LM Advisors LLC

CIK

2011314

Location

SAN DIEGO, CA

Portfolio Value

Micro $6,211,072

Diversification

Diversified

Filing Date

Global Rank

#4,810 / 8,586 ▼ 85

Top Industry

Internet Retail 15.0%

3Y Alpha vs SPY

-0.6%

Period ended 3 months ago

Filed May 14, 2026 · 33d

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

+54.4%

SPY

+55.8%

Annualised alpha

-0.5%

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

5 positions · $6,211,072 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	5,352	+732	$5,332,893	+33.9%	85.86%
WMT	Walmart Inc. Consumer Defensive	Added	5,703	+578	$708,768	+24.1%	11.41%
KO	Coca Cola Co Consumer Defensive	Added	920	+76	$69,966	+18.6%	1.13%
TGT	Target Corp Consumer Defensive	Added	432	+51	$52,358	+40.6%	0.84%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	326	+7	$47,087	+3.0%	0.76%