Lm Asset Management Inc. filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 192.31 M reflecting a +52.13% change from the prior quarter, spanning 10 assets. Allocations were 86.2% Equities, 13.8% Options, and 0.0% Debt. The top 10 holdings comprised 100.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 1 new positions and 1 complete exits.
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Lm Asset Management submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Lm Asset Management reported a managed portfolio value of 192.31 M, consisting of 10 individual positions.
This page displays the raw filing documents. To see which stocks Lm Asset Management bought or sold during Q1 2026, please visit Lm Asset Management's Portfolio Analysis page.