LMCG Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), LMCG Investments, LLC reported 225 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 5.3% of the portfolio, followed by Amazon.com (AMZN, 4.0%) and Apple (AAPL, 3.4%). Compared with Q1 2025, it opened 4 new positions, sold out of 7, added to 49 and reduced 146. The biggest buy was Nvidia (NVDA, shares +9%) and the biggest sale Unitedhealth (UNH, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001470944
- Portfolio Value
- $1.6B (Q2 2025)
- SEC Filing
- 0001085146-25-004141 ↗ filed Jul 24, 2025
Holdings Value
Holdings 225 stocks · $1.6B
| MSFT Microsoft Corp. | 5.25% | 168,547 | $83.8M | Reduce -3.4% |
| AMZN Amazon.com Inc. | 4.04% | 293,672 | $64.4M | Reduce -1.3% |
| AAPL Apple Inc. | 3.40% | 264,010 | $54.2M | Reduce -1.1% |
| JPM JPMorgan Chase & Co. | 3.04% | 167,501 | $48.6M | Reduce -3.8% |
| GOOGL Alphabet Inc. Class A | 2.61% | 236,563 | $41.7M | Reduce -3.9% |
| NVDA Nvidia Corp. | 2.32% | 234,582 | $37.1M | Add +9.5% |
| GS Goldman Sachs Group Inc. | 2.06% | 46,535 | $32.9M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 60,992 | $29.6M | Reduce -4.0% |
| ABBV Abbvie Inc. | 1.70% | 146,247 | $27.1M | Reduce -10.2% |
| KO The Coca-Cola Co. | 1.58% | 355,415 | $25.1M | Reduce -12.3% |
| IEMG iShares Core MSCI Emerging | 1.55% | 411,340 | $24.7M | Add +59.7% |
| V Visa Inc. Class A | 1.47% | 66,258 | $23.5M | Reduce -3.5% |
| DHR Danaher Corp. | 1.43% | 115,839 | $22.9M | Add +11.4% |
| AEM Agnico Eagle Mines Ltd. | 1.41% | 189,658 | $22.6M | Reduce -3.9% |
| ORCL Oracle Corp. | 1.33% | 96,985 | $21.2M | Reduce -6.3% |
| JBL Jabil Inc. | 1.32% | 96,724 | $21.1M | Reduce -4.2% |
| GOOG Alphabet Inc. Class C | 1.28% | 114,864 | $20.4M | Reduce -5.5% |
| ABT Abbott Laboratories | 1.23% | 143,732 | $19.5M | Reduce -3.4% |
| AMAT Applied Materials Inc. | 1.18% | 103,166 | $18.9M | Reduce -6.9% |
| COF Capital One Financial Corp. | 1.17% | 87,398 | $18.6M | Reduce -3.1% |
| CVX Chevron Corp. | 1.12% | 124,772 | $17.9M | Reduce -7.3% |
| REGN Regeneron Pharmaceuticals | 1.11% | 33,597 | $17.6M | Add +132.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.07% | 138,251 | $17.1M | Reduce -6.0% |
| PWR Quanta Services Inc. | 1.07% | 45,174 | $17.1M | Reduce -5.4% |
| PG The Procter & Gamble Co. | 1.07% | 106,727 | $17.0M | Reduce -3.5% |
| NOW ServiceNow Inc. | 0.98% | 15,176 | $15.6M | Reduce -4.1% |
| MU Micron Technology Inc. | 0.98% | 126,563 | $15.6M | Reduce -3.5% |
| META Meta Platforms Inc. Class A | 0.96% | 20,774 | $15.3M | Reduce -1.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.93% | 90,344 | $14.9M | Reduce -3.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.90% | 28,079 | $14.3M | Reduce -13.7% |
| WDAY Workday Inc. Class A | 0.88% | 58,397 | $14.0M | Add +70.7% |
| ROK Rockwell Automation Inc. | 0.87% | 41,907 | $13.9M | Reduce -4.9% |
| EZU iShares MSCI Eurozone ETF | 0.83% | 223,533 | $13.3M | Add +43.7% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.82% | 46,270 | $13.2M | Reduce -3.1% |
| EMR Emerson Electric Co. | 0.82% | 97,745 | $13.0M | Reduce -3.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.81% | 46,761 | $12.9M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.80% | 22,736 | $12.8M | Reduce -2.9% |
| ETN Eaton Corp. PLC | 0.79% | 35,320 | $12.6M | Add +44.3% |
| ETR Entergy Corp. | 0.79% | 150,989 | $12.6M | Reduce -12.2% |
| EFA iShares MSCI Eafe ETF | 0.79% | 140,387 | $12.5M | Add +415.2% |
| MRVL Marvell Technology Inc. | 0.77% | 158,658 | $12.3M | Add +15.7% |
| MS Morgan Stanley | 0.75% | 85,141 | $12.0M | Add +4.0% |
| CIEN Ciena Corp. | 0.75% | 146,634 | $11.9M | Reduce -4.8% |
| CMI Cummins Inc. | 0.71% | 34,651 | $11.3M | Reduce -2.8% |
| EG Everest Group Ltd. | 0.68% | 31,984 | $10.9M | Reduce -1.1% |
| WMT Walmart Inc. | 0.66% | 108,337 | $10.6M | Reduce -3.6% |
| CAT Caterpillar Inc. | 0.65% | 26,756 | $10.4M | Reduce -4.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.64% | 52,084 | $10.2M | Reduce -4.4% |
| PKG Packaging Corp. of America | 0.64% | 53,868 | $10.2M | Reduce -5.5% |
| SPGI S&P Global Inc. | 0.63% | 19,040 | $10.0M | Reduce -4.2% |
| TRMB Trimble Inc. | 0.63% | 131,707 | $10.0M | Add +72.7% |
| BG Bunge Global SA | 0.62% | 122,656 | $9.8M | Reduce -1.9% |
| AVGO Broadcom Inc. | 0.62% | 35,604 | $9.8M | Reduce -4.9% |
| BKNG Booking Holdings Inc. | 0.60% | 1,659 | $9.6M | Reduce -3.7% |
| LRCX Lam Research Corp. | 0.60% | 98,260 | $9.6M | Reduce -4.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.59% | 13 | $9.5M | No change |
| WCN Waste Connections Inc. | 0.59% | 50,463 | $9.4M | Reduce -22.0% |
| AMGN Amgen Inc. | 0.58% | 33,019 | $9.2M | Reduce -7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 194,590 | $9.2M | Reduce -2.7% |
| XOM Exxon Mobil Corp. | 0.57% | 84,823 | $9.1M | Reduce -0.4% |
| WCC Wesco International Inc. | 0.57% | 49,036 | $9.1M | Add +19.3% |
| EEM iShares MSCI Emerging Market | 0.57% | 187,313 | $9.0M | Add +43.6% |
| FITB Fifth Third Bancorp | 0.57% | 219,658 | $9.0M | Add +0.3% |
| COST Costco Wholesale Corp. | 0.56% | 9,050 | $9.0M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 0.55% | 111,826 | $8.9M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.55% | 11,312 | $8.8M | Add +12.4% |
| JNJ Johnson & Johnson | 0.54% | 56,579 | $8.6M | Add +15.9% |
| A Agilent Technologies Inc. | 0.54% | 72,994 | $8.6M | Reduce -3.4% |
| ASML ASML Holding NV-NY Reg SHS | 0.52% | 10,403 | $8.3M | Reduce -4.0% |
| MSI Motorola Solutions Inc. | 0.50% | 18,983 | $8.0M | Reduce -33.6% |
| AKAM Akamai Technologies Inc. | 0.48% | 95,071 | $7.6M | Add +6.2% |
| ILF iShares Latin America 40 ETF | 0.47% | 285,324 | $7.5M | Reduce -1.9% |
| VLO Valero Energy Corp. | 0.47% | 55,363 | $7.4M | Reduce -16.4% |
| MCHP Microchip Technology Inc. | 0.47% | 105,730 | $7.4M | Reduce -4.8% |
| KEYS Keysight Technologies Inc. | 0.46% | 45,194 | $7.4M | Reduce -1.4% |
| COP Conocophillips | 0.46% | 81,354 | $7.3M | Reduce -4.5% |
| FDX FedEx Corp. | 0.46% | 32,024 | $7.3M | Reduce -2.3% |
| UNP Union Pacific Corp. | 0.44% | 30,617 | $7.0M | Reduce -5.6% |
| DOCS Doximity Inc. Class A | 0.43% | 112,174 | $6.9M | Reduce -5.3% |
| EWJ iShares MSCI Japan ETF | 0.41% | 88,022 | $6.6M | Reduce -5.2% |
| CSCO Cisco Systems Inc. | 0.39% | 90,120 | $6.3M | Reduce -6.1% |
| CNM Core & Main Inc. Class A | 0.39% | 103,350 | $6.2M | Reduce -4.0% |
| ZS Zscaler Inc. | 0.39% | 19,728 | $6.2M | Add +2.8% |
| ADC Agree Realty Corp. | 0.39% | 84,393 | $6.2M | Add +18.9% |
| RRC Range Resources Corp. | 0.38% | 150,330 | $6.1M | Reduce -0.8% |
| ROL Rollins Inc. | 0.38% | 106,812 | $6.0M | Reduce -18.3% |
| ADBE Adobe Inc. | 0.38% | 15,556 | $6.0M | Reduce -4.6% |
| SYY Sysco Corp. | 0.37% | 78,554 | $5.9M | Add +5.4% |
| JAZZ Jazz Pharmaceuticals PLC | 0.37% | 55,641 | $5.9M | Reduce -25.2% |
| ELF Elf Beauty Inc. | 0.36% | 46,416 | $5.8M | Reduce -26.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 9,950 | $5.5M | Reduce -4.2% |
| FTNT Fortinet Inc. | 0.33% | 49,560 | $5.2M | Reduce -5.8% |
| AES AES Corp. | 0.32% | 492,450 | $5.2M | Reduce -1.3% |
| ABNB Airbnb Inc. Class A | 0.32% | 38,966 | $5.2M | Reduce -7.8% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.31% | 147,120 | $5.0M | Reduce -31.0% |
| WYNN WYNN Resorts Ltd. | 0.30% | 51,487 | $4.8M | Add +44.4% |
| CRH CRH PLC | 0.30% | 52,502 | $4.8M | Add +3.4% |
| EPP iShares MSCI Pacific Ex Japa | 0.28% | 90,740 | $4.5M | Reduce -4.9% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 72,501 | $4.1M | Add +1.6% |
| CI The Cigna Group | 0.25% | 12,120 | $4.0M | Reduce -3.9% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -89.0% | 0.08% | −1.26 |
| NOC Northrop Grumman Corp. | Reduce -88.1% | 0.08% | −0.63 |
| ABBV Abbvie Inc. | Reduce -10.2% | 1.70% | −0.56 |
| AAPL Apple Inc. | Reduce -1.1% | 3.40% | −0.54 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.0% | 1.86% | −0.39 |
| CVX Chevron Corp. | Reduce -7.3% | 1.12% | −0.37 |
| KO The Coca-Cola Co. | Reduce -12.3% | 1.58% | −0.35 |
| MSI Motorola Solutions Inc. | Reduce -33.6% | 0.50% | −0.33 |
| NEM Newmont Corp. | Reduce -75.1% | 0.13% | −0.33 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.32 |
| SLB SLB Ltd. | Reduce -31.0% | 0.31% | −0.28 |
| WCN Waste Connections Inc. | Reduce -22.0% | 0.59% | −0.25 |
| JAZZ Jazz Pharmaceuticals PLC | Reduce -25.2% | 0.37% | −0.24 |
| TER Teradyne Inc. | Reduce -51.4% | 0.23% | −0.23 |
| GM General Motors Co. | Sold out | 0.00% | −0.19 |
| ETR Entergy Corp. | Reduce -12.2% | 0.79% | −0.19 |
| PG The Procter & Gamble Co. | Reduce -3.5% | 1.07% | −0.19 |
| AMGN Amgen Inc. | Reduce -7.5% | 0.58% | −0.16 |
| COP Conocophillips | Reduce -4.5% | 0.46% | −0.14 |
| V Visa Inc. Class A | Reduce -3.5% | 1.47% | −0.12 |
| HP Helmerich & Payne | Reduce -22.6% | 0.09% | −0.12 |
| XBI SS SPDR S&P Biotech ETF | Reduce -82.4% | 0.02% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.55% | −0.12 |
| VLO Valero Energy Corp. | Reduce -16.4% | 0.47% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -49.0% | 0.07% | −0.11 |
| PKG Packaging Corp. of America | Reduce -5.5% | 0.64% | −0.11 |
| GILD Gilead Sciences Inc. | Reduce -42.8% | 0.12% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.57% | −0.10 |
| EG Everest Group Ltd. | Reduce -1.1% | 0.68% | −0.10 |
| ROL Rollins Inc. | Reduce -18.3% | 0.38% | −0.09 |
| AES AES Corp. | Reduce -1.3% | 0.32% | −0.09 |
| INSP Inspire Medical Systems Inc. | Reduce -7.8% | 0.21% | −0.09 |
| ABT Abbott Laboratories | Reduce -3.4% | 1.23% | −0.08 |
| ELV Elevance Health Inc. | Reduce -29.5% | 0.12% | −0.08 |
| CGNX Cognex Corp. | Reduce -79.3% | 0.02% | −0.08 |
| FDX FedEx Corp. | Reduce -2.3% | 0.46% | −0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.9% | 0.93% | −0.07 |
| UNP Union Pacific Corp. | Reduce -5.6% | 0.44% | −0.07 |
| AMP Ameriprise Financial Inc. | Reduce -65.7% | 0.04% | −0.07 |
| BKR Baker Hughes Co. | Reduce -3.6% | 0.23% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -27.8% | 0.18% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -2.9% | 0.80% | −0.05 |
| A Agilent Technologies Inc. | Reduce -3.4% | 0.54% | −0.05 |
| RIO Rio Tinto PLC-Spon ADR | Reduce -12.7% | 0.18% | −0.05 |
| SPGI S&P Global Inc. | Reduce -4.2% | 0.63% | −0.04 |
| EXPD Expeditors Intl Wash Inc. | Reduce -8.0% | 0.19% | −0.04 |
| ADBE Adobe Inc. | Reduce -4.6% | 0.38% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.4% | 0.64% | −0.04 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +9.5% | 2.32% | +0.78 |
| EFA iShares MSCI Eafe ETF | Add +415.2% | 0.79% | +0.64 |
| IEMG iShares Core MSCI Emerging | Add +59.7% | 1.55% | +0.63 |
| REGN Regeneron Pharmaceuticals | Add +132.0% | 1.11% | +0.50 |
| ETN Eaton Corp. PLC | Add +44.3% | 0.79% | +0.35 |
| WDAY Workday Inc. Class A | Add +70.7% | 0.88% | +0.35 |
| TRMB Trimble Inc. | Add +72.7% | 0.63% | +0.29 |
| EZU iShares MSCI Eurozone ETF | Add +43.7% | 0.83% | +0.28 |
| MRVL Marvell Technology Inc. | Add +15.7% | 0.77% | +0.21 |
| EEM iShares MSCI Emerging Market | Add +43.6% | 0.57% | +0.19 |
| WCC Wesco International Inc. | Add +19.3% | 0.57% | +0.15 |
| ZS Zscaler Inc. | Add +2.8% | 0.39% | +0.14 |
| ANF Abercrombie & Fitch Co. Class A | Add +96.3% | 0.24% | +0.12 |
| MS Morgan Stanley | Add +4.0% | 0.75% | +0.12 |
| INDA iShares MSCI India ETF | Add +76.7% | 0.25% | +0.11 |
| WYNN WYNN Resorts Ltd. | Add +44.4% | 0.30% | +0.10 |
| ETSY Etsy Inc. | Add +56.0% | 0.21% | +0.08 |
| IVV iShares Core S&P 500 ETF | New | 0.06% | +0.06 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +32.1% | 0.15% | +0.04 |
| EXPE Expedia Group Inc. | New | 0.03% | +0.03 |
| ADC Agree Realty Corp. | Add +18.9% | 0.39% | +0.02 |
| DHR Danaher Corp. | Add +11.4% | 1.43% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +1.6% | 0.26% | +0.02 |
| DAR Darling Ingredients Inc. | New | 0.01% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | New | 0.01% | +0.01 |
| KBWY Invesco KBW Premium Yield Eq | Add +32.2% | 0.08% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.9% | 0.21% | +0.01 |
| XMLV Invesco S&P Midcap Low Volat | Add +13.0% | 0.15% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +37.4% | 0.02% | +0.01 |
| QVMT Invesco S&P 500 Concentrated | Add +13.0% | 0.09% | +0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +13.0% | 0.15% | +0.01 |
| TXN Texas Instruments Inc. | Add +2.4% | 0.06% | +0.01 |
| CRH CRH PLC | Add +3.4% | 0.30% | +0.01 |
| JNJ Johnson & Johnson | Add +15.9% | 0.54% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +10.7% | 0.03% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.8% | 0.02% | +0.00 |
| SPHD Invesco S&P 500 High Dividen | Add +13.0% | 0.22% | +0.00 |
| MDT Medtronic PLC | Add +10.8% | 0.14% | +0.00 |
| SYY Sysco Corp. | Add +5.4% | 0.37% | +0.00 |
| LLY Eli Lilly & Co. | Add +12.4% | 0.55% | +0.00 |
| AMLP Alerian MLP ETF | Add +12.9% | 0.09% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.9% | 0.02% | −0.00 |
| TRV The Travelers Cos Inc. | Add +0.7% | 0.04% | −0.00 |
| MO Altria Group Inc. | Add +6.3% | 0.09% | −0.00 |
| AKAM Akamai Technologies Inc. | Add +6.2% | 0.48% | −0.00 |
| FITB Fifth Third Bancorp | Add +0.3% | 0.57% | −0.00 |
| XLV SS Health Care Select Sector | Add +10.5% | 0.11% | −0.00 |
| RSG Republic Services Inc. | Add +1.5% | 0.24% | −0.01 |
| PFE Pfizer Inc. | Add +3.8% | 0.10% | −0.01 |
| WM Waste Management Inc. | Add +1.6% | 0.15% | −0.01 |
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 |