BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

LM Advisors LLC

· CIK 0002011314
13F Portfolio $866M AUM 224 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 198 Added 7 Reduced 7 Exited
Page 10 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 UBER UBER TECHNOLOGIES INC COM Technology 3,771.0 $280K 0.03% +4K +1291.5% $74.25 +5.9%
182 COP CONOCOPHILLIPS COM Energy 2,660.0 $277K 0.03% +2K +655.7% $104.14 +29.1%
183 VPL VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 2,385.0 $276K 0.03% +2K +923.6% $115.72 -1.7%
184 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 3,000.0 $270K 0.03% +3K +983.0% $90.00 -1.7%
185 VUG VANGUARD INDEX FDS GROWTH ETF 3,108.0 $268K 0.03% +3K +1275.2% $86.23 +1.1%
186 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 796.0 $263K 0.03% +554.0 +228.9% $330.40 -0.7%
187 GSEP FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 6,218.0 $255K 0.03% +6K +2523.6% $41.01 +1.6%
188 VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3,425.0 $244K 0.03% +3K +1463.9% $71.24 +2.1%
189 PLD PROLOGIS INC. COM Real Estate 1,785.0 $243K 0.03% +2K +656.4% $136.13 +3.8%
190 MUC BLACKROCK MUNIHLDNGS CALI COM Financial Services 21,804.0 $240K 0.03% +22K +9505.3% $11.01 -3.5%
191 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 2,446.0 $237K 0.03% +2K +786.2% $96.89 +34.1%
192 ETHA ISHARES ETHEREUM TR SHS Financial Services 19,728.0 $235K 0.03% +19K +6223.1% $11.91 +46.8%
193 EPD ENTERPRISE PRODS PARTNERS L COM Energy 6,355.0 $234K 0.03% +6K +2547.9% $36.82 +4.1%
194 PYPL PAYPAL HLDGS INC COM Financial Services 5,391.0 $233K 0.03% +5K +1919.1% $43.22 +45.0%
195 EPI WISDOMTREE TR INDIA ERNGS FD 5,454.0 $233K 0.03% +5K +2413.4% $42.72 +0.3%
196 VNQ VANGUARD INDEX FDS REAL ESTATE ETF 2,389.0 $230K 0.03% +2K +947.8% $96.27 +2.8%
197 FLUTTER ENTMT PLC SHS 2,150.0 $220K 0.03% +2K +353.6% $102.33
198 ABT ABBOTT LABORATORIES COM Healthcare 2,332.0 $212K 0.02% +2K +867.6% $90.91 +26.1%
Page 10 of 10  ·  198 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 43.1%
Technology 19.2%
Communication Services 15.5%
Consumer Cyclical 13.8%
Healthcare 3.1%
Consumer Defensive 2.4%
Industrials 0.9%
Real Estate 0.7%
Utilities 0.7%
Energy 0.5%