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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$19.7B
$10 Million 0.64% of portfolio
131,707
Q2 2025 Added 72.73%
$139B
$9.81 Million 0.63% of portfolio
35,604
Q2 2025 Reduced 4.93%
$210B
$9.6 Million 0.61% of portfolio
1,659
Q2 2025 Reduced 3.71%
$44.7B
$9.42 Million 0.6% of portfolio
50,463
Q2 2025 Reduced 21.96%
$442B
$9.47 Million 0.6% of portfolio
13
Q1 2025 Reduced 13.33%
$413B
$9.21 Million 0.59% of portfolio
194,590
Q2 2025 Reduced 2.67%
$161B
$9.22 Million 0.59% of portfolio
33,019
Q2 2025 Reduced 7.45%
$28.9B
$9.03 Million 0.58% of portfolio
219,658
Q2 2025 Added 0.26%
$0
$9.04 Million 0.58% of portfolio
187,313
Q2 2025 Added 43.63%
$470B
$9.14 Million 0.58% of portfolio
84,823
Q2 2025 Reduced 0.43%
$11.1B
$9.08 Million 0.58% of portfolio
49,036
Q2 2025 Added 19.28%
$415B
$8.96 Million 0.57% of portfolio
9,050
Q2 2025 Reduced 0.07%
$222B
$8.85 Million 0.56% of portfolio
111,826
Q2 2025 Reduced 0.7%
$760B
$8.82 Million 0.56% of portfolio
11,312
Q2 2025 Added 12.41%
$14.4B
$8.64 Million 0.55% of portfolio
95,071
Q2 2025 Added 6.18%
$43.1B
$8.61 Million 0.55% of portfolio
72,994
Q2 2025 Reduced 3.36%
$407B
$8.34 Million 0.53% of portfolio
10,403
Q2 2025 Reduced 3.99%
$74.8B
$7.98 Million 0.51% of portfolio
18,983
Q2 2025 Reduced 33.6%
$0
$7.48 Million 0.48% of portfolio
285,324
Q2 2025 Reduced 1.92%
$110B
$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%
$60.8B
$7.44 Million 0.47% of portfolio
55,363
Q2 2025 Reduced 16.41%
$37.3B
$7.44 Million 0.47% of portfolio
105,730
Q2 2025 Reduced 4.75%
$63.2B
$7.28 Million 0.46% of portfolio
32,024
Q2 2025 Reduced 2.32%
$139B
$7.04 Million 0.45% of portfolio
30,617
Q2 2025 Reduced 5.62%
$7.5B
$6.88 Million 0.44% of portfolio
112,174
Q2 2025 Reduced 5.26%
$0
$6.6 Million 0.42% of portfolio
88,022
Q2 2025 Reduced 5.24%
$290B
$6.25 Million 0.4% of portfolio
90,120
Q2 2025 Reduced 6.13%
$9.06B
$6.24 Million 0.4% of portfolio
103,350
Q2 2025 Reduced 4.02%
$44.4B
$6.19 Million 0.39% of portfolio
19,728
Q2 2025 Added 2.84%
$9.67B
$6.11 Million 0.39% of portfolio
150,330
Q2 2025 Reduced 0.75%
$6.05B
$6.17 Million 0.39% of portfolio
84,393
Q2 2025 Added 18.85%
$8.62B
$5.9 Million 0.38% of portfolio
55,641
Q2 2025 Reduced 25.18%
$166B
$6.02 Million 0.38% of portfolio
15,556
Q2 2025 Reduced 4.6%
$40.1B
$5.95 Million 0.38% of portfolio
78,554
Q2 2025 Added 5.43%
$27.7B
$6.03 Million 0.38% of portfolio
106,812
Q2 2025 Reduced 18.3%
$6.68B
$5.78 Million 0.37% of portfolio
46,416
Q2 2025 Reduced 26.26%
$0
$5.49 Million 0.35% of portfolio
9,950
Q2 2025 Reduced 4.21%
$51.3B
$5.16 Million 0.33% of portfolio
38,966
Q2 2025 Reduced 7.83%
$66.9B
$5.24 Million 0.33% of portfolio
49,560
Q2 2025 Reduced 5.82%
$9.56B
$5.18 Million 0.33% of portfolio
492,450
Q2 2025 Reduced 1.27%
$47.5B
$4.97 Million 0.32% of portfolio
147,120
Q2 2025 Reduced 30.97%
$13.8B
$4.82 Million 0.31% of portfolio
51,487
Q2 2025 Added 44.36%
$0
$4.48 Million 0.29% of portfolio
90,740
Q2 2025 Reduced 4.86%
$0
$4.13 Million 0.26% of portfolio
72,501
Q2 2025 Added 1.59%
$93.8B
$4.01 Million 0.26% of portfolio
12,120
Q2 2025 Reduced 3.92%
$0
$3.97 Million 0.25% of portfolio
71,236
Q2 2025 Added 76.73%
$0
$3.98 Million 0.25% of portfolio
55,463
Q2 2025 Reduced 4.33%
$3.3B
$3.8 Million 0.24% of portfolio
45,847
Q2 2025 Added 96.25%

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
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