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Portfolio (Quarterly) Guide ↗

LM Advisors LLC

· CIK 0002011314
13F Portfolio $6M AUM 212 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 89 Added 101 Reduced 12 Exited
Page 7 of 11  ·  212 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PYPL PAYPAL HLDGS INC COM Financial Services 267.0 $6K 0.09% -110.0 -29.2% $22.13 +97.7%
122 ESS ESSEX PPTY TR INC COM Real Estate 1,437.0 $6K 0.09% -182.0 -11.2% $4.09 +6670.0%
123 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 5,352.0 $5K 0.09% +732.0 +15.8% $1.00 +99913.9%
124 EPI WISDOMTREE TR INDIA ERNGS FD 217.0 $5K 0.08% -6.0 -2.7% $24.52 +73.4%
125 BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN 360.0 $5K 0.08% +14.0 +4.0% $14.57 +414.7%
126 ADBE ADOBE INC COM Technology 1,247.0 $5K 0.08% -676.0 -35.1% $4.11 +5690.0%
127 LLY ELI LILLY & CO COM Healthcare 4,692.0 $5K 0.08% -801.0 -14.6% $1.09 +99489.6%
128 CVX CHEVRON CORPORATION COM Energy 1,020.0 $5K 0.08% +336.0 +49.1% $4.83 +3674.6%
129 GM GENERAL MTRS CO COM Consumer Cyclical 359.0 $5K 0.08% -168.0 -31.9% $13.42 +527.1%
130 FEZ SPDR INDEX SHS FDS STATE STREET SPD 296.0 $5K 0.07% -11.0 -3.6% $16.10 +323.6%
131 NKE NIKE INC CL B Consumer Cyclical 249.0 $5K 0.07% -37.0 -12.9% $18.95 +142.6%
132 DGRO ISHARES TR CORE DIV GRWTH 329.0 $5K 0.07% +4.0 +1.2% $14.24 +423.8%
133 FLUTTER ENTMT PLC SHS 474.0 $5K 0.07% +259.0 +120.5% $9.81
134 RTX RTX CORPORATION COM Industrials 841.0 $4K 0.07% +160.0 +23.5% $5.20 +3299.2%
135 BSX BOSTON SCIENTIFIC CORP COM Healthcare 272.0 $4K 0.07% +6.0 +2.3% $15.95 +216.4%
136 GS GOLDMAN SACHS GROUP INC COM Financial Services 3,621.0 $4K 0.07% +96.0 +2.7% $1.18 +84027.3%
137 AGG ISHARES TR CORE US AGGBD ET 413.0 $4K 0.07% -12.0 -2.8% $10.06 +881.8%
138 FISV FISERV INC COM Technology 224.0 $4K 0.06% -45.0 -16.7% $17.90 +210.8%
139 KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF 306.0 $4K 0.06% -31.0 -9.2% $13.07 +562.3%
140 LQD ISHARES TR IBOXX INV CP ETF 434.0 $4K 0.06% -4.0 -0.9% $9.17 +1088.1%
Page 7 of 11  ·  212 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 62.5%
Technology 11.5%
Consumer Cyclical 10.5%
Communication Services 8.0%
Healthcare 2.7%
Consumer Defensive 2.1%
Real Estate 1.0%
Energy 0.7%
Utilities 0.5%
Industrials 0.4%