LCM Capital Management Inc

data from 30/09/2025

Capitalization

$ 208.468 M 8.32 %

Average holding period

13 ans

Performance

$ 82.710 M 59.48 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LCM Capital Management Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SPY SPDR S&P 500 ETF TR 13.41% 27.963 M $ 41976 2020/12/31 2.038 M $ 7.82 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 12.53% 26.116 M $ 43817 2020/12/31 1.297 M $ 5.22 %
2025/09/30 IWM ISHARES TR 8.09% 16.861 M $ 69686 2020/12/31 1.819 M $ 12.13 %
2025/09/30 NVDA NVIDIA CORPORATION 6.23% 12.977 M $ 69554 2020/12/31 2.082 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 5.47% 11.401 M $ 22012 2020/12/31 451.900 K $ 4.13 %
2025/09/30 AAPL APPLE INC 5.38% 11.217 M $ 44051 2020/12/31 2.249 M $ 24.11 %
2025/09/30 VFH VANGUARD WORLD FD 3.86% 8.056 M $ 61382 2020/12/31 240.966 K $ 3.10 %
2025/09/30 EFA ISHARES TR 3.48% 7.256 M $ 77715 2020/12/31 310.276 K $ 4.45 %
2025/09/30 GOOGL ALPHABET INC 2.52% 5.247 M $ 21582 2020/12/31 1.446 M $ 37.95 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 1.99% 4.158 M $ 22791 2020/12/31 1.240 M $ 33.82 %
2025/09/30 AVGO BROADCOM INC 1.97% 4.101 M $ 12430 2020/12/31 673.475 K $ 19.68 %
2025/09/30 AMZN AMAZON COM INC 1.85% 3.856 M $ 17560 2020/12/31 3.154 K $ 0.08 %
2025/09/30 ETHA ISHARES ETHEREUM TR 1.75% 3.657 M $ 116062 2024/09/30 1.461 M $ 65.23 %
2025/09/30 XLU SELECT SECTOR SPDR TR 1.57% 3.282 M $ 37628 2020/12/31 208.635 K $ 6.80 %
2025/09/30 WMT WALMART INC 1.53% 3.189 M $ 30948 2020/12/31 163.479 K $ 5.40 %
2025/09/30 ORCL ORACLE CORP 1.19% 2.485 M $ 8834 2020/12/31 553.284 K $ 28.64 %
2025/09/30 META META PLATFORMS INC 1.06% 2.216 M $ 3018 2020/12/31 -11.181 K $ -0.50 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.98% 2.041 M $ 11009 2020/12/31 359.271 K $ 21.39 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.92% 1.922 M $ 3850 2020/12/31 139.085 K $ 7.79 %
2025/09/30 RTX RTX CORPORATION 0.89% 1.846 M $ 11030 2020/12/31 235.582 K $ 14.59 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.88% 1.827 M $ 1974 2020/12/31 -126.819 K $ -6.50 %
2025/09/30 HD HOME DEPOT INC 0.83% 1.738 M $ 4289 2020/12/31 168.694 K $ 10.51 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.81% 1.689 M $ 10438 2021/12/31 208.427 K $ 14.02 %
2025/09/30 MSTR STRATEGY INC 0.79% 1.640 M $ 5091 2021/03/31 -380.654 K $ -20.29 %
2025/09/30 CVX CHEVRON CORP NEW 0.65% 1.362 M $ 8770 2020/12/31 102.874 K $ 8.45 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.63% 1.318 M $ 20280 2025/03/31 89.216 K $ 6.19 %
2025/09/30 QCOM QUALCOMM INC 0.61% 1.274 M $ 7658 2020/12/31 54.442 K $ 4.46 %
2025/09/30 XOM EXXON MOBIL CORP 0.60% 1.250 M $ 11090 2020/12/31 54.796 K $ 4.59 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.58% 1.214 M $ 3847 2020/12/31 98.175 K $ 8.80 %
2025/09/30 YUM YUM BRANDS INC 0.58% 1.202 M $ 7911 2020/12/31 30.288 K $ 2.58 %
2025/09/30 PEP PEPSICO INC 0.52% 1.089 M $ 7753 2020/12/31 65.125 K $ 6.36 %
2025/09/30 CSCO CISCO SYS INC 0.52% 1.076 M $ 15723 2020/12/31 -15.158 K $ -1.38 %
2025/09/30 GILD GILEAD SCIENCES INC 0.52% 1.074 M $ 9680 2020/12/31 1.261 K $ 0.12 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.47% 985.579 K $ 2032 2020/12/31 161.586 K $ 19.62 %
2025/09/30 DIS DISNEY WALT CO 0.47% 977.007 K $ 8533 2020/12/31 -80.968 K $ -7.67 %
2025/09/30 CRM SALESFORCE INC 0.46% 967.451 K $ 4082 2020/12/31 -149.291 K $ -13.09 %
2025/09/30 UL UNILEVER PLC 0.46% 963.607 K $ 16255 2020/12/31 -30.765 K $ -3.09 %
2025/09/30 ADBE ADOBE INC 0.45% 943.606 K $ 2675 2020/12/31 -93.994 K $ -8.82 %
2025/09/30 EMR EMERSON ELEC CO 0.44% 925.322 K $ 7054 2020/12/31 -15.166 K $ -1.61 %
2025/09/30 MCD MCDONALDS CORP 0.43% 906.706 K $ 2984 2020/12/31 35.113 K $ 4.01 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.43% 899.425 K $ 5854 2020/12/31 -33.180 K $ -3.56 %
2025/09/30 GOOG ALPHABET INC 0.40% 837.325 K $ 3438 2020/12/31 227.590 K $ 37.30 %
2025/09/30 ASML ASML HOLDING N V 0.38% 793.885 K $ 820 2022/12/31 137.527 K $ 20.80 %
2025/09/30 TSLA TESLA INC 0.37% 765.864 K $ 1722 2023/06/30 200.119 K $ 40.00 %
2025/09/30 AMRN AMARIN CORP PLC 0.34% 700.442 K $ 42762 2025/06/30 6.865 K $ 0.99 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.31% 651.774 K $ 8153 2020/12/31 -89.345 K $ -12.06 %
2025/09/30 AZO AUTOZONE INC 0.29% 609.214 K $ 142 2020/12/31 82.077 K $ 15.57 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.29% 605.780 K $ 2169 2024/12/31 114.523 K $ 23.31 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.27% 569.097 K $ 1939 2020/12/31 -28.891 K $ -4.83 %
2025/09/30 SAP SAP SE 0.26% 549.956 K $ 2058 2023/03/31 -76.214 K $ -12.13 %
2025/09/30 ANET ARISTA NETWORKS INC 0.26% 535.484 K $ 3675 2024/12/31 177.506 K $ 42.42 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.25% 517.403 K $ 9550 2020/12/31 44.594 K $ 9.54 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.22% 448.428 K $ 1145 2023/03/31 -61.486 K $ -12.03 %
2025/09/30 LOW LOWES COS INC 0.21% 444.567 K $ 1769 2020/12/31 52.079 K $ 13.27 %
2025/09/30 GIS GENERAL MLS INC 0.21% 443.227 K $ 8791 2020/12/31 -12.334 K $ -2.68 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.21% 442.810 K $ 9818 2020/12/31 -11.754 K $ -2.57 %
2025/09/30 GLW CORNING INC 0.20% 417.615 K $ 5091 2024/09/30 149.879 K $ 55.98 %
2025/09/30 HON HONEYWELL INTL INC 0.20% 417.546 K $ 1984 2021/06/30 -44.469 K $ -9.61 %
2025/09/30 NOW SERVICENOW INC 0.20% 416.887 K $ 453 2023/09/30 -48.725 K $ -10.49 %
2025/09/30 NVS NOVARTIS AG 0.20% 413.786 K $ 3227 2020/12/31 23.866 K $ 5.98 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.20% 406.423 K $ 2506 2021/03/31 -50.203 K $ -10.94 %
2025/09/30 ALAB ASTERA LABS INC 0.19% 403.348 K $ 2060 2025/09/30 0.000 $ 0.00 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.19% 399.491 K $ 1214 2024/09/30 7.660 K $ 1.96 %
2025/09/30 ETR ENTERGY CORP NEW 0.19% 390.559 K $ 4191 2024/06/30 42.203 K $ 12.12 %
2025/09/30 PFE PFIZER INC 0.18% 382.611 K $ 15016 2020/12/31 18.772 K $ 5.12 %
2025/09/30 SO SOUTHERN CO 0.18% 367.423 K $ 3877 2021/12/31 11.398 K $ 3.20 %
2025/09/30 CARR CARRIER GLOBAL CORPORATION 0.17% 363.812 K $ 6094 2020/12/31 -82.275 K $ -18.43 %
2025/09/30 QQQ INVESCO QQQ TR 0.17% 362.127 K $ 603 2024/03/31 29.384 K $ 8.83 %
2025/09/30 BCPC BALCHEM CORP 0.17% 361.795 K $ 2411 2020/12/31 -22.036 K $ -5.74 %
2025/09/30 BA BOEING CO 0.17% 353.745 K $ 1639 2020/12/31 10.325 K $ 3.01 %
2025/09/30 IDCC INTERDIGITAL INC 0.17% 345.230 K $ 1000 2025/03/31 121.000 K $ 53.96 %
2025/09/30 NFLX NETFLIX INC 0.16% 339.294 K $ 283 2024/12/31 -58.607 K $ -10.47 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.16% 333.190 K $ 3490 2023/12/31 14.762 K $ 4.64 %
2025/09/30 NAK NORTHERN DYNASTY MINERALS LT 0.16% 331.666 K $ 276388 2020/12/31 -42.474 K $ -10.45 %
2025/09/30 NOK NOKIA CORP 0.16% 329.742 K $ 68553 2020/12/31 -25.891 K $ -7.14 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.16% 323.311 K $ 575 2022/03/31 21.430 K $ 7.10 %
2025/09/30 PWR QUANTA SVCS INC 0.15% 319.518 K $ 771 2024/09/30 28.018 K $ 9.61 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.15% 316.553 K $ 2558 2021/12/31 14.708 K $ 4.87 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.15% 309.492 K $ 7042 2020/12/31 4.790 K $ 1.57 %
2025/09/30 VLO VALERO ENERGY CORP 0.14% 299.658 K $ 1760 2022/06/30 63.078 K $ 26.66 %
2025/09/30 T AT&T INC 0.14% 291.608 K $ 10326 2020/12/31 -9.029 K $ -2.42 %
2025/09/30 XEL XCEL ENERGY INC 0.14% 288.082 K $ 3572 2024/09/30 44.828 K $ 18.43 %
2025/09/30 WMB WILLIAMS COS INC 0.14% 284.442 K $ 4490 2024/12/31 2.424 K $ 0.86 %
2025/09/30 INTC INTEL CORP 0.14% 282.548 K $ 8422 2020/12/31 117.342 K $ 49.78 %
2025/09/30 AMGN AMGEN INC 0.14% 281.353 K $ 997 2020/12/31 3.154 K $ 1.07 %
2025/09/30 MMM 3M CO 0.13% 274.710 K $ 1770 2024/09/30 5.224 K $ 1.93 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.13% 265.625 K $ 3961 2020/12/31 -29.490 K $ -9.77 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.13% 265.339 K $ 2902 2020/12/31 -22.041 K $ -7.67 %
2025/09/30 SBUX STARBUCKS CORP 0.13% 265.205 K $ 3135 2020/12/31 -22.130 K $ -7.67 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.13% 264.925 K $ 9358 2024/12/31 -10.200 K $ -3.71 %
2025/09/30 TTD THE TRADE DESK INC 0.13% 264.507 K $ 5397 2020/12/31 -122.942 K $ -31.92 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.12% 253.531 K $ 3255 2023/03/31 30.350 K $ 13.57 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.11% 232.186 K $ 381 2025/09/30 0.000 $ 0.00 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.11% 229.388 K $ 2039 2024/09/30 17.820 K $ 8.42 %
2025/09/30 COP CONOCOPHILLIPS 0.11% 229.344 K $ 2425 2022/12/31 11.819 K $ 5.41 %
2025/09/30 SWKS SKYWORKS SOLUTIONS INC 0.10% 217.963 K $ 2831 2020/12/31 7.003 K $ 3.30 %
2025/09/30 EW EDWARDS LIFESCIENCES CORP 0.10% 216.901 K $ 2789 2025/03/31 -1.224 K $ -0.56 %
2025/09/30 TLN TALEN ENERGY CORP 0.10% 212.690 K $ 500 2025/09/30 0.000 $ 0.00 %
2025/09/30 DNP DNP SELECT INCOME FD INC 0.10% 212.582 K $ 21237 2024/06/30 4.672 K $ 2.25 %
2025/09/30 NEE NEXTERA ENERGY INC 0.10% 203.898 K $ 2701 2025/09/30 0.000 $ 0.00 %