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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.81B
$4.08 Million 0.27% of portfolio
62,948
Q1 2025 Reduced 4.12%
$368B
$3.8 Million 0.26% of portfolio
10,380
Q1 2025 Added 1.83%
$41B
$3.81 Million 0.26% of portfolio
19,184
Q1 2025 Added 29.23%
$28.5B
$3.85 Million 0.26% of portfolio
13,584
Q1 2025 Reduced 26.57%
$0
$3.66 Million 0.25% of portfolio
71,366
Q1 2025 Added 20.15%
$75.9B
$3.71 Million 0.25% of portfolio
15,340
Q1 2025 Reduced 0.91%
$0
$3.58 Million 0.24% of portfolio
11,742
Q1 2025 Reduced 0.14%
$136B
$3.59 Million 0.24% of portfolio
15,409
Q1 2025 Reduced 1.6%
$18.6B
$3.5 Million 0.24% of portfolio
29,110
Q1 2025 Reduced 0.92%
$200B
$3.53 Million 0.24% of portfolio
23,562
Q1 2025 Reduced 0.99%
$0
$3.52 Million 0.24% of portfolio
86,827
Q1 2025 Reduced 2.48%
$136B
$3.49 Million 0.23% of portfolio
31,113
Q1 2025 Reduced 69.8%
$97.3B
$3.45 Million 0.23% of portfolio
57,429
Q1 2025 Reduced 5.21%
$0
$3.47 Million 0.23% of portfolio
52,780
Q1 2025 Added 0.8%
$0
$3.24 Million 0.22% of portfolio
65,302
Q1 2025 Added 46.69%
$0
$3.18 Million 0.21% of portfolio
57,976
Q1 2025 Added 41.33%
$0
$3.01 Million 0.2% of portfolio
66,434
Q1 2025 Added 6.17%
$12.4B
$2.98 Million 0.2% of portfolio
35,665
Q1 2025 Reduced 4.85%
$1.68B
$3.04 Million 0.2% of portfolio
120,164
Q1 2025 Added 0.78%
$75.6B
$2.88 Million 0.19% of portfolio
61,293
Q1 2025 Reduced 58.9%
$167B
$2.81 Million 0.19% of portfolio
5,641
Q1 2025 Reduced 1.52%
$26.1B
$2.46 Million 0.17% of portfolio
17,762
Q1 2025 Reduced 1.91%
$0
$2.36 Million 0.16% of portfolio
4,217
Q1 2025 Reduced 87.99%
$92B
$2.39 Million 0.16% of portfolio
5,125
Q1 2025 Added 1.53%
$92.6B
$2.35 Million 0.16% of portfolio
10,153
Q1 2025 Reduced 0.86%
$0
$2.17 Million 0.15% of portfolio
29,469
Q1 2025 Added 46.78%
$0
$2.26 Million 0.15% of portfolio
26,819
Q1 2025 New
$145B
$2.28 Million 0.15% of portfolio
8,041
Q3 2024 Added 0.51%
$0
$2.25 Million 0.15% of portfolio
27,247
Q1 2025 Added 14.87%
$0
$2.15 Million 0.14% of portfolio
44,936
Q1 2025 Reduced 2.55%
$0
$2.04 Million 0.14% of portfolio
33,276
Q1 2025 Added 46.61%
$119B
$2.08 Million 0.14% of portfolio
23,194
Q1 2025 Added 6.25%
$0
$2.07 Million 0.14% of portfolio
40,307
Q1 2025 Added 11.26%
$28B
$2.11 Million 0.14% of portfolio
20,604
Q1 2025 Reduced 2.52%
$21.5B
$1.91 Million 0.13% of portfolio
51,082
Q1 2025 Reduced 10.16%
$7.34B
$2 Million 0.13% of portfolio
42,386
Q1 2025 Added 56.22%
$4.62B
$1.79 Million 0.12% of portfolio
23,361
Q1 2025 Reduced 5.3%
$256B
$1.77 Million 0.12% of portfolio
24,341
Q1 2025 Reduced 3.68%
$0
$1.77 Million 0.12% of portfolio
12,258
Q1 2025 Added 0.81%
$0
$1.74 Million 0.12% of portfolio
28,395
Q1 2025 Added 0.77%
$105B
$1.65 Million 0.11% of portfolio
6,756
Q1 2025 Added 4.71%
$58.7B
$1.6 Million 0.11% of portfolio
9,378
Q1 2025 Added 3.81%
$31.1B
$1.61 Million 0.11% of portfolio
27,487
Q1 2025 Reduced 3.62%
$215B
$1.68 Million 0.11% of portfolio
22,908
Q1 2025 Reduced 2.58%
$0
$1.59 Million 0.11% of portfolio
78,290
Q1 2025 Added 64.84%
$68B
$1.58 Million 0.11% of portfolio
46,176
Q1 2025 Reduced 0.68%
$0
$1.46 Million 0.1% of portfolio
45,200
Q1 2025 Reduced 0.11%
$57.6B
$1.56 Million 0.1% of portfolio
3,214
Q1 2025 Reduced 28.29%
$138B
$1.53 Million 0.1% of portfolio
60,313
Q1 2025 Added 7.75%

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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