1y return+18.3%S&P 500 +20.9%
3y return+64.1%S&P 500 +68.5%
5y return+60.2%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $182 against $200 in the S&P 500.2
LCM Capital Management IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MDYState Str Spdr S&p Midcap 40 | $31.1M | 13.6% | +1.1% |
| SPYState Str Spdr S&p 500 Etf T | $29.6M | 13.0% | |
| IWMIshares Tr | $21.4M | 9.4% | +1.3% |
| NVDANvidia Corporation | $13.9M | 6.1% | |
| AAPLApple Inc | $12.9M | 5.7% | +1.2% |
| VFHVanguard World Fd | $8.3M | 3.6% | +1.8% |
| MSFTMicrosoft Corp | $8.0M | 3.5% | +1.5% |
| EFAIshares Tr | $8.0M | 3.5% | +1.6% |
| GOOGLAlphabet Inc | $7.9M | 3.4% | +1.8% |
| AMDAdvanced Micro Devices Inc | $5.4M | 2.4% | +5.9% |
| AVGOBroadcom Inc | $4.8M | 2.1% | +1.3% |
| AMZNAmazon Com Inc | $4.3M | 1.9% | +1.3% |
| WMTWalmart Inc | $3.6M | 1.6% | |
| XLUSelect Sector Spdr Tr | $3.4M | 1.5% | +1.2% |
| JNJJohnson & Johnson | $2.7M | 1.2% | +1.4% |
| PLTRPalantir Technologies Inc | $2.3M | 1.0% | −11.7% |
| RTXRtx Corporation | $2.1M | 0.9% | +1.3% |
| COSTCostco Wholesale Corporation | $1.9M | 0.8% | +1.9% |
| LMTLockheed Martin Corp | $1.9M | 0.8% | +1.7% |
| CSCOCisco Sys Inc | $1.7M | 0.8% | |
| METAMeta Platforms Inc | $1.6M | 0.7% | +1.7% |
| Exxon Mobil CorpCUSIP 30231G102 | $1.5M | 0.7% | +1.2% |
| HDHome Depot Inc | $1.5M | 0.7% | |
| CVXChevron Corporation | $1.5M | 0.7% | +1.0% |
| QCOMQualcomm Inc | $1.4M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2020 | +1432.6% | $13.9M |
| AVGOBroadcom Inc | December 31, 2020 | +762.7% | $4.8M |
| GLWCorning Inc | September 30, 2024 | +465.7% | $1.3M |
| PLTRPalantir Technologies Inc | December 31, 2020 | +395.4% | $2.3M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $7.9M |
| AMDAdvanced Micro Devices Inc | December 31, 2021 | +303.7% | $5.4M |
| GOOGAlphabet Inc | December 31, 2020 | +303.4% | $1.3M |
| Asml Hldg NvCUSIP N07059210 | December 31, 2022 | +264.1% | $1.3M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2020 | +231.7% | $1.5M |
| RTXRtx Corporation | December 31, 2020 | +165.3% | $2.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $454K
- TAt&t Inc was $285K
- IBITIshares Bitcoin Trust Etf was $226K
- OTISOtis Worldwide Corp was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.1% | +14.8% |
| March 31, 2026 | −3.5% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +9.4% | +7.8% |
| June 30, 2025 | +11.6% | +10.5% |
| March 31, 2025 | −6.2% | −4.6% |
| December 31, 2024 | +3.7% | +2.1% |
| September 30, 2024 | +6.3% | +5.4% |
| June 30, 2024 | +2.6% | +4.0% |
| March 31, 2024 | +10.5% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −4.4% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +6.7% | +7.0% |
| December 31, 2022 | +7.4% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −16.5% | −16.5% |
| March 31, 2022 | −5.7% | −4.9% |
| December 31, 2021 | +8.0% | +10.7% |
| September 30, 2021 | −1.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: LCM Capital Management Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1861752&type=13F-HR&dateb=&owner=include&count=40CIK 1861752
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1861752/000186175226000003/Filed July 30, 2026 · accession 0001861752-26-000003