LCM Capital Management Inc
CIK 1861752 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- MDY13.61%
- SPY12.96%
- IWM9.35%
- NVDA6.06%
- AAPL5.67%
- VFH3.63%
- MSFT3.49%
- EFA3.49%
- GOOGL3.44%
- AMD2.37%
Share classes counted separately64.07%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMDWeight increased · +1.47 pp0.90% → 2.37%Shares +517 (+5.86%)
- PLTRWeight decreased · -0.64 pp1.65% → 1.01%Shares -2.62K (-11.67%)
- IWMWeight increased · +0.62 pp8.73% → 9.35%Shares +935 (+1.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 25
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MDYSTATE STREET SPDR S&P MIDCAPUTSER1 S&PDCRP View history and evidence | $31.08M | 13.61% | 44.19K shares | 13.53% → 13.61%+0.08 pp +479 (+1.10%) | Added | ▾ |
| 02 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $29.61M | 12.96% | 39.65K shares | 12.94% → 12.96%+0.02 pp -5 (-0.01%) | Reduced | ▾ |
| 03 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $21.36M | 9.35% | 71.11K shares | 8.73% → 9.35%+0.62 pp +935 (+1.33%) | Added | ▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $13.85M | 6.06% | 69.23K shares | 6.02% → 6.06%+0.04 pp +382 (+0.55%) | Added | ▾ |
| 05 | AAPLAPPLE INC View history and evidence | $12.94M | 5.67% | 44.73K shares | 5.63% → 5.67%+0.04 pp +521 (+1.18%) | Added | ▾ |
| 06 | VFHVANGUARD FINANCIALS ETFFINANCIALS ETF View history and evidence | $8.29M | 3.63% | 63.01K shares | 3.75% → 3.63%-0.12 pp +1.10K (+1.77%) | Added | ▾ |
| 07 | MSFTMICROSOFT CORP View history and evidence | $7.98M | 3.49% | 21.40K shares | 3.92% → 3.49%-0.43 pp +313 (+1.48%) | Added | ▾ |
| 08 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $7.98M | 3.49% | 76.83K shares | 3.68% → 3.49%-0.19 pp +1.23K (+1.63%) | Added | ▾ |
| 09 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $7.86M | 3.44% | 22.01K shares | 3.12% → 3.44%+0.32 pp +379 (+1.75%) | Added | ▾ |
| 10 | AMDADVANCED MICRO DEVICES View history and evidence | $5.42M | 2.37% | 9.34K shares | 0.90% → 2.37%+1.47 pp +517 (+5.86%) | Added | ▾ |
Options overlay 5
$1.64M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
ASMLASML HOLDING NV-NY REG SHSCALL View history and evidence | Call | 400 | $795.78K | +400 | ▾ |
SPCXSPACE EXPLORATION TECHN-CL ACALL View history and evidence | Call | 2.00K | $341.72K | +2.00K | ▾ |
XBISS SPDR S&P BIOTECH ETFCALL View history and evidence | Call | 1.50K | $237.38K | +1.50K | ▾ |
3 / 5 options · preview only
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| T AT&T INC | Non-derivative | -9,817 | -$284.60K | SEC filing ↗ | SEC filing ↗ |
| IBIT ISHARES BITCOIN TRUST ETF | Non-derivative | -5,880 | -$225.91K | SEC filing ↗ | SEC filing ↗ |
| OTIS OTIS WORLDWIDE CORP | Non-derivative | -2,670 | -$205.83K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1861752 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 230049443
}Research all 129 reported holdings.
This page includes 30 of 129 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 129 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1861752","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"1861752","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.