LM Advisors LLC

LM Advisors LLC reported 224 holdings worth US$866K as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 12, 2026

LM Advisors LLC reported 224 holdings worth US$866K as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Amazon.com, Inc. and Berkshire Hathaway Inc. Filed Aug 12, 2026 (Form 13F).

Holdings
224
Value as reported
US$866K

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C181KUS$64.5M7443.0%
Amazon.com, Inc.243KUS$58.1M6703.6%
Berkshire Hathaway Inc.65,747US$32.9M3795.3%
Apple Inc101KUS$29.1M3359.3%
Microsoft Corp.40,679US$15.2M1748.8%
Meta Platforms, Inc.15,715US$8.85M1021.6%
Broadcom Inc.19,974US$7.54M870.8%
Nvidia Corporation37,422US$7.46M860.8%
Palo Alto Networks, Inc.21,871US$7.43M857.7%
Eli Lilly And Company5,649US$6.79M783.8%
Walmart Inc.47,412US$5.38M620.6%
Palantir Technologies Inc.42,778US$4.99M575.8%
Costco Wholesale Corporation5,258US$4.96M572.0%
Jp Morgan Chase & Co.13,918US$4.56M526.1%
Tesla, Inc.10,434US$4.37M504.9%
Goldman Sachs Group, Inc. (the)4,190US$4.24M489.4%
Wells Fargo & Company48,414US$4M462.0%
Bank Of America Corporation55,337US$3.16M364.5%
Visa Inc.8,007US$2.75M317.1%
Citigroup, Inc.19,353US$2.73M314.5%
Salesforce, Inc.17,101US$2.69M311.0%
Pershing Square Usa, Ltd.63,950US$2.39M275.9%
Qualcomm Incorporated12,539US$2.33M268.4%
Oracle Corporation15,701US$2.3M265.6%
Johnson & Johnson9,022US$2.29M264.4%
Advanced Micro Devices Inc4,100US$2.29M264.4%
Blue Owl Capital Corporation174KUS$1.95M224.8%
Asml Holding Nv955US$1.88M216.9%
Taiwan Semiconductor Manufacturing Co., Ltd.3,953US$1.87M216.1%
Sofi Technologies, Inc.101KUS$1.82M210.0%
Blackstone Inc.15,549US$1.82M209.7%
Merck & Company, Inc.14,000US$1.81M209.4%
Essex Property Trust, Inc.5,843US$1.72M198.9%
Unitedhealth Group Incorporated3,823US$1.59M184.0%
Constellation Energy Corporation6,408US$1.59M183.6%
Mastercard Incorporated3,055US$1.57M181.0%
Shopify Inc.12,419US$1.42M163.7%
Life Time Group Holdings, Inc.34,000US$1.39M160.6%
Netflix, Inc.19,242US$1.39M159.9%
Nextera Energy, Inc.15,589US$1.37M158.1%
Morgan Stanley Direct Lending Fund84,112US$1.31M151.2%
Crowdstrike Holdings, Inc.1,722US$1.3M150.5%
Morgan Stanley6,120US$1.28M148.2%
Walt Disney Company (the)13,221US$1.28M148.0%
Servicenow, Inc.12,584US$1.25M144.3%
Micron Technology, Inc.991US$1.14M132.0%
Home Depot, Inc. (the)2,885US$1.02M117.4%
Verizon Communications Inc.23,913US$1.01M117.2%
Marvell Technology, Inc.3,531US$1.01M116.8%
Realty Income Corporation15,883US$992K114.5%
Exxon Mobil Corporation7,066US$965K111.4%
Adobe Inc.4,351US$893K103.1%
Coca-cola Company (the)10,477US$852K98.3%
Rtx Corporation4,401US$834K96.3%
American Express Company2,423US$819K94.5%
Lockheed Martin Corporation1,597US$813K93.8%
Kla Corporation2,853US$796K91.9%
Blackrock, Inc.800US$769K88.8%
Pfizer, Inc.30,568US$739K85.3%
Thermo Fisher Scientific Inc1,459US$733K84.6%
Golub Capital Bdc, Inc.56,000US$721K83.2%
Ge Vernova Inc.612US$720K83.1%
Enterprise Financial Services Corporation10,832US$714K82.4%
Blackstone Secured Lending Fund27,216US$666K76.9%
Nike, Inc.14,957US$615K71.0%
Chevron Corporation3,693US$615K71.0%
Space Exploration Technologies Corp3,488US$596K68.8%
Applovin Corporation1,146US$590K68.1%
S&p Global Inc.1,436US$586K67.6%
Ge Aerospace1,528US$571K65.9%
Mercadolibre, Inc.326US$553K63.8%
Lululemon Athletica Inc.4,568US$522K60.3%
Airbnb, Inc.3,569US$513K59.2%
The Bank Of New York Mellon Corporation3,496US$506K58.4%
Alexandria Real Estate Equities, Inc.8,738US$478K55.2%
Target Corporation3,499US$463K53.4%
Mcdonald's Corporation1,624US$438K50.6%
Boeing Company (the)1,994US$431K49.7%
General Motors Company5,464US$421K48.6%
Intel Corporation2,964US$413K47.7%
Mckesson Corporation541US$405K46.7%
State Street Corporation2,337US$396K45.7%
Cisco Systems, Inc.3,361US$395K45.6%
Caterpillar, Inc.365US$388K44.8%
Rush Street Interactive, Inc.13,000US$387K44.7%
International Business Machines Corporation1,377US$387K44.7%
Snowflake Inc.1,500US$382K44.1%
Reddit, Inc.2,010US$350K40.4%
Procter & Gamble Company (the)2,251US$330K38.1%
Elevance Health, Inc.802US$311K35.9%
Abbvie Inc.1,190US$300K34.6%
Corning Incorporated1,176US$300K34.6%
Charles Schwab Corporation (the)3,280US$297K34.3%
Phillips 661,742US$295K34.1%
Boston Scientific Corporation6,785US$294K33.9%
Howmet Aerospace Inc.1,079US$290K33.5%
Uber Technologies, Inc.3,771US$280K32.3%
Doordash, Inc.1,517US$280K32.3%
Conocophillips2,660US$277K32.0%
O'reilly Automotive, Inc.3,000US$270K31.2%

Every holding of LM Advisors LLC

Source

View original at SEC

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