$114 Million is the total value of LCM Capital Management Inc's 92 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | Sell | JPMORGAN CHASE & CO | $495,178 | -3.4% | 3,800 | -0.6% | 0.43% | -13.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $468,312 | +16.3% | 4,503 | -0.8% | 0.41% | +4.3% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $421,986 | +3.3% | 10,445 | -0.4% | 0.37% | -7.3% |
| INTC | Sell | INTEL CORP | $314,329 | +23.0% | 9,621 | -0.5% | 0.28% | +10.4% |
| F | Exit | FORD MTR CO DEL | $0 | – | -16,470 | -100.0% | -0.19% | – |
| AEP | Exit | AMERICAN ELEC PWR CO INC | $0 | – | -2,134 | -100.0% | -0.20% | – |
| SCHW | Exit | SCHWAB CHARLES CORP | $0 | – | -3,472 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | 12 | Q3 2023 | 16.2% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 15.8% |
| ISHARES TR | 12 | Q3 2023 | 10.9% |
| APPLE INC | 12 | Q3 2023 | 7.5% |
| ISHARES TR | 12 | Q3 2023 | 5.6% |
| MICROSOFT CORP | 12 | Q3 2023 | 5.4% |
| VANGUARD WORLD FDS | 12 | Q3 2023 | 4.1% |
| AMAZON COM INC | 12 | Q3 2023 | 2.4% |
| SELECT SECTOR SPDR TR | 12 | Q3 2023 | 2.3% |
| ALPHABET INC | 12 | Q3 2023 | 2.1% |
View LCM Capital Management Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-24 |
View LCM Capital Management Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.