§ 13F · FUND PROFILE
LMCG INVESTMENTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1595.4T (13F)Positions · 307Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 157K | $75.9T | 4.3% | −5% |
| 2 | GOOGL | ALPHABET INC | 226K | $70.7T | 4.0% | −2% |
| 3 | AAPL | APPLE INC | 253K | $68.9T | 3.9% | −2% |
| 4 | AMZN | AMAZON COM INC | 255K | $58.8T | 3.4% | −11% |
| 5 | JPM | JPMORGAN CHASE & CO. | 149K | $48.2T | 2.8% | −8% |
| 6 | NVDA | NVIDIA CORPORATION | 211K | $39.3T | 2.2% | −4% |
| 7 | GS | GOLDMAN SACHS GROUP INC | 42K | $36.7T | 2.1% | −7% |
| 8 | ABBV | ABBVIE INC | 139K | $31.8T | 1.8% | −3% |
| 9 | AEM | AGNICO EAGLE MINES LTD | 182K | $30.8T | 1.8% | −2% |
| 10 | REGN | REGENERON PHARMACEUTICALS | 40K | $30.7T | 1.8% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LMCG SIGNAL
AC read
LMCG INVESTMENTS, LLC is a Other fund managing $1595382.7 trillion in assets. The fund runs a broad portfolio of 307 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed