Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LMCG INVESTMENTS, LLC (CIK 1470944) reported $1.68B across 220 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($67.1M, 3.99%), GOOGL ($58.3M, 3.47%), MSFT ($55.5M, 3.31%), AMZN ($50.5M, 3.00%), JPM ($40.5M, 2.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $67.1M | 3.99% | 264,254 | Added |
| 2 | GOOGL | ALPHABET INC | $58.3M | 3.47% | 202,772 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $55.5M | 3.31% | 150,062 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $50.5M | 3.00% | 242,280 | Trimmed |
| 5 | JPM | JPMORGAN CHASE & CO | $40.5M | 2.41% | 137,569 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $34.5M | 2.05% | 197,864 | Trimmed |
| 7 | AEM | AGNICO EAGLE MINES LTD | $34.2M | 2.04% | 168,516 | Trimmed |
| 8 | IEMG | ISHARES INC | $32.0M | 1.90% | 458,847 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.2M | 1.80% | 62,963 | Added |
| 10 | REGN | REGENERON PHARMACEUTICALS | $30.1M | 1.79% | 38,979 | Trimmed |
| 11 | ABBV | ABBVIE INC | $29.7M | 1.77% | 136,494 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $28.1M | 1.68% | 33,272 | Trimmed |
| 13 | EFA | ISHARES TR | $26.9M | 1.60% | 277,345 | Added |
| 14 | AMAT | APPLIED MATLS INC | $25.2M | 1.50% | 73,764 | Trimmed |
| 15 | GOOG | ALPHABET INC | $24.5M | 1.46% | 85,405 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $23.7M | 1.41% | 114,597 | Added |
| 17 | KO | COCA COLA CO | $23.0M | 1.37% | 302,351 | Trimmed |
| 18 | CIEN | CIENA CORP | $23.0M | 1.37% | 59,248 | Trimmed |
| 19 | DHR | DANAHER CORP DEL | $20.6M | 1.23% | 108,872 | Trimmed |
| 20 | V | VISA INC | $20.4M | 1.22% | 67,591 | Added |
| 21 | PWR | QUANTA SVCS INC | $20.5M | 1.22% | 37,383 | Trimmed |
| 22 | JBL | JABIL INC | $20.3M | 1.21% | 76,300 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $19.4M | 1.15% | 21,057 | Added |
| 24 | EZU | ISHARES INC | $18.4M | 1.09% | 293,166 | Added |
| 25 | JNJ | JOHNSON & JOHNSON | $18.1M | 1.08% | 74,072 | Added |
Source: SEC Form 13F filings · as of 2026-03-31