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
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