Holdings
NCM Capital Management, LLC
As of Jun 30, 2026, NCM Capital Management, LLC reported 92 positions worth US$157M. Largest: Nvidia Corporation, Texas Pacific Land Corporation and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 144K | US$28.9M | +14,583 | Jun 30, 2026 |
| Texas Pacific Land Corporation | 29,744 | US$13M | +85 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 23,718 | US$8.48M | +2,482 | Jun 30, 2026 |
| Apple Inc | 28,187 | US$8.16M | +1,003 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 21,937 | US$7.18M | +452 | Jun 30, 2026 |
| Microsoft Corp. | 17,156 | US$6.4M | +132 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 7,682 | US$4.46M | −10 | Jun 30, 2026 |
| Eli Lilly And Company | 2,914 | US$3.49M | −15 | Jun 30, 2026 |
| Corning Incorporated | 13,233 | US$3.38M | +1 | Jun 30, 2026 |
| Micron Technology, Inc. | 2,750 | US$3.17M | no change | Jun 30, 2026 |