Lmcg Investments, LLC Portfolio Holdings

Lmcg Investments, LLC

  • $1.48 Billion
  • Q1 2025

Lmcg Investments, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.48 Billion distributed in 316 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $65.5M, Apple Inc. with a value of $59.3M, Amazon Com Inc with a value of $56.6M, Jpmorgan Chase & CO with a value of $42.7M, and Alphabet Inc. with a value of $38M.

Examining the 13F form we can see an decrease of $123M in the current position value, from $1.61B to 1.48B.

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 $1.48 Billion
Technology: $346 Million
Financial Services: $228 Million
Healthcare: $198 Million
ETFs: $158 Million
Industrials: $130 Million
Consumer Cyclical: $111 Million
Communication Services: $86.7 Million
Consumer Defensive: $84.7 Million
Other: $140 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8T
$65.5 Million 4.41% of portfolio
174,436
Q1 2025 Reduced 10.46%
$3.57T
$59.3 Million 4.0% of portfolio
266,916
Q1 2025 Reduced 6.46%
$1.94T
$56.6 Million 3.81% of portfolio
297,493
Q1 2025 Reduced 5.83%
$720B
$42.7 Million 2.88% of portfolio
174,126
Q1 2025 Reduced 4.58%
$922B
$38 Million 2.56% of portfolio
246,188
Q1 2025 Reduced 4.51%
$370B
$34.1 Million 2.3% of portfolio
162,787
Q1 2025 Reduced 2.67%
$683B
$33.3 Million 2.25% of portfolio
63,509
Q1 2025 Reduced 4.62%
$310B
$29 Million 1.96% of portfolio
405,144
Q1 2025 Reduced 3.06%
$186B
$26.1 Million 1.76% of portfolio
47,790
Q1 2025 Reduced 6.98%
$573B
$24.1 Million 1.62% of portfolio
68,671
Q1 2025 Reduced 2.77%
$270B
$23.2 Million 1.57% of portfolio
214,285
Q1 2025 Reduced 4.28%
$327B
$22.5 Million 1.52% of portfolio
134,631
Q1 2025 Reduced 0.78%
$49.3B
$21.4 Million 1.44% of portfolio
197,394
Q1 2025 Reduced 4.22%
$149B
$21.3 Million 1.44% of portfolio
103,988
Q1 2025 Added 11.04%
$490B
$20.3 Million 1.37% of portfolio
38,708
Q1 2025 Added 1.93%
$232B
$19.7 Million 1.33% of portfolio
148,737
Q1 2025 Reduced 7.68%
$404B
$18.9 Million 1.27% of portfolio
110,634
Q1 2025 Added 6.41%
$68.8B
$16.2 Million 1.09% of portfolio
90,224
Q1 2025 Reduced 5.34%
$125B
$16.1 Million 1.08% of portfolio
110,819
Q1 2025 Reduced 9.25%
$0
$15 Million 1.01% of portfolio
93,990
Q1 2025 Added 6.75%
$17.4B
$14.7 Million 0.99% of portfolio
172,057
Q1 2025 Reduced 30.66%
$180B
$14.5 Million 0.98% of portfolio
146,993
Q1 2025 Reduced 4.81%
$377B
$14.5 Million 0.97% of portfolio
103,461
Q1 2025 Reduced 10.55%
$0
$13.8 Million 0.93% of portfolio
257,515
Q1 2025 Added 7.62%
$18.3B
$13.7 Million 0.93% of portfolio
100,920
Q1 2025 Reduced 10.27%
$523B
$12.8 Million 0.87% of portfolio
23,418
Q1 2025 Reduced 0.82%
$161B
$12.6 Million 0.85% of portfolio
15,832
Q1 2025 Added 13.83%
$50.2B
$12.6 Million 0.85% of portfolio
64,663
Q1 2025 Reduced 18.78%
$73.1B
$12.5 Million 0.84% of portfolio
28,590
Q1 2025 Reduced 1.75%
$1.3T
$12.1 Million 0.82% of portfolio
20,989
Q1 2025 Reduced 0.44%
$36.4B
$12.1 Million 0.82% of portfolio
47,775
Q1 2025 Reduced 13.74%
$0
$12.2 Million 0.82% of portfolio
48,342
Q1 2025 Reduced 2.85%
$14.5B
$12 Million 0.81% of portfolio
32,337
Q1 2025 Reduced 5.6%
$0
$11.7 Million 0.79% of portfolio
47,754
Q1 2025 Reduced 2.85%
$94.5B
$11.4 Million 0.77% of portfolio
131,189
Q1 2025 Reduced 7.86%
$29.8B
$11.4 Million 0.77% of portfolio
44,075
Q1 2025 Reduced 4.23%
$75.7B
$11.5 Million 0.77% of portfolio
32,519
Q1 2025 Reduced 3.3%
$18.6B
$11.3 Million 0.76% of portfolio
56,984
Q1 2025 Reduced 9.12%
$64.8B
$11.1 Million 0.75% of portfolio
100,967
Q1 2025 Reduced 5.73%
$167B
$11.1 Million 0.75% of portfolio
35,678
Q1 2025 Reduced 4.61%
$44.2B
$11.2 Million 0.75% of portfolio
35,648
Q1 2025 Reduced 9.18%
$78.8B
$10.7 Million 0.72% of portfolio
20,976
Q1 2025 Reduced 1.06%
$479B
$10.4 Million 0.7% of portfolio
13
Q1 2025 Reduced 13.33%
$227B
$10.1 Million 0.68% of portfolio
112,616
Q1 2025 Reduced 1.46%
$496B
$10.1 Million 0.68% of portfolio
85,186
Q1 2025 Reduced 6.17%
$166B
$10.1 Million 0.68% of portfolio
19,874
Q1 2025 Reduced 4.11%
$0
$10.1 Million 0.68% of portfolio
54,457
Q1 2025 Reduced 2.73%
$238B
$9.86 Million 0.66% of portfolio
112,351
Q1 2025 Reduced 16.11%
$198B
$9.55 Million 0.64% of portfolio
81,858
Q1 2025 Added 1.32%

Summary

  • Portfolio
  • No. of Stocks 316
  • Current Value $1.48 Billion
  • Prior Value $1.61 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 10, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
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