LI
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LMCG INVESTMENTS, LLC13F | |
| LMCG INVESTMENTS, LLC | |
| Last update 2025-07-24 | 225 Stocks (4 new) |
| Value $1.59 Bil | Turnover 5 % |
LMCG INVESTMENTS, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 168,547 | 83,836.8 | -3.38% | 5.250 | -0.15% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
AMZN | Amazon.com Inc | 293,672 | 64,428.7 | -1.28% | 4.040 | -0.05% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
AAPL | Apple Inc | 264,010 | 54,167.0 | -1.09% | 3.400 | -0.04% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
JPM | JPMorgan Chase & Co | 167,501 | 48,560.1 | -3.80% | 3.040 | -0.11% | 0.010 | +21.80% | +25.72% | 815,415.8 | Banks | |
GOOGL | Alphabet Inc | 236,563 | 41,689.5 | -3.91% | 2.610 | -0.10% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
NVDA | NVIDIA Corp | 234,582 | 37,061.6 | +9.47% | 2.320 | +0.20% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
GS | The Goldman Sachs Group Inc | 46,535 | 32,935.2 | -2.63% | 2.060 | -0.05% | 0.020 | +32.53% | +26.85% | 220,674.0 | Capital Markets | |
BRK.B | Berkshire Hathaway Inc | 60,992 | 29,628.1 | -3.96% | 1.860 | -0.09% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
ABBV | AbbVie Inc | 146,247 | 27,146.3 | -10.16% | 1.700 | -0.23% | 0.010 | +6.71% | +10.35% | 337,082.7 | Drug Manufacturers | |
KO | Coca-Cola Co | 355,415 | 25,145.6 | -12.27% | 1.580 | -0.24% | 0.010 | -4.04% | +12.60% | 297,424.8 | Beverages - Non-Alcoholic |
LMCG INVESTMENTS, LLC's Historical Top Holdings Breakdowns
LMCG INVESTMENTS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -1.20% | 274.35 ($384.44) 599.47 | $278.58 | -27.54% | Reduce -88.98% | 4,267 | -34,441 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | Add Add | +0.64% | 72.96 ($85.32) 90.39 | $90.86 | 6.49% | Add 415.24% | 140,387 | 113,140 | |
NOC | Northrop Grumman Corp | 2025-06-30 | Reduce Reduce | -0.63% | 456.3 ($491.89) 540.39 | $568.48 | 15.57% | Reduce -88.13% | 2,490 | -18,486 | |
REGN | Regeneron Pharmaceuticals Inc | 2025-06-30 | Add Add | +0.63% | 483.07 ($559.34) 634.23 | $564.64 | 0.95% | Add 132.01% | 33,597 | 19,116 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-06-30 | Add Add | +0.58% | 47.74 ($55.77) 60.03 | $61.70 | 10.63% | Add 59.73% | 411,340 | 153,825 | |
ZBH | Zimmer Biomet Holdings Inc | 2025-06-30 | Sold Out Sold Out | -0.46% | 90.21 ($96.96) 113.18 | $96.87 | -0.09% | Sold Out | 0 | -61,260 | |
WDAY | Workday Inc | 2025-06-30 | Add Add | +0.36% | 210.47 ($243.43) 274.71 | $237.19 | -2.56% | Add 70.7% | 58,397 | 24,187 | |
NEM | Newmont Corp | 2025-06-30 | Reduce Reduce | -0.35% | 44.18 ($53.3) 59.46 | $61.51 | 15.40% | Reduce -75.09% | 35,851 | -108,079 | |
ENPH | Enphase Energy Inc | 2025-06-30 | Sold Out Sold Out | -0.32% | 34.56 ($46.44) 62.52 | $35.52 | -23.52% | Sold Out | 0 | -76,885 | |
MSI | Motorola Solutions Inc | 2025-06-30 | Reduce Reduce | -0.28% | 394.72 ($418.63) 440.39 | $424.83 | 1.48% | Reduce -33.6% | 18,983 | -9,607 |
LMCG INVESTMENTS, LLC Total Holding History ($B)
LMCG INVESTMENTS, LLC's Asset Allocation
LMCG INVESTMENTS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LMCG INVESTMENTS, LLC's Hypothetical Growth since 2025-06-30
LMCG INVESTMENTS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LMCG INVESTMENTS, LLC's Holdings Heat Map
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LMCG INVESTMENTS, LLC's Holdings Bubble Chart
LMCG INVESTMENTS, LLC News
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