Life Cycle Investment Partners Ltd
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Oct 2026 to Nov 2026 | $29,380,687,078 | Pension and profit sharing plans (66%) |
| Jan 2026 to Sep 2026 | $17,298,902,759 | Pension and profit sharing plans (79%) |
In the firm's words
- Quantitative / systematic:
using in-house screening tools which are quantitative scorecards
- Fundamental active:
LCIP then conducts deeper analysis to identify companies with the strongest evidence of long-term wealth creation.
- Value:
The strategies will invest in companies that LCIP believes can create wealth for shareholders and are currently undervalued.
Schedule 13D/13G stakes
Stakes of 5% or more disclosed on Schedule 13D or 13G, each on the filer's latest filing for the security. These are event-dated stakes, not the quarter-end 13F portfolio below.
| Company | Schedule | Event date | Filed | Shares | % of class | Status |
|---|---|---|---|---|---|---|
| THO Thor Industries Inc | 13G | Jun 30, 2026 | 3mo | 4,099,664 | 7.9% | Current |
A 13D or 13G stays in force until its filer amends it and no amendment is due without a material change, so a stake with no filing in 24 months reads unconfirmed, never sold. An amendment reporting under 5% ends the filer's duty to amend, not necessarily the holding. Shares are restated onto today's split basis.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 44.4%; sector active share 16.0% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
158 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.0% | $7,936,941,145 |
| Financial Services | 12.2% | $2,612,867,771 |
| Communication Services | 9.7% | $2,088,945,012 |
| Industrials | 9.2% | $1,972,183,419 |
| Healthcare | 8.7% | $1,867,817,922 |
| Consumer Cyclical | 8.6% | $1,854,059,739 |
| Energy | 4.6% | $993,739,034 |
| Basic Materials | 4.3% | $927,433,558 |
| Consumer Defensive | 3.6% | $774,439,410 |
| Real Estate | 1.0% | $217,730,642 |
| Utilities | 0.9% | $201,190,848 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PCG | PG&E Corp | +2,171,623 | 2,226,416 | $37,448,317 | |
| NVDA | Nvidia Corp | +1,909,462 | 8,474,723 | $1,695,707,325 | |
| SU | Suncor Energy Inc | +1,210,712 | 2,623,555 | $140,832,432 | |
| THO | Thor Industries Inc | +825,159 | 4,099,664 | $308,130,746 | |
| AAPL | Apple Inc. | +710,900 | 4,279,229 | $1,238,237,703 | |
| KMI | Kinder Morgan, Inc. | +623,890 | 3,149,584 | $100,692,200 | |
| LRCX | Lam Research Corp | +594,740 | 724,308 | $313,864,385 | |
| BAC | Bank Of America Corp | +565,032 | 3,234,347 | $184,293,092 | |
| GOOGL | Alphabet Inc. | +556,895 | 3,932,579 | $1,405,385,757 | |
| AMZN | Amazon Com Inc | +538,097 | 3,544,695 | $844,842,606 | |
| GILD | Gilead Sciences, Inc. | +509,999 | 521,552 | $65,892,879 | |
| AVGO | Broadcom Inc. | +436,548 | 1,556,143 | $587,833,018 | |
| PGR | Progressive Corp | +434,811 | 1,985,189 | $433,664,537 | |
| GM | General Motors Co | +415,374 | 3,606,537 | $277,991,871 | |
| EOG | Eog Resources Inc | +414,304 | 1,460,421 | $189,460,416 | |
| AMD | Advanced Micro Devices Inc | +405,304 | 597,244 | $346,945,012 | |
| CVE | Cenovus Energy Inc. | +377,321 | 1,671,658 | $41,473,834 | |
| OLLI | Ollie's Bargain Outlet Holdings, Inc. | +370,795 | 623,529 | $47,936,909 | |
| HAL | Halliburton Co | +367,878 | 897,264 | $30,462,112 | |
| CTRE | CareTrust REIT, Inc. | +367,344 | 1,990,126 | $80,301,584 | |
| DG | Dollar General Corp | +335,928 | 2,591,286 | $298,282,931 | |
| UBS | UBS Group AG | +312,308 | 2,031,327 | $100,672,566 | |
| KLAC | Kla Corp | +311,034 | 330,520 | $99,721,189 | |
| CME | Cme Group Inc. | +298,475 | 1,354,402 | $299,092,593 | |
| MSFT | Microsoft Corp | +253,662 | 2,490,204 | $928,895,896 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ODFL | Old Dominion Freight Line, Inc. | −859,353 | 243,808 | $52,808,812 | |
| DAL | Delta Air Lines, Inc. | −824,813 | 4,797,621 | $449,345,182 | |
| OGE | Oge Energy Corp. | −454,002 | 774,360 | $37,680,357 | |
| STLD | Steel Dynamics Inc | −397,371 | 2,298,976 | $527,523,032 | |
| ADP | Automatic Data Processing Inc | −356,697 | 181,332 | $40,609,301 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −333,338 | 1,329,941 | $635,139,923 | |
| SLVM | Sylvamo Corp | −327,718 | 15,850 | $599,130 | |
| ORCL | Oracle Corp | −319,624 | 299,137 | $43,838,527 | |
| ABBV | AbbVie Inc. | −180,466 | 542,382 | $136,485,006 | |
| KNSL | Kinsale Capital Group, Inc. | −144,334 | 419,977 | $138,512,614 | |
| PANW | Palo Alto Networks Inc | −143,202 | 153,205 | $52,245,969 | |
| JNJ | Johnson & Johnson | −66,289 | 248,443 | $63,097,068 | |
| SHOP | Shopify Inc. | −55,163 | 431,739 | $49,295,959 | |
| CRWD | CrowdStrike Holdings, Inc. | −50,380 | 40,920 | $31,227,688 | |
| ARGX | Argenx SE | −36,377 | 22,490 | $20,865,547 | |
| DELL | Dell Technologies Inc. | −23,363 | 224,558 | $96,887,794 | |
| — | −16,376 | 126,758 | $44,939,513 | ||
| LLY | ELI LILLY & Co | −14,529 | 125,054 | $149,993,531 | |
| XOM | ExxonMobil Holdings Corp | −13,826 | 106,524 | $14,563,961 | |
| ALNY | Alnylam Pharmaceuticals, Inc. | −12,117 | 165,424 | $49,797,586 | |
| SAIA | Saia Inc | −11,963 | 82,795 | $34,869,942 | |
| IBP | Installed Building Products, Inc. | −5,950 | 161,538 | $37,127,893 | |
| WELL | Welltower Inc. | −4,257 | 4,121 | $935,343 | |
| NRG | Nrg Energy, Inc. | −2,235 | 3,145 | $459,358 | |
| ES | Eversource Energy | −803 | 13,285 | $960,106 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GEV | GE Vernova Inc. | 316,645 | $372,013,544 | |
| INTC | Intel Corp | 1,854,351 | $258,923,030 | |
| BE | Bloom Energy Corp | 601,090 | $181,949,943 | |
| ADI | Analog Devices Inc | 169,602 | $67,360,826 | |
| MRVL | Marvell Technology, Inc. | 211,740 | $63,075,228 | |
| AMGN | Amgen Inc | 151,355 | $54,808,672 | |
| QCOM | Qualcomm Inc | 273,506 | $50,541,173 | |
| MRK | Merck & Co., Inc. | 371,133 | $47,690,590 | |
| PEG | Public Service Enterprise Group Inc | 467,036 | $37,904,641 | |
| CNP | Centerpoint Energy Inc | 842,312 | $37,095,420 | |
| DVN | Devon Energy Corp | 893,631 | $36,924,832 | |
| GLW | Corning Inc | 140,344 | $35,848,067 | |
| VRT | Vertiv Holdings Co | 103,065 | $34,508,223 | |
| GSK | GSK plc | 530,080 | $27,786,793 | |
| DTE | Dte Energy Co | 160,443 | $24,446,699 | |
| WEC | Wec Energy Group, Inc. | 206,524 | $24,115,807 | |
| NBIX | Neurocrine Biosciences Inc | 126,308 | $21,287,950 | |
| ONC | BeOne Medicines Ltd. | 73,048 | $20,816,488 | |
| COHR | Coherent Corp. | 45,097 | $17,789,413 | |
| IONS | Ionis Pharmaceuticals Inc | 219,896 | $17,435,553 | |
| ALAB | Astera Labs, Inc. | 35,895 | $17,338,002 | |
| ARWR | Arrowhead Pharmaceuticals, Inc. | 209,068 | $17,041,132 | |
| CIEN | Ciena Corp | 32,169 | $15,780,824 | |
| HUBB | Hubbell Inc | 29,563 | $15,467,361 | |
| KEYS | Keysight Technologies, Inc. | 42,713 | $14,952,539 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IDA | Idacorp Inc | 462,875 | $66,177,238 | |
| — | 1,035,983 | $36,404,443 | ||
| F | Ford Motor Co | 2,176,200 | $25,113,348 | |
| PSX | Phillips 66 | 12,024 | $2,190,532 | |
| MPC | Marathon Petroleum Corp | 4,994 | $1,219,434 | |
| UAL | United Airlines Holdings, Inc. | 11,593 | $1,067,367 | |
| NOV | NOV Inc. | 56,484 | $1,062,464 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 8,474,723 | $1,695,707,325 | 7.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 3,932,579 | $1,405,385,757 | 6.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 4,279,229 | $1,238,237,703 | 5.77% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,490,204 | $928,895,896 | 4.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,544,695 | $844,842,606 | 3.94% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 1,329,941 | $635,139,923 | 2.96% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,556,143 | $587,833,018 | 2.74% | |
| V |
Visa Inc.
Financial Services
|
Added | 1,554,682 | $533,395,847 | 2.49% | |
| STLD |
Steel Dynamics Inc
Basic Materials
|
Reduced | 2,298,976 | $527,523,032 | 2.46% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 903,206 | $508,766,907 | 2.37% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
Reduced | 4,797,621 | $449,345,182 | 2.10% | |
| PGR |
Progressive Corp
Financial Services
|
Added | 1,985,189 | $433,664,537 | 2.02% | |
| GEV |
GE Vernova Inc.
Industrials
|
NEW | 316,645 | $372,013,544 | 1.73% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Added | 912,404 | $355,737,195 | 1.66% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 597,244 | $346,945,012 | 1.62% | |
| VLO |
Valero Energy Corp
Energy
|
Added | 1,312,007 | $341,699,103 | 1.59% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 724,308 | $313,864,385 | 1.46% | |
| THO |
Thor Industries Inc
Consumer Cyclical
|
Added | 4,099,664 | $308,130,746 | 1.44% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 1,354,402 | $299,092,593 | 1.39% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Added | 2,591,286 | $298,282,931 | 1.39% | |
| GM |
General Motors Co
Consumer Cyclical
|
Added | 3,606,537 | $277,991,871 | 1.30% | |
| INTC |
Intel Corp
Technology
|
NEW | 1,854,351 | $258,923,030 | 1.21% | |
| VRTX |
Vertex Pharmaceuticals Inc
Healthcare
|
Added | 514,179 | $255,408,134 | 1.19% | |
| MU |
Micron Technology Inc
Technology
|
Added | 207,664 | $239,704,478 | 1.12% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 326,412 | $235,995,876 | 1.10% | |
| ANET |
Arista Networks, Inc.
Technology
|
Added | 1,365,671 | $232,000,189 | 1.08% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 699,121 | $228,843,276 | 1.07% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 395,088 | $197,698,084 | 0.92% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 1,460,421 | $189,460,416 | 0.88% | |
| BAC |
Bank Of America Corp
Financial Services
|
Added | 3,234,347 | $184,293,092 | 0.86% | |
| NEM |
NEWMONT Corp
Basic Materials
|
Added | 1,966,748 | $183,694,263 | 0.86% | |
| BE |
Bloom Energy Corp
Industrials
|
NEW | 601,090 | $181,949,943 | 0.85% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 1,340,443 | $156,389,484 | 0.73% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 125,054 | $149,993,531 | 0.70% | |
| SU |
Suncor Energy Inc
Energy
|
Added | 2,623,555 | $140,832,432 | 0.66% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
Reduced | 419,977 | $138,512,614 | 0.65% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 542,382 | $136,485,006 | 0.64% | |
| NOC |
Northrop Grumman Corp
Industrials
|
Added | 256,791 | $130,786,224 | 0.61% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 929,252 | $125,820,720 | 0.59% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 586,695 | $122,642,722 | 0.57% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 277,679 | $115,411,722 | 0.54% | |
| APH |
Amphenol Corp
Technology
|
Added | 637,560 | $112,414,579 | 0.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 983,477 | $111,388,605 | 0.52% | |
| AME |
Ametek Inc
Industrials
|
Added | 425,148 | $102,860,307 | 0.48% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
Added | 3,149,584 | $100,692,200 | 0.47% | |
| UBS |
UBS Group AG
Financial Services
|
Added | 2,031,327 | $100,672,566 | 0.47% | |
| KLAC |
Kla Corp
Technology
|
Added | 330,520 | $99,721,189 | 0.46% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Added | 101,263 | $99,047,365 | 0.46% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 233,875 | $98,367,825 | 0.46% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 224,558 | $96,887,794 | 0.45% |
Showing the top 50 of 158 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.