LDIC Inc.
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 69.0%; sector active share 27.5% against the combined 13F book's sector weights.
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
19 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026Portfolio Trend
Sector Breakdown
As of Sep 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.9% | $51,267,530 |
| Financial Services | 28.0% | $46,440,278 |
| Communication Services | 15.3% | $25,433,349 |
| Consumer Cyclical | 9.6% | $16,019,657 |
| Consumer Defensive | 7.8% | $12,908,007 |
| Industrials | 4.2% | $6,901,869 |
| Utilities | 2.5% | $4,221,065 |
| Healthcare | 1.7% | $2,869,563 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WMT | Walmart Inc. | +18,233 | 124,211 | $12,908,007 | |
| AMZN | Amazon Com Inc | +5,559 | 60,069 | $14,966,191 | |
| GOOG | Alphabet Inc. | +4,817 | 52,861 | $18,011,857 | |
| BRK-B | Berkshire Hathaway Inc | +4,331 | 14,111 | $7,026,572 | |
| AAPL | Apple Inc. | +3,702 | 62,636 | $20,859,040 | |
| V | Visa Inc. | +3,480 | 32,782 | $11,779,556 | |
| JPM | Jpmorgan Chase & Co | +2,989 | 54,687 | $18,092,100 | |
| MSFT | Microsoft Corp | +2,747 | 27,880 | $14,299,652 | |
| MS | Morgan Stanley | +2,395 | 50,734 | $9,542,050 | |
| META | Meta Platforms, Inc. | +1,960 | 10,234 | $7,421,492 | |
| UNP | Union Pacific Corp | +1,503 | 13,474 | $3,666,679 | |
| WM | Waste Management Inc | +1,205 | 15,865 | $3,235,190 | |
| ADI | Analog Devices Inc | +750 | 15,111 | $5,994,684 | |
| HD | Home Depot, Inc. | +188 | 3,703 | $1,053,466 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNew Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 62,636 | $20,859,040 | 12.56% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 54,687 | $18,092,100 | 10.89% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 52,861 | $18,011,857 | 10.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 60,069 | $14,966,191 | 9.01% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 27,880 | $14,299,652 | 8.61% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 124,211 | $12,908,007 | 7.77% | |
| V |
Visa Inc.
Financial Services
|
Added | 32,782 | $11,779,556 | 7.09% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 50,734 | $9,542,050 | 5.75% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 10,234 | $7,421,492 | 4.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 14,111 | $7,026,572 | 4.23% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 15,111 | $5,994,684 | 3.61% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 19,904 | $5,574,911 | 3.36% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 55,731 | $4,221,065 | 2.54% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 13,474 | $3,666,679 | 2.21% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 25,890 | $3,554,697 | 2.14% | |
| WM |
Waste Management Inc
Industrials
|
Added | 15,865 | $3,235,190 | 1.95% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 10,420 | $2,869,563 | 1.73% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,703 | $1,053,466 | 0.63% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 4,311 | $984,546 | 0.59% |
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.