Fund HoldingsLCM Capital Management Inc

Total Portfolio Value
$122.62M
Total Bought
$6.28M
Total Sold
$1.60M
Net Transaction
+$4.68M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)39,19341,674+2,48117,37417,81514.53%+441
ALPHABET INC(GOOG)18,56119,771+1,2102,2222,5872.11%+365
NVIDIA CORPORATION(NVDA)5,2025,681+4792,2012,4712.02%+271
AMARIN CORP PLC346,159704,159+358,0004126480.53%+236
VANGUARD WORLD FDS
FINANCIALS ETF
54,96358,256+3,2934,4654,6793.82%+214
ACCENTURE PLC IRELAND
SHS CLASS A
0673+67302070.17%+207
SERVICENOW INC(NOW)0367+36702050.17%+205
EXXON MOBIL CORP10,43710,873+4361,1191,2781.04%+159
CHEVRON CORP NEW(CVX)7,7288,046+3181,2161,3571.11%+141
ISHARES TR57,35161,385+4,03410,74010,8498.85%+109
SPDR S&P MIDCAP 400 ETF TR(MDY)38,73040,846+2,11618,54818,65215.21%+104
ADOBE INC(ADBE)2,5142,609+951,2291,3301.08%+101
ADVANCED MICRO DEVICES INC(AMD)4,9016,410+1,5095586590.54%+101
COSTCO WHSL CORP NEW(COST)1,7481,837+899411,0380.85%+97
REGENERON PHARMACEUTICALS(REGN)418474+563003900.32%+90
WALMART INC(WMT)9,4569,808+3521,4861,5691.28%+82
EMERSON ELEC CO(EMR)6,4646,704+2405846470.53%+63
ERICSSON(ERIC)010,318+10,3180500.04%+50
AMGEN INC(AMGN)1,0631,06302362860.23%+50
ALPHABET INC(GOOG)4,5314,53105485970.49%+49
NOVO-NORDISK A S(NVO)1,5423,282+1,7402502980.24%+49
SCHLUMBERGER LTD(SLB)4,2234,390+1672072560.21%+49
CISCO SYS INC(CSCO)15,21315,524+3117878350.68%+47
VALERO ENERGY CORP(VLO)1,8371,838+12162600.21%+45
CONOCOPHILLIPS(COP)2,0772,155+782152580.21%+43
AMAZON COM INC(AMZN)17,79218,569+7772,3192,3601.93%+41
AUTOMATIC DATA PROCESSING IN2,0272,014-134464850.40%+39
BROADCOM INC(AVGO)9171,004+877968340.68%+38
VERTEX PHARMACEUTICALS INC(VRTX)797910+1132803160.26%+36
CARRIER GLOBAL CORPORATION(CARR)6,2636,245-183113450.28%+33
NORTHERN DYNASTY MINERALS LT(NAK)371,800368,300-3,500891200.10%+31
THERMO FISHER SCIENTIFIC INC(TMO)1,7591,866+1079189450.77%+27
DUPONT DE NEMOURS INC(DD)2,8563,054+1982042280.19%+24
INTEL CORP(INTC)9,0909,212+1223043280.27%+24
META PLATFORMS INC(META)1,1891,206+173413620.30%+21
PALANTIR TECHNOLOGIES INC(PLTR)33,62733,430-1975165350.44%+19
NOVARTIS AG(NVS)2,9543,082+1282983140.26%+16
GILEAD SCIENCES INC(GILD)8,4998,911+4126556680.54%+13
HONEYWELL INTL INC(HON)1,4631,710+2473043160.26%+12
SALESFORCE INC(CRM)3,5793,789+2107567680.63%+12
TRANSOCEAN LTD(RIG)21,02319,023-2,0001471560.13%+9
THE TRADE DESK INC(TTD)5,6505,65004364420.36%+5
PROCTER AND GAMBLE CO(PG)5,3795,621+2428168200.67%+4
AURORA CANNABIS INC20,89124,891+4,00011150.01%+3
JPMORGAN CHASE & CO(JPM)3,7823,810+285505530.45%+2
AUTOZONE INC(AZO)146144-23643660.30%+2
DISNEY WALT CO(DIS)6,5857,254+6695885880.48%0
VANGUARD INTL EQUITY INDEX F10,39910,735+3364234210.34%-2
TESLA INC(TSLA)1,3281,374+463483440.28%-4
HOME DEPOT INC(HD)4,1834,281+981,2991,2941.05%-6
SAP SE(SAP)1,8971,957+602602530.21%-6
STARBUCKS CORP(SBUX)3,3143,512+1983283210.26%-8
PHILIP MORRIS INTL INC(PM)2,4692,511+422412320.19%-9
AT&T INC(T)12,31812,444+1261961870.15%-10
UNILEVER PLC(UL)14,86615,429+5637757620.62%-13
VANGUARD STAR FDS5,2745,27402962820.23%-14
BIOGEN INC(BIIB)888928+402532390.19%-14
COLGATE PALMOLIVE CO(CL)7,2957,668+3735625450.44%-17
XCEL ENERGY INC(XEL)3,5383,539+12202020.17%-17
ELDORADO GOLD CORP NEW(EGO)16,50016,50001671470.12%-20
SKYWORKS SOLUTIONS INC(SWKS)2,6392,750+1112922710.22%-21
SOUTHERN CO(SO)4,0274,028+12832610.21%-22
JOHNSON & JOHNSON(JNJ)9,94710,422+4751,6461,6231.32%-23
OTIS WORLDWIDE CORP(OTIS)2,9752,966-92652380.19%-27
VERIZON COMMUNICATIONS INC(VZ)7,2267,427+2012692410.20%-28
QUALCOMM INC(QCOM)6,7917,017+2268087790.64%-29
MICROSTRATEGY INC(MSTR)2,2532,261+87717420.61%-29
BOEING CO(BA)1,6291,62903443120.25%-32
LOWES COS INC(LOW)1,8031,80304073750.31%-32
BALCHEM CORP3,0933,09304173840.31%-33
ISHARES TR75,16178,554+3,3935,4495,4144.42%-35
ASML HOLDING N V
N Y REGISTRY SHS
459495+363332910.24%-41
PAYPAL HLDGS INC(PYPL)4,4574,328-1292972530.21%-44
BRISTOL-MYERS SQUIBB CO(BMY)10,04410,141+976425890.48%-54
PEPSICO INC(PEP)7,0217,346+3251,3001,2451.02%-56
VANGUARD INDEX FDS1,6831,454-2293713090.25%-62
MCDONALDS CORP(MCD)2,7522,873+1218217570.62%-64
PFIZER INC(PFE)19,69619,819+1237226570.54%-65
GENERAL MLS INC(GIS)7,8468,297+4516025310.43%-71
YUM BRANDS INC(YUM)7,4867,731+2451,0379660.79%-71
ORACLE CORP(ORCL)8,4178,440+231,0028940.73%-108
LOCKHEED MARTIN CORP(LMT)3,5933,717+1241,6541,5201.24%-134
SELECT SECTOR SPDR TR
ST STR UTIL ETF
35,06835,923+8552,2952,1171.73%-178
3M CO(MMM)2,0010-2,0012000-200
DUKE ENERGY CORP NEW(DUK)2,2640-2,2642030-203
INVESCO EXCH TRADED FD TR II17,9000-17,9002040-204
RTX CORPORATION(RTX)10,23410,729+4951,0027720.63%-230
ISHARES TR2,3590-2,3592550-255
MICROSOFT CORP(MSFT)19,54920,163+6146,6576,3675.19%-291
NOKIA CORP(NOK)174,28467,782-106,5027252540.21%-472
APPLE INC(AAPL)47,55647,569+139,2248,1446.64%-1,080
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