LM Advisors LLC reported 118 positions worth $367.22M for the quarter ended Jun 30, 2026, up 17,771.2% on the prior quarter. It opened 13 new positions, added to 98, trimmed 7 and exited 6. Its largest holding is Amazon Com Inc at 15.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMZN Amazon Com Inc | +189.7K | +353.9% | $45.28M | 15.82% |
| GOOG Alphabet Inc. | +96.2K | +246.3% | $33.96M | 13% |
| AAPL Apple Inc. | +74.8K | +287.1% | $21.59M | 7.93% |
| BRK-B Berkshire Hathaway Inc | +33.5K | +177.8% | $16.73M | 7.12% |
| GOOGL Alphabet Inc. | +32.9K | +235.6% | $11.75M | 4.56% |
| MSFT Microsoft Corp | +26.7K | +190.5% | $9.94M | 4.13% |
| PANW Palo Alto Networks Inc | +18.2K | +503.8% | $6.20M | 2.02% |
| NVDA Nvidia Corp | +31.0K | +479.8% | $6.17M | 2.03% |
| GLD Spdr Gold Trust | +15.8K | +293.2% | $5.84M | 2.13% |
| AVGO Broadcom Inc. | +14.9K | +290.0% | $5.61M | 2.05% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-A Berkshire Hathaway Inc | -7,172 | -99.9% | $5.37B | 1.84% |
| ASML Asml Holding Nv | -351 | -26.9% | $690.61K | 0.512% |
| KLAC Kla Corp | -1,347 | -32.1% | $375.82K | 0.217% |
| BLK BlackRock, Inc. | -184 | -18.7% | $176.87K | 0.209% |
| MELI Mercadolibre Inc | -84 | -20.5% | $142.49K | 0.151% |
| APP AppLovin Corp | -264 | -18.7% | $135.92K | 0.161% |
| COST Costco Wholesale Corp | -94 | -1.8% | $88.60K | 1.35% |
| RPRX Royalty Pharma plc | -909 | -100.0% | $18.94K | Exited |
| FISV Fiserv Inc | -224 | -100.0% | $4.01K | Exited |
| TXRH Texas Roadhouse, Inc. | -578 | -100.0% | $3.50K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CEG Constellation Energy Corp | +6,408 | $1.59M | 0.433% |
| MU Micron Technology Inc | +991 | $1.14M | 0.312% |
| SPCX Space Exploration Technologies Corp | +3,488 | $596.00K | 0.162% |
| LULU lululemon athletica inc. | +4,568 | $522.00K | 0.142% |
| INTC Intel Corp | +2,964 | $413.00K | 0.112% |
| CSCO Cisco Systems, Inc. | +3,361 | $395.00K | 0.108% |
| RDDT Reddit, Inc. | +2,010 | $350.00K | 0.095% |
| GLW Corning Inc | +1,176 | $300.00K | 0.082% |
| ABBV AbbVie Inc. | +1,190 | $300.00K | 0.082% |
| TXN Texas Instruments Inc | +810 | $241.00K | 0.066% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| RPRX Royalty Pharma plc | -909 | $18.94K | 0.922% |
| FISV Fiserv Inc | -224 | $4.01K | 0.195% |
| TXRH Texas Roadhouse, Inc. | -578 | $3.50K | 0.17% |
| CHKP Check Point Software Technologies Ltd | -214 | $1.50K | 0.073% |
| AMAT Applied Materials Inc | -371 | $1.09K | 0.053% |
| ESLT Elbit Systems Ltd | -212 | $250.00 | 0.012% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN Amazon Com Inc | Consumer Discretionary | 243.4K | $58.08M | 15.82% | +189.7K | +353.9% | Added | 0% |
| 2 | GOOG Alphabet Inc. | Technology | 135.3K | $47.75M | 13% | +96.2K | +246.3% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 100.8K | $29.10M | 7.93% | +74.8K | +287.1% | Added | 0% |
| 4 | BRK-B Berkshire Hathaway Inc | Financial Services | 52.3K | $26.14M | 7.12% | +33.5K | +177.8% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 46.8K | $16.73M | 4.56% | +32.9K | +235.6% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 40.7K | $15.15M | 4.13% | +26.7K | +190.5% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 15.7K | $8.85M | 2.41% | +6,312 | +67.1% | Added | 0% |
| 8 | GLD Spdr Gold Trust | Others | 21.2K | $7.83M | 2.13% | +15.8K | +293.2% | Added | 0.01% |
| 9 | AVGO Broadcom Inc. | Technology | 20.0K | $7.54M | 2.05% | +14.9K | +290.0% | Added | 0% |
| 10 | NVDA Nvidia Corp | Technology | 37.4K | $7.46M | 2.03% | +31.0K | +479.8% | Added | 0% |
| 11 | PANW Palo Alto Networks Inc | Technology | 21.9K | $7.43M | 2.02% | +18.2K | +503.8% | Added | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 5,649 | $6.79M | 1.85% | +957 | +20.4% | Added | 0% |
| 13 | BRK-A Berkshire Hathaway Inc | Financial Services | 9 | $6.74M | 1.84% | -7,172 | -99.9% | Reduced | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 47.4K | $5.38M | 1.46% | +41.7K | +731.4% | Added | 0% |
| 15 | PLTR Palantir Technologies Inc. | Technology | 42.8K | $4.99M | 1.36% | +36.4K | +573.4% | Added | 0% |
Tip. Select a row to see that position’s full history at LM Advisors.
As of its Q2 2026 13F filing, LM Advisors LLC’s five largest positions were Amazon Com Inc (AMZN) at 15.8%, Alphabet Inc. (GOOG) at 13.0%, Apple Inc. (AAPL) at 7.9%, Berkshire Hathaway Inc (BRK-B) at 7.1%, Alphabet Inc. (GOOGL) at 4.6% of the reported portfolio.
LM Advisors LLC reported a 13F portfolio worth $367.22M across 118 positions for Q2 2026. That is up 17,771.2% from the previous quarter.
Its largest purchases by value were Amazon Com Inc ($45.28M), Alphabet Inc. ($33.96M), Apple Inc. ($21.59M). It opened 13 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($5.37B), Asml Holding Nv ($690.61K), Kla Corp ($375.82K). It exited 6 positions entirely.
From the Form 13F-HR reports LM Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.