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LM Advisors LLC

Q1 2026 Holdings

Filed 2026-05-14 | 212 holdings | $11.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc del CL A(BRK/A)Cl A084670108$107,1810.0%
Mercadolibre Inc COM(MELI)COM58733R102$2374100.0%
Elbit SYS LTD ORD(ESLT)ADRM3760D101$2502120.0%
KLA Corp COM New(KLAC)COM482480100$2854200.0%
Caterpillar Inc COM(CAT)COM149123101$3652580.0%
Vanguard Index FDS Growth ETF(VUG)ETF922908736$5182260.0%
Mckesson Corp COM(MCK)COM58155Q103$5424690.0%
GE Vernova Inc COM(GEV)COM36828A101$6665810.0%
Hilton Worldwide Hldgs Inc COM(HLT)COM43300A203$7962420.0%
Elevance Health Inc Formerly COM(ELV)COM036752103$8072360.0%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$9891,3060.0%
BlackRock Inc COM(BLK)COM09290D101$1.0K9840.0%
Howmet Aerospace Inc COM(HWM)COM443201108$1.1K2480.0%
Applied Matls Inc COM(AMAT)COM038222105$1.1K3710.0%
Vanguard Index FDS Mcap GR Idxvip(VOT)ETF922908538$1.2K2960.0%
S&P Global Inc COM(SPGI)COM78409V104$1.4K6120.0%
Thermo Fisher Scientific Inc COM(TMO)COM883556102$1.5K7240.0%
Check Point Software Tech LT ORD(CHKP)ORDM22465104$1.5K2140.0%
Doordash Inc CL A(DASH)Cl A25809K105$1.5K2250.0%
Ishares Inc Msci World ETF(URTH)ETF464286392$1.5K2780.0%
GE Aerospace COM New(GE)COM369604301$1.6K4590.0%
Mcdonalds Corp COM(MCD)COM580135101$1.6K5070.0%
Vaneck ETF Trust Semiconductr ETF(SMH)ETF92189F676$1.7K6420.0%
Phillips 66 COM(PSX)COM718546104$1.7K3170.0%
Prologis Inc. COM(PLD)COM74340W103$1.8K2360.0%
Lockheed Martin Corp COM(LMT)COM539830109$1.9K1,1620.0%
Ishares TR Core S&P SCP ETF(IJR)ETF464287804$2.0K2430.0%
Ishares TR Ishares Semicdtr(SOXX)ETF464287523$2.0K6510.0%
Snowflake Inc COM SHS(SNOW)COM833445109$2.0K3030.0%
Spdr Series Trust State Street SPD(SDY)ETF78464A763$2.1K3030.0%
Vanguard World FD INF Tech ETF(VGT)ETF92204A702$2.1K1,4890.0%
Alibaba Group Hldg LTD Sponsored ADS(BABA)ADR01609W102$2.2K2760.0%
Crowdstrike Hldgs Inc CL A(CRWD)Cl A22788C105$2.2K8680.0%
Procter & Gamble Co COM(PG)COM742718109$2.3K3260.0%
Boeing Co COM(BA)COM097023105$2.3K4560.0%
Ishares TR Core S&P TTL STK(ITOT)ETF464287150$2.3K3320.0%
State STR Corp COM(STT)COM857477103$2.3K2960.0%
Abbott Laboratories COM(ABT)COM002824100$2.3K2410.0%
International Business Machs COM(IBM)COM459200101$2.4K5680.0%
Vanguard Intl Equity Index F Ftse Pacific ETF(VPL)ETF922042866$2.4K2330.0%
American Express Co COM(AXP)COM025816109$2.4K7340.0%
Ishares TR Russell 2000 ETF(IWM)ETF464287655$2.5K6230.0%
Vanguard Index FDS Real Estate ETF(VNQ)ETF922908553$2.6K2280.0%
Airbnb Inc COM CL A(ABNB)Cl A009066101$2.6K3280.0%
Eaton Corp PLC SHS(ETN)ADRG29183103$2.6K9300.0%
Conocophillips COM(COP)COM20825C104$2.7K3520.0%
Ishares TR Core S&p500 ETF(IVV)ETF464287200$2.7K1,7870.0%
Vaneck ETF Trust Mrngstr WDE Moat(MOAT)ETF92189F643$2.7K2650.0%
Home Depot Inc COM(HD)COM437076102$2.8K9280.0%
Vanguard Index FDS Extend MKT ETF(VXF)ETF922908652$2.9K6000.0%
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