LM Advisors LLC

Q1 2026 13F-HR Holdings

Location
San Diego, CA
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
212
Total value ($000)
$6,325,652
Net value change ($000)
+762,635 (13.7%)
New positions
14
Sold out positions
12
Turnover %
17.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 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)
NAC 330,619 NEW
NAD 297,845 NEW
MHD 156,484 NEW
DGRW 43,773 165.5%
NDMO 43,443 NEW
SPY 36,790 13.1%
TDEC 24,091 NEW
PANW 17,694 361.3%
CMF 16,872 NEW
IBIT 15,339 20.6%
Top Reduces (Value $000, Stocks/ETFs)
BLACKROCK MUNICIPAL INCOME QUALITY TRUST -165,630 -100.0%
OMFL -24,051 -3.9%
AI -21,450 -100.0%
SOFI -15,744 -13.1%
AMZN -11,031 -4.1%
HTGC -10,900 -100.0%
ACP -9,075 -9.3%
BIRK -8,700 -100.0%
YSEP -8,637 -4.1%
AMT -6,632 -100.0%
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