Lmcg Investments, LLC Top Holdings and 13F Report (2026) About Lmcg Investments, LLCInvestment ActivityLmcg Investments, LLC has $1.86 billion in total holdings as of September 30, 2026.Lmcg Investments, LLC owns shares of 225 different stocks, but just 74 companies or ETFs make up 80% of its holdings.Approximately 3.72% of the portfolio was purchased this quarter.About 4.27% of the portfolio was sold this quarter.This quarter, Lmcg Investments, LLC has purchased 225 new stocks and bought additional shares in 79 stocks.Lmcg Investments, LLC sold shares of 115 stocks and completely divested from 6 stocks this quarter.Largest Holdings Apple $84,093,445Microsoft $76,913,597Alphabet $64,969,939Amazon.com $54,445,753JPMorgan Chase & Co. $43,843,909 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $13,338,585 HoldingN3167Y103 - Ferrari $3,877,822 Holding071813109 - Baxter International $2,323,032 HoldingG7997R103 - Seagate Technology $276,702 Holding00724F101 - Adobe $232,742 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 81,958 shares (about $13.34M)CrowdStrike 26,662 shares (about $7.06M)ServiceNow 45,834 shares (about $6.14M)Ferrari 9,871 shares (about $3.88M)Meta Platforms 4,719 shares (about $3.42M) Largest Sales this Quarter Palo Alto Networks 17,745 shares (about $7.05M)T-Mobile US 25,708 shares (about $4.19M)Applied Materials 6,475 shares (about $3.31M)Zscaler 16,453 shares (about $3.28M)Micron Technology 3,075 shares (about $3.28M) 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$84,093,445$2,313,820 ▼-2.7%252,5184.5%TechnologyMSFTMicrosoft$76,913,597$1,065,295 ▲1.4%149,9584.1%TechnologyGOOGLAlphabet$64,969,939$2,729,589 ▼-4.0%188,8223.5%Communication ServicesAMZNAmazon.com$54,445,753$2,881,420 ▼-5.0%218,5262.9%Consumer DiscretionaryJPMJPMorgan Chase & Co.$43,843,909$593,509 ▼-1.3%132,5272.4%FinanceNVDANVIDIA$43,553,353$130,861 ▲0.3%190,7062.3%TechnologyABBVAbbVie$34,575,052$1,996,712 ▼-5.5%132,1731.9%HealthcareIEMGiShares Core MSCI Emerging Markets ETF$32,583,630$2,907,476 ▼-8.2%401,4741.8%ETFBRK.BBerkshire Hathaway$32,082,919$187,727 ▼-0.6%64,4301.7%FinanceAEMAgnico Eagle Mines$30,642,561$112,528 ▲0.4%167,1991.6%MaterialsREGNRegeneron Pharmaceuticals$28,589,085$656,663 ▲2.4%37,7031.5%HealthcareGOOGAlphabet$28,110,111$492,371 ▼-1.7%82,4971.5%Communication ServicesAMATApplied Materials$27,951,008$3,311,185 ▼-10.6%54,6581.5%TechnologyDHRDanaher$27,921,103$354,259 ▲1.3%126,0261.5%HealthcareEFAiShares MSCI EAFE ETF$27,696,451$936,153 ▲3.5%266,5941.5%ETFVVisa$26,216,088$601,161 ▼-2.2%72,9581.4%FinanceGSThe Goldman Sachs Group$24,469,984$379,052 ▼-1.5%27,1781.3%FinanceKOCoca-Cola$24,214,907$967,109 ▼-3.8%281,3071.3%Consumer StaplesMUMicron Technology$23,802,013$3,275,213 ▼-12.1%22,3471.3%TechnologyLLYEli Lilly and Company$23,234,166$460,518 ▼-1.9%20,0801.3%HealthcareMETAMeta Platforms$22,654,746$3,422,143 ▲17.8%31,2401.2%Communication ServicesCVXChevron$22,088,996$595,681 ▼-2.6%108,1681.2%EnergyPWRQuanta Services$21,186,767$733,104 ▼-3.3%32,9751.1%IndustrialsMRKMerck & Co., Inc.$20,309,107$278,123 ▼-1.4%139,7641.1%HealthcareJNJJohnson & Johnson$19,042,228$567,073 ▼-2.9%71,9281.0%HealthcareEZUiShares MSCI Eurozone ETF$18,362,911$107,459 ▼-0.6%272,7301.0%ETFAAgilent Technologies$18,151,135$1,054,020 ▲6.2%105,3401.0%HealthcareROKRockwell Automation$18,102,327$40,921 ▲0.2%41,5831.0%IndustrialsJBLJabil$17,909,244$522,946 ▼-2.8%62,4321.0%TechnologyCOFCapital One Financial$17,447,929$100,010 ▲0.6%90,3710.9%FinanceCIENCiena$16,321,985$614,981 ▼-3.6%46,3930.9%TechnologyVLOValero Energy$16,159,461$1,614,396 ▼-9.1%41,6900.9%EnergyMRVLMarvell Technology$15,958,020$522,343 ▼-3.2%60,3990.9%TechnologyPANWPalo Alto Networks$15,907,895$7,050,266 ▼-30.7%40,0390.9%TechnologyAMGNAmgen$15,606,992$464,930 ▲3.1%37,0260.8%HealthcareKEYSKeysight Technologies$15,557,249$427,747 ▼-2.7%42,7350.8%TechnologyEMREmerson Electric$15,371,651$88,872 ▲0.6%99,1080.8%IndustrialsVBKVanguard Small-Cap Growth ETF$14,860,478$372,289 ▼-2.4%43,9880.8%ETFBUNGE GLOBAL SA$14,254,724$424,164 ▲3.1%133,2840.8%COM SHSWMWaste Management$14,241,569$9,992 ▲0.1%69,8390.8%IndustrialsAVGOBroadcom$13,792,285$1,230,921 ▲9.8%39,2730.7%TechnologyPKGPackaging Corporation of America$13,778,755$287,034 ▲2.1%60,1010.7%MaterialsWCCWESCO International$13,705,441$189,504 ▲1.4%38,1140.7%IndustrialsEGEverest Group$13,521,880$78,146 ▲0.6%37,0290.7%FinanceEXXONMOBIL HOLDINGS CORP$13,338,585$13,338,585 ▲New Holding81,9580.7%COM SHSETNEaton$12,958,335$228,606 ▲1.8%30,1560.7%IndustrialsAKAMAkamai Technologies$12,941,732$69,340 ▲0.5%121,6900.7%TechnologyMAMastercard$12,396,862$291,172 ▼-2.3%22,4800.7%FinanceFITBFifth Third Bancorp$12,191,348$287,901 ▲2.4%241,0310.7%FinanceMDTMedtronic$11,748,578$1,835,305 ▲18.5%136,1520.6%HealthcareEEMiShares MSCI Emerging Markets ETF$11,670,217$159,161 ▼-1.3%174,7300.6%ETFCMICummins$11,576,850$2,225,384 ▼-16.1%22,4110.6%IndustrialsPEPPepsiCo$11,512,327$1,024,526 ▲9.8%90,8490.6%Consumer StaplesSYYSysco$11,332,811$498,632 ▲4.6%145,3670.6%Consumer StaplesCOSTCostco Wholesale$11,259,995$181,158 ▼-1.6%12,3690.6%Consumer StaplesLAM RESEARCH CORP$11,191,679$1,583,090 ▼-12.4%34,0680.6%COM NEWCOPConocoPhillips$11,179,274$145,549 ▲1.3%89,3270.6%EnergyDISWalt Disney$11,068,209$752,133 ▼-6.4%105,5120.6%Communication ServicesUNPUnion Pacific$10,788,655$1,166,356 ▲12.1%39,6450.6%IndustrialsVOEVanguard Mid-Cap Value ETF$10,682,977$1,962,339 ▼-15.5%54,6360.6%ETFWALMART INC$10,639,849$21,615 ▲0.2%102,3850.6%COMETREntergy$10,623,897$319,220 ▼-2.9%107,0310.6%UtilitiesADCAgree Realty$10,266,559$108,433 ▲1.1%153,6680.6%Real EstateVBRVanguard Small-Cap Value ETF$10,113,168$210,470 ▼-2.0%43,7740.5%ETFCATCaterpillar$9,890,827$2,618,041 ▼-20.9%12,1990.5%IndustrialsAMTAmerican Tower$9,794,681$2,019,436 ▲26.0%59,8370.5%Real EstateABTAbbott Laboratories$9,712,076$101,103 ▼-1.0%98,2710.5%HealthcareWCNWaste Connections$9,632,939$983,305 ▲11.4%62,5800.5%IndustrialsCRWDCrowdStrike$9,551,915$7,058,764 ▲283.1%36,0790.5%TechnologyVOTVanguard Mid-Cap Growth ETF$9,543,491$287,718 ▼-2.9%32,6720.5%ETFMCHPMicrochip Technology$9,382,795$27,531 ▲0.3%120,6480.5%TechnologyCDNSCadence Design Systems$9,381,216$2,023,043 ▲27.5%28,4120.5%TechnologyBACBank of America$9,356,960$146,526 ▼-1.5%171,9080.5%FinanceFDXFedEx$9,347,246$3,991 ▲0.0%32,7870.5%IndustrialsCSCOCisco Systems$9,105,606$19,696 ▼-0.2%84,6010.5%TechnologyBRK.ABerkshire Hathaway$8,964,060$747,005 ▼-7.7%120.5%FinancePGProcter & Gamble$8,349,387$2,434,312 ▼-22.6%57,4710.4%Consumer StaplesZSZscaler$8,176,419$3,281,057 ▼-28.6%41,0010.4%TechnologyADIAnalog Devices$8,065,166$402,267 ▼-4.8%20,3300.4%TechnologyBKRBaker Hughes$7,932,885$319,134 ▲4.2%144,4970.4%EnergySPGIS&P Global$7,789,205$186,584 ▼-2.3%19,7460.4%FinanceMSIMotorola Solutions$7,714,389$1,808,408 ▼-19.0%17,2980.4%TechnologyQQQInvesco QQQ$7,448,004$250,782 ▼-3.3%10,0680.4%ETFEWJiShares MSCI Japan ETF$6,868,981$150,478 ▼-2.1%70,4800.4%ETFILFiShares Latin America 40 ETF$6,843,179$1,232,375 ▼-15.3%198,3530.4%ETFNOWServiceNow$6,812,532$6,142,214 ▲916.3%50,8360.4%TechnologyDEODiageo$6,717,118$2,230,651 ▲49.7%78,4710.4%Consumer StaplesUBERUber Technologies$6,599,089$1,722,684 ▲35.3%96,3230.4%IndustrialsEWYiShares MSCI South Korea ETF$6,336,251$83,348 ▼-1.3%34,6660.3%ETFRRCRange Resources$6,301,245$142,048 ▲2.3%170,1200.3%EnergyABNBAirbnb$6,247,197$11,246 ▲0.2%38,8870.3%Consumer DiscretionaryMSMorgan Stanley$5,991,853$140,872 ▼-2.3%31,8580.3%FinanceCRH PLC$5,941,894$327,391 ▲5.8%71,7620.3%ORDRIORio Tinto$5,841,395$352,480 ▲6.4%62,0300.3%MaterialsLMTLockheed Martin$5,668,954$1,563,393 ▲38.1%11,1320.3%IndustrialsKLACKLA$5,643,613$2,974,242 ▲111.4%28,9520.3%TechnologyVEAVanguard FTSE Developed Markets ETF$5,507,580$11,227 ▲0.2%78,0000.3%ETFETSY INC$5,121,043$23,735 ▲0.5%71,6330.3%COMORCLOracle$5,099,628$651,904 ▼-11.3%37,1420.3%TechnologyCNMCore & Main$4,999,543$82,753 ▲1.7%120,5290.3%IndustrialsShowing largest 100 holdings. 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