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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 12 of 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ABT ABBOTT LABORATORIES COM Healthcare 2,332.0 $212K 0.02% +2K +867.6% $90.91 +25.9%
222 PNC PNC FINL SVCS GROUP INC COM Financial Services 862.0 $212K 0.02% NEW $245.94 +0.2%
223 SPDW SPDR INDEX SHS FDS ST STR PO EX ETF 4,213.0 $212K 0.02% NEW $50.32 +2.6%
224 WELL WELLTOWER INC COM Real Estate 902.0 $205K 0.02% NEW $227.27 +3.7%
Page 12 of 12  ·  224 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%