Fund HoldingsNCM Capital Management, LLC

Total Portfolio Value
$269.58M
Total Bought
$19.81M
Total Sold
$16.02M
Net Transaction
+$3.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP AERO
011,245+11,24502,7131.01%+2,713
SELECT SECTOR SPDR TR
ST STR UTIL ETF
042,947+42,94701,8330.68%+1,833
T ROWE PRICE ETF INC
CAP APPRECIATION
178,481222,971+44,4906,7298,5223.16%+1,793
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,860+10,86001,5640.58%+1,564
ALPHABET INC(GOOG)18,54618,221-3254,5085,7032.12%+1,195
GE VERNOVA INC(GEV)5452,267+1,7223351,4820.55%+1,147
SELECT SECTOR SPDR TR
ST STR STAPL ETF
013,187+13,18701,0240.38%+1,024
ELI LILLY & CO(LLY)3,2433,103-1402,4753,3351.24%+861
LISTED FDS TR
HORI KI INFL ETF
113,071126,123+13,0525,0545,6072.08%+554
VERIZON COMMUNICATIONS INC(VZ)033,230+33,23001,3530.50%+1,353
T ROWE PRICE ETF INC
CAP APP PREM ETF
74,788100,242+25,4541,8242,3630.88%+539
ETF SER SOLUTIONS
APTUS COLLRD INV
63,80474,605+10,8012,7713,2601.21%+489
VANECK ETF TRUST
GOLD MINERS ETF
41,45742,331+8743,1673,6311.35%+463
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
05,700+5,70004580.17%+458
APPLE INC(AAPL)27,09127,043-486,8987,3522.73%+454
SPDR SERIES TRUST
ST STR SP BIOT
03,620+3,62004410.16%+441
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,683+2,68304150.15%+415
J P MORGAN EXCHANGE TRADED F
INCOME ETF
6,10015,000+8,9002836940.26%+411
AMERICAN CENTY ETF TR72,34674,550+2,2047,2017,6032.82%+402
ADVANCED MICRO DEVICES INC(AMD)7,8927,692-2001,2771,6470.61%+370
MERCK & CO INC(MRK)18,60817,999-6091,5621,8950.70%+333
NIKE INC(NKE)014,644+14,64409330.35%+933
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,590+5,59002500.09%+250
MICRON TECHNOLOGY INC(MU)3,2502,750-5005447850.29%+241
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
139,975143,751+3,7767,9938,2283.05%+236
VANGUARD WORLD FD
HEALTH CAR ETF
8,1318,081-502,1112,3260.86%+215
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,360+1,36002110.08%+211
TJX COS INC NEW(TJX)01,353+1,35302080.08%+208
GENERAL MTRS CO(GM)9,8639,864+16018020.30%+201
VISA INC(V)0571+57102000.07%+200
CATERPILLAR INC(CAT)2,0302,03009691,1630.43%+194
KIMBERLY-CLARK CORP(KMB)04,465+4,46504500.17%+450
ALPHABET INC(GOOG)2,6822,68206538420.31%+188
SCHWAB STRATEGIC TR257,026262,623+5,5977,0177,2042.67%+187
CHEVRON CORP NEW(CVX)6,2097,487+1,2789641,1410.42%+177
3M CO(MMM)015,381+15,38102,4630.91%+2,463
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
63,73066,765+3,0353,2533,4011.26%+148
ISHARES TR
MSCI USA VALUE
12,42112,423+21,5531,6990.63%+145
JOHNSON & JOHNSON(JNJ)6,0506,044-61,1221,2510.46%+129
MORGAN STANLEY(MS)9,1098,877-2321,4481,5760.58%+128
AMGEN INC(AMGN)02,349+2,34907690.29%+769
ISHARES TR11,58912,889+1,3009611,0670.40%+106
BRISTOL-MYERS SQUIBB CO(BMY)019,709+19,70901,0630.39%+1,063
EXXON MOBIL CORP17,71117,461-2501,9972,1010.78%+104
NEXTERA ENERGY INC(NEE)20,97120,977+61,5831,6840.62%+101
AMERICAN CENTY ETF TR6,4687,184+7165766750.25%+99
INTEL CORP(INTC)32,41032,035-3751,0871,1820.44%+95
GILEAD SCIENCES INC(GILD)09,947+9,94701,2210.45%+1,221
AMAZON COM INC(AMZN)07,983+7,98301,8430.68%+1,843
PACER FDS TR
US CASH COWS 100
037,784+37,78402,2730.84%+2,273
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
20,77721,627+8501,3511,4370.53%+86
INTERNATIONAL BUSINESS MACHS(IBM)05,920+5,92001,7540.65%+1,754
ISHARES TR02,425+2,42501,6610.62%+1,661
ISHARES TR10,27110,472+2012,0122,0910.78%+79
VANGUARD WHITEHALL FDS54,62054,332-2884,8924,9691.84%+76
PROCTER AND GAMBLE CO(PG)07,661+7,66101,0980.41%+1,098
CISCO SYS INC(CSCO)08,644+8,64406660.25%+666
DIMENSIONAL ETF TRUST
EMERGING MKTS VA
14,55015,650+1,1004645280.20%+64
WALMART INC(WMT)7,5977,59707838460.31%+63
WISDOMTREE TR(WT)3,8683,856-124955560.21%+61
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
16,74818,002+1,2548268850.33%+59
VANGUARD INDEX FDS07,830+7,83002,6250.97%+2,625
GOLDMAN SACHS GROUP INC(GS)60560504825320.20%+50
GAP INC(GAP)011,350+11,35002910.11%+291
ISHARES TR1,8651,86502693150.12%+46
PROGRESSIVE CORP(PGR)01,109+1,10902530.09%+253
ISHARES TR7,2007,393+1938699110.34%+42
BANK AMERICA CORP30,51429,378-1,1361,5741,6160.60%+42
THERMO FISHER SCIENTIFIC INC(TMO)42842802082480.09%+40
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
018,961+18,96101,1020.41%+1,102
LANDBRIDGE COMPANY LLC(LB)3,8004,900+1,1002032400.09%+37
INVESCO QQQ TR02,646+2,64601,6260.60%+1,626
ISHARES TR
MSCI USA QLT FCT
3,8393,939+1007477820.29%+36
CVS HEALTH CORP(CVS)9,8289,731-977417720.29%+31
AMERICAN CENTY ETF TR18,33418,574+2401,0521,0830.40%+31
ISHARES TR
CORE DIV GRWTH
19,26019,319+591,3111,3410.50%+30
PEPSICO INC(PEP)8,2818,28101,1631,1880.44%+26
WELLS FARGO CO NEW(WFC)02,661+2,66102480.09%+248
QUALCOMM INC(QCOM)8,9228,823-991,4841,5090.56%+25
CACI INTL INC(CACI)0700+70003730.14%+373
DANAHER CORPORATION(DHR)1,1391,089-502262490.09%+23
ISHARES TR
CORE MSCI EAFE
17,36117,192-1691,5161,5380.57%+22
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
12,32812,32801,2061,2270.46%+21
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
10,46510,46504684880.18%+20
VANGUARD WHITEHALL FDS7,1567,15601,0091,0270.38%+18
DIMENSIONAL ETF TRUST
US TARGETED VLU
11,67411,711+376806970.26%+18
SPDR S&P 500 ETF TR(SPY)1,0501,05006997160.27%+17
COCA COLA CO(KO)04,549+4,54903180.12%+318
CORNING INC(GLW)14,72913,981-7481,2081,2240.45%+16
ISHARES TR2,8652,848-175835990.22%+16
VANECK ETF TRUST
ISRAEL ETF
3,7503,75002052210.08%+16
SPDR S&P MIDCAP 400 ETF TR(MDY)1,9881,98801,1851,1990.44%+14
ISHARES TR19,33919,33901,2621,2760.47%+14
VANGUARD INDEX FDS0933+93305850.22%+585
BANK NEW YORK MELLON CORP1,9141,91402092220.08%+14
FIDELITY COVINGTON TRUST13,39013,420+304995120.19%+13
VANGUARD INDEX FDS02,752+2,75205260.19%+526
INNOVATOR ETFS TRUST
US EQTY PWR BUF
12,95412,95405565660.21%+10
VANGUARD WORLD FD3,3413,34103964040.15%+8
VANGUARD STAR FDS04,192+4,19203160.12%+316
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