Fund HoldingsLCM Capital Management Inc

Total Portfolio Value
$206.91M
Total Bought
$6.44M
Total Sold
$16.73M
Net Transaction
-$10.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR UTIL ETF
073,466+73,46603,1361.52%+3,136
ALPHABET INC(GOOG)21,58221,372-2105,2476,6893.23%+1,443
UNILEVER PLC(UL)013,526+13,52608850.43%+885
APPLE INC(AAPL)44,05143,664-38711,21711,8705.74%+654
SPDR S&P 500 ETF TR(SPY)41,97641,638-33827,96328,39413.72%+430
ISHARES TR69,68669,585-10116,86117,1298.28%+268
WALMART INC(WMT)30,94830,814-1343,1893,4331.66%+243
ALPHABET INC(GOOG)3,4383,434-48371,0780.52%+240
SPDR GOLD TR(GLD)0581+58102300.11%+230
ELI LILLY & CO(LLY)0208+20802240.11%+224
GRAYSCALE CHAINLINK TR ETF(GLNK)020,000+20,00002180.11%+218
CATERPILLAR INC(CAT)0380+38002180.11%+218
INCYTE CORP(INCY)02,084+2,08402060.10%+206
AMAZON COM INC(AMZN)17,56017,561+13,8564,0531.96%+198
SPDR S&P MIDCAP 400 ETF TR(MDY)43,81743,573-24426,11626,28712.70%+170
RTX CORPORATION(RTX)11,03010,990-401,8462,0160.97%+170
NORTHERN DYNASTY MINERALS LT(NAK)276,388244,388-32,0003324810.23%+150
BROADCOM INC(AVGO)12,43012,278-1524,1014,2502.05%+149
ADVANCED MICRO DEVICES INC(AMD)10,4388,563-1,8751,6891,8340.89%+145
JOHNSON & JOHNSON(JNJ)11,00910,440-5692,0412,1611.04%+119
VANGUARD WORLD FD
FINANCIALS ETF
61,38261,232-1508,0568,1743.95%+118
REGENERON PHARMACEUTICALS(REGN)575568-73234380.21%+115
NOKIA CORP(NOK)68,55368,454-993304430.21%+113
GRAYSCALE SOLANA TR ETF(GSOL)011,200+11,20001020.05%+102
THERMO FISHER SCIENTIFIC INC(TMO)2,0321,873-1599861,0850.52%+100
SHOPIFY INC(SHOP)1,3551,855+5002012990.14%+97
EXXON MOBIL CORP11,09011,091+11,2501,3390.65%+88
NUVATION BIO INC(NUVB)15,50015,000-500571340.06%+77
CISCO SYS INC(CSCO)15,72314,890-8331,0761,1470.55%+71
VERTEX PHARMACEUTICALS INC(VRTX)1,1451,135-104485150.25%+66
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,1692,175+66066610.32%+55
ISHARES TR77,71576,131-1,5847,2567,3113.53%+55
SALESFORCE INC(CRM)03,825+3,82501,0130.49%+1,013
AMGEN INC(AMGN)99799702813260.16%+45
TRANSOCEAN LTD(RIG)38,02338,773+7501191600.08%+42
CONSTELLATION ENERGY CORP(CEG)1,2141,240+263994380.21%+39
BRISTOL-MYERS SQUIBB CO(BMY)9,8188,845-9734434770.23%+34
QUALCOMM INC(QCOM)7,6587,642-161,2741,3070.63%+33
NOVARTIS AG(NVS)3,2273,215-124144430.21%+29
CORNING INC(GLW)5,0915,09104184460.22%+28
NETFLIX INC(NFLX)03,876+3,87603630.18%+363
INVESCO QQQ TR603626+233623850.19%+23
NEXTERA ENERGY INC(NEE)2,7012,795+942042240.11%+20
TESLA INC(TSLA)1,7221,744+227667840.38%+19
JPMORGAN CHASE & CO.(JPM)3,8473,822-251,2141,2310.60%+18
SCHWAB CHARLES CORP(SCHW)3,4903,49003333490.17%+15
AMERICAN ELEC PWR CO INC2,0392,105+662292430.12%+13
GERON CORP(GERN)12,40022,400+10,00017300.01%+13
EDWARDS LIFESCIENCES CORP2,7892,679-1102172280.11%+11
TELEFONAKTIEBOLAGET LM ERICS(ERIC)12,16511,468-6971011110.05%+10
EMERSON ELEC CO(EMR)7,0547,039-159259340.45%+9
BALCHEM CORP2,4112,41103623700.18%+8
QUANTA SVCS INC771775+43203270.16%+8
ENTERGY CORP NEW(ETR)4,1914,271+803913950.19%+4
MCDONALDS CORP(MCD)2,9842,974-109079090.44%+2
BOEING CO(BA)1,6391,63903543560.17%+2
GILEAD SCIENCES INC(GILD)9,6808,770-9101,0741,0760.52%+2
INTEL CORP(INTC)8,4227,653-7692832820.14%-0
DNP SELECT INCOME FD INC(DNP)21,23721,23702132120.10%-0
CONOCOPHILLIPS(COP)2,4252,417-82292260.11%-3
PLUG POWER INC(PLUG)10,42510,425024210.01%-4
KINDER MORGAN INC DEL(KMI)9,3589,461+1032652600.13%-5
AMPLIFY ENERGY CORP NEW
CALL
1001000720.00%-5
PHILIP MORRIS INTL INC(PM)2,5062,497-94064000.19%-6
VALERO ENERGY CORP(VLO)1,7601,804+443002940.14%-6
YUM BRANDS INC(YUM)7,9117,898-131,2021,1950.58%-8
RECURSION PHARMACEUTICALS IN(RXRX)12,00012,000059490.02%-9
DUKE ENERGY CORP NEW(DUK)2,5582,618+603173070.15%-10
BIT DIGITAL INC11,00011,000033210.01%-12
WILLIAMS COS INC(WMB)4,4904,526+362842720.13%-12
AGEAGLE AERIAL SYS INC NEW12,00012,000024100.00%-14
NORTHROP GRUMMAN CORP(NOC)381378-32322160.10%-17
LOWES COS INC(LOW)1,7691,76904454270.21%-18
SOUTHERN CO(SO)3,8773,955+783673450.17%-23
XCEL ENERGY INC(XEL)3,5723,588+162882650.13%-23
3M CO(MMM)1,7701,567-2032752510.12%-24
CHEVRON CORP NEW(CVX)8,7708,772+21,3621,3370.65%-25
STARBUCKS CORP(SBUX)3,1352,833-3022652390.12%-27
INTERDIGITAL INC(IDCC)1,0001,00003453180.15%-27
OTIS WORLDWIDE CORP(OTIS)2,9022,670-2322652330.11%-32
PFIZER INC(PFE)15,01613,997-1,0193833490.17%-34
HONEYWELL INTL INC(HON)1,9841,963-214183830.19%-35
CARRIER GLOBAL CORPORATION(CARR)06,094+6,09403220.16%+322
AT&T INC(T)010,009+10,00902490.12%+249
COLGATE PALMOLIVE CO(CL)07,693+7,69306080.29%+608
PEPSICO INC(PEP)7,7537,265-4881,0891,0430.50%-46
SAP SE(SAP)2,0582,052-65504980.24%-51
PAYPAL HLDGS INC(PYPL)3,9613,619-3422662110.10%-54
ARISTA NETWORKS INC(ANET)3,6753,664-115354800.23%-55
THE TRADE DESK INC(TTD)05,397+5,39702050.10%+205
DISNEY WALT CO(DIS)8,5338,039-4949779150.44%-62
AUTOMATIC DATA PROCESSING IN1,9391,93905694990.24%-70
GENERAL MLS INC(GIS)8,7918,018-7734433730.18%-70
SERVICENOW INC(NOW)4532,255+1,8024173450.17%-71
ADOBE INC(ADBE)02,484+2,48408690.42%+869
VERIZON COMMUNICATIONS INC(VZ)7,0425,405-1,6373092200.11%-89
PROCTER AND GAMBLE CO(PG)5,8545,512-3428997900.38%-110
AMARIN CORP PLC42,76242,262-5007005900.29%-111
VANGUARD INTL EQUITY INDEX F9,5507,294-2,2565173920.19%-125
AUTOZONE INC(AZO)14214206094820.23%-128
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