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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 12  ·  224 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 XMAR FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 15,380.0 $656K 0.08% +15K +2400.8% $42.65 +2.2%
142 CVX CHEVRON CORPORATION COM Energy 3,693.0 $615K 0.07% +3K +262.1% $166.53 +22.4%
143 NKE NIKE INC CL B Consumer Cyclical 14,957.0 $615K 0.07% +15K +5906.8% $41.12 -12.2%
144 FIRST TR EXCHNG TRADED FD VI FT VES MARK DECE 23,190.0 $609K 0.07% +23K +3857.3% $26.26
145 SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED 3,488.0 $596K 0.07% NEW $170.87
146 APP APPLOVIN CORP COM CL A Technology 1,146.0 $590K 0.07% -264.0 -18.7% $514.83 -35.9%
147 SPGI S&P GLOBAL INC COM Financial Services 1,436.0 $586K 0.07% +824.0 +134.6% $408.08 -0.9%
148 GE GE AEROSPACE COM NEW Industrials 1,528.0 $571K 0.07% +1K +232.9% $373.69 -14.6%
149 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 11,155.0 $565K 0.07% +11K +1902.7% $50.65 -4.7%
150 MELI MERCADOLIBRE INC COM Consumer Cyclical 326.0 $553K 0.06% -84.0 -20.5% $1696.32 +7.3%
151 ACYN FIRST TR EXCHANGE-TRADED FD VEST LADDERED 25,300.0 $526K 0.06% NEW $20.79 +0.5%
152 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 4,568.0 $522K 0.06% NEW $114.27 -11.4%
153 ABNB AIRBNB INC COM CL A Consumer Cyclical 3,569.0 $513K 0.06% +3K +988.1% $143.74 +16.1%
154 BK BANK OF NY MELLON CORP COM Financial Services 3,496.0 $506K 0.06% +3K +742.4% $144.74 -2.0%
155 IGM ISHARES TR EXPND TEC SC ETF 3,000.0 $480K 0.06% +3K +742.7% $160.00 +5.8%
156 ARE ALEXANDRIA REAL ESTATE EQ IN COM Real Estate 8,738.0 $478K 0.06% +8K +1157.3% $54.70 -2.5%
157 TGT TARGET CORP COM Consumer Defensive 3,499.0 $463K 0.05% +3K +710.0% $132.32 +19.2%
158 NDMO NUVEEN DYNAMIC MUN OPPORTUNI COM SHS Financial Services 43,443.0 $452K 0.05% +43K +9618.8% $10.40 -12.2%
159 ACP ABRDN INCOME CREDIT STRATEGI COM Financial Services 85,336.0 $444K 0.05% +85K +10000.0% $5.20 -9.7%
160 INFL LISTED FDS TR HORI KI INFL ETF 8,860.0 $442K 0.05% +8K +2148.7% $49.89 +6.1%
Page 8 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 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%