§ 13F · FUND PROFILE
LMCG INVESTMENTS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 222Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 264K | $67M | 4.0% | +4% |
| 2 | GOOGL | ALPHABET INC | 203K | $58M | 3.5% | −10% |
| 3 | MSFT | MICROSOFT CORP | 150K | $56M | 3.3% | −4% |
| 4 | AMZN | AMAZON COM INC | 242K | $50M | 3.0% | −5% |
| 5 | JPM | JPMORGAN CHASE & CO | 138K | $40M | 2.4% | −8% |
| 6 | NVDA | NVIDIA CORPORATION | 198K | $35M | 2.1% | −6% |
| 7 | AEM | AGNICO EAGLE MINES LTD | 169K | $34M | 2.0% | −7% |
| 8 | IEMG | ISHARES INC | 459K | $32M | 1.9% | +1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 63K | $30M | 1.8% | +3% |
| 10 | REGN | REGENERON PHARMACEUTICALS | 39K | $30M | 1.8% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LMCG SIGNAL
AC read
LMCG INVESTMENTS, LLC is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 222 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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