Lmcg Investments, LLC Top Holdings and 13F Report (2025) About Lmcg Investments, LLCInvestment ActivityLmcg Investments, LLC has $1.51 billion in total holdings as of March 31, 2025.Lmcg Investments, LLC owns shares of 228 different stocks, but just 80 companies or ETFs make up 80% of its holdings.Approximately 4.07% of the portfolio was purchased this quarter.About 8.52% of the portfolio was sold this quarter.This quarter, Lmcg Investments, LLC has purchased 233 new stocks and bought additional shares in 63 stocks.Lmcg Investments, LLC sold shares of 143 stocks and completely divested from 11 stocks this quarter.Largest Holdings Microsoft $65,481,688Apple $59,290,089Amazon.com $56,601,018JPMorgan Chase & Co. $42,713,021Alphabet $38,070,512 Largest New Holdings this Quarter 78464A870 - SPDR S&P Biotech ETF $2,175,021 Holding922908363 - Vanguard S&P 500 ETF $466,631 Holding922908744 - Vanguard Value ETF $264,810 Holding922908736 - Vanguard Growth ETF $264,395 HoldingG54950103 - LINDE PLC $212,332 Holding Largest Purchases this Quarter Regeneron Pharmaceuticals 10,110 shares (about $6.41M)Johnson & Johnson 25,087 shares (about $4.16M)Eaton 14,868 shares (about $4.04M)Jazz Pharmaceuticals 28,907 shares (about $3.59M)Workday 14,885 shares (about $3.48M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 30,890 shares (about $17.28M)Gilead Sciences 71,912 shares (about $8.06M)Microsoft 20,372 shares (about $7.65M)Entergy 76,067 shares (about $6.50M)Elevance Health 12,429 shares (about $5.41M) 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 PortfolioSectorMSFTMicrosoft$65,481,688$7,647,464 ▼-10.5%174,4364.3%Computer and TechnologyAAPLApple$59,290,089$4,092,748 ▼-6.5%266,9163.9%Computer and TechnologyAMZNAmazon.com$56,601,018$3,505,921 ▼-5.8%297,4933.8%Retail/WholesaleJPMJPMorgan Chase & Co.$42,713,021$2,049,477 ▼-4.6%174,1262.8%FinanceGOOGLAlphabet$38,070,512$1,796,144 ▼-4.5%246,1882.5%Computer and TechnologyABBVAbbVie$34,107,132$936,345 ▼-2.7%162,7872.3%MedicalBRK.BBerkshire Hathaway$33,823,624$1,636,618 ▼-4.6%63,5092.2%FinanceKOCoca-Cola$29,016,413$916,306 ▼-3.1%405,1441.9%Consumer StaplesGSThe Goldman Sachs Group$26,107,199$1,959,542 ▼-7.0%47,7901.7%FinanceVVisa$24,066,327$686,548 ▼-2.8%68,6711.6%Business ServicesNVDANVIDIA$23,224,208$1,039,039 ▼-4.3%214,2851.5%Computer and TechnologyCVXChevron$22,522,387$176,156 ▼-0.8%134,6311.5%EnergyAEMAgnico Eagle Mines$21,399,484$943,492 ▼-4.2%197,3941.4%Basic MaterialsDHRDanaher$21,317,556$2,120,112 ▲11.0%103,9881.4%MedicalUNHUnitedHealth Group$20,273,315$384,433 ▲1.9%38,7081.3%MedicalABTAbbott Laboratories$19,729,963$1,641,942 ▼-7.7%148,7371.3%MedicalGOOGAlphabet$18,985,149$1,228,744 ▼-6.1%121,5211.3%Computer and TechnologyPGProcter & Gamble$18,854,246$1,136,020 ▲6.4%110,6341.3%Consumer StaplesCOFCapital One Financial$16,177,163$912,458 ▼-5.3%90,2241.1%FinanceAMATApplied Materials$16,082,053$1,639,856 ▼-9.3%110,8191.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$15,089,155$953,929 ▲6.7%93,9901.0%ETFETREntergy$14,709,153$6,502,968 ▼-30.7%172,0571.0%UtilitiesDISWalt Disney$14,508,190$733,439 ▼-4.8%146,9931.0%Consumer DiscretionaryORCLOracle$14,464,914$1,706,105 ▼-10.6%103,4611.0%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$13,898,085$983,711 ▲7.6%257,5150.9%ETFJBLJabil$13,732,185$1,571,472 ▼-10.3%100,9200.9%Computer and TechnologyMAMastercard$12,835,665$106,334 ▼-0.8%23,4180.9%Business ServicesWCNWaste Connections$12,621,571$2,918,091 ▼-18.8%64,6630.8%Business ServicesNOWServiceNow$12,604,488$1,531,773 ▲13.8%15,8320.8%Computer and TechnologyMSIMotorola Solutions$12,516,988$222,845 ▼-1.7%28,5900.8%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$12,171,065$357,010 ▼-2.8%48,3420.8%ETFPWRQuanta Services$12,143,449$1,935,072 ▼-13.7%47,7750.8%ConstructionMETAMeta Platforms$12,097,271$53,602 ▼-0.4%20,9890.8%Computer and TechnologyEGEverest Group$11,749,003$696,867 ▼-5.6%32,3370.8%FinanceVOTVanguard Mid-Cap Growth ETF$11,682,539$342,741 ▼-2.9%47,7540.8%ETFCRWDCrowdStrike$11,465,549$391,011 ▼-3.3%32,5190.8%Computer and TechnologyMUMicron Technology$11,399,012$972,212 ▼-7.9%131,1890.8%Computer and TechnologyROKRockwell Automation$11,388,098$503,066 ▼-4.2%44,0750.8%Computer and TechnologyPKGPackaging Co. of America$11,283,972$1,132,872 ▼-9.1%56,9840.7%IndustrialsCMICummins$11,173,509$1,129,011 ▼-9.2%35,6480.7%Auto/Tires/TrucksAMGNAmgen$11,115,481$537,735 ▼-4.6%35,6780.7%MedicalEMREmerson Electric$11,070,022$672,751 ▼-5.7%100,9670.7%IndustrialsNOCNorthrop Grumman$10,739,922$115,202 ▼-1.1%20,9760.7%AerospaceBRK.ABerkshire Hathaway$10,379,741$1,596,883 ▼-13.3%130.7%FinanceVBRVanguard Small-Cap Value ETF$10,144,795$285,210 ▼-2.7%54,4570.7%ETFXOMExxon Mobil$10,131,113$665,766 ▼-6.2%85,1860.7%EnergyMRKMerck & Co., Inc.$10,108,412$149,899 ▼-1.5%112,6160.7%MedicalSPGIS&P Global$10,097,979$432,393 ▼-4.1%19,8740.7%Business ServicesWMTWalmart$9,863,295$1,894,157 ▼-16.1%112,3510.7%Retail/WholesaleBUNGE GLOBAL SA$9,552,653$79,935 ▲0.8%125,0020.6%COM SHSMSMorgan Stanley$9,550,373$124,604 ▲1.3%81,8580.6%FinanceCIENCiena$9,312,202$816,047 ▼-8.1%154,0990.6%Computer and TechnologyCATCaterpillar$9,249,901$1,032,604 ▼-10.0%28,0470.6%IndustrialsJAZZJazz Pharmaceuticals$9,233,036$3,588,804 ▲63.6%74,3700.6%MedicalREGNRegeneron Pharmaceuticals$9,184,285$6,412,066 ▲231.3%14,4810.6%MedicalCOPConocoPhillips$8,946,654$295,841 ▼-3.2%85,1900.6%EnergySLBSchlumberger$8,908,876$2,710,145 ▲43.7%213,1310.6%EnergyAAgilent Technologies$8,835,265$479,618 ▼-5.1%75,5280.6%MedicalVLOValero Energy$8,746,996$96,675 ▲1.1%66,2300.6%EnergyFITBFifth Third Bancorp$8,588,642$297,371 ▼-3.3%219,0980.6%FinanceCOSTCostco Wholesale$8,564,984$1,485,820 ▼-14.8%9,0560.6%Retail/WholesaleMRVLMarvell Technology$8,441,863$629,184 ▲8.1%137,1100.6%Computer and TechnologyBACBank of America$8,343,204$5,717 ▲0.1%199,9330.6%FinanceLLYEli Lilly and Company$8,311,132$142,882 ▼-1.7%10,0630.6%MedicalEZUiShares MSCI Eurozone ETF$8,281,174$355,604 ▼-4.1%155,5150.5%ETFJNJJohnson & Johnson$8,098,962$4,160,428 ▲105.6%48,8360.5%MedicalFDXFedEx$7,992,327$596,530 ▼-6.9%32,7850.5%TransportationWDAYWorkday$7,989,062$3,476,094 ▲77.0%34,2100.5%Computer and TechnologyBKNGBooking$7,937,706$225,739 ▼-2.8%1,7230.5%Retail/WholesaleUNPUnion Pacific$7,663,626$111,033 ▼-1.4%32,4400.5%TransportationLAM RESEARCH CORP$7,507,511$1,100,169 ▼-12.8%103,2670.5%COM NEWAKAMAkamai Technologies$7,207,568$74,946 ▼-1.0%89,5350.5%Computer and TechnologyASMLASML$7,179,596$161,019 ▼-2.2%10,8350.5%Computer and TechnologyROLRollins$7,063,612$367,674 ▼-4.9%130,7350.5%ConstructionTERTeradyne$6,981,848$428,116 ▼-5.8%84,5260.5%Computer and TechnologyNEMNewmont$6,948,940$1,719,685 ▼-19.8%143,9300.5%Basic MaterialsZBHZimmer Biomet$6,933,407$601,099 ▲9.5%61,2600.5%MedicalDOCSDoximity$6,870,578$1,830,092 ▼-21.0%118,3970.5%MedicalKEYSKeysight Technologies$6,867,703$414,114 ▼-5.7%45,8550.5%Computer and TechnologyILFiShares Latin America 40 ETF$6,851,237$1,936,587 ▲39.4%290,9230.5%ETFETNEaton$6,652,496$4,041,569 ▲154.8%24,4730.4%IndustrialsWCCWESCO International$6,384,383$2,551,424 ▲66.6%41,1100.4%Computer and TechnologyEWJiShares MSCI Japan ETF$6,368,470$144,730 ▼-2.2%92,8890.4%ETFAVGOBroadcom$6,270,086$1,114,581 ▼-15.1%37,4490.4%Computer and TechnologyADBEAdobe$6,253,840$2,008,163 ▼-24.3%16,3060.4%Computer and TechnologyAESAES$6,195,180$250,486 ▼-3.9%498,8070.4%UtilitiesRRCRange Resources$6,048,237$84,093 ▲1.4%151,4710.4%EnergyCSCOCisco Systems$5,924,222$1,120,098 ▼-15.9%96,0010.4%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$5,699,223$781,880 ▲15.9%130,4170.4%FinanceSYYSysco$5,591,006$1,990,886 ▲55.3%74,5070.4%Consumer StaplesADCAgree Realty$5,481,262$2,071,316 ▲60.7%71,0100.4%FinanceMCHPMicrochip Technology$5,373,898$97,207 ▼-1.8%111,0080.4%Computer and TechnologyCNMCore & Main$5,201,828$166,138 ▼-3.1%107,6760.3%IndustrialsFTNTFortinet$5,065,490$1,122,103 ▲28.5%52,6230.3%Computer and TechnologyABNBAirbnb$5,050,530$121,132 ▼-2.3%42,2780.3%Consumer DiscretionaryTRMBTrimble$5,005,944$1,955,976 ▲64.1%76,2520.3%IndustrialsQQQInvesco QQQ$4,870,672$40,327 ▲0.8%10,3870.3%FinanceENPHEnphase Energy$4,770,714$1,546,596 ▲48.0%76,8850.3%EnergyCRH PLC$4,467,204$1,129,887 ▲33.9%50,7810.3%ORDINSPInspire Medical Systems$4,434,355$154,820 ▲3.6%27,8400.3%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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