Lmcg Investments, LLC Reduced Holdings in Q2 2025

Lmcg Investments, LLC

  • $1.57 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-34.4K
- 88.98%
$274.35 - $599.47 $9.45M - $20.6M
4.27K $1.33M
NOC
Northrop Grumman Corp

Industrials
-18.5K
- 88.13%
$456.3 - $540.39 $8.44M - $9.99M
2.49K $1.24M
ABBV
Abb Vie Inc.

Healthcare
-16.5K
- 10.16%
$170.16 - $206.27 $2.81M - $3.41M
146K $27.1M
AAPL
Apple Inc.

Technology
-2.91K
- 1.09%
$172.42 - $223.89 $501K - $651K
264K $54.2M
NEM
Newmont Corp

Basic Materials
-108K
- 75.09%
$44.18 - $59.46 $4.77M - $6.43M
35.9K $2.09M
CVX
Chevron Corp

Energy
-9.86K
- 7.32%
$133.73 - $168.51 $1.32M - $1.66M
125K $17.9M
MSI
Motorola Solutions, Inc.

Technology
-9.61K
- 33.6%
$394.72 - $440.39 $3.79M - $4.23M
19K $7.98M
SLB
Schlumberger Limited

Energy
-66K
- 30.97%
$31.95 - $42.2 $2.11M - $2.79M
147K $4.97M
KO
Coca Cola CO

Consumer Defensive
-49.7K
- 12.27%
$68.37 - $73.9 $3.4M - $3.67M
355K $25.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.52K
- 3.96%
$483.48 - $539.8 $1.22M - $1.36M
61K $29.6M
TER
Teradyne, Inc

Technology
-43.5K
- 51.41%
$67.96 - $91.05 $2.95M - $3.96M
41.1K $3.69M
WCN
Waste Connections, Inc.

Industrials
-14.2K
- 21.96%
$183.26 - $199.95 $2.6M - $2.84M
50.5K $9.42M
ETR
Entergy Corp

Utilities
-21.1K
- 12.24%
$79.01 - $86.61 $1.66M - $1.82M
151K $12.6M
AMGN
Amgen Inc

Healthcare
-2.66K
- 7.45%
$262.28 - $309.85 $697K - $824K
33K $9.22M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-22.1K
- 82.4%
$69.8 - $85.28 $1.54M - $1.88M
4.72K $391K
PG
Procter & Gamble CO

Consumer Defensive
-3.91K
- 3.53%
$157.66 - $172.39 $616K - $674K
107K $17M
COP
Conocophillips

Energy
-3.84K
- 4.5%
$82.66 - $106.1 $317K - $407K
81.4K $7.3M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.76K
- 48.96%
$390.26 - $489.06 $1.08M - $1.35M
2.88K $1.17M
HP
Helmerich & Payne, Inc.

Energy
-27.1K
- 22.56%
$15.16 - $26.78 $411K - $726K
93.1K $1.41M
GILD
Gilead Sciences, Inc.

Healthcare
-13.3K
- 42.8%
$96.91 - $113.0 $1.29M - $1.5M
17.8K $1.97M
VLO
Valero Energy Corp

Energy
-10.9K
- 16.41%
$104.69 - $141.77 $1.14M - $1.54M
55.4K $7.44M
MRK
Merck & Co., Inc.

Healthcare
-790
- 0.7%
$73.47 - $87.12 $58K - $68.8K
112K $8.85M
CGNX
Cognex Corp

Technology
-40.5K
- 79.29%
$23.27 - $32.07 $942K - $1.3M
10.6K $335K
PKG
Packaging Corp Of America

Consumer Cyclical
-3.12K
- 5.47%
$175.97 - $201.36 $548K - $627K
53.9K $10.2M
INSP
Inspire Medical Systems, Inc.

Healthcare
-2.18K
- 7.83%
$127.18 - $161.88 $277K - $353K
25.7K $3.33M
ELV
Elevance Health, Inc.

Healthcare
-2.06K
- 29.5%
$372.27 - $452.69 $766K - $931K
4.92K $1.91M
ROL
Rollins Inc

Consumer Cyclical
-23.9K
- 18.3%
$50.65 - $58.58 $1.21M - $1.4M
107K $6.03M
AES
Aes Corp

Utilities
-6.36K
- 1.27%
$9.63 - $12.55 $61.2K - $79.8K
492K $5.18M
XOM
Exxon Mobil Corp

Energy
-363
- 0.43%
$99.93 - $119.04 $36.3K - $43.2K
84.8K $9.14M
AMP
Ameriprise Financial Inc

Financial Services
-2.11K
- 65.65%
$422.19 - $533.73 $891K - $1.13M
1.1K $589K
FDX
Fedex Corp

Industrials
-761
- 2.32%
$198.07 - $245.17 $151K - $187K
32K $7.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.26K
- 27.79%
$272.36 - $339.57 $889K - $1.11M
8.48K $2.88M
BKR
Baker Hughes CO

Energy
-3.6K
- 3.61%
$35.0 - $44.92 $126K - $162K
96.2K $3.69M
UNP
Union Pacific Corp

Industrials
-1.82K
- 5.62%
$208.27 - $238.46 $380K - $435K
30.6K $7.04M
V
Visa Inc.

Financial Services
-2.41K
- 3.51%
$308.27 - $373.31 $744K - $901K
66.3K $23.5M
RIO
Rio Tinto PLC

Basic Materials
-7.26K
- 12.65%
$52.32 - $62.75 $380K - $456K
50.2K $2.93M
EXPD
Expeditors International Of Washington Inc

Industrials
-2.33K
- 7.99%
$102.84 - $122.24 $239K - $284K
26.8K $3.06M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-10.3K
- 24.62%
$22.66 - $26.12 $233K - $269K
31.5K $770K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-656
- 9.71%
$212.1 - $244.27 $139K - $160K
6.1K $1.33M
ADBE
Adobe Inc.

Technology
-750
- 4.6%
$340.0 - $420.68 $255K - $316K
15.6K $6.02M
WTW
Willis Towers Watson PLC

Financial Services
-429
- 13.0%
$295.96 - $337.43 $127K - $145K
2.87K $879K
A
Agilent Technologies, Inc.

Healthcare
-2.53K
- 3.36%
$99.29 - $120.52 $252K - $305K
73K $8.61M
LOW
Lowes Companies Inc

Consumer Cyclical
-141
- 0.92%
$210.83 - $235.28 $29.7K - $33.2K
15.3K $3.39M
DTE
Dte Energy CO

Utilities
-709
- 3.99%
$127.39 - $139.49 $90.3K - $98.9K
17.1K $2.26M
ABT
Abbott Laboratories

Healthcare
-5.01K
- 3.36%
$123.95 - $138.08 $620K - $691K
144K $19.5M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.54K
- 12.4%
$59.24 - $71.39 $388K - $467K
46.2K $3.29M
AZN
Astrazeneca PLC

Healthcare
-1.16K
- 5.05%
$64.87 - $75.0 $75K - $86.7K
21.8K $1.52M
CMCSA
Comcast Corp

Communication Services
-4.11K
- 31.77%
$32.84 - $36.72 $135K - $151K
8.82K $314K
CI
Cigna Corp

Healthcare
-494
- 3.92%
$301.89 - $340.04 $149K - $168K
12.1K $4.01M
Activity Summary
Buys All Purchases 53 New Holdings 4 Increased Positions 49 Sells All Sells 146 Reductions 146 Sold out 0 Options Calls 0 Puts 0
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