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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 8 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IGM ISHARES TR EXPND TEC SC ETF 3,000.0 $480K 0.06% +3K +742.7% $160.00 -1.0%
142 ARE ALEXANDRIA REAL ESTATE EQ IN COM Real Estate 8,738.0 $478K 0.06% +8K +1157.3% $54.70 -3.2%
143 TGT TARGET CORP COM Consumer Defensive 3,499.0 $463K 0.05% +3K +710.0% $132.32 +19.6%
144 NDMO NUVEEN DYNAMIC MUN OPPORTUNI COM SHS Financial Services 43,443.0 $452K 0.05% +43K +9618.8% $10.40 -4.3%
145 ACP ABRDN INCOME CREDIT STRATEGI COM Financial Services 85,336.0 $444K 0.05% +85K +10000.0% $5.20 -2.4%
146 INFL LISTED FDS TR HORI KI INFL ETF 8,860.0 $442K 0.05% +8K +2148.7% $49.89 +9.8%
147 MCD MCDONALDS CORP COM Consumer Cyclical 1,624.0 $438K 0.05% +1K +220.3% $269.70 -0.2%
148 LQD ISHARES TR IBOXX INV CP ETF 3,979.0 $435K 0.05% +4K +816.8% $109.32 -3.0%
149 BA BOEING CO COM Industrials 1,994.0 $431K 0.05% +2K +337.3% $216.15 -0.5%
150 GM GENERAL MTRS CO COM Consumer Cyclical 5,464.0 $421K 0.05% +5K +1422.0% $77.05 +11.8%
151 AGG ISHARES TR CORE US AGGBD ET 4,186.0 $415K 0.05% +4K +913.6% $99.14 -1.7%
152 EEM ISHARES TR MSCI EMG MKT ETF 6,095.0 $413K 0.05% +6K +1703.2% $67.76 -1.7%
153 MCK MCKESSON CORP COM Healthcare 541.0 $405K 0.05% +72.0 +15.3% $748.61 +12.0%
154 STT STATE STR CORP COM Financial Services 2,337.0 $396K 0.05% +2K +689.5% $169.45 +8.0%
155 BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 5,244.0 $395K 0.05% +5K +1356.7% $75.32 +1.1%
156 JMUB J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF 7,768.0 $393K 0.04% +7K +1902.1% $50.59 -1.7%
157 CAT CATERPILLAR INC COM Industrials 365.0 $388K 0.04% +107.0 +41.5% $1063.01 -23.3%
158 IBM INTERNATIONAL BUSINESS MACHS COM Technology 1,377.0 $387K 0.04% +809.0 +142.4% $281.05 -16.8%
159 RSI RUSH STREET INTERACTIVE INC COM Consumer Cyclical 13,000.0 $387K 0.04% +13K +4493.6% $29.77 -14.0%
160 ITOT ISHARES TR CORE S&P TTL STK 2,328.0 $382K 0.04% +2K +601.2% $164.09 +1.9%
Page 8 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%