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NCM Capital Management, LLC

CIK:0001907054
Investment Adviser
$431M AUM
177 holdings
Ramsey, NJ, USA
Founded:2015
3 employees
Latest filing:Jun 30, 2025

NCM Capital Management, LLC is a registered investment adviser headquartered in Ramsey, New Jersey, USA. The firm manages portfolios for individuals and high-net-worth individuals, focusing on U.S. equity and ETF strategies. As of 2025, it employs 3 people, all serving in investment roles. Established as an independent advisory, NCM serves primarily domestic clients with fully discretionary asset management.

Investment Strategy

NCM Capital Management, LLC employs a discretionary investment strategy focused on U.S. publicly traded equities and exchange-traded funds. The firm builds diversified portfolios, heavily weighted toward large-cap growth and dividend-paying stocks, and applies fundamental analysis to security selection. Typical holdings include major technology, financial, and diversified sector positions, with frequent investments in high-liquidity, high-market-cap securities. The firm primarily serves individuals and high net worth investors, offering tailored portfolio construction based on client objectives and risk tolerance.

Top Buys
N
NVDANVIDIA CORPORATION
+$6.0M
M
MSFTMICROSOFT CORP
+$2.1M
V
VUGVANGUARD INDEX FDS
+$1.4M
T
TCAFT ROWE PRICE ETF INC
+$1.1M
J
JPMJPMORGAN CHASE & CO.
+$1.0M
Top Sells
T
TPLTEXAS PACIFIC LAND CORPORATI
-$2.6M
T
TSLATESLA INC
-$1.0M
F
FBNDFIDELITY MERRIMACK STR TR
-$509.5K
B
BMYBRISTOL-MYERS SQUIBB CO
-$318.1K
X
XOMEXXON MOBIL CORP
-$295.6K

Top Holdings

N
NVDANVIDIA CORPORATION
+8.9%$21.7M
D
DIVOAMPLIFY ETF TR
+5.2%$12.7M
T
TPLTEXAS PACIFIC LAND CORPORATI
+4.4%$10.7M
M
MSFTMICROSOFT CORP
+3.6%$8.7M
J
JEPIJ P MORGAN EXCHANGE TRADED F
+3.3%$8.0M

Equity Positions (175)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION8.93%$21.7M137,620$33.75$157.99+$6.0M
D
DIVO
AMPLIFY ETF TR5.23%$12.7M299,115$35.75$42.55+$999.9K
T
TPL
TEXAS PACIFIC LAND CORPORATI4.41%$10.7M10,158$455.28$1056.39-$2.6M
M
MSFT
MICROSOFT CORP3.55%$8.7M17,389$333.25$497.41+$2.1M
J
JEPI
J P MORGAN EXCHANGE TRADED F3.27%$8.0M140,080$55.21$56.85+$174.4K

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+10.1%
OIL ROYALTY TRADERS
+4.4%
SERVICES-PREPACKAGED SOFTWARE
+3.6%
PHARMACEUTICAL PREPARATIONS
+3.5%
NATIONAL COMMERCIAL BANKS
+3.4%