Lmcg Investments
$1.9B 13F equity value
230 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lmcg Investments covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 259,466 | $75M | 4.0% |
| GOOGL | ALPHABET INC | 196,755 | $70M | 3.8% |
| MSFT | MICROSOFT CORP | 147,881 | $55M | 3.0% |
| AMZN | AMAZON COM INC | 230,091 | $55M | 2.9% |
| AMAT | APPLIED MATLS INC | 61,133 | $44M | 2.4% |
| JPM | JPMORGAN CHASE & CO | 134,321 | $44M | 2.4% |
| NVDA | NVIDIA CORPORATION | 190,133 | $38M | 2.0% |
| IEMG | ISHARES INC | 437,298 | $36M | 1.9% |
| ABBV | ABBVIE INC | 139,806 | $35M | 1.9% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 64,807 | $32M | 1.7% |
Track Lmcg Investments's 13F portfolio: $1.9B in reported holdings, 230 positions. Top holdings and quarterly changes on SentiSense.
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