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
IP
International Paper CO

Consumer Cyclical
-406
- 2.34%
$43.89 - $54.46 $17.8K - $22.1K
17K $794K
RE
Everest Re Group LTD

Financial Services
-353
- 1.09%
N/A
32K $11.9M
INTC
Intel Corp

Technology
-4.29K
- 15.94%
$18.13 - $22.69 $77.8K - $97.3K
22.6K $506K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.65K
- 3.88%
$141.87 - $164.49 $517K - $600K
90.3K $14.9M
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 0.81%
$285.55 - $321.23 $8.57K - $9.64K
3.66K $1.07M
SHEL
Shell PLC

Energy
-299
- 1.23%
$59.75 - $73.05 $17.9K - $21.8K
24K $1.69M
MA
Mastercard Inc

Financial Services
-682
- 2.91%
$479.92 - $590.74 $327K - $403K
22.7K $12.8M
SPGI
S&P Global Inc.

Financial Services
-834
- 4.2%
$438.31 - $527.29 $366K - $440K
19K $10M
APD
Air Products & Chemicals, Inc.

Basic Materials
-110
- 11.98%
$248.61 - $294.96 $27.3K - $32.4K
808 $227K
CAC
Camden National Corp

Financial Services
-833
- 11.18%
$36.35 - $41.49 $30.3K - $34.6K
6.62K $268K
HD
Home Depot, Inc.

Consumer Cyclical
-69
- 0.66%
$335.24 - $380.78 $23.1K - $26.3K
10.3K $3.78M
FDS
Factset Research Systems Inc

Financial Services
-24
- 2.27%
$398.85 - $473.32 $9.57K - $11.4K
1.03K $461K
EWL
Ishares Inc Msci Switzerlnd

ETFs
-1.09K
- 5.41%
$47.04 - $56.27 $51.3K - $61.3K
19.1K $1.04M
AFL
Aflac Inc

Financial Services
-5
- 0.25%
$99.77 - $112.45 $499 - $562
1.98K $209K
EFG
Msci Eafe Growth ETF

ETFs
-883
- 11.28%
$89.8 - $112.0 $79.3K - $98.9K
6.94K $777K
ITW
Illinois Tool Works Inc

Industrials
-20
- 0.66%
$218.41 - $252.43 $4.37K - $5.05K
3.01K $744K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-100
- 5.0%
$87.19 - $111.51 $8.72K - $11.2K
1.9K $209K
Ge Vernova Inc
-1
- 0.09%
N/A
1.08K $0
Blackrock Inc
-4
- 0.6%
N/A
664 $0
Veralto Corp
-166
- 3.04%
N/A
5.3K $0
Lam Research Corp
-5.01K
- 4.85%
N/A
98.3K $0
Bunge Global Sa
-2.35K
- 1.88%
N/A
123K $0
ADP
Automatic Data Processing Inc

Industrials
-12
- 0.54%
$276.76 - $326.81 $3.32K - $3.92K
2.21K $681K
EWD
Ishares Inc Msci Sweden ETF

ETFs
-199
- 4.05%
$37.07 - $46.35 $7.38K - $9.22K
4.72K $215K
IWM
Ishares Russell 2000 ETF

ETFs
-83
- 4.74%
$174.82 - $215.79 $14.5K - $17.9K
1.67K $359K
DOCS
Doximity, Inc.

Healthcare
-6.22K
- 5.26%
$50.71 - $61.34 $316K - $382K
112K $6.88M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.07K
- 3.76%
$55.22 - $63.94 $58.9K - $68.2K
27.3K $1.75M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-1.03K
- 3.96%
$33.19 - $40.78 $34.1K - $41.9K
24.9K $989K
WDC
Western Digital Corp

Technology
-1.96K
- 29.63%
$30.54 - $63.99 $60K - $126K
4.66K $298K
IWN
Ishares Russell2000 Val ETF

ETFs
-83
- 1.2%
$131.84 - $157.76 $10.9K - $13.1K
6.83K $1.08M
RELX
Relx PLC

Communication Services
-1.52K
- 5.13%
$45.31 - $55.66 $68.8K - $84.5K
28.1K $1.53M
ECL
Ecolab Inc.

Basic Materials
-76
- 2.1%
$225.65 - $270.95 $17.1K - $20.6K
3.55K $956K
QCOM
Qualcomm Inc

Technology
-16
- 0.23%
$124.66 - $159.48 $1.99K - $2.55K
7.01K $1.12M
SYK
Stryker Corp

Healthcare
-3
- 0.14%
$337.37 - $395.63 $1.01K - $1.19K
2.17K $858K
AXP
American Express CO

Financial Services
-154
- 7.77%
$231.39 - $318.98 $35.6K - $49.1K
1.83K $583K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.37K
- 4.36%
$162.76 - $195.77 $386K - $465K
52.1K $10.2M
CARR
Carrier Global Corp

Industrials
-8
- 0.15%
$55.55 - $75.83 $444 - $607
5.33K $390K
INTU
Intuit Inc

Technology
-3
- 0.79%
$544.07 - $787.63 $1.63K - $2.36K
375 $295K
RRC
Range Resources Corp

Energy
-1.14K
- 0.75%
$32.1 - $43.23 $36.6K - $49.3K
150K $6.11M
RTX
Raytheon Technologies Corp

Industrials
-164
- 2.32%
$113.75 - $148.48 $18.7K - $24.4K
6.9K $1.01M
UBER
Uber Technologies, Inc

Technology
-7
- 0.19%
$64.62 - $93.3 $452 - $653
3.74K $348K
WFC
Wells Fargo & Company

Financial Services
-690
- 4.2%
$60.98 - $80.12 $42.1K - $55.3K
15.7K $1.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
-263
- 6.24%
$496.48 - $617.85 $131K - $162K
3.95K $2.44M
IGV
Ishares Expanded Tech Software

ETFs
-583
- 6.97%
$80.15 - $109.5 $46.7K - $63.8K
7.78K $852K
MNST
Monster Beverage Corp

Consumer Defensive
-169
- 0.61%
$55.01 - $64.24 $9.3K - $10.9K
27.3K $1.71M
ABNB
Airbnb, Inc.

Consumer Cyclical
-3.31K
- 7.83%
$105.69 - $140.64 $350K - $466K
39K $5.16M
CLH
Clean Harbors Inc

Industrials
-285
- 4.7%
$182.1 - $233.5 $51.9K - $66.5K
5.78K $1.34M
ADI
Analog Devices Inc

Technology
-21
- 0.5%
$164.6 - $238.02 $3.46K - $5K
4.2K $999K
IWP
Ishares Russell Mid Cap Growth

ETFs
-7
- 0.09%
$104.34 - $138.68 $730 - $971
7.77K $1.08M
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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