%	0.03%
BNY	Bank of New York Mellon Corp Financial Services	Added	415	+10	$49,231	+4.7%	0.03%
TGT	Target Corp Consumer Defensive	Added	432	+51	$52,358	+40.6%	0.03%
HWM	Howmet Aerospace Inc. Industrials	Added	248	+28	$57,154	+26.7%	0.04%
PSX	Phillips 66 Energy	Added	317	+92	$57,751	+98.9%	0.04%
VZ	Verizon Communications Inc Communication Services	Added	1,213	+194	$60,892	+46.7%	0.04%
ELV	Elevance Health, Inc. Healthcare	Reduced	236	-443	$69,089	−71.0%	0.05%
KO	Coca Cola Co Consumer Defensive	Added	920	+76	$69,966	+18.6%	0.05%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Added	242	+14	$73,587	+12.4%	0.05%