Lmcg Investments, LLC Portfolio Holdings
Lmcg Investments, LLC
- $1.67 Billion
- Q3 2025
Lmcg Investments, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.67 Billion distributed in 222 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $85.3M, Apple Inc. with a value of $65.6M, Amazon Com Inc with a value of $62.9M, Alphabet Inc. with a value of $55.8M, and Jpmorgan Chase & CO with a value of $51.5M.
Examining the 13F form we can see an increase of $97.6M in the current position value, from $1.57B to 1.67B.
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
$1.67 Billion
Technology: $432 Million
Financial Services: $248 Million
ETFs: $211 Million
Healthcare: $184 Million
Industrials: $145 Million
Communication Services: $124 Million
Consumer Cyclical: $114 Million
Consumer Defensive: $73.8 Million
Other: $134 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 222
- Current Value $1.67 Billion
- Prior Value $1.57 Billion
- Filing
- Period Q3 2025
- Filing Date October 28, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 7 stocks
- Additional Purchases 56 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks