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Lmcg Investments, Llc

Portfolio Manager
Lmcg Investments, Llc
Performance
-2.75% (2026 Q1)
AUM (13F)
$1.68B
# of Holdings
220
Performance Rank
Allocation (Top 20)
40.37%

Lmcg Investments, Llc Holdings Map

Top 50 Lmcg Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
3.99%264.3K$67.1M
+4.29%(+10.87K)
2025-Q1: 266.9K shares2025-Q2: 264.0K shares2025-Q3: 257.7K shares2025-Q4: 253.4K shares2026-Q1: 264.3K shares
$179.85(+66.18%)
2026-03-31
GOOGL
ALPHABET INC
3.47%202.8K$58.3M
-10.26%(-23.18K)
2025-Q1: 246.2K shares2025-Q2: 236.6K shares2025-Q3: 229.7K shares2025-Q4: 226.0K shares2026-Q1: 202.8K shares
$142.26(+183.01%)
2026-03-31
MSFT
MICROSOFT CORP
3.31%150.1K$55.5M
-4.39%(-6.89K)
2025-Q1: 174.4K shares2025-Q2: 168.5K shares2025-Q3: 164.8K shares2025-Q4: 156.9K shares2026-Q1: 150.1K shares
$323.32(+25.33%)
2026-03-31
AMZN
AMAZON COM INC
3%242.3K$50.5M
-4.94%(-12.60K)
2025-Q1: 297.5K shares2025-Q2: 293.7K shares2025-Q3: 286.5K shares2025-Q4: 254.9K shares2026-Q1: 242.3K shares
$161.01(+67.78%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.41%137.6K$40.5M
-7.97%(-11.91K)
2025-Q1: 174.1K shares2025-Q2: 167.5K shares2025-Q3: 163.2K shares2025-Q4: 149.5K shares2026-Q1: 137.6K shares
$147.37(+103.73%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.05%197.9K$34.5M
-6.04%(-12.71K)
2025-Q1: 214.3K shares2025-Q2: 234.6K shares2025-Q3: 218.9K shares2025-Q4: 210.6K shares2026-Q1: 197.9K shares
$37.07(+509.23%)
2026-03-31
AEM
AGNICO EAGLE MINES LTD
2.04%168.5K$34.2M
-7.28%(-13.23K)
2025-Q1: 197.4K shares2025-Q2: 189.7K shares2025-Q3: 185.7K shares2025-Q4: 181.8K shares2026-Q1: 168.5K shares
$57.58(+240.35%)
2026-03-31
IEMG
ISHARES INC
1.9%458.8K$32.0M
+0.62%(+2.84K)
2025-Q1: 257.5K shares2025-Q2: 411.3K shares2025-Q3: 465.0K shares2025-Q4: 456.0K shares2026-Q1: 458.8K shares
$56.82(+44.40%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
1.8%63.0K$30.2M
+3.21%(+1.96K)
2025-Q1: 63.5K shares2025-Q2: 61.0K shares2025-Q3: 60.2K shares2025-Q4: 61.0K shares2026-Q1: 63.0K shares
$333.16(+45.73%)
2026-03-31
REGN
REGENERON PHARMACEUTICALS
1.79%39.0K$30.1M
-2.11%(-842)
2025-Q1: 14.5K shares2025-Q2: 33.6K shares2025-Q3: 36.3K shares2025-Q4: 39.8K shares2026-Q1: 39.0K shares
$620.73(+15.97%)
2026-03-31

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