LCM Capital Management Inc

Q1 2026 13F-HR Holdings

Location
Chicago, IL
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
110
Total value ($000)
$199,305
Net value change ($000)
-7,605 (-3.7%)
New positions
3
Sold out positions
5
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MDY 673 2.6%
XOM 558 41.7%
CVX 515 38.5%
LMT 458 26.1%
WMT 439 12.8%
JNJ 418 19.3%
COST 291 17.2%
CNQ 277 NEW
IWM 274 1.6%
XLU 248 7.9%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,721 -25.9%
SPY -2,608 -9.2%
ETHA -726 -29.6%
PLTR -706 -17.7%
VFH -694 -8.5%
NVDA -688 -5.4%
AAPL -651 -5.5%
GOOGL -470 -7.0%
ORCL -417 -24.3%
AVGO -396 -9.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type