Fund HoldingsLCM Capital Management Inc

Total Portfolio Value
$154.72M
Total Bought
$17.44M
Total Sold
$3.61M
Net Transaction
+$13.83M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSTRATEGY INC(MSTR)2,2612,263+21,4283,8572.49%+2,429
NVIDIA CORPORATION(NVDA)5,7665,812+462,8555,2523.39%+2,396
SPDR S&P MIDCAP 400 ETF TR(MDY)41,34241,798+45620,97623,25615.03%+2,280
SPDR S&P 500 ETF TR(SPY)43,16743,181+1420,51822,58714.60%+2,069
MICROSOFT CORP(MSFT)20,09120,100+97,5558,4565.47%+902
ISHARES TR63,49064,854+1,36412,74313,6398.81%+896
META PLATFORMS INC(META)1,2042,381+1,1774261,1560.75%+730
VANGUARD WORLD FD
FINANCIALS ETF
57,37257,613+2415,2935,8993.81%+606
AMAZON COM INC(AMZN)18,64418,633-112,8333,3612.17%+528
ISHARES BITCOIN TR(IBIT)09,025+9,02503650.24%+365
ISHARES TR78,86978,449-4205,9436,2654.05%+322
ALPHABET INC(GOOG)19,78419,957+1732,7643,0121.95%+248
INVESCO QQQ TR0559+55902480.16%+248
EDWARDS LIFESCIENCES CORP02,418+2,41802310.15%+231
WALMART INC(WMT)9,83529,549+19,7141,5511,7781.15%+227
DISNEY WALT CO(DIS)7,2517,187-646558790.57%+225
CANADIAN NAT RES LTD(CNQ)02,866+2,86602190.14%+219
TARGET CORP(TGT)01,221+1,22102160.14%+216
BROADCOM INC(AVGO)1,0101,011+11,1281,3400.87%+213
ORACLE CORP(ORCL)8,4048,710+3068861,0940.71%+208
3M CO01,895+1,89502010.13%+201
ADVANCED MICRO DEVICES INC(AMD)6,6406,457-1839791,1650.75%+187
EXXON MOBIL CORP10,88310,899+161,0881,2670.82%+179
QUALCOMM INC(QCOM)7,0216,984-371,0161,1820.76%+167
HOME DEPOT INC(HD)4,2914,296+51,4871,6481.07%+161
PALANTIR TECHNOLOGIES INC(PLTR)34,08032,105-1,9755857390.48%+154
SALESFORCE INC(CRM)3,8013,797-41,0001,1440.74%+143
RTX CORPORATION(RTX)10,72510,703-229021,0440.67%+141
COSTCO WHSL CORP NEW(COST)1,8421,840-21,2161,3480.87%+132
TRANSOCEAN LTD(RIG)019,023+19,02301190.08%+119
JPMORGAN CHASE & CO(JPM)3,8103,811+16487630.49%+115
ASML HOLDING N V
N Y REGISTRY SHS
501508+73794930.32%+114
EMERSON ELEC CO(EMR)6,7006,696-46527600.49%+107
THERMO FISHER SCIENTIFIC INC(TMO)1,8671,878+119911,0920.71%+101
PROCTER AND GAMBLE CO(PG)5,6385,701+638269250.60%+99
THE TRADE DESK INC(TTD)5,6505,65004074940.32%+87
SELECT SECTOR SPDR TR
ST STR UTIL ETF
35,95736,012+552,2772,3641.53%+87
CHEVRON CORP NEW(CVX)8,0558,169+1141,2021,2890.83%+87
COLGATE PALMOLIVE CO(CL)7,6667,690+246116920.45%+81
AUTOZONE INC(AZO)14214203674480.29%+80
SAP SE(SAP)1,9681,967-13043840.25%+79
VALERO ENERGY CORP(VLO)1,7871,807+202323080.20%+76
AMARIN CORP PLC740,159808,159+68,0006447200.47%+76
NOVO-NORDISK A S(NVO)3,2763,146-1303394040.26%+65
YUM BRANDS INC(YUM)7,7207,649-711,0091,0610.69%+52
ALPHABET INC(GOOG)4,5034,50306356860.44%+51
LOWES COS INC(LOW)1,8031,769-344014510.29%+49
GENERAL MLS INC(GIS)8,2738,364+915395850.38%+46
PEPSICO INC(PEP)7,3317,377+461,2451,2910.83%+46
REGENERON PHARMACEUTICALS(REGN)486490+44274720.30%+45
AUTOMATIC DATA PROCESSING IN2,0002,00004664990.32%+34
VANGUARD INDEX FDS1,3101,31003113400.22%+30
VERIZON COMMUNICATIONS INC(VZ)7,0387,024-142652950.19%+29
OTIS WORLDWIDE CORP(OTIS)2,9522,949-32642930.19%+29
UNILEVER PLC(UL)15,48315,502+197517780.50%+27
CONOCOPHILLIPS(COP)2,1642,173+92512770.18%+25
BRISTOL-MYERS SQUIBB CO(BMY)9,9439,830-1135105330.34%+23
JOHNSON & JOHNSON(JNJ)10,40710,441+341,6311,6521.07%+20
SERVICENOW INC(NOW)369368-12612810.18%+20
VERTEX PHARMACEUTICALS INC(VRTX)926940+143773930.25%+16
PAYPAL HLDGS INC(PYPL)4,2504,120-1302612760.18%+15
SCHLUMBERGER LTD(SLB)4,4094,412+32292420.16%+12
VANGUARD STAR FDS5,2745,27403063180.21%+12
SCHWAB CHARLES CORP(SCHW)3,4653,46502382510.16%+12
SOUTHERN CO(SO)3,9554,004+492772870.19%+10
NOKIA CORP(NOK)67,97567,979+42322410.16%+8
VANGUARD INTL EQUITY INDEX F10,23810,235-34214280.28%+7
ELDORADO GOLD CORP NEW(EGO)16,50015,500-1,0002142180.14%+4
CARRIER GLOBAL CORPORATION(CARR)6,2166,209-73573610.23%+4
DUKE ENERGY CORP NEW(DUK)2,2162,252+362152180.14%+3
LOCKHEED MARTIN CORP(LMT)3,7233,713-101,6881,6891.09%+2
AT&T INC(T)11,53211,073-4591941950.13%+1
DUPONT DE NEMOURS INC(DD)2,9782,995+172292300.15%+1
NORTHERN DYNASTY MINERALS LT(NAK)323,800323,80001051030.07%-2
ACCENTURE PLC IRELAND
SHS CLASS A
68268202392360.15%-3
AMGEN INC(AMGN)1,0631,06303063020.20%-4
PHILIP MORRIS INTL INC(PM)2,5292,538+92382330.15%-5
TELEFONAKTIEBOLAGET LM ERICS(ERIC)10,56910,909+34067600.04%-6
HONEYWELL INTL INC(HON)1,7381,730-83653550.23%-9
SKYWORKS SOLUTIONS INC(SWKS)2,7492,747-23092980.19%-11
NOVARTIS AG(NVS)3,1003,116+163133010.19%-12
AURORA CANNABIS INC29,8910-29,891140-14
CISCO SYS INC(CSCO)15,47215,262-2107827620.49%-20
STARBUCKS CORP(SBUX)3,5193,462-573383160.20%-21
PFIZER INC(PFE)19,63219,488-1445655410.35%-24
MCDONALDS CORP(MCD)2,8052,799-68327890.51%-43
INTEL CORP(INTC)8,8319,044+2134443990.26%-44
GILEAD SCIENCES INC(GILD)8,9348,953+197246560.42%-68
BALCHEM CORP3,0792,411-6684583740.24%-84
BOEING CO(BA)1,6291,639+104253160.20%-108
TESLA INC(TSLA)1,3811,308-733432300.15%-113
TRANSOCEAN LTD(RIG)19,0230-19,0231210-121
3M CO(MMM)1,9250-1,9252100-210
XCEL ENERGY INC(XEL)3,4660-3,4662150-215
BIOGEN INC(BIIB)9240-9242390-239
ADOBE INC(ADBE)2,6132,61301,5591,3190.85%-240
APPLE INC(AAPL)47,53547,772+2379,1528,1925.29%-960
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