LMCG Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), LMCG Investments, LLC reported 228 stock positions worth $1.5 billion. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Apple (AAPL, 3.9%) and Amazon.com (AMZN, 3.8%). Compared with Q4 2024, it opened 6 new positions, sold out of 11, added to 63 and reduced 143. The biggest buy was Regeneron Pharmaceuticals (REGN, shares +231%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −88%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001470944
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001085146-25-002031 ↗ filed Apr 10, 2025
Holdings Value
Holdings 228 stocks · $1.5B
| MSFT Microsoft Corp. | 4.35% | 174,436 | $65.5M | Reduce -10.5% |
| AAPL Apple Inc. | 3.94% | 266,916 | $59.3M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 3.76% | 297,493 | $56.6M | Reduce -5.8% |
| JPM JPMorgan Chase & Co. | 2.83% | 174,126 | $42.7M | Reduce -4.6% |
| GOOGL Alphabet Inc. Class A | 2.53% | 246,188 | $38.1M | Reduce -4.5% |
| ABBV Abbvie Inc. | 2.26% | 162,787 | $34.1M | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.24% | 63,509 | $33.8M | Reduce -4.6% |
| KO The Coca-Cola Co. | 1.93% | 405,144 | $29.0M | Reduce -3.1% |
| GS Goldman Sachs Group Inc. | 1.73% | 47,790 | $26.1M | Reduce -7.0% |
| V Visa Inc. Class A | 1.60% | 68,671 | $24.1M | Reduce -2.8% |
| NVDA Nvidia Corp. | 1.54% | 214,285 | $23.2M | Reduce -4.3% |
| CVX Chevron Corp. | 1.49% | 134,631 | $22.5M | Reduce -0.8% |
| AEM Agnico Eagle Mines Ltd. | 1.42% | 197,394 | $21.4M | Reduce -4.2% |
| DHR Danaher Corp. | 1.41% | 103,988 | $21.3M | Add +11.0% |
| UNH Unitedhealth Group Inc. | 1.35% | 38,708 | $20.3M | Add +1.9% |
| ABT Abbott Laboratories | 1.31% | 148,737 | $19.7M | Reduce -7.7% |
| GOOG Alphabet Inc. Class C | 1.26% | 121,521 | $19.0M | Reduce -6.1% |
| PG The Procter & Gamble Co. | 1.25% | 110,634 | $18.9M | Add +6.4% |
| COF Capital One Financial Corp. | 1.07% | 90,224 | $16.2M | Reduce -5.3% |
| AMAT Applied Materials Inc. | 1.07% | 110,819 | $16.1M | Reduce -9.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.00% | 93,990 | $15.1M | Add +6.8% |
| ETR Entergy Corp. | 0.98% | 172,057 | $14.7M | Reduce -30.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.96% | 146,993 | $14.5M | Reduce -4.8% |
| ORCL Oracle Corp. | 0.96% | 103,461 | $14.5M | Reduce -10.6% |
| IEMG iShares Core MSCI Emerging | 0.92% | 257,515 | $13.9M | Add +7.6% |
| JBL Jabil Inc. | 0.91% | 100,920 | $13.7M | Reduce -10.3% |
| MA Mastercard Inc. Class A | 0.85% | 23,418 | $12.8M | Reduce -0.8% |
| WCN Waste Connections Inc. | 0.84% | 64,663 | $12.6M | Reduce -18.8% |
| NOW ServiceNow Inc. | 0.84% | 15,832 | $12.6M | Add +13.8% |
| MSI Motorola Solutions Inc. | 0.83% | 28,590 | $12.5M | Reduce -1.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.81% | 48,342 | $12.2M | Reduce -2.9% |
| PWR Quanta Services Inc. | 0.81% | 47,775 | $12.1M | Reduce -13.7% |
| META Meta Platforms Inc. Class A | 0.80% | 20,989 | $12.1M | Reduce -0.4% |
| EG Everest Group Ltd. | 0.78% | 32,337 | $11.7M | Reduce -5.6% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.78% | 47,754 | $11.7M | Reduce -2.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.76% | 32,519 | $11.5M | Reduce -3.3% |
| MU Micron Technology Inc. | 0.76% | 131,189 | $11.4M | Reduce -7.9% |
| ROK Rockwell Automation Inc. | 0.76% | 44,075 | $11.4M | Reduce -4.2% |
| PKG Packaging Corp. of America | 0.75% | 56,984 | $11.3M | Reduce -9.1% |
| CMI Cummins Inc. | 0.74% | 35,648 | $11.2M | Reduce -9.2% |
| AMGN Amgen Inc. | 0.74% | 35,678 | $11.1M | Reduce -4.6% |
| EMR Emerson Electric Co. | 0.73% | 100,967 | $11.1M | Reduce -5.7% |
| NOC Northrop Grumman Corp. | 0.71% | 20,976 | $10.7M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.69% | 13 | $10.4M | Reduce -13.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.67% | 54,457 | $10.1M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.67% | 85,186 | $10.1M | Reduce -6.2% |
| MRK Merck & Co. Inc. | 0.67% | 112,616 | $10.1M | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.67% | 19,874 | $10.1M | Reduce -4.1% |
| WMT Walmart Inc. | 0.65% | 112,351 | $9.9M | Reduce -16.1% |
| BG Bunge Global SA | 0.63% | 125,002 | $9.6M | Add +0.8% |
| MS Morgan Stanley | 0.63% | 81,858 | $9.6M | Add +1.3% |
| CIEN Ciena Corp. | 0.62% | 154,099 | $9.3M | Reduce -8.1% |
| CAT Caterpillar Inc. | 0.61% | 28,047 | $9.2M | Reduce -10.0% |
| JAZZ Jazz Pharmaceuticals PLC | 0.61% | 74,370 | $9.2M | Add +63.6% |
| REGN Regeneron Pharmaceuticals | 0.61% | 14,481 | $9.2M | Add +231.3% |
| COP Conocophillips | 0.59% | 85,190 | $8.9M | Reduce -3.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.59% | 213,131 | $8.9M | Add +43.7% |
| A Agilent Technologies Inc. | 0.59% | 75,528 | $8.8M | Reduce -5.2% |
| VLO Valero Energy Corp. | 0.58% | 66,230 | $8.7M | Add +1.1% |
| FITB Fifth Third Bancorp | 0.57% | 219,098 | $8.6M | Reduce -3.4% |
| COST Costco Wholesale Corp. | 0.57% | 9,056 | $8.6M | Reduce -14.8% |
| MRVL Marvell Technology Inc. | 0.56% | 137,110 | $8.4M | Add +8.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 199,933 | $8.3M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.55% | 10,063 | $8.3M | Reduce -1.7% |
| EZU iShares MSCI Eurozone ETF | 0.55% | 155,515 | $8.3M | Reduce -4.1% |
| JNJ Johnson & Johnson | 0.54% | 48,836 | $8.1M | Add +105.6% |
| FDX FedEx Corp. | 0.53% | 32,785 | $8.0M | Reduce -7.0% |
| WDAY Workday Inc. Class A | 0.53% | 34,210 | $8.0M | Add +77.0% |
| BKNG Booking Holdings Inc. | 0.53% | 1,723 | $7.9M | Reduce -2.8% |
| UNP Union Pacific Corp. | 0.51% | 32,440 | $7.7M | Reduce -1.4% |
| LRCX Lam Research Corp. | 0.50% | 103,267 | $7.5M | Reduce -12.8% |
| AKAM Akamai Technologies Inc. | 0.48% | 89,535 | $7.2M | Reduce -1.0% |
| ASML ASML Holding NV-NY Reg SHS | 0.48% | 10,835 | $7.2M | Reduce -2.2% |
| ROL Rollins Inc. | 0.47% | 130,735 | $7.1M | Reduce -5.0% |
| TER Teradyne Inc. | 0.46% | 84,526 | $7.0M | Reduce -5.8% |
| NEM Newmont Corp. | 0.46% | 143,930 | $6.9M | Reduce -19.8% |
| ZBH Zimmer Biomet Holdings Inc. | 0.46% | 61,260 | $6.9M | Add +9.5% |
| DOCS Doximity Inc. Class A | 0.46% | 118,397 | $6.9M | Reduce -21.0% |
| KEYS Keysight Technologies Inc. | 0.46% | 45,855 | $6.9M | Reduce -5.7% |
| ILF iShares Latin America 40 ETF | 0.45% | 290,923 | $6.9M | Add +39.4% |
| ETN Eaton Corp. PLC | 0.44% | 24,473 | $6.7M | Add +154.8% |
| WCC Wesco International Inc. | 0.42% | 41,110 | $6.4M | Add +66.6% |
| EWJ iShares MSCI Japan ETF | 0.42% | 92,889 | $6.4M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.42% | 37,449 | $6.3M | Reduce -15.1% |
| ADBE Adobe Inc. | 0.42% | 16,306 | $6.3M | Reduce -24.3% |
| AES AES Corp. | 0.41% | 498,807 | $6.2M | Reduce -3.9% |
| RRC Range Resources Corp. | 0.40% | 151,471 | $6.0M | Add +1.4% |
| CSCO Cisco Systems Inc. | 0.39% | 96,001 | $5.9M | Reduce -15.9% |
| EEM iShares MSCI Emerging Market | 0.38% | 130,417 | $5.7M | Add +15.9% |
| SYY Sysco Corp. | 0.37% | 74,507 | $5.6M | Add +55.3% |
| ADC Agree Realty Corp. | 0.36% | 71,010 | $5.5M | Add +60.7% |
| MCHP Microchip Technology Inc. | 0.36% | 111,008 | $5.4M | Reduce -1.8% |
| CNM Core & Main Inc. Class A | 0.35% | 107,676 | $5.2M | Reduce -3.1% |
| FTNT Fortinet Inc. | 0.34% | 52,623 | $5.1M | Add +28.5% |
| ABNB Airbnb Inc. Class A | 0.34% | 42,278 | $5.1M | Reduce -2.3% |
| TRMB Trimble Inc. | 0.33% | 76,252 | $5.0M | Add +64.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 10,387 | $4.9M | Add +0.8% |
| ENPH Enphase Energy Inc. | 0.32% | 76,885 | $4.8M | Add +48.0% |
| CRH CRH PLC | 0.30% | 50,781 | $4.5M | Add +33.9% |
| INSP Inspire Medical Systems Inc. | 0.29% | 27,840 | $4.4M | Add +3.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -88.0% | 0.16% | −1.11 |
| MSFT Microsoft Corp. | Reduce -10.5% | 4.35% | −0.69 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 3.76% | −0.49 |
| GOOGL Alphabet Inc. Class A | Reduce -4.5% | 2.53% | −0.47 |
| AAPL Apple Inc. | Reduce -6.5% | 3.94% | −0.45 |
| GILD Gilead Sciences Inc. | Reduce -69.8% | 0.23% | −0.35 |
| NVDA Nvidia Corp. | Reduce -4.3% | 1.54% | −0.30 |
| GM General Motors Co. | Reduce -58.9% | 0.19% | −0.30 |
| PWR Quanta Services Inc. | Reduce -13.7% | 0.81% | −0.27 |
| CIEN Ciena Corp. | Reduce -8.1% | 0.62% | −0.25 |
| GOOG Alphabet Inc. Class C | Reduce -6.1% | 1.26% | −0.25 |
| ELF Elf Beauty Inc. | Reduce -4.1% | 0.26% | −0.24 |
| ELV Elevance Health Inc. | Reduce -64.1% | 0.20% | −0.24 |
| TER Teradyne Inc. | Reduce -5.8% | 0.46% | −0.23 |
| ORCL Oracle Corp. | Reduce -10.6% | 0.96% | −0.22 |
| AVGO Broadcom Inc. | Reduce -15.1% | 0.42% | −0.21 |
| LULU Lululemon Athletica Inc. | Reduce -26.6% | 0.26% | −0.18 |
| ETR Entergy Corp. | Reduce -30.7% | 0.98% | −0.18 |
| ADBE Adobe Inc. | Reduce -24.3% | 0.42% | −0.17 |
| ACWX iShares MSCI Acwi Ex US ETF | Sold out | 0.00% | −0.17 |
| AMAT Applied Materials Inc. | Reduce -9.3% | 1.07% | −0.15 |
| IPG Interpublic Group of Cos Inc. | Reduce -65.1% | 0.08% | −0.13 |
| PKG Packaging Corp. of America | Reduce -9.1% | 0.75% | −0.12 |
| ANF Abercrombie & Fitch Co. Class A | Reduce -5.3% | 0.12% | −0.11 |
| CMI Cummins Inc. | Reduce -9.2% | 0.74% | −0.10 |
| DIS The Walt Disney Co. | Reduce -4.8% | 0.96% | −0.09 |
| WMT Walmart Inc. | Reduce -16.1% | 0.65% | −0.09 |
| JBL Jabil Inc. | Reduce -10.3% | 0.91% | −0.08 |
| CAT Caterpillar Inc. | Reduce -10.0% | 0.61% | −0.08 |
| EMR Emerson Electric Co. | Reduce -5.7% | 0.73% | −0.08 |
| FDX FedEx Corp. | Reduce -7.0% | 0.53% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -7.0% | 1.73% | −0.07 |
| A Agilent Technologies Inc. | Reduce -5.2% | 0.59% | −0.07 |
| AKAM Akamai Technologies Inc. | Reduce -1.0% | 0.48% | −0.05 |
| ROK Rockwell Automation Inc. | Reduce -4.2% | 0.76% | −0.05 |
| WLK Westlake Corp. | Sold out | 0.00% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -2.9% | 0.81% | −0.05 |
| AMP Ameriprise Financial Inc. | Reduce -28.3% | 0.10% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -1.8% | 0.36% | −0.04 |
| APA Apa Corp. | Sold out | 0.00% | −0.04 |
| DOCS Doximity Inc. Class A | Reduce -21.0% | 0.46% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -14.8% | 0.57% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -49.8% | 0.03% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.5% | 0.67% | −0.03 |
| LRCX Lam Research Corp. | Reduce -12.8% | 0.50% | −0.03 |
| KEYS Keysight Technologies Inc. | Reduce -5.7% | 0.46% | −0.02 |
| TGT Target Corp. | Reduce -38.9% | 0.02% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -15.9% | 0.39% | −0.02 |
| OLN Olin Corp. | Sold out | 0.00% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -3.4% | 0.57% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| REGN Regeneron Pharmaceuticals | Add +231.3% | 0.61% | +0.42 |
| JNJ Johnson & Johnson | Add +105.6% | 0.54% | +0.33 |
| JAZZ Jazz Pharmaceuticals PLC | Add +63.6% | 0.61% | +0.27 |
| ETN Eaton Corp. PLC | Add +154.8% | 0.44% | +0.25 |
| SLB SLB Ltd. | Add +43.7% | 0.59% | +0.24 |
| WDAY Workday Inc. Class A | Add +77.0% | 0.53% | +0.22 |
| ILF iShares Latin America 40 ETF | Add +39.4% | 0.45% | +0.19 |
| PG The Procter & Gamble Co. | Add +6.4% | 1.25% | +0.18 |
| ADC Agree Realty Corp. | Add +60.7% | 0.36% | +0.17 |
| UNH Unitedhealth Group Inc. | Add +1.9% | 1.35% | +0.17 |
| IEMG iShares Core MSCI Emerging | Add +7.6% | 0.92% | +0.16 |
| WCC Wesco International Inc. | Add +66.6% | 0.42% | +0.15 |
| SYY Sysco Corp. | Add +55.3% | 0.37% | +0.15 |
| XBI SS SPDR S&P Biotech ETF | New | 0.14% | +0.14 |
| TRMB Trimble Inc. | Add +64.1% | 0.33% | +0.13 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +6.8% | 1.00% | +0.13 |
| FTNT Fortinet Inc. | Add +28.5% | 0.34% | +0.10 |
| ENPH Enphase Energy Inc. | Add +48.0% | 0.32% | +0.10 |
| ZBH Zimmer Biomet Holdings Inc. | Add +9.5% | 0.46% | +0.10 |
| DHR Danaher Corp. | Add +11.0% | 1.41% | +0.10 |
| EEM iShares MSCI Emerging Market | Add +15.9% | 0.38% | +0.09 |
| ZS Zscaler Inc. | Add +29.2% | 0.25% | +0.09 |
| VLO Valero Energy Corp. | Add +1.1% | 0.58% | +0.09 |
| SPHD Invesco S&P 500 High Dividen | Add +46.7% | 0.22% | +0.09 |
| CRH CRH PLC | Add +33.9% | 0.30% | +0.08 |
| EWY iShares MSCI South Korea ETF | Add +41.3% | 0.21% | +0.08 |
| RRC Range Resources Corp. | Add +1.4% | 0.40% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +20.1% | 0.24% | +0.07 |
| SPLV Invesco S&P 500 Low Volatili | Add +46.8% | 0.15% | +0.06 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +64.8% | 0.11% | +0.05 |
| XMLV Invesco S&P Midcap Low Volat | Add +46.6% | 0.14% | +0.05 |
| ETSY Etsy Inc. | Add +56.2% | 0.13% | +0.04 |
| BG Bunge Global SA | Add +0.8% | 0.63% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +14.9% | 0.15% | +0.04 |
| QVMT Invesco S&P 500 Concentrated | Add +46.7% | 0.09% | +0.04 |
| MO Altria Group Inc. | Add +28.5% | 0.09% | +0.03 |
| MDT Medtronic PLC | Add +6.3% | 0.14% | +0.03 |
| VOO Vanguard S&P 500 ETF | New | 0.03% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +6.2% | 0.20% | +0.03 |
| AMLP Alerian MLP ETF | Add +28.2% | 0.09% | +0.03 |
| KBWY Invesco KBW Premium Yield Eq | Add +81.8% | 0.07% | +0.03 |
| MRSH Marsh & McLennan Cos | Add +4.7% | 0.11% | +0.03 |
| INDA iShares MSCI India ETF | Add +11.3% | 0.14% | +0.02 |
| RTX RTX Corp. | Add +12.5% | 0.06% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.02% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.02% | +0.02 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.8% | 0.23% | +0.02 |
| XLV SS Health Care Select Sector | Add +0.8% | 0.12% | +0.02 |
| MCD McDonald's Corp. | Add +7.1% | 0.08% | +0.02 |
| BAC Bank of America Corp. | Add +0.1% | 0.55% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 225 | $1.9B | AAPL, GOOGL, MSFT, AMZN, AMAT |
| Q1 2026 | 220 | $1.7B | AAPL, GOOGL, MSFT, AMZN, JPM |
| Q4 2025 | 219 | $1.7B | MSFT, GOOGL, AAPL, AMZN, JPM |
| Q3 2025 | 222 | $1.7B | MSFT, AAPL, AMZN, GOOGL, JPM |
| Q2 2025 | 225 | $1.6B | MSFT, AMZN, AAPL, JPM, GOOGL |
| Q1 2025 | 228 | $1.5B | MSFT, AAPL, AMZN, JPM, GOOGL |
| Q4 2024 | 233 | $1.6B | MSFT, AAPL, AMZN, GOOGL, JPM |
| Q3 2024 | 223 | $1.7B | MSFT, AAPL, AMZN, GOOGL, JPM |
| Q2 2024 | 283 | $1.7B | MSFT, AAPL, AMZN, GOOGL, JPM |
| Q1 2024 | 290 | $1.7B | MSFT, AMZN, AAPL, GOOGL, JPM |