Q2 2026 13F · SEC CIK 1861752

LCM Capital Management Inc

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $228.4M
Reported positions: 124
Top holdings a year, 3 yrs: +21.8%
Assets under management: $403.0M

LCM Capital Management Inc is a wealth manager that reported 124 positions worth $228.4M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were State Street Spdr S&p Midcap 400 ETF Tru (MDY, 13.6%), Spdr S&p 500 ETF Tr (SPY, 13.0%), Ishares (IWM, 9.4%). A portfolio copying its top holdings returned 21.8% a year over the last 3 years, against 20.4% for the S&P 500.

LCM Capital Management Inc holdings largest 50 of 124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LCM Capital Management Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
MDYState Street Spdr S&p Midcap 400 ETF Tru	13.6%	13.5%	44,192	+1.1%	$31.1M
SPYSpdr S&p 500 ETF Tr	13.0%	12.9%	39,645	-0.0%	$29.6M
IWMIshares	9.4%	8.7%	71,109	+1.3%	$21.4M
NVDANvidia Corporation Com	6.1%	6.0%	69,231	+0.6%	$13.9M
AAPLApple Inc	5.7%	5.6%	44,726	+1.2%	$12.9M
VFHVanguard Financials ETF	3.6%	3.8%	63,009	+1.8%	$8.3M
MSFTMicrosoft Corp	3.5%	3.9%	21,398	+1.5%	$8.0M
EFAiShs MSCI EAFE	3.5%	3.7%	76,825	+1.6%	$8.0M
GOOGLAlphabet Inc	3.4%	3.1%	22,007	+1.8%	$7.9M
AMDAdvanced Micro Devices Inc	2.4%	0.9%	9,338	+5.9%	$5.4M
AVGOBroadcom Inc	2.1%	1.9%	12,618	+1.3%	$4.8M
AMZNAmazon Com Inc Com	1.9%	1.9%	18,019	+1.3%	$4.3M
WMTWalmart Inc	1.6%	1.9%	31,442	+0.9%	$3.6M
XLUSpdr	1.5%	1.7%	74,662	+1.2%	$3.4M
JNJJohnson & Johnson	1.2%	1.3%	10,695	+1.4%	$2.7M
PLTRPalantir Technologies Inclass Class A	1.0%	1.6%	19,822	-11.7%	$2.3M
RTXRtx Corporation Com	0.9%	1.1%	11,211	+1.3%	$2.1M
COSTCostco Whsl Corp New	0.8%	1.0%	2,028	+1.9%	$1.9M
LMTLockheed Martin Corp Com	0.8%	1.1%	3,718	+1.7%	$1.9M
CSCOCisco Sys Inc	0.8%	0.6%	14,712	-0.4%	$1.7M
METAMeta Platforms Inc Class A	0.7%	0.8%	2,752	+1.7%	$1.6M
XOMExxon Mobil Corp	0.7%	1.0%	11,318	+1.2%	$1.5M
HDHome Depot Inc Com	0.7%	0.7%	4,295	+0.4%	$1.5M
CVXChevron Corp New	0.7%	0.9%	9,042	+1.0%	$1.5M
QCOMQualcomm Inc	0.6%	0.5%	7,772	+1.0%	$1.4M
46438R105Ishares Ethereum Tr	0.6%	0.9%	109,030	+0.0%	$1.3M
ORCLOracle Corp	0.6%	0.7%	8,779	-0.4%	$1.3M
YUMYum Brands Inc	0.6%	0.6%	7,983	+0.3%	$1.3M
GOOGAlphabet Inc	0.6%	0.5%	3,604	+5.0%	$1.3M
ASMLAsml Hldg NV	0.6%	0.4%	637	+10.0%	$1.3M
GLWCorning Inc.	0.6%	0.3%	4,948	+1.8%	$1.3M
JPMJpmorgan Chase & Co	0.6%	0.6%	3,854	-0.7%	$1.3M
INTCIntel Corp	0.5%	—	8,650	—	$1.2M
GILDGilead Sciences	0.5%	0.6%	8,991	+1.8%	$1.1M
TSMTaiwan Semiconductor Manufac	0.4%	0.4%	2,149	-1.2%	$1.0M
EMREmerson Elec Co Com	0.4%	0.5%	7,049	-0.3%	$1.0M
PEPPepsico Inc	0.4%	0.6%	7,446	+1.5%	$1.0M
MUMicron Technology Inc	0.4%	—	849	—	$980K
TMOThermo Fisher Scientific Inc	0.4%	0.5%	1,932	+1.9%	$969K
ULUnilever PLC	0.4%	0.4%	13,938	+1.9%	$838K
MCDMcdonalds Corp Com	0.4%	0.5%	3,042	+1.7%	$822K
AMRNAmarin Corp PLC	0.4%	0.3%	51,362	+18.2%	$819K
DISDisney Walt Co	0.4%	0.4%	8,331	+2.4%	$802K
PGProcter & Gamble Co Com	0.3%	0.4%	5,214	+1.4%	$765K
TSLATesla Inc Com	0.3%	0.3%	1,741	+0.9%	$732K
NOKNokia Corp	0.3%	0.3%	54,749	-20.3%	$727K
CLColgate Palmolive Co	0.3%	0.3%	7,905	+1.8%	$725K
ANETArista Networks Inc	0.3%	—	4,056	—	$689K
CRMSalesforce Inc Com	0.3%	0.4%	3,948	+1.9%	$619K
VRTXVertex Pharmaceuticals Inc	0.3%	0.3%	1,196	+3.3%	$594K

What LCM Capital Management Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

AMRN Amarin Corp PLC+18.2% shares
ASML Asml Hldg NV+10.0% shares
AMD Advanced Micro Devices Inc+5.9% shares

Reduced

NOK Nokia Corp-20.3% shares
PLTR Palantir Technologies Inclass Class A-11.7% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.9% /yr; S&P 500 +20.1%
3 years: +21.8% /yr; S&P 500 +20.4%
5 years: +11.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$228.4M	124
Q1 2026	$199.3M	110
Q4 2025	$206.9M	113
Q3 2025	$208.5M	110
Q2 2025	$192.5M	104
Q1 2025	$170.3M	100
Q4 2024	$177.3M	98
Q3 2024	$173.9M	96
Q2 2024	$160.3M	91
Q1 2024	$154.7M	92
Q4 2023	$138.3M	90
Q3 2023	$122.6M	87

Questions about LCM Capital Management Inc's portfolio

What stocks does LCM Capital Management Inc own?

LCM Capital Management Inc's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 124 positions worth $228.4M. The largest are State Street Spdr S&p Midcap 400 ETF Tru (MDY) at 13.6%, Spdr S&p 500 ETF Tr (SPY) at 13.0%, Ishares (IWM) at 9.4%, Nvidia Corporation Com (NVDA) at 6.1% and Apple Inc (AAPL) at 5.7%.

What did LCM Capital Management Inc buy last quarter?

In Q2 2026, LCM Capital Management Inc added Amarin Corp PLC (AMRN) (+18.2% shares), Asml Hldg NV (ASML) (+10.0% shares) and Advanced Micro Devices Inc (AMD) (+5.9% shares), compared with its Q1 2026 filing.

What did LCM Capital Management Inc sell last quarter?

In Q2 2026, LCM Capital Management Inc cut from its top 50 Strategy Inc (MSTR), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Bristol-Myers Squibb Co Com (BMY), Nokia Corp (NOK) (-20.3% shares) and Palantir Technologies Inclass Class A (PLTR) (-11.7% shares), compared with its Q1 2026 filing.

How has LCM Capital Management Inc's portfolio performed?

A portfolio copying LCM Capital Management Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.9% against +20.1%. Over 5 years: +11.5% a year against +11.6%.

When is LCM Capital Management Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. LCM Capital Management Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LCM Capital Management Inc manage?

LCM Capital Management Inc reported $403.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $228.4M.