LCM Capital Management Inc recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
209 W. Jackson Boulevard, Suite 777 Chicago, IL 60606
As of the latest 13F report, the guru’s equity portfolio contained 87 stocks valued at a total of $103.00Mil. The top holdings were MDY(15.83%), SPY(14.47%), and IWM(9.17%).
According to GuruFocus data, these were LCM Capital Management Inc’s top five trades of the quarter.
S&P 500 ETF TRUST ETF
LCM Capital Management Inc reduced their investment in ARCA:SPY by 957 shares. The trade had a 0.36% impact on the equity portfolio. During the quarter, the stock traded for an average price of $382.87.
On 01/25/2023, S&P 500 ETF TRUST ETF traded for a price of $400.1 per share and a market cap of $373.83Bil. The stock has returned -7.56% over the past year.
GuruFocus gives the ETF a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, S&P 500 ETF TRUST ETF has a price-earnings ratio of 19.00, a price-book ratio of 3.59, a price-earnings-to-growth (PEG) ratio of 2.26, a EV-to-Ebitda ratio of 14.62 and a price-sales ratio of 2.79.
The price-to-GF Value ratio is 0.00, earning the stock a GF Value rank of 6.
Tesla Inc
The guru sold out of their 1,251-share investment in NAS:TSLA. Previously, the stock had a 0.35% weight in the equity portfolio. Shares traded for an average price of $189.34 during the quarter.
On 01/25/2023, Tesla Inc traded for a price of $143.92 per share and a market cap of $454.46Bil. The stock has returned -53.62% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 44.47, a price-book ratio of 11.40, a EV-to-Ebitda ratio of 27.07 and a price-sales ratio of 6.66.
The price-to-GF Value ratio is 0.36, earning the stock a GF Value rank of 4.
Honeywell International Inc
The guru established a new position worth 1,206 shares in NAS:HON, giving the stock a 0.25% weight in the equity portfolio. Shares traded for an average price of $202.7 during the quarter.
On 01/25/2023, Honeywell International Inc traded for a price of $206.93 per share and a market cap of $139.12Bil. The stock has returned 3.21% over the past year.
GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Honeywell International Inc has a price-earnings ratio of 26.50, a price-book ratio of 7.86, a price-earnings-to-growth (PEG) ratio of 9.14, a EV-to-Ebitda ratio of 17.18 and a price-sales ratio of 4.08.
The price-to-GF Value ratio is 1.01, earning the stock a GF Value rank of 5.
The AES Corp
The guru established a new position worth 8,462 shares in NYSE:AES, giving the stock a 0.24% weight in the equity portfolio. Shares traded for an average price of $26.95 during the quarter.
On 01/25/2023, The AES Corp traded for a price of $26.99 per share and a market cap of $18.03Bil. The stock has returned 22.36% over the past year.
GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, The AES Corp has a price-book ratio of 7.01, a EV-to-Ebitda ratio of 29.66 and a price-sales ratio of 1.51.
The price-to-GF Value ratio is 1.23, earning the stock a GF Value rank of 3.
Otis Worldwide Corp
The guru established a new position worth 2,984 shares in NYSE:OTIS, giving the stock a 0.23% weight in the equity portfolio. Shares traded for an average price of $73.83 during the quarter.
On 01/25/2023, Otis Worldwide Corp traded for a price of $82.11 per share and a market cap of $34.21Bil. The stock has returned -0.01% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Otis Worldwide Corp has a price-earnings ratio of 28.22, a EV-to-Ebitda ratio of 17.79 and a price-sales ratio of 2.52.
The price-to-GF Value ratio is 1.10, earning the stock a GF Value rank of 3.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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