Institutional Fund
Lmcg Investments, LLC
Boston, MACIK 14709445 filings on record
Portfolio Value
$1.68B
Q1 2026
Holdings
220
Reported positions
New Buys
13
Opened this quarter
QoQ Change
-3.9%
from $1.75B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc4.0%
- Alphabet Inc3.5%
- Microsoft Corp3.3%
- Amazon Com Inc3.0%
- Jpmorgan Chase & Co.2.4%
- Nvidia Corporation2.1%
- Other81.8%
Portfolio Holdings
220 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 264.3K | $67.06M | 4.0% | +10.9K | Added |
| 2 | Alphabet Inc | 202.8K | $58.31M | 3.5% | −23.2K | Reduced |
| 3 | Microsoft Corp | 150.1K | $55.55M | 3.3% | −6.9K | Reduced |
| 4 | Amazon Com Inc | 242.3K | $50.46M | 3.0% | −12.6K | Reduced |
| 5 | Jpmorgan Chase & Co. | 137.6K | $40.47M | 2.4% | −11.9K | Reduced |
| 6 | Nvidia Corporation | 197.9K | $34.51M | 2.1% | −12.7K | Reduced |
| 7 | Agnico Eagle Mines Ltd | 168.5K | $34.21M | 2.0% | −13.2K | Reduced |
| 8 | Ishares Inc | 458.8K | $32.00M | 1.9% | +2.8K | Added |
| 9 | Berkshire Hathaway Inc Del | 63.0K | $30.17M | 1.8% | +2.0K | Added |
| 10 | Regeneron Pharmaceuticals | 39.0K | $30.12M | 1.8% | −842 | Reduced |
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