Portfolio (Quarterly)
Guide ↗
LM Advisors LLC
· CIK 0002011314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 201 | — | FLUTTER ENTMT PLC SHS | — | 215.0 | $1K | 0.02% | NEW | — | $4.65 | — |
| 202 | WM | WASTE MGMT INC DEL COM | Industrials | 201.0 | $914.0 | 0.02% | NEW | — | $4.55 | +4662.9% |
| 203 | ASML | ASML HOLDING N V N Y REGISTRY SHS | Technology | 974.0 | $910.0 | 0.02% | NEW | — | $0.93 | +169783.8% |
| 204 | SPGI | S&P GLOBAL INC COM | Financial Services | 437.0 | $837.0 | 0.01% | NEW | — | $1.92 | +21739.6% |
| 205 | HLT | HILTON WORLDWIDE HLDGS INC COM | Consumer Cyclical | 228.0 | $795.0 | 0.01% | NEW | — | $3.49 | +9481.2% |
| 206 | MCK | MCKESSON CORP COM | Healthcare | 444.0 | $541.0 | 0.01% | NEW | — | $1.22 | +62789.6% |
| 207 | GEV | GE VERNOVA INC COM | Utilities | 275.0 | $421.0 | 0.01% | NEW | — | $1.53 | +65446.0% |
| 208 | MELI | MERCADOLIBRE INC COM | Consumer Cyclical | 720.0 | $358.0 | 0.01% | NEW | — | $0.50 | +340775.8% |
| 209 | KLAC | KLA CORP COM NEW | Technology | 342.0 | $281.0 | 0.01% | NEW | — | $0.82 | +230658.7% |
| 210 | — | BERKSHIRE HATHAWAY INC DEL CL A | — | 7,548.0 | $10.0 | — | NEW | — | $0.00 | — |
① 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
48.0%
Consumer Cyclical
15.0%
Technology
14.7%
Communication Services
10.8%
Healthcare
4.1%
Consumer Defensive
2.9%
Real Estate
2.2%
Energy
1.0%
Utilities
0.7%
Industrials
0.6%