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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$150B
$22.9 Million 1.46% of portfolio
115,839
Q2 2025 Added 11.4%
$61.6B
$22.6 Million 1.44% of portfolio
189,658
Q2 2025 Reduced 3.92%
$31B
$21.1 Million 1.35% of portfolio
96,724
Q2 2025 Reduced 4.16%
$162B
$18.9 Million 1.2% of portfolio
103,166
Q2 2025 Reduced 6.91%
$83.2B
$18.6 Million 1.19% of portfolio
87,398
Q2 2025 Reduced 3.13%
$59.7B
$17.6 Million 1.12% of portfolio
33,597
Q2 2025 Added 132.01%
$56B
$17.1 Million 1.09% of portfolio
45,174
Q2 2025 Reduced 5.44%
$172B
$15.6 Million 1.0% of portfolio
15,176
Q2 2025 Reduced 4.14%
$139B
$15.6 Million 0.99% of portfolio
126,563
Q2 2025 Reduced 3.53%
$93.6B
$14.3 Million 0.91% of portfolio
28,079
Q2 2025 Reduced 13.65%
$39.2B
$13.9 Million 0.89% of portfolio
41,907
Q2 2025 Reduced 4.92%
$43.1B
$14 Million 0.89% of portfolio
58,397
Q2 2025 Added 70.7%
$78.6B
$13 Million 0.83% of portfolio
97,745
Q2 2025 Reduced 3.19%
$18.5B
$12.6 Million 0.8% of portfolio
150,989
Q2 2025 Reduced 12.24%
$145B
$12.6 Million 0.8% of portfolio
35,320
Q2 2025 Added 44.32%
$66.3B
$12.3 Million 0.78% of portfolio
158,658
Q2 2025 Added 15.72%
$14.2B
$11.9 Million 0.76% of portfolio
146,634
Q2 2025 Reduced 4.84%
$56.3B
$11.3 Million 0.72% of portfolio
34,651
Q2 2025 Reduced 2.8%
$18.7B
$10.2 Million 0.65% of portfolio
53,868
Q2 2025 Reduced 5.47%
$182B
$10 Million 0.64% of portfolio
19,040
Q2 2025 Reduced 4.2%
$20.7B
$10 Million 0.64% of portfolio
131,707
Q2 2025 Added 72.73%
$127B
$9.81 Million 0.63% of portfolio
35,604
Q2 2025 Reduced 4.93%
$48.2B
$9.42 Million 0.6% of portfolio
50,463
Q2 2025 Reduced 21.96%
$152B
$9.22 Million 0.59% of portfolio
33,019
Q2 2025 Reduced 7.45%
$29B
$9.03 Million 0.58% of portfolio
219,658
Q2 2025 Added 0.26%
$10.7B
$9.08 Million 0.58% of portfolio
49,036
Q2 2025 Added 19.28%
$14.4B
$8.64 Million 0.55% of portfolio
95,071
Q2 2025 Added 6.18%
$34.7B
$8.61 Million 0.55% of portfolio
72,994
Q2 2025 Reduced 3.36%
$78.6B
$7.98 Million 0.51% of portfolio
18,983
Q2 2025 Reduced 33.6%
$120B
$7.3 Million 0.47% of portfolio
81,354
Q2 2025 Reduced 4.5%
$29.9B
$7.41 Million 0.47% of portfolio
45,194
Q2 2025 Reduced 1.44%
$51.4B
$7.44 Million 0.47% of portfolio
55,363
Q2 2025 Reduced 16.41%
$35.6B
$7.44 Million 0.47% of portfolio
105,730
Q2 2025 Reduced 4.75%
$60B
$7.28 Million 0.46% of portfolio
32,024
Q2 2025 Reduced 2.32%
$135B
$7.04 Million 0.45% of portfolio
30,617
Q2 2025 Reduced 5.62%
$11.3B
$6.24 Million 0.4% of portfolio
103,350
Q2 2025 Reduced 4.02%
$39.4B
$6.19 Million 0.39% of portfolio
19,728
Q2 2025 Added 2.84%
$157B
$6.02 Million 0.38% of portfolio
15,556
Q2 2025 Reduced 4.6%
$40.9B
$5.95 Million 0.38% of portfolio
78,554
Q2 2025 Added 5.43%
$28.5B
$6.03 Million 0.38% of portfolio
106,812
Q2 2025 Reduced 18.3%
$48.5B
$5.16 Million 0.33% of portfolio
38,966
Q2 2025 Reduced 7.83%
$61.9B
$5.24 Million 0.33% of portfolio
49,560
Q2 2025 Reduced 5.82%
$46.7B
$4.97 Million 0.32% of portfolio
147,120
Q2 2025 Reduced 30.97%
$12.7B
$4.82 Million 0.31% of portfolio
51,487
Q2 2025 Added 44.36%
$85.6B
$4.01 Million 0.26% of portfolio
12,120
Q2 2025 Reduced 3.92%
$73.8B
$3.84 Million 0.24% of portfolio
15,565
Q2 2025 Added 1.47%
$42.6B
$3.69 Million 0.24% of portfolio
96,169
Q2 2025 Reduced 3.61%
$17.5B
$3.69 Million 0.24% of portfolio
41,068
Q2 2025 Reduced 51.41%
$23.6B
$3.43 Million 0.22% of portfolio
14,437
Q2 2025 Added 6.28%

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
Track This Portfolio

Track Lmcg Investments, LLC Portfolio

Follow Lmcg Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lmcg Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lmcg Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email