Lmcg Investments, LLC Top Holdings and 13F Report (2026) About Lmcg Investments, LLCInvestment ActivityLmcg Investments, LLC has $1.87 billion in total holdings as of June 30, 2026.Lmcg Investments, LLC owns shares of 225 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 4.18% of the portfolio was purchased this quarter.About 8.01% of the portfolio was sold this quarter.This quarter, Lmcg Investments, LLC has purchased 220 new stocks and bought additional shares in 66 stocks.Lmcg Investments, LLC sold shares of 118 stocks and completely divested from 5 stocks this quarter.Largest Holdings Apple $75,079,055Alphabet $70,314,375Microsoft $55,162,433Amazon.com $54,839,889Applied Materials $44,199,159 Largest New Holdings this Quarter 25243Q205 - Diageo $4,212,877 Holding482480100 - KLA $4,131,617 Holding314352105 - FEDEX FGHT HLDG CO INC $3,401,577 Holding91879Q109 - Vail Resorts $2,616,531 Holding80004C200 - SANDISK CORP $566,159 Holding Largest Purchases this Quarter American Tower 39,550 shares (about $6.47M)Zscaler 38,752 shares (about $5.47M)Booking 27,519 shares (about $4.90M)Uber Technologies 67,477 shares (about $4.87M)Cadence Design Systems 11,414 shares (about $4.28M) Largest Sales this Quarter Micron Technology 21,039 shares (about $24.29M)Applied Materials 12,631 shares (about $9.13M)Palo Alto Networks 23,444 shares (about $7.99M)onsemi 81,885 shares (about $7.74M)Caterpillar 5,401 shares (about $5.75M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLmcg Investments, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$75,079,055$1,385,455 â–¼-1.8%259,4664.0%Computer and TechnologyGOOGLAlphabet$70,314,375$2,150,297 â–¼-3.0%196,7553.8%Computer and TechnologyMSFTMicrosoft$55,162,433$813,555 â–¼-1.5%147,8813.0%Computer and TechnologyAMZNAmazon.com$54,839,889$2,905,126 â–¼-5.0%230,0912.9%Retail/WholesaleAMATApplied Materials$44,199,159$9,132,213 â–¼-17.1%61,1332.4%Computer and TechnologyJPMJPMorgan Chase & Co.$43,967,177$1,063,165 â–¼-2.4%134,3212.4%FinanceNVDANVIDIA$38,043,635$1,546,893 â–¼-3.9%190,1332.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$36,225,766$1,785,119 â–¼-4.7%437,2981.9%ETFABBVAbbVie$35,180,782$833,432 â–²2.4%139,8061.9%MedicalBRK.BBerkshire Hathaway$32,428,775$922,719 â–²2.9%64,8071.7%FinanceGOOGAlphabet$29,659,227$516,922 â–¼-1.7%83,9421.6%Computer and TechnologyMUMicron Technology$29,344,360$24,285,107 â–¼-45.3%25,4221.6%Computer and TechnologyGSThe Goldman Sachs Group$27,912,801$5,737,502 â–¼-17.1%27,5991.5%FinanceEFAiShares MSCI EAFE ETF$26,757,722$2,052,877 â–¼-7.1%257,5831.4%FinanceAEMAgnico Eagle Mines$25,842,331$299,556 â–¼-1.1%166,5851.4%Basic MaterialsVVisa$25,605,177$2,415,356 â–²10.4%74,6311.4%Business ServicesJBLJabil$24,769,017$4,643,107 â–¼-15.8%64,2551.3%Computer and TechnologyPWRQuanta Services$24,564,885$2,352,371 â–¼-8.7%34,1161.3%ConstructionLLYEli Lilly and Company$24,561,928$694,470 â–¼-2.7%20,4781.3%MedicalKOCocaCola$23,774,888$797,177 â–¼-3.2%292,5421.3%Consumer StaplesDHRDanaher$23,700,870$2,962,918 â–²14.3%124,4271.3%MedicalCIENCiena$23,616,049$5,448,650 â–¼-18.7%48,1411.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$22,969,343$1,335,623 â–¼-5.5%36,8371.2%MedicalROKRockwell Automation$20,540,374$210,904 â–¼-1.0%41,4891.1%Computer and TechnologyPANWPalo Alto Networks$19,705,500$7,994,873 â–¼-28.9%57,7841.1%Computer and TechnologyEZUiShares MSCI Eurozone ETF$19,065,657$1,309,380 â–¼-6.4%274,3261.0%ETFCMICummins$19,056,258$2,752,991 â–¼-12.6%26,7191.0%Auto/Tires/TrucksJNJJohnson & Johnson$18,811,567$508 â–¼0.0%74,0701.0%MedicalMRVLMarvell Technology$18,581,187$4,751,346 â–¼-20.4%62,3761.0%Computer and TechnologyCVXChevron$18,413,456$582,149 â–¼-3.1%111,0851.0%EnergyMRKMerck & Co., Inc.$18,205,623$165,380 â–¼-0.9%141,6781.0%MedicalCOFCapital One Financial$18,026,309$718,019 â–²4.1%89,8531.0%FinanceLAM RESEARCH CORP$16,850,904$4,706,397 â–¼-21.8%38,8870.9%COM NEWVBKVanguard Small-Cap Growth ETF$16,489,426$633,759 â–¼-3.7%45,0900.9%ETFCATCaterpillar$16,429,277$5,751,525 â–¼-25.9%15,4280.9%IndustrialsWMWaste Management$15,554,795$819,976 â–²5.6%69,7900.8%Business ServicesKEYSKeysight Technologies$15,371,574$620,324 â–¼-3.9%43,9100.8%Computer and TechnologyMETAMeta Platforms$14,939,068$499,640 â–¼-3.2%26,5210.8%Computer and TechnologyAKAMAkamai Technologies$14,307,902$716,234 â–¼-4.8%121,0380.8%Computer and TechnologyEMREmerson Electric$14,105,285$2,720 â–¼0.0%98,5350.8%IndustrialsPKGPackaging Corporation of America$14,022,540$484,900 â–²3.6%58,8490.8%IndustrialsBUNGE GLOBAL SA$13,802,110$50,377 â–¼-0.4%129,3180.7%COM SHSAVGOBroadcom$13,511,362$259,137 â–¼-1.9%35,7680.7%Computer and TechnologyFITBFifth Third Bancorp$13,266,059$456,259 â–²3.6%235,3390.7%FinanceAAgilent Technologies$13,179,791$708,250 â–²5.7%99,2230.7%MedicalEGEverest Group$13,151,422$7,145 â–¼-0.1%36,8150.7%FinanceAMGNAmgen$13,008,576$516,389 â–²4.1%35,9230.7%MedicalWCCWESCO International$12,983,677$523,672 â–¼-3.9%37,5870.7%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$12,779,187$2,987,910 â–¼-19.0%64,6720.7%ETFETREntergy$12,662,970$550,869 â–¼-4.2%110,2470.7%UtilitiesETNEaton$12,623,379$533,502 â–¼-4.1%29,6240.7%IndustrialsEEMiShares MSCI Emerging Markets ETF$12,116,300$526,894 â–¼-4.2%177,1130.6%FinanceVLOValero Energy$11,942,476$448,478 â–¼-3.6%45,8550.6%EnergyMAMastercard$11,816,738$213,655 â–²1.8%23,0080.6%Business ServicesCOSTCostco Wholesale$11,756,987$969,147 â–²9.0%12,5680.6%Retail/WholesaleSYYSysco$11,615,196$3,501,584 â–²43.2%138,9710.6%Consumer StaplesWALMART INC$11,572,567$59,801 â–¼-0.5%102,1770.6%COMADCAgree Realty$11,515,888$263,272 â–²2.3%152,0450.6%FinancePEPPepsiCo$11,206,246$337,281 â–¼-2.9%82,7640.6%Consumer StaplesMCHPMicrochip Technology$10,970,813$735,346 â–²7.2%120,2940.6%Computer and TechnologyPGProcter & Gamble$10,884,647$616,035 â–¼-5.4%74,2270.6%Consumer StaplesVBRVanguard Small-Cap Value ETF$10,858,072$439,571 â–¼-3.9%44,6850.6%ETFDISWalt Disney$10,845,643$116,559 â–²1.1%112,6820.6%Consumer DiscretionaryVOTVanguard Mid-Cap Growth ETF$10,309,139$1,540,689 â–¼-13.0%33,6570.6%ETFFDXFedEx$10,262,209$206,040 â–²2.0%32,7730.5%TransportationCSCOCisco Systems$9,958,729$58,378 â–¼-0.6%84,7840.5%Computer and TechnologyBACBank of America$9,948,717$340,570 â–¼-3.3%174,6000.5%FinanceBRK.ABerkshire Hathaway$9,735,0500.0%130.5%FinanceUNPUnion Pacific$9,617,648$1,104,048 â–²13.0%35,3590.5%TransportationWCNWaste Connections$9,366,644$436,394 â–¼-4.5%56,1920.5%Business ServicesCOPConocoPhillips$9,165,529$9,045 â–²0.1%88,1640.5%EnergyABTAbbott Laboratories$9,009,938$189,193 â–¼-2.1%99,2940.5%MedicalMDTMedtronic$8,987,297$3,966,965 â–²79.0%114,8830.5%MedicalMSIMotorola Solutions$8,867,687$308,560 â–¼-3.4%21,3530.5%Computer and TechnologyADIAnalog Devices$8,477,196$271,664 â–¼-3.1%21,3440.5%Computer and TechnologyCDNSCadence Design Systems$8,364,006$4,283,902 â–²105.0%22,2850.4%Computer and TechnologySPGIS&P Global$8,234,390$612,926 â–¼-6.9%20,2190.4%FinanceZSZscaler$8,109,632$5,469,845 â–²207.2%57,4540.4%Computer and TechnologyILFiShares Latin America 40 ETF$7,899,998$322,819 â–¼-3.9%234,0740.4%ETFAMTAmerican Tower$7,769,537$6,469,162 â–²497.5%47,5000.4%FinanceBKRBaker Hughes$7,696,962$989,732 â–²14.8%138,6840.4%EnergyQQQInvesco QQQ$7,663,715$224,602 â–¼-2.8%10,4070.4%FinanceCRH PLC$7,255,456$642,642 â–²9.7%67,8080.4%ORDAESAES$7,216,191$229,224 â–¼-3.1%492,2370.4%UtilitiesCRWDCrowdStrike$7,186,489$388,438 â–¼-5.1%9,4170.4%Computer and TechnologyEWYiShares MSCI South Korea ETF$7,091,132$2,412,705 â–¼-25.4%35,1220.4%ETFMSMorgan Stanley$6,816,167$1,901,219 â–¼-21.8%32,6070.4%FinanceEWJiShares MSCI Japan ETF$6,717,678$229,071 â–¼-3.3%72,0240.4%ETFTERTeradyne$6,264,276$1,358,139 â–¼-17.8%12,9470.3%Computer and TechnologyRRCRange Resources$6,184,139$23,058 â–¼-0.4%166,2850.3%EnergyORCLOracle$6,139,013$81,189 â–¼-1.3%41,8900.3%Computer and TechnologyCNMCore & Main$5,719,266$105,233 â–²1.9%118,5340.3%IndustrialsABNBAirbnb$5,554,713$316,680 â–²6.0%38,8170.3%Consumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$5,546,171$76,237 â–²1.4%77,8410.3%ETFRIORio Tinto$5,533,215$63,319 â–²1.2%58,2870.3%Basic MaterialsROLRollins$5,446,152$1,366,943 â–¼-20.1%130,4780.3%ConstructionETSY INC$5,371,104$20,188 â–¼-0.4%71,3010.3%COMBKNGBooking$5,168,782$4,904,987 â–²1,859.4%28,9990.3%Retail/WholesaleUBERUber Technologies$5,136,204$4,869,140 â–²1,823.2%71,1780.3%Computer and TechnologyMCDMcDonald's$4,803,679$3,874,894 â–²417.2%17,7710.3%Retail/WholesaleShowing largest 100 holdings. 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