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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	RPRX	ROYALTY PHARMA PLC SHS CLASS A	Healthcare	909	$19K	0.30%	SOLD
2	FEZ	SPDR INDEX SHS FDS STATE STREET SPD	—	296	$5K	0.07%	SOLD
3	FISV	FISERV INC COM	Technology	224	$4K	0.06%	SOLD
4	TXRH	TEXAS ROADHOUSE INC COM	Consumer Cyclical	578	$4K	0.06%	SOLD
5	CHKP	CHECK POINT SOFTWARE TECH LT ORD	Technology	214	$2K	0.02%	SOLD
6	AMAT	APPLIED MATLS INC COM	Technology	371	$1K	0.02%	SOLD
7	ESLT	ELBIT SYS LTD ORD	Industrials	212	$250.0	0.00%	SOLD

Sector Allocation

Financial Services 47.7%

Technology 21.2%

Consumer Cyclical 15.3%

Communication Services 6.6%

Healthcare 3.5%

Consumer Defensive 2.7%

Industrials 1.0%

Real Estate 0.8%

Utilities 0.8%

Energy 0.5%