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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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