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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54B
$21.4 Million 1.44% of portfolio
197,394
Q1 2025 Reduced 4.22%
$142B
$21.3 Million 1.44% of portfolio
103,988
Q1 2025 Added 11.04%
$83.7B
$16.2 Million 1.09% of portfolio
90,224
Q1 2025 Reduced 5.34%
$166B
$16.1 Million 1.08% of portfolio
110,819
Q1 2025 Reduced 9.25%
$17.2B
$14.7 Million 0.99% of portfolio
172,057
Q1 2025 Reduced 30.66%
$29.9B
$13.7 Million 0.93% of portfolio
100,920
Q1 2025 Reduced 10.27%
$194B
$12.6 Million 0.85% of portfolio
15,832
Q1 2025 Added 13.83%
$46.9B
$12.6 Million 0.85% of portfolio
64,663
Q1 2025 Reduced 18.78%
$70.3B
$12.5 Million 0.84% of portfolio
28,590
Q1 2025 Reduced 1.75%
$56.9B
$12.1 Million 0.82% of portfolio
47,775
Q1 2025 Reduced 13.74%
$14.5B
$12 Million 0.81% of portfolio
32,337
Q1 2025 Reduced 5.6%
$123B
$11.4 Million 0.77% of portfolio
131,189
Q1 2025 Reduced 7.86%
$41.2B
$11.4 Million 0.77% of portfolio
44,075
Q1 2025 Reduced 4.23%
$101B
$11.5 Million 0.77% of portfolio
32,519
Q1 2025 Reduced 3.3%
$19B
$11.3 Million 0.76% of portfolio
56,984
Q1 2025 Reduced 9.12%
$85.4B
$11.1 Million 0.75% of portfolio
100,967
Q1 2025 Reduced 5.73%
$49.1B
$11.2 Million 0.75% of portfolio
35,648
Q1 2025 Reduced 9.18%
$80.6B
$10.7 Million 0.72% of portfolio
20,976
Q1 2025 Reduced 1.06%
$171B
$10.1 Million 0.68% of portfolio
19,874
Q1 2025 Reduced 4.11%
$12.6B
$9.31 Million 0.63% of portfolio
154,099
Q1 2025 Reduced 8.06%
$59B
$9.18 Million 0.62% of portfolio
14,481
Q1 2025 Added 231.3%
$49.2B
$8.91 Million 0.6% of portfolio
213,131
Q1 2025 Added 43.72%
$34.4B
$8.84 Million 0.6% of portfolio
75,528
Q1 2025 Reduced 5.15%
$118B
$8.95 Million 0.6% of portfolio
85,190
Q1 2025 Reduced 3.2%
$55.8B
$8.75 Million 0.59% of portfolio
66,230
Q1 2025 Added 1.12%
$29.2B
$8.59 Million 0.58% of portfolio
219,098
Q1 2025 Reduced 3.35%
$61.4B
$8.44 Million 0.57% of portfolio
137,110
Q1 2025 Added 8.05%
$14.4B
$8.13 Million 0.55% of portfolio
89,535
Q1 2025 Reduced 1.03%
$59.4B
$7.99 Million 0.54% of portfolio
32,785
Q1 2025 Reduced 6.95%
$46.4B
$7.99 Million 0.54% of portfolio
34,210
Q1 2025 Added 77.02%
$140B
$7.66 Million 0.52% of portfolio
32,440
Q1 2025 Reduced 1.43%
$27.5B
$7.06 Million 0.48% of portfolio
130,735
Q1 2025 Reduced 4.95%
$19.9B
$6.93 Million 0.47% of portfolio
61,260
Q1 2025 Added 9.49%
$46B
$6.95 Million 0.47% of portfolio
143,930
Q1 2025 Reduced 19.84%
$14.5B
$6.98 Million 0.47% of portfolio
84,526
Q1 2025 Reduced 5.78%
$29.2B
$6.87 Million 0.46% of portfolio
45,855
Q1 2025 Reduced 5.69%
$152B
$6.65 Million 0.45% of portfolio
24,473
Q1 2025 Added 154.79%
$10.4B
$6.38 Million 0.43% of portfolio
41,110
Q1 2025 Added 66.57%
$170B
$6.25 Million 0.42% of portfolio
16,306
Q1 2025 Reduced 24.31%
$116B
$6.27 Million 0.42% of portfolio
37,449
Q1 2025 Reduced 15.09%
$10B
$6.05 Million 0.41% of portfolio
151,471
Q1 2025 Added 1.41%
$39.5B
$5.59 Million 0.38% of portfolio
74,507
Q1 2025 Added 55.3%
$41B
$5.37 Million 0.36% of portfolio
111,008
Q1 2025 Reduced 1.78%
$10.7B
$5.22 Million 0.35% of portfolio
107,676
Q1 2025 Reduced 3.09%
$20.3B
$5.01 Million 0.34% of portfolio
76,252
Q1 2025 Added 64.13%
$55.6B
$5.05 Million 0.34% of portfolio
42,278
Q1 2025 Reduced 2.34%
$82.7B
$5.07 Million 0.34% of portfolio
52,623
Q1 2025 Added 28.46%
$39.2B
$4.38 Million 0.3% of portfolio
99,769
Q1 2025 Reduced 18.48%
$91B
$4.15 Million 0.28% of portfolio
12,614
Q1 2025 Reduced 21.77%

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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