StockDriftsStockDriftsTop 50 Lmcg Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.02% | 259.5K | $75.1M | -1.81%(-4.79K) | $179.85(+70.51%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.77% | 196.8K | $70.3M | -2.97%(-6.02K) | $142.26(+147.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.95% | 147.9K | $55.2M | -1.45%(-2.18K) | $323.32(+55.50%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.94% | 230.1K | $54.8M | -5.03%(-12.19K) | $161.01(+70.77%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 2.37% | 61.1K | $44.2M | -17.12%(-12.63K) | $144.20(+269.99%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.35% | 134.3K | $44.0M | -2.36%(-3.25K) | $147.37(+145.29%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.04% | 190.1K | $38.0M | -3.91%(-7.73K) | $37.07(+494.75%) | 2026-06-30 | |
| IEMG | ISHARES INC | 1.94% | 437.3K | $36.2M | -4.70%(-21.55K) | $56.82(+41.18%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 1.88% | 139.8K | $35.2M | +2.43%(+3.31K) | $150.98(+65.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.74% | 64.8K | $32.4M | +2.93%(+1.84K) | $337.55(+55.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.05% | +86.33% | +10.54% | +65.05% |
| Top 20 Holdings Unweighted | +25.23% | +96.41% | +11.67% | +73.67% |
Lmcg Investments LLC reports $1.87B in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.0%), GOOGL (3.8%) and MSFT (3.0%). The top 20 holdings account for 40.07% of reported assets. Its disclosed equity book has returned +86.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lmcg Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1470944). View Lmcg Investments LLC’s 13F filings on SEC