LCW Services, LLC
CIK
2110690
Location
VIRGINIA BEACH, VA
Portfolio Value
Micro
$8,047,568
Diversification
Highly concentrated
Filing Date
Global Rank
#8,213
/ 8,604
▲ 13
· as of Mar 2026
Top Industry
Internet Retail
35.2%
3Y Alpha vs SPY
+7.1%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.5%
SPY
+10.0%
Annualised alpha
+7.3%
Max drawdown
−9.2%
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
5 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
87.2%
−1.1 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
7,642
Highly concentrated−187
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 87.2% | $7,013,916 |
| Technology | 6.8% | $547,897 |
| Consumer Cyclical | 4.5% | $364,055 |
| Healthcare | 1.5% | $121,700 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TMCI | Treace Medical Concepts, Inc. | +35,971 | 90,821 | $121,700 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −1,612 | 10,785 | $7,013,916 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$8,047,568 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 10,785 | $7,013,916 | 87.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 1,748 | $364,055 | 4.52% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 1,618 | $282,179 | 3.51% | |
| AAPL |
Apple Inc.
Technology
|
Held | 1,047 | $265,718 | 3.30% | |
| TMCI |
Treace Medical Concepts, Inc.
Healthcare
|
Added | 90,821 | $121,700 | 1.51% |