Lmcg Investments, LLC Portfolio Holdings

Lmcg Investments, LLC

  • $1.57 Billion
  • Q2 2025

Lmcg Investments, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.57 Billion distributed in 307 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $83.8M, Amazon Com Inc with a value of $64.4M, Apple Inc. with a value of $54.2M, Jpmorgan Chase & CO with a value of $48.6M, and Alphabet Inc. with a value of $41.7M.

Examining the 13F form we can see an increase of $84.2M in the current position value, from $1.48B to 1.57B.

Lmcg Investments, LLC is based out at Boston, MA

Below you can find more details about Lmcg Investments, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.57 Billion
Technology: $415 Million
Financial Services: $240 Million
ETFs: $193 Million
Healthcare: $164 Million
Industrials: $137 Million
Consumer Cyclical: $121 Million
Communication Services: $97.2 Million
Consumer Defensive: $82.6 Million
Other: $118 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.77T
$83.8 Million 5.35% of portfolio
168,547
Q2 2025 Reduced 3.38%
$2.3T
$64.4 Million 4.11% of portfolio
293,672
Q2 2025 Reduced 1.28%
$3.69T
$54.2 Million 3.45% of portfolio
264,010
Q2 2025 Reduced 1.09%
$879B
$48.6 Million 3.1% of portfolio
167,501
Q2 2025 Reduced 3.8%
$1.26T
$41.7 Million 2.66% of portfolio
236,563
Q2 2025 Reduced 3.91%
$426B
$37.1 Million 2.36% of portfolio
234,582
Q2 2025 Added 9.47%
$249B
$32.9 Million 2.1% of portfolio
46,535
Q2 2025 Reduced 2.63%
$652B
$29.6 Million 1.89% of portfolio
60,992
Q2 2025 Reduced 3.96%
$375B
$27.1 Million 1.73% of portfolio
146,247
Q2 2025 Reduced 10.16%
$299B
$25.1 Million 1.6% of portfolio
355,415
Q2 2025 Reduced 12.27%
$572B
$23.5 Million 1.5% of portfolio
66,258
Q2 2025 Reduced 3.51%
$148B
$22.9 Million 1.46% of portfolio
115,839
Q2 2025 Added 11.4%
$67.2B
$22.6 Million 1.44% of portfolio
189,658
Q2 2025 Reduced 3.92%
$0
$22.1 Million 1.41% of portfolio
411,340
Q2 2025 Added 59.73%
$607B
$21.2 Million 1.35% of portfolio
96,985
Q2 2025 Reduced 6.26%
$27.2B
$21.1 Million 1.35% of portfolio
96,724
Q2 2025 Reduced 4.16%
$230B
$19.5 Million 1.25% of portfolio
143,732
Q2 2025 Reduced 3.36%
$136B
$18.9 Million 1.2% of portfolio
103,166
Q2 2025 Reduced 6.91%
$85.7B
$18.6 Million 1.19% of portfolio
87,398
Q2 2025 Reduced 3.13%
$317B
$17.9 Million 1.14% of portfolio
124,772
Q2 2025 Reduced 7.32%
$61.9B
$17.6 Million 1.12% of portfolio
33,597
Q2 2025 Added 132.01%
$53.6B
$17.1 Million 1.09% of portfolio
45,174
Q2 2025 Reduced 5.44%
$216B
$17.1 Million 1.09% of portfolio
138,251
Q2 2025 Reduced 5.95%
$374B
$17 Million 1.08% of portfolio
106,727
Q2 2025 Reduced 3.53%
$184B
$15.6 Million 1.0% of portfolio
15,176
Q2 2025 Reduced 4.14%
$129B
$15.6 Million 0.99% of portfolio
126,563
Q2 2025 Reduced 3.53%
$1.65T
$15.3 Million 0.98% of portfolio
20,774
Q2 2025 Reduced 1.02%
$0
$14.9 Million 0.95% of portfolio
90,344
Q2 2025 Reduced 3.88%
$88.8B
$14.3 Million 0.91% of portfolio
28,079
Q2 2025 Reduced 13.65%
$39B
$13.9 Million 0.89% of portfolio
41,907
Q2 2025 Reduced 4.92%
$46B
$14 Million 0.89% of portfolio
58,397
Q2 2025 Added 70.7%
$0
$13.3 Million 0.85% of portfolio
223,533
Q2 2025 Added 43.74%
$0
$13.2 Million 0.84% of portfolio
46,270
Q2 2025 Reduced 3.11%
$0
$12.9 Million 0.83% of portfolio
46,761
Q2 2025 Reduced 3.27%
$77.7B
$13 Million 0.83% of portfolio
97,745
Q2 2025 Reduced 3.19%
$565B
$12.8 Million 0.81% of portfolio
22,736
Q2 2025 Reduced 2.91%
$17.8B
$12.6 Million 0.8% of portfolio
150,989
Q2 2025 Reduced 12.24%
$0
$12.5 Million 0.8% of portfolio
140,387
Q2 2025 Added 415.24%
$137B
$12.6 Million 0.8% of portfolio
35,320
Q2 2025 Added 44.32%
$55.1B
$12.3 Million 0.78% of portfolio
158,658
Q2 2025 Added 15.72%
$252B
$12 Million 0.76% of portfolio
85,141
Q2 2025 Added 4.01%
$14.5B
$11.9 Million 0.76% of portfolio
31,984
Q2 2025 Reduced 1.09%
$13.9B
$11.9 Million 0.76% of portfolio
146,634
Q2 2025 Reduced 4.84%
$55.7B
$11.3 Million 0.72% of portfolio
34,651
Q2 2025 Reduced 2.8%
$266B
$10.6 Million 0.68% of portfolio
108,337
Q2 2025 Reduced 3.57%
$220B
$10.4 Million 0.66% of portfolio
26,756
Q2 2025 Reduced 4.6%
$0
$10.2 Million 0.65% of portfolio
52,084
Q2 2025 Reduced 4.36%
$20.3B
$10.2 Million 0.65% of portfolio
53,868
Q2 2025 Reduced 5.47%
$176B
$10 Million 0.64% of portfolio
19,040
Q2 2025 Reduced 4.2%

Summary

  • Portfolio
  • No. of Stocks 307
  • Current Value $1.57 Billion
  • Prior Value $1.48 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 146 stocks
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