LCM Capital Management Inc

Name: LCM Capital Management Inc 13F holdings, Q4 2024
Creator: LCM Capital Management Inc
Published: 2025-01-27

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), LCM Capital Management Inc reported 98 stock positions worth $177.3 million. Its top holding was State Street SPDR S&P Midcap (MDY) at 13.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 13.6%) and iShares Russell 2000 ETF (IWM, 8.4%). Compared with Q3 2024, it opened 5 new positions, sold out of 3, added to 52 and reduced 18. The biggest buy was iShares Ethereum Trust ETF (ETHA, shares +25%) and the biggest sale Strategy (MSTR, shares −79%).

Most Recent 13F: Q2 2026
Location: CHICAGO, IL
CIK: 0001861752
Portfolio Value: $177.3M (Q4 2024)
SEC Filing: 0001861752-25-000001 ↗ filed Jan 27, 2025

Holdings Value

Holdings 98 stocks · $177.3M


MDY State Street SPDR S&P Midcap	13.77%	42,861	$24.4M	Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US	13.59%	41,107	$24.1M	Reduce -5.0%
IWM iShares Russell 2000 ETF	8.38%	67,273	$14.9M	Reduce -0.7%
AAPL Apple Inc.	6.49%	45,958	$11.5M	Reduce -0.1%
NVDA Nvidia Corp.	4.93%	65,084	$8.7M	Add +3.0%
MSFT Microsoft Corp.	4.93%	20,725	$8.7M	Add +1.0%
VFH Vanguard Financials ETF	3.95%	59,262	$7.0M	Add +0.4%
EFA iShares MSCI Eafe ETF	3.25%	76,145	$5.8M	Reduce -3.0%
GOOGL Alphabet Inc. Class A	2.24%	20,977	$4.0M	Add +0.2%
AMZN Amazon.com Inc.	2.15%	17,376	$3.8M	Add +1.6%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.59%	37,203	$2.8M	Add +0.2%
AVGO Broadcom Inc.	1.58%	12,066	$2.8M	Add +9.7%
WMT Walmart Inc.	1.55%	30,319	$2.7M	Add +0.3%
ETHA iShares Ethereum Trust ETF	1.43%	100,030	$2.5M	Add +25.0%
PLTR Palantir Technologies Inc. Class A	1.33%	31,290	$2.4M	Reduce -3.6%
LMT Lockheed Martin Corp.	1.04%	3,789	$1.8M	Add +0.3%
COST Costco Wholesale Corp.	0.98%	1,905	$1.7M	Add +0.3%
META Meta Platforms Inc. Class A	0.97%	2,924	$1.7M	Add +14.6%
HD Home Depot Inc.	0.95%	4,321	$1.7M	Reduce -0.8%
JNJ Johnson & Johnson	0.88%	10,772	$1.6M	Add +0.1%
ORCL Oracle Corp.	0.83%	8,812	$1.5M	Add +0.1%
CRM Salesforce Inc.	0.77%	4,062	$1.4M	Add +2.9%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.76%	4,641	$1.3M	Reduce -79.5%
RTX RTX Corp.	0.70%	10,785	$1.2M	Add +0.3%
ADBE Adobe Inc.	0.68%	2,707	$1.2M	Add +0.3%
CVX Chevron Corp.	0.68%	8,294	$1.2M	Add +0.3%
QCOM Qualcomm Inc.	0.65%	7,529	$1.2M	Add +4.4%
XOM Exxon Mobil Corp.	0.65%	10,697	$1.2M	Add +0.2%
PEP Pepsico Inc.	0.65%	7,548	$1.1M	Reduce -0.3%
BTC Grayscale Bitcoin Mini ETF	0.61%	26,031	$1.1M	Add +303.1%
YUM Yum! Brands Inc.	0.59%	7,787	$1.0M	No change
TMO Thermo Fisher Scientific Inc.	0.58%	1,968	$1.0M	Add +0.3%
PG The Procter & Gamble Co.	0.55%	5,808	$974K	Add +1.2%
AMD Advanced Micro Devices	0.53%	7,745	$936K	Add +4.4%
CSCO Cisco Systems Inc.	0.52%	15,622	$925K	Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.52%	8,208	$914K	Reduce -0.1%
JPM JPMorgan Chase & Co.	0.52%	3,811	$914K	No change
UL Unilever PLC	0.51%	15,946	$904K	Add +0.3%
GILD Gilead Sciences Inc.	0.49%	9,427	$871K	Add +0.3%
EMR Emerson Electric Co.	0.48%	6,854	$849K	Add +0.3%
MCD McDonald's Corp.	0.47%	2,898	$840K	Add +0.4%
CL Colgate-Palmolive Co.	0.41%	7,922	$720K	Add +0.3%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.35%	5,350	$629K	Reduce -5.3%
GOOG Alphabet Inc. Class C	0.35%	3,254	$620K	Add +8.3%
ADP Automatic Data Processing	0.33%	1,984	$581K	No change
ASML ASML Holding NV-NY Reg SHS	0.32%	819	$568K	Add +46.8%
BMY Bristol-Myers Squibb Co.	0.32%	9,921	$561K	Add +0.3%
TSLA Tesla Inc.	0.31%	1,373	$555K	Add +9.9%
GIS General Mills Inc.	0.31%	8,620	$550K	Add +0.3%
PFE Pfizer Inc.	0.29%	19,324	$513K	Reduce -0.8%
SAP Sap SE-Sponsored ADR	0.28%	2,035	$501K	Add +0.1%
AZO AutoZone Inc.	0.26%	142	$455K	No change
NOW ServiceNow Inc.	0.25%	414	$439K	Add +1.2%
LOW Lowe's Cos Inc.	0.25%	1,769	$437K	No change
VRTX Vertex Pharmaceuticals Inc.	0.24%	1,073	$432K	Add +1.8%
HON Honeywell International Inc.	0.24%	1,870	$423K	Add +0.7%
TSM Taiwan Semiconductor-SP ADR	0.24%	2,133	$421K	New
CARR Carrier Global Corp.	0.24%	6,148	$420K	No change
VWO Vanguard Ftse Emerging Marke	0.23%	9,351	$412K	Reduce -0.7%
AMARIN CORP PLC	0.23%	838,259	$407K	Add +3.1%
ANET Arista Networks Inc.	0.23%	3,658	$404K	Add +40.0%
ETH Grayscale Ethereum Staking M	0.23%	12,674	$399K	Add +1.6%
BCPC Balchem Corp.	0.22%	2,411	$393K	No change
REGN Regeneron Pharmaceuticals	0.22%	545	$388K	Add +0.4%
PYPL PayPal Holdings Inc.	0.20%	4,100	$350K	No change
NFLX Netflix Inc.	0.19%	385	$343K	New
NVO Novo-Nordisk A/S-Spons ADR	0.19%	3,860	$332K	Add +18.2%
LLY Eli Lilly & Co.	0.18%	417	$322K	New
SO The Southern Co.	0.18%	3,864	$318K	No change
NVS Novartis AG-Sponsored ADR	0.18%	3,260	$317K	Add +0.1%
ETR Entergy Corp.	0.18%	4,148	$314K	No change
NOK Nokia Corp.-Spon ADR	0.17%	69,297	$307K	Add +0.1%
PM Philip Morris International	0.17%	2,490	$300K	Reduce -0.2%
QQQ Invesco QQQ Trust Series 1	0.16%	568	$290K	Add +3.5%
BA The Boeing Co.	0.16%	1,639	$290K	No change
T AT&T Inc.	0.16%	12,630	$288K	Add +4.9%
VZ Verizon Communications Inc.	0.16%	6,920	$277K	Reduce -0.0%
AMGN Amgen Inc.	0.16%	1,059	$276K	No change
SBUX Starbucks Corp.	0.16%	3,016	$275K	Reduce -0.1%
OTIS Otis Worldwide Corp.	0.15%	2,928	$271K	No change
DUK Duke Energy Corp.	0.15%	2,516	$271K	No change
CEG Constellation Energy	0.15%	1,172	$262K	Add +27.1%
SCHW Schwab (charles) Corp.	0.15%	3,490	$258K	No change
ACN Accenture PLC Class A	0.14%	726	$255K	No change
KMI Kinder Morgan Inc.	0.14%	9,140	$250K	New
SWKS Skyworks Solutions Inc.	0.14%	2,810	$249K	Add +0.2%
DD Dupont DE Nemours Inc.	0.14%	3,159	$241K	Reduce -0.0%
COP Conocophillips	0.13%	2,403	$238K	Add +10.3%
PWR Quanta Services Inc.	0.13%	750	$237K	No change
WMB Williams Cos Inc.	0.13%	4,342	$235K	New
MMM 3M Co.	0.13%	1,801	$232K	Reduce -0.1%
XEL Xcel Energy Inc.	0.13%	3,426	$231K	No change
GLW Corning Inc.	0.13%	4,861	$231K	No change
VLO Valero Energy Corp.	0.12%	1,698	$208K	No change
NAK Northern Dynasty Minerals	0.11%	323,800	$188K	No change
DNP DNP Select Income Fund Inc.	0.11%	21,237	$187K	No change
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS	0.05%	11,857	$96K	Add +0.4%
RIG Transocean Ltd.	0.04%	19,023	$71K	No change

Portfolio Sells Q3 2024 → Q4 2024


MSTR Strategy Inc.	Reduce -79.5%	0.76%	−1.44
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -5.0%	13.59%	−0.69
EFA iShares MSCI Eafe ETF	Reduce -3.0%	3.25%	−0.53
MDY State Street SPDR S&P Midcap	Reduce -0.7%	13.77%	−0.37
IWM iShares Russell 2000 ETF	Reduce -0.7%	8.38%	−0.22
INTC Intel Corp.	Sold out	0.00%	−0.12
AEP American Electric Power	Sold out	0.00%	−0.12
PEP Pepsico Inc.	Reduce -0.3%	0.65%	−0.09
HD Home Depot Inc.	Reduce -0.8%	0.95%	−0.07
WBA Walgreens Boots Alliance Inc.	Sold out	0.00%	−0.06
PFE Pfizer Inc.	Reduce -0.8%	0.29%	−0.04
VWO Vanguard Ftse Emerging Marke	Reduce -0.7%	0.23%	−0.03
DD Dupont DE Nemours Inc.	Reduce -0.0%	0.14%	−0.03
VZ Verizon Communications Inc.	Reduce -0.0%	0.16%	−0.02
SBUX Starbucks Corp.	Reduce -0.1%	0.16%	−0.01
MMM 3M Co.	Reduce -0.1%	0.13%	−0.01
PM Philip Morris International	Reduce -0.2%	0.17%	−0.01
TTD Trade Desk Inc./the Class A	Reduce -5.3%	0.35%	−0.00
DIS The Walt Disney Co.	Reduce -0.1%	0.52%	+0.06
AAPL Apple Inc.	Reduce -0.1%	6.49%	+0.33
PLTR Palantir Technologies Inc. Class A	Reduce -3.6%	1.33%	+0.64

Portfolio Buys Q3 2024 → Q4 2024


ETHA iShares Ethereum Trust ETF	Add +25.0%	1.43%	+0.52
NVDA Nvidia Corp.	Add +3.0%	4.93%	+0.52
BTC Grayscale Bitcoin Mini ETF	Add +303.1%	0.61%	+0.51
AVGO Broadcom Inc.	Add +9.7%	1.58%	+0.49
AMZN Amazon.com Inc.	Add +1.6%	2.15%	+0.32
GOOGL Alphabet Inc. Class A	Add +0.2%	2.24%	+0.24
TSM Taiwan Semiconductor-SP ADR	New	0.24%	+0.24
VFH Vanguard Financials ETF	Add +0.4%	3.95%	+0.22
NFLX Netflix Inc.	New	0.19%	+0.19
LLY Eli Lilly & Co.	New	0.18%	+0.18
CRM Salesforce Inc.	Add +2.9%	0.77%	+0.14
KMI Kinder Morgan Inc.	New	0.14%	+0.14
WMT Walmart Inc.	Add +0.3%	1.55%	+0.14
WMB Williams Cos Inc.	New	0.13%	+0.13
META Meta Platforms Inc. Class A	Add +14.6%	0.97%	+0.13
TSLA Tesla Inc.	Add +9.9%	0.31%	+0.12
ANET Arista Networks Inc.	Add +40.0%	0.23%	+0.08
GOOG Alphabet Inc. Class C	Add +8.3%	0.35%	+0.06
ASML ASML Holding NV-NY Reg SHS	Add +46.8%	0.32%	+0.05
ETH Grayscale Ethereum Staking M	Add +1.6%	0.23%	+0.05
EMR Emerson Electric Co.	Add +0.3%	0.48%	+0.05
CSCO Cisco Systems Inc.	Add +0.2%	0.52%	+0.04
GILD Gilead Sciences Inc.	Add +0.3%	0.49%	+0.04
NOW ServiceNow Inc.	Add +1.2%	0.25%	+0.04
BMY Bristol-Myers Squibb Co.	Add +0.3%	0.32%	+0.02
HON Honeywell International Inc.	Add +0.7%	0.24%	+0.02
COST Costco Wholesale Corp.	Add +0.3%	0.98%	+0.02
SAP Sap SE-Sponsored ADR	Add +0.1%	0.28%	+0.01
CEG Constellation Energy	Add +27.1%	0.15%	+0.01
T AT&T Inc.	Add +4.9%	0.16%	+0.01
QQQ Invesco QQQ Trust Series 1	Add +3.5%	0.16%	+0.01
COP Conocophillips	Add +10.3%	0.13%	+0.00
ERIC Ericsson (lm) Tel-SP ADR	Add +0.4%	0.05%	+0.00
NOK Nokia Corp.-Spon ADR	Add +0.1%	0.17%	−0.00
SWKS Skyworks Solutions Inc.	Add +0.2%	0.14%	−0.02
CVX Chevron Corp.	Add +0.3%	0.68%	−0.02
PG The Procter & Gamble Co.	Add +1.2%	0.55%	−0.02
MCD McDonald's Corp.	Add +0.4%	0.47%	−0.03
ORCL Oracle Corp.	Add +0.1%	0.83%	−0.03
NVS Novartis AG-Sponsored ADR	Add +0.1%	0.18%	−0.04
NVO Novo-Nordisk A/S-Spons ADR	Add +18.2%	0.19%	−0.04
VRTX Vertex Pharmaceuticals Inc.	Add +1.8%	0.24%	−0.04
RTX RTX Corp.	Add +0.3%	0.70%	−0.04
QCOM Qualcomm Inc.	Add +4.4%	0.65%	−0.05
GIS General Mills Inc.	Add +0.3%	0.31%	−0.06
AMARIN CORP PLC	Add +3.1%	0.23%	−0.06
CL Colgate-Palmolive Co.	Add +0.3%	0.41%	−0.07
XOM Exxon Mobil Corp.	Add +0.2%	0.65%	−0.07
UL Unilever PLC	Add +0.3%	0.51%	−0.08
REGN Regeneron Pharmaceuticals	Add +0.4%	0.22%	−0.11

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	124	$228.4M	MDY, SPY, IWM, NVDA, AAPL
Q1 2026	110	$199.3M	MDY, SPY, IWM, NVDA, AAPL
Q4 2025	113	$206.9M	SPY, MDY, IWM, NVDA, AAPL
Q3 2025	110	$208.5M	SPY, MDY, IWM, NVDA, MSFT
Q2 2025	104	$192.5M	SPY, MDY, IWM, NVDA, MSFT
Q1 2025	100	$170.3M	SPY, MDY, IWM, AAPL, MSFT
Q4 2024	98	$177.3M	MDY, SPY, IWM, AAPL, NVDA
Q3 2024	96	$173.9M	SPY, MDY, IWM, AAPL, MSFT
Q2 2024	91	$160.3M	SPY, MDY, IWM, AAPL, MSFT
Q1 2024	92	$154.7M	MDY, SPY, IWM, MSFT, AAPL