Lmcg Investments, LLC Top Holdings and 13F Report (2026) About Lmcg Investments, LLCInvestment ActivityLmcg Investments, LLC has $1.68 billion in total holdings as of March 31, 2026.Lmcg Investments, LLC owns shares of 220 different stocks, but just 72 companies or ETFs make up 80% of its holdings.Approximately 5.60% of the portfolio was purchased this quarter.About 10.53% of the portfolio was sold this quarter.This quarter, Lmcg Investments, LLC has purchased 219 new stocks and bought additional shares in 76 stocks.Lmcg Investments, LLC sold shares of 112 stocks and completely divested from 12 stocks this quarter.Largest Holdings Apple $67,064,974Alphabet $58,309,116Microsoft $55,548,314Amazon.com $50,459,656JPMorgan Chase & Co. $40,467,192 Largest New Holdings this Quarter 682189105 - onsemi $5,366,916 Holding64110L106 - Netflix $4,548,280 Holding127387108 - Cadence Design Systems $3,020,725 Holding31488V107 - FERGUSON ENTERPRISES INC $1,806,132 HoldingG0593M107 - AstraZeneca $1,092,993 Holding Largest Purchases this Quarter Waste Management 36,379 shares (about $8.36M)iShares MSCI EAFE ETF 85,138 shares (about $8.27M)Analog Devices 17,830 shares (about $5.67M)Palo Alto Networks 33,727 shares (about $5.41M)onsemi 86,675 shares (about $5.37M) Largest Sales this Quarter Ciena 44,352 shares (about $17.22M)Micron Technology 39,105 shares (about $13.21M)SPDR S&P 500 ETF Trust 18,618 shares (about $12.11M)The Goldman Sachs Group 8,505 shares (about $7.20M)Applied Materials 20,876 shares (about $7.14M) 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$67,064,974$2,759,457 â–²4.3%264,2544.0%Computer and TechnologyGOOGLAlphabet$58,309,116$6,665,928 â–¼-10.3%202,7723.5%Computer and TechnologyMSFTMicrosoft$55,548,314$2,549,355 â–¼-4.4%150,0623.3%Computer and TechnologyAMZNAmazon.com$50,459,656$2,623,785 â–¼-4.9%242,2803.0%Retail/WholesaleJPMJPMorgan Chase & Co.$40,467,192$3,502,260 â–¼-8.0%137,5692.4%FinanceNVDANVIDIA$34,507,502$2,216,451 â–¼-6.0%197,8642.1%Computer and TechnologyAEMAgnico Eagle Mines$34,205,378$2,686,440 â–¼-7.3%168,5162.0%Basic MaterialsIEMGiShares Core MSCI Emerging Markets ETF$32,004,578$198,090 â–²0.6%458,8471.9%ETFBRK.BBerkshire Hathaway$30,171,870$938,274 â–²3.2%62,9631.8%FinanceREGNRegeneron Pharmaceuticals$30,116,735$650,563 â–¼-2.1%38,9791.8%MedicalABBVAbbVie$29,686,080$626,806 â–¼-2.1%136,4941.8%MedicalGSThe Goldman Sachs Group$28,147,779$7,195,145 â–¼-20.4%33,2721.7%FinanceEFAiShares MSCI EAFE ETF$26,938,520$8,269,454 â–²44.3%277,3451.6%FinanceAMATApplied Materials$25,211,798$7,135,208 â–¼-22.1%73,7641.5%Computer and TechnologyGOOGAlphabet$24,499,278$2,962,690 â–¼-10.8%85,4051.5%Computer and TechnologyCVXChevron$23,710,177$1,040,089 â–²4.6%114,5971.4%EnergyCIENCiena$23,001,851$17,218,777 â–¼-42.8%59,2481.4%Computer and TechnologyKOCocaCola$22,993,794$1,153,679 â–¼-4.8%302,3511.4%Consumer StaplesDHRDanaher$20,642,146$1,545,052 â–¼-7.0%108,8721.2%MedicalPWRQuanta Services$20,524,015$2,096,707 â–¼-9.3%37,3831.2%ConstructionVVisa$20,428,649$1,310,509 â–²6.9%67,5911.2%Business ServicesJBLJabil$20,267,569$2,584,314 â–¼-11.3%76,3001.2%Computer and TechnologyLLYEli Lilly and Company$19,367,597$899,535 â–²4.9%21,0571.2%MedicalEZUiShares MSCI Eurozone ETF$18,363,918$4,359,681 â–²31.1%293,1661.1%ETFJNJJohnson & Johnson$18,106,168$392,571 â–²2.2%74,0721.1%MedicalMRKMerck & Co., Inc.$17,197,260$52,928 â–²0.3%142,9651.0%MedicalBUNGE GLOBAL SA$16,509,288$69,833 â–²0.4%129,7901.0%COM SHSCMICummins$16,452,114$1,622,130 â–¼-9.0%30,5791.0%Auto/Tires/TrucksCOFCapital One Financial$15,738,966$103,803 â–²0.7%86,2740.9%FinanceMUMicron Technology$15,696,384$13,211,233 â–¼-45.7%46,4610.9%Computer and TechnologyMETAMeta Platforms$15,680,994$1,781,619 â–²12.8%27,4080.9%Computer and TechnologyWMWaste Management$15,191,647$8,359,531 â–²122.4%66,1110.9%Business ServicesROKRockwell Automation$15,042,455$138,169 â–²0.9%41,9150.9%Computer and TechnologyCATCaterpillar$14,756,513$2,590,838 â–¼-14.9%20,8290.9%IndustrialsVOEVanguard Mid-Cap Value ETF$14,704,254$450,380 â–¼-3.0%79,7930.9%ETFAKAMAkamai Technologies$14,597,090$1,771,331 â–²13.8%127,0970.9%Computer and TechnologyXOMExxonMobil$14,339,241$42,415 â–¼-0.3%84,5180.9%EnergyVBKVanguard Small-Cap Growth ETF$14,152,252$1,268,543 â–¼-8.2%46,8230.8%ETFPEPPepsiCo$13,239,249$4,051,516 â–²44.1%85,2550.8%Consumer StaplesPANWPalo Alto Networks$13,022,473$5,407,113 â–²71.0%81,2280.8%Computer and TechnologyETREntergy$12,926,231$2,667,202 â–¼-17.1%115,0430.8%UtilitiesEMREmerson Electric$12,912,545$27,252 â–²0.2%98,5540.8%IndustrialsKEYSKeysight Technologies$12,899,226$236,908 â–¼-1.8%45,6820.8%Computer and TechnologyWALMART INC$12,764,177$156,841 â–¼-1.2%102,7050.8%COMAMGNAmgen$12,137,905$108,019 â–²0.9%34,4970.7%MedicalPKGPackaging Corporation of America$12,057,067$409,160 â–²3.5%56,8140.7%IndustrialsEGEverest Group$12,039,520$651,085 â–²5.7%36,8350.7%FinanceVLOValero Energy$11,755,325$844,272 â–¼-6.7%47,5770.7%EnergyCOPConocoPhillips$11,626,164$252,912 â–²2.2%88,0770.7%EnergyCOSTCostco Wholesale$11,490,831$2,605,665 â–²29.3%11,5320.7%Retail/WholesaleFDXFedEx$11,438,721$74,085 â–²0.7%32,1150.7%TransportationPGProcter & Gamble$11,328,140$116,419 â–²1.0%78,4280.7%Consumer StaplesMAMastercard$11,288,153$12,991 â–²0.1%22,5920.7%Business ServicesAVGOBroadcom$11,282,878$276,702 â–¼-2.4%36,4540.7%Computer and TechnologyADCAgree Realty$11,199,131$1,524,184 â–²15.8%148,5690.7%FinanceETNEaton$11,043,419$601,243 â–¼-5.2%30,8760.7%IndustrialsDISWalt Disney$10,743,575$2,044,413 â–¼-16.0%111,4710.6%Consumer DiscretionaryAAgilent Technologies$10,701,696$763,324 â–²7.7%93,8910.6%MedicalWCCWESCO International$10,699,363$1,792,758 â–¼-14.4%39,1030.6%Computer and TechnologyLAM RESEARCH CORP$10,629,158$5,402,180 â–¼-33.7%49,7480.6%COM NEWFITBFifth Third Bancorp$10,557,803$107,276 â–²1.0%227,2450.6%FinanceEEMiShares MSCI Emerging Markets ETF$10,495,644$1,234,501 â–¼-10.5%184,8150.6%FinanceABTAbbott Laboratories$10,408,582$3,426,509 â–¼-24.8%101,3790.6%MedicalVBRVanguard Small-Cap Value ETF$10,100,822$225,071 â–¼-2.2%46,4940.6%ETFVOTVanguard Mid-Cap Growth ETF$9,956,099$1,107,377 â–¼-10.0%38,6870.6%ETFMSIMotorola Solutions$9,589,001$2,229,738 â–²30.3%22,0960.6%Computer and TechnologyWCNWaste Connections$9,553,096$213,933 â–¼-2.2%58,8100.6%Business ServicesBRK.ABerkshire Hathaway$9,335,8200.0%130.6%FinanceSPGIS&P Global$9,240,086$693,304 â–¼-7.0%21,7240.5%FinanceBACBank of America$8,803,129$139,474 â–¼-1.6%180,5770.5%FinanceROLRollins$8,717,954$1,883,717 â–²27.6%163,2270.5%ConstructionILFiShares Latin America 40 ETF$8,654,057$1,045,496 â–¼-10.8%243,6390.5%ETFMRVLMarvell Technology$7,758,190$3,131,268 â–¼-28.8%78,3260.5%Computer and TechnologyUNPUnion Pacific$7,594,006$478,204 â–²6.7%31,3000.5%TransportationRRCRange Resources$7,540,768$116,655 â–²1.6%166,9050.4%EnergyBKRBaker Hughes$7,377,954$784,004 â–²11.9%120,8510.4%EnergyMCHPMicrochip Technology$7,251,245$217,219 â–²3.1%112,2310.4%Computer and TechnologyAESAES$7,155,928$140,731 â–²2.0%507,8730.4%UtilitiesADIAnalog Devices$7,007,988$5,672,436 â–²424.7%22,0280.4%Computer and TechnologySYYSysco$6,924,431$686,266 â–²11.0%97,0760.4%Consumer StaplesMSMorgan Stanley$6,862,898$6,099,293 â–¼-47.1%41,7020.4%FinanceCSCOCisco Systems$6,616,953$86,901 â–¼-1.3%85,2810.4%Computer and TechnologyCRH PLC$6,496,626$832,130 â–²14.7%61,8020.4%ORDSLBSLB$6,390,090$896,293 â–²16.3%124,3450.4%EnergyEWJiShares MSCI Japan ETF$6,289,091$842,542 â–¼-11.8%74,4800.4%ETFORCLOracle$6,243,970$3,996,264 â–¼-39.0%42,4440.4%Computer and TechnologyBKNGBooking$6,231,274$143,151 â–¼-2.2%1,4800.4%Retail/WholesaleQQQInvesco QQQ$6,182,752$96,389 â–¼-1.5%10,7120.4%FinanceEWYiShares MSCI South Korea ETF$5,790,327$688,241 â–¼-10.6%47,0720.3%ETFCNMCore & Main$5,747,838$326,336 â–²6.0%116,3530.3%IndustrialsMDTMedtronic$5,560,677$308,301 â–¼-5.3%64,1740.3%MedicalTMUST-Mobile US$5,420,034$1,753,540 â–²47.8%25,8060.3%Computer and TechnologyRIORio Tinto$5,375,399$581,107 â–²12.1%57,6200.3%Basic MaterialsONonsemi$5,366,916$5,366,916 â–²New Holding86,6750.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,919,486$237,416 â–²5.1%76,7710.3%ETFSYKStryker$4,811,872$2,199,581 â–²84.2%14,6440.3%MedicalTERTeradyne$4,670,431$2,677,627 â–¼-36.4%15,7540.3%Computer and TechnologyABNBAirbnb$4,622,353$139,034 â–¼-2.9%36,6040.3%Consumer DiscretionaryNFLXNetflix$4,548,280$4,548,280 â–²New Holding47,3040.3%Consumer DiscretionarySPHDInvesco S&P 500 High Dividend Low Volatility ETF$4,503,050$751,145 â–²20.0%90,7690.3%ETFShowing largest 100 holdings. 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