$123 Million is the total value of LCM Capital Management Inc's 87 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INCcap stk cl c | $597,412 | +9.0% | 4,531 | 0.0% | 0.49% | +9.4% | |
| TTD | THE TRADE DESK INC | $441,548 | +1.2% | 5,650 | 0.0% | 0.36% | +1.7% | |
| BCPC | BALCHEM CORP | $383,656 | -8.0% | 3,093 | 0.0% | 0.31% | -7.7% | |
| LOW | LOWES COS INC | $374,736 | -7.9% | 1,803 | 0.0% | 0.31% | -7.3% | |
| BA | BOEING CO | $312,247 | -9.2% | 1,629 | 0.0% | 0.26% | -8.6% | |
| AMGN | AMGEN INC | $285,692 | +21.1% | 1,063 | 0.0% | 0.23% | +21.4% | |
| VXUS | VANGUARD STAR FDSvg tl intl stk f | $282,264 | -4.6% | 5,274 | 0.0% | 0.23% | -4.2% | |
| EGO | ELDORADO GOLD CORP NEW | $147,015 | -11.8% | 16,500 | 0.0% | 0.12% | -11.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-07
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.