§ 13F · FUND PROFILE
LMCG INVESTMENTS, LLC.
AUM · $1.9B (13F)Positions · 225Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 259K | $75M | 4.0% | −2% |
| 2 | GOOGL | ALPHABET INC | 197K | $70M | 3.8% | −3% |
| 3 | MSFT | MICROSOFT CORP | 148K | $55M | 3.0% | −1% |
| 4 | AMZN | AMAZON COM INC | 230K | $55M | 2.9% | −5% |
| 5 | AMAT | APPLIED MATLS INC | 61K | $44M | 2.4% | −17% |
| 6 | JPM | JPMORGAN CHASE & CO | 134K | $44M | 2.4% | −2% |
| 7 | NVDA | NVIDIA CORPORATION | 190K | $38M | 2.0% | −4% |
| 8 | IEMG | ISHARES INC | 437K | $36M | 1.9% | −5% |
| 9 | ABBV | ABBVIE INC | 140K | $35M | 1.9% | +2% |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 65K | $32M | 1.7% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LMCG SIGNAL
AC read
LMCG INVESTMENTS, LLC is a Other fund managing $1.9 billion in assets. The fund runs a broad portfolio of 225 positions.
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