LCMRX Holdings Information

LCMRX is a mutual fund with a total of 80 individual holdings. The top holdings are Datadog stock at 3.65%, Comfort Systems USA at 3.58%, Live Nation Entertainment at 2.64%, Cloudflare at 2.54%, and United Rentals at 2.39%.

Total Holdings

Top 10 Percentage

26.12%

Asset Class

Equity

Fund Category

Mid-Cap Growth

Assets

271.61M

Forward PE Ratio

30.73

Breakdown by Sector

Top 25 Holdings

No.	Symbol	Name	% Weight	Shares
1	DDOG	Datadog, Inc.	3.65%	40,342
2	FIX	Comfort Systems USA, Inc.	3.58%	5,204
3	LYV	Live Nation Entertainment, Inc.	2.64%	41,541
4	NET	Cloudflare, Inc.	2.54%	29,820
5	URI	United Rentals, Inc.	2.39%	6,083
6	VST	Vistra Corp.	2.36%	42,780
7	CASY	Casey's General Stores, Inc.	2.32%	8,405
8	BURL	Burlington Stores, Inc.	2.28%	20,737
9	PFGC	Performance Food Group Company	2.23%	57,413
10	AXON	Axon Enterprise, Inc.	2.14%	11,000
11	RBC	RBC Bearings Incorporated	2.10%	9,379
12	RKLB	Rocket Lab Corporation	2.09%	59,300
13	VRT	Vertiv Holdings Co	2.01%	17,300
14	MLM	Martin Marietta Materials, Inc.	1.94%	9,676
15	MPWR	Monolithic Power Systems, Inc.	1.89%	3,934
16	CRDO	Credo Technology Group Holding Ltd	1.83%	19,400
17	XPO	XPO, Inc.	1.78%	24,939
18	LITE	Lumentum Holdings Inc.	1.64%	5,500
19	RBRK	Rubrik, Inc.	1.61%	57,810
20	ARGX	argenx SE	1.55%	4,818
21	IDXX	IDEXX Laboratories, Inc.	1.54%	8,456
22	AME	AMETEK, Inc.	1.48%	17,627
23	BKR	Baker Hughes Company	1.48%	76,831
24	TDY	Teledyne Technologies Incorporated	1.46%	6,288
25	CLH	Clean Harbors, Inc.	1.40%	13,502

Showing 25 of 80 holdings

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As of Jun 30, 2026