LCM Capital Management Inc

Name: LCM Capital Management Inc 13F holdings, Q1 2025
Creator: LCM Capital Management Inc
Published: 2025-05-09

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

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), LCM Capital Management Inc reported 100 stock positions worth $170.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 13.7% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 13.7%) and iShares Russell 2000 ETF (IWM, 8.1%). Compared with Q4 2024, it opened 6 new positions, sold out of 4, added to 62 and reduced 17. The biggest buy was a new position in iShares Bitcoin Trust ETF (IBIT) and the biggest sale an exit from Grayscale Bitcoin Mini ETF (BTC).

Most Recent 13F: Q2 2026
Location: CHICAGO, IL
CIK: 0001861752
Portfolio Value: $170.3M (Q1 2025)
SEC Filing: 0001861752-25-000003 ↗ filed May 9, 2025

Holdings Value

Holdings 100 stocks · $170.3M


SPY SS SPDR S&P 500 ETF Trust-US	13.75%	41,857	$23.4M	Add +1.8%
MDY State Street SPDR S&P Midcap	13.72%	43,787	$23.4M	Add +2.2%
IWM iShares Russell 2000 ETF	8.10%	69,115	$13.8M	Add +2.7%
AAPL Apple Inc.	6.11%	46,815	$10.4M	Add +1.9%
MSFT Microsoft Corp.	4.66%	21,124	$7.9M	Add +1.9%
NVDA Nvidia Corp.	4.49%	70,509	$7.6M	Add +8.3%
VFH Vanguard Financials ETF	4.27%	60,886	$7.3M	Add +2.7%
EFA iShares MSCI Eafe ETF	3.68%	76,607	$6.3M	Add +0.6%
AMZN Amazon.com Inc.	1.99%	17,815	$3.4M	Add +2.5%
GOOGL Alphabet Inc. Class A	1.96%	21,580	$3.3M	Add +2.9%
XLU St Sr Utl SL SE SPDR ETF-Usd	1.73%	37,415	$3.0M	Add +0.6%
WMT Walmart Inc.	1.59%	30,881	$2.7M	Add +1.9%
PLTR Palantir Technologies Inc. Class A	1.38%	27,905	$2.4M	Reduce -10.8%
AVGO Broadcom Inc.	1.23%	12,505	$2.1M	Add +3.6%
COST Costco Wholesale Corp.	1.09%	1,958	$1.9M	Add +2.8%
JNJ Johnson & Johnson	1.07%	10,986	$1.8M	Add +2.0%
META Meta Platforms Inc. Class A	1.02%	3,007	$1.7M	Add +2.8%
LMT Lockheed Martin Corp.	1.01%	3,857	$1.7M	Add +1.8%
HD Home Depot Inc.	0.94%	4,361	$1.6M	Add +0.9%
ETHA iShares Ethereum Trust ETF	0.91%	112,530	$1.6M	Add +12.5%
RTX RTX Corp.	0.86%	11,037	$1.5M	Add +2.3%
CVX Chevron Corp.	0.83%	8,469	$1.4M	Add +2.1%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.79%	4,641	$1.3M	No change
XOM Exxon Mobil Corp.	0.76%	10,918	$1.3M	Add +2.1%
YUM Yum! Brands Inc.	0.73%	7,912	$1.2M	Add +1.6%
ORCL Oracle Corp.	0.72%	8,812	$1.2M	No change
QCOM Qualcomm Inc.	0.69%	7,660	$1.2M	Add +1.7%
PEP Pepsico Inc.	0.68%	7,720	$1.2M	Add +2.3%
CRM Salesforce Inc.	0.66%	4,164	$1.1M	Add +2.5%
GILD Gilead Sciences Inc.	0.64%	9,651	$1.1M	Add +2.4%
ADBE Adobe Inc.	0.62%	2,754	$1.1M	Add +1.7%
IBIT iShares Bitcoin Trust ETF	0.61%	22,210	$1.0M	New
TMO Thermo Fisher Scientific Inc.	0.59%	2,026	$1.0M	Add +3.0%
PG The Procter & Gamble Co.	0.59%	5,857	$998K	Add +0.8%
CSCO Cisco Systems Inc.	0.57%	15,779	$974K	Add +1.0%
UL Unilever PLC	0.57%	16,258	$968K	Add +2.0%
JPM JPMorgan Chase & Co.	0.55%	3,811	$935K	No change
MCD McDonald's Corp.	0.55%	2,976	$930K	Add +2.7%
AMD Advanced Micro Devices	0.51%	8,407	$864K	Add +8.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.49%	8,523	$841K	Add +3.8%
EMR Emerson Electric Co.	0.45%	6,990	$766K	Add +2.0%
CL Colgate-Palmolive Co.	0.45%	8,117	$761K	Add +2.5%
BMY Bristol-Myers Squibb Co.	0.35%	9,855	$601K	Reduce -0.7%
ADP Automatic Data Processing	0.35%	1,967	$601K	Reduce -0.9%
SAP Sap SE-Sponsored ADR	0.33%	2,074	$557K	Add +1.9%
ASML ASML Holding NV-NY Reg SHS	0.33%	839	$556K	Add +2.4%
VRTX Vertex Pharmaceuticals Inc.	0.33%	1,144	$555K	Add +6.6%
AZO AutoZone Inc.	0.32%	142	$541K	No change
GIS General Mills Inc.	0.31%	8,847	$529K	Add +2.6%
GOOG Alphabet Inc. Class C	0.31%	3,347	$523K	Add +2.9%
PFE Pfizer Inc.	0.28%	18,988	$481K	Reduce -1.7%
VWO Vanguard Ftse Emerging Marke	0.27%	9,989	$452K	Add +6.8%
HON Honeywell International Inc.	0.25%	1,981	$420K	Add +5.9%
LOW Lowe's Cos Inc.	0.24%	1,769	$413K	No change
TSLA Tesla Inc.	0.24%	1,573	$408K	Add +14.6%
PM Philip Morris International	0.24%	2,529	$401K	Add +1.6%
BCPC Balchem Corp.	0.23%	2,411	$400K	No change
NFLX Netflix Inc.	0.23%	427	$398K	Add +10.9%
CARR Carrier Global Corp.	0.23%	6,099	$387K	Reduce -0.8%
AMARIN CORP PLC	0.23%	858,259	$385K	Add +2.4%
NVS Novartis AG-Sponsored ADR	0.22%	3,318	$370K	Add +1.8%
NOK Nokia Corp.-Spon ADR	0.22%	70,111	$369K	Add +1.2%
LLY Eli Lilly & Co.	0.22%	447	$369K	Add +7.2%
REGN Regeneron Pharmaceuticals	0.21%	575	$365K	Add +5.5%
T AT&T Inc.	0.21%	12,637	$357K	Add +0.1%
NAK Northern Dynasty Minerals	0.21%	308,800	$355K	Reduce -4.6%
ETR Entergy Corp.	0.21%	4,146	$354K	Reduce -0.1%
TSM Taiwan Semiconductor-SP ADR	0.21%	2,133	$354K	No change
NOW ServiceNow Inc.	0.21%	443	$353K	Add +7.0%
SO The Southern Co.	0.21%	3,823	$352K	Reduce -1.1%
AMGN Amgen Inc.	0.19%	1,055	$329K	Reduce -0.4%
VZ Verizon Communications Inc.	0.19%	7,026	$319K	Add +1.5%
ANET Arista Networks Inc.	0.19%	4,108	$318K	Add +12.3%
DUK Duke Energy Corp.	0.18%	2,516	$307K	No change
SBUX Starbucks Corp.	0.18%	3,093	$303K	Add +2.5%
OTIS Otis Worldwide Corp.	0.18%	2,904	$300K	Reduce -0.8%
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC	0.17%	5,350	$293K	No change
BA The Boeing Co.	0.16%	1,639	$280K	No change
SCHW Schwab (charles) Corp.	0.16%	3,490	$273K	No change
NVO Novo-Nordisk A/S-Spons ADR	0.16%	3,921	$272K	Add +1.6%
PYPL PayPal Holdings Inc.	0.16%	4,071	$266K	Reduce -0.7%
QQQ Invesco QQQ Trust Series 1	0.15%	560	$263K	Reduce -1.4%
MMM 3M Co.	0.15%	1,777	$261K	Reduce -1.3%
WMB Williams Cos Inc.	0.15%	4,341	$259K	Reduce -0.0%
KMI Kinder Morgan Inc.	0.15%	9,039	$258K	Reduce -1.1%
COP Conocophillips	0.15%	2,451	$257K	Add +2.0%
DD Dupont DE Nemours Inc.	0.14%	3,253	$243K	Add +3.0%
XEL Xcel Energy Inc.	0.14%	3,425	$242K	Reduce -0.0%
INTC Intel Corp.	0.14%	10,503	$239K	New
CEG Constellation Energy	0.14%	1,172	$236K	No change
ACN Accenture PLC Class A	0.14%	749	$234K	Add +3.2%
VLO Valero Energy Corp.	0.13%	1,697	$224K	Reduce -0.1%
GLW Corning Inc.	0.13%	4,861	$223K	No change
AEP American Electric Power	0.13%	1,992	$218K	New
DNP DNP Select Income Fund Inc.	0.12%	21,237	$210K	No change
IDCC Interdigital Inc.	0.12%	1,000	$207K	New
EW Edwards Lifesciences Corp.	0.12%	2,760	$200K	New
ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS	0.06%	12,459	$97K	Add +5.1%
RXRX Recursion Pharmaceuticals-A	0.04%	12,000	$63K	New
RIG Transocean Ltd.	0.04%	19,023	$60K	No change

Portfolio Sells Q4 2024 → Q1 2025


BTC Grayscale Bitcoin Mini ETF	Sold out	0.00%	−0.61
ETH Grayscale Ethereum Staking M	Sold out	0.00%	−0.23
SWKS Skyworks Solutions Inc.	Sold out	0.00%	−0.14
PWR Quanta Services Inc.	Sold out	0.00%	−0.13
PYPL PayPal Holdings Inc.	Reduce -0.7%	0.16%	−0.04
CARR Carrier Global Corp.	Reduce -0.8%	0.23%	−0.01
QQQ Invesco QQQ Trust Series 1	Reduce -1.4%	0.15%	−0.01
PFE Pfizer Inc.	Reduce -1.7%	0.28%	−0.01
KMI Kinder Morgan Inc.	Reduce -1.1%	0.15%	+0.01
XEL Xcel Energy Inc.	Reduce -0.0%	0.14%	+0.01
VLO Valero Energy Corp.	Reduce -0.1%	0.13%	+0.01
WMB Williams Cos Inc.	Reduce -0.0%	0.15%	+0.02
MMM 3M Co.	Reduce -1.3%	0.15%	+0.02
OTIS Otis Worldwide Corp.	Reduce -0.8%	0.18%	+0.02
ADP Automatic Data Processing	Reduce -0.9%	0.35%	+0.03
SO The Southern Co.	Reduce -1.1%	0.21%	+0.03
ETR Entergy Corp.	Reduce -0.1%	0.21%	+0.03
BMY Bristol-Myers Squibb Co.	Reduce -0.7%	0.35%	+0.04
AMGN Amgen Inc.	Reduce -0.4%	0.19%	+0.04
PLTR Palantir Technologies Inc. Class A	Reduce -10.8%	1.38%	+0.05
NAK Northern Dynasty Minerals	Reduce -4.6%	0.21%	+0.10

Portfolio Buys Q4 2024 → Q1 2025


IBIT iShares Bitcoin Trust ETF	New	0.61%	+0.61
EFA iShares MSCI Eafe ETF	Add +0.6%	3.68%	+0.43
VFH Vanguard Financials ETF	Add +2.7%	4.27%	+0.32
JNJ Johnson & Johnson	Add +2.0%	1.07%	+0.19
SPY SS SPDR S&P 500 ETF Trust-US	Add +1.8%	13.75%	+0.16
RTX RTX Corp.	Add +2.3%	0.86%	+0.15
CVX Chevron Corp.	Add +2.1%	0.83%	+0.15
GILD Gilead Sciences Inc.	Add +2.4%	0.64%	+0.14
XLU St Sr Utl SL SE SPDR ETF-Usd	Add +0.6%	1.73%	+0.14
YUM Yum! Brands Inc.	Add +1.6%	0.73%	+0.14
INTC Intel Corp.	New	0.14%	+0.14
AEP American Electric Power	New	0.13%	+0.13
IDCC Interdigital Inc.	New	0.12%	+0.12
EW Edwards Lifesciences Corp.	New	0.12%	+0.12
XOM Exxon Mobil Corp.	Add +2.1%	0.76%	+0.11
COST Costco Wholesale Corp.	Add +2.8%	1.09%	+0.10
VRTX Vertex Pharmaceuticals Inc.	Add +6.6%	0.33%	+0.08
MCD McDonald's Corp.	Add +2.7%	0.55%	+0.07
PM Philip Morris International	Add +1.6%	0.24%	+0.07
UL Unilever PLC	Add +2.0%	0.57%	+0.06
META Meta Platforms Inc. Class A	Add +2.8%	1.02%	+0.05
CSCO Cisco Systems Inc.	Add +1.0%	0.57%	+0.05
T AT&T Inc.	Add +0.1%	0.21%	+0.05
WMT Walmart Inc.	Add +1.9%	1.59%	+0.05
SAP Sap SE-Sponsored ADR	Add +1.9%	0.33%	+0.04
NOK Nokia Corp.-Spon ADR	Add +1.2%	0.22%	+0.04
CL Colgate-Palmolive Co.	Add +2.5%	0.45%	+0.04
NFLX Netflix Inc.	Add +10.9%	0.23%	+0.04
QCOM Qualcomm Inc.	Add +1.7%	0.69%	+0.04
NVS Novartis AG-Sponsored ADR	Add +1.8%	0.22%	+0.04
RXRX Recursion Pharmaceuticals-A	New	0.04%	+0.04
PG The Procter & Gamble Co.	Add +0.8%	0.59%	+0.04
LLY Eli Lilly & Co.	Add +7.2%	0.22%	+0.04
VWO Vanguard Ftse Emerging Marke	Add +6.8%	0.27%	+0.03
PEP Pepsico Inc.	Add +2.3%	0.68%	+0.03
VZ Verizon Communications Inc.	Add +1.5%	0.19%	+0.03
SBUX Starbucks Corp.	Add +2.5%	0.18%	+0.02
COP Conocophillips	Add +2.0%	0.15%	+0.02
TMO Thermo Fisher Scientific Inc.	Add +3.0%	0.59%	+0.01
HON Honeywell International Inc.	Add +5.9%	0.25%	+0.01
DD Dupont DE Nemours Inc.	Add +3.0%	0.14%	+0.01
ASML ASML Holding NV-NY Reg SHS	Add +2.4%	0.33%	+0.01
ERIC Ericsson (lm) Tel-SP ADR	Add +5.1%	0.06%	+0.00
GIS General Mills Inc.	Add +2.6%	0.31%	+0.00
AMARIN CORP PLC	Add +2.4%	0.23%	−0.00
REGN Regeneron Pharmaceuticals	Add +5.5%	0.21%	−0.00
ACN Accenture PLC Class A	Add +3.2%	0.14%	−0.01
HD Home Depot Inc.	Add +0.9%	0.94%	−0.01
AMD Advanced Micro Devices	Add +8.6%	0.51%	−0.02
DIS The Walt Disney Co.	Add +3.8%	0.49%	−0.02

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