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LMCG INVESTMENTS, LLC 13F portfolio summary

LMCG INVESTMENTS, LLC of LMCG INVESTMENTS, LLC has 218 current stock holdings with a reported portfolio value of $1.68B. The portfolio 1 year return is +26.09%. Top holdings include SPY (0.00%), QQQ (0.00%), AAPL (4.02%), GOOGL (3.49%), MSFT (3.33%).

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LMCG INVESTMENTS, LLC

LMCG INVESTMENTS, LLC
Latest filing: 2026-03-31

LMCG INVESTMENTS, LLC runs LMCG INVESTMENTS, LLC and currently holds 218 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.68B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LMCG INVESTMENTS, LLC ranks #841 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LMCG INVESTMENTS, LLC's portfolio at LMCG INVESTMENTS, LLC has delivered returns of +26.09%. Their 3-year annualized return is +59.54%. Looking at the 5-year horizon, LMCG INVESTMENTS, LLC has achieved +46.55% annualized returns at LMCG INVESTMENTS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+26.09%
#447/1000
3 Year
+59.54%
#674/1000
5 Year
+46.55%
#843/1000

Portfolio Value

$1.68B

Alpha Score

41.7

#841 of 1000

Holdings

218

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change