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LMCG INVESTMENTS, LLC 13F Portfolio
LMCG INVESTMENTS, LLC
Latest SEC 13F filing: 2026-06-30
LMCG INVESTMENTS, LLC runs LMCG INVESTMENTS, LLC and currently holds 225 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.87B. Their top holdings are AAPL, GOOGL, MSFT, AMZN, AMAT. The top five represent 16.0% of reported portfolio weight. LMCG INVESTMENTS, LLC ranks #472 out of 1000 investors tracked by Alpha Score. They added to 32 existing positions. They trimmed 67 positions. Their current best-performing preview position is MU with returns of +241.67%.
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Top 5 Holdings
AAPL4.0%
GOOGL3.8%
MSFT3.0%
AMZN2.9%
AMAT2.4%
Top 5: 16.0%
Portfolio Returns
1 Year
+35.00%
#267/10003 Year
+75.02%
#454/10005 Year
+71.21%
#543/1000Portfolio Value
$1.87B
Alpha Score
59.6
#472 of 1000
Holdings
225
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LMCG INVESTMENTS, LLC Current 13F Holdings
Reported holdings from LMCG INVESTMENTS, LLC's latest SEC 13F filing, ranked by portfolio weight.
225 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 4.02% | $178.35 | $336.68 | +88.78% | Trimmed -1.81% |
 GOOGL ALPHABET INC | 3.77% | $139.61 | $351.66 | +151.89% | Trimmed -2.97% |
 MSFT MICROSOFT CORP | 2.95% | $309.64 | $535.07 | +72.80% | Trimmed -1.45% |
 AMZN AMAZON COM INC | 2.94% | $158.81 | $262.43 | +65.25% | Trimmed -5.03% |
 AMAT APPLIED MATLS INC | 2.37% | $131.39 | $507.03 | +285.90% | Trimmed -17.12% |
 JPM JPMORGAN CHASE & CO | 2.35% | $136.57 | $333.01 | +143.84% | Trimmed -2.36% |
 NVDA NVIDIA CORPORATION | 2.04% | $38.43 | $229.28 | +496.62% | Trimmed -3.91% |
 IEMG ISHARES INC | 1.94% | $57.18 | $81.39 | +42.34% | Trimmed -4.70% |
 ABBV ABBVIE INC | 1.88% | $160.71 | $276.45 | +72.02% | Added +2.43% |
 BRK-B BERKSHIRE HATHAWAY INC DEL | 1.74% | $361.82 | $515.44 | +42.46% | Added +2.93% |
Showing 1-10 of 225