LMCG Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), LMCG Investments, LLC reported 219 stock positions worth $1.7 billion. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Alphabet Class A (GOOGL, 4.0%) and Apple (AAPL, 3.9%). Compared with Q3 2025, it opened 4 new positions, sold out of 7, added to 67 and reduced 122. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +479%) and the biggest sale Microsoft (MSFT, shares −5%).
- Most Recent 13F
- Q3 2026
- Location
- BOSTON, MA
- CIK
- 0001470944
- Portfolio Value
- $1.7B (Q4 2025)
- SEC Filing
- 0001470944-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 219 stocks · $1.7B
| MSFT Microsoft Corp. | 4.34% | 156,949 | $75.9M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 4.04% | 225,953 | $70.7M | Reduce -1.6% |
| AAPL Apple Inc. | 3.94% | 253,381 | $68.9M | Reduce -1.7% |
| AMZN Amazon.com Inc. | 3.36% | 254,878 | $58.8M | Reduce -11.0% |
| JPM JPMorgan Chase & Co. | 2.75% | 149,475 | $48.2M | Reduce -8.4% |
| NVDA Nvidia Corp. | 2.24% | 210,573 | $39.3M | Reduce -3.8% |
| GS Goldman Sachs Group Inc. | 2.10% | 41,777 | $36.7M | Reduce -6.9% |
| ABBV Abbvie Inc. | 1.82% | 139,376 | $31.8M | Reduce -2.7% |
| AEM Agnico Eagle Mines Ltd. | 1.76% | 181,751 | $30.8M | Reduce -2.1% |
| REGN Regeneron Pharmaceuticals | 1.76% | 39,821 | $30.7M | Add +9.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.75% | 61,005 | $30.7M | Add +1.3% |
| IEMG iShares Core MSCI Emerging | 1.75% | 456,007 | $30.7M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 1.72% | 95,733 | $30.0M | Reduce -15.2% |
| DHR Danaher Corp. | 1.53% | 117,021 | $26.8M | Reduce -0.3% |
| MU Micron Technology Inc. | 1.40% | 85,566 | $24.4M | Reduce -25.5% |
| AMAT Applied Materials Inc. | 1.39% | 94,640 | $24.3M | Reduce -6.9% |
| CIEN Ciena Corp. | 1.39% | 103,600 | $24.2M | Reduce -27.3% |
| KO The Coca-Cola Co. | 1.27% | 317,521 | $22.2M | Reduce -7.8% |
| V Visa Inc. Class A | 1.27% | 63,255 | $22.2M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 1.23% | 20,079 | $21.6M | Reduce -3.8% |
| COF Capital One Financial Corp. | 1.19% | 85,705 | $20.8M | Add +1.1% |
| JBL Jabil Inc. | 1.12% | 86,029 | $19.6M | Reduce -8.4% |
| EFA iShares MSCI Eafe ETF | 1.06% | 192,207 | $18.5M | Add +12.8% |
| PWR Quanta Services Inc. | 0.99% | 41,202 | $17.4M | Reduce -5.6% |
| CMI Cummins Inc. | 0.98% | 33,594 | $17.1M | Reduce -2.7% |
| ABT Abbott Laboratories | 0.97% | 134,753 | $16.9M | Reduce -3.5% |
| CVX Chevron Corp. | 0.95% | 109,570 | $16.7M | Reduce -2.7% |
| ROK Rockwell Automation Inc. | 0.92% | 41,530 | $16.2M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.92% | 24,294 | $16.0M | Add +8.4% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.88% | 51,020 | $15.4M | Add +13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 22,266 | $15.2M | Add +478.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.86% | 132,683 | $15.1M | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.86% | 142,525 | $15.0M | Add +14.8% |
| JNJ Johnson & Johnson | 0.86% | 72,466 | $15.0M | Add +13.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.83% | 82,237 | $14.6M | Reduce -4.9% |
| EZU iShares MSCI Eurozone ETF | 0.82% | 223,567 | $14.3M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.80% | 24,486 | $14.0M | Reduce -6.4% |
| MS Morgan Stanley | 0.80% | 78,764 | $14.0M | Reduce -4.3% |
| ORCL Oracle Corp. | 0.78% | 69,609 | $13.6M | Reduce -11.3% |
| EMR Emerson Electric Co. | 0.75% | 98,346 | $13.1M | Add +1.2% |
| AVGO Broadcom Inc. | 0.74% | 37,348 | $12.9M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 0.74% | 22,566 | $12.9M | Add +0.4% |
| LRCX Lam Research Corp. | 0.73% | 75,032 | $12.8M | Reduce -21.4% |
| ETR Entergy Corp. | 0.73% | 138,781 | $12.8M | Reduce -4.5% |
| SPGI S&P Global Inc. | 0.70% | 23,354 | $12.2M | Reduce -4.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.69% | 42,990 | $12.0M | Reduce -3.7% |
| A Agilent Technologies Inc. | 0.68% | 87,194 | $11.9M | Add +5.2% |
| EG Everest Group Ltd. | 0.68% | 34,843 | $11.8M | Add +8.7% |
| WMT Walmart Inc. | 0.66% | 103,967 | $11.6M | Reduce -1.7% |
| BG Bunge Global SA | 0.66% | 129,241 | $11.5M | Add +4.3% |
| PKG Packaging Corp. of America | 0.65% | 54,886 | $11.3M | Add +1.9% |
| EEM iShares MSCI Emerging Market | 0.65% | 206,553 | $11.3M | Add +2.4% |
| AMGN Amgen Inc. | 0.64% | 34,190 | $11.2M | Add +4.3% |
| WCC Wesco International Inc. | 0.64% | 45,655 | $11.2M | Reduce -3.6% |
| PG The Procter & Gamble Co. | 0.64% | 77,622 | $11.1M | Reduce -24.5% |
| WCN Waste Connections Inc. | 0.60% | 60,127 | $10.5M | Add +24.2% |
| FITB Fifth Third Bancorp | 0.60% | 224,936 | $10.5M | Add +2.2% |
| ETN Eaton Corp. PLC | 0.59% | 32,557 | $10.4M | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.58% | 84,768 | $10.2M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 183,438 | $10.1M | Reduce -2.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.58% | 47,530 | $10.1M | Reduce -4.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 13 | $9.8M | No change |
| AKAM Akamai Technologies Inc. | 0.56% | 111,674 | $9.7M | Add +4.3% |
| TRMB Trimble Inc. | 0.55% | 121,830 | $9.5M | Reduce -4.5% |
| KEYS Keysight Technologies Inc. | 0.54% | 46,521 | $9.5M | Add +2.6% |
| MRVL Marvell Technology Inc. | 0.53% | 109,939 | $9.3M | Reduce -27.0% |
| ADC Agree Realty Corp. | 0.53% | 128,349 | $9.2M | Add +20.6% |
| FDX FedEx Corp. | 0.53% | 31,907 | $9.2M | Add +4.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.52% | 19,540 | $9.2M | Reduce -26.9% |
| PANW Palo Alto Networks Inc. | 0.50% | 47,501 | $8.7M | Add +512.6% |
| PEP Pepsico Inc. | 0.49% | 59,165 | $8.5M | Add +137.5% |
| NOW ServiceNow Inc. | 0.48% | 54,534 | $8.4M | Reduce -25.0% |
| ILF iShares Latin America 40 ETF | 0.48% | 273,073 | $8.3M | Reduce -3.0% |
| VLO Valero Energy Corp. | 0.47% | 50,994 | $8.3M | Reduce -4.1% |
| BKNG Booking Holdings Inc. | 0.46% | 1,514 | $8.1M | Reduce -4.6% |
| COP Conocophillips | 0.46% | 86,161 | $8.1M | Add +5.7% |
| COST Costco Wholesale Corp. | 0.44% | 8,917 | $7.7M | Reduce -0.0% |
| ROL Rollins Inc. | 0.44% | 127,958 | $7.7M | Add +25.8% |
| AES AES Corp. | 0.41% | 497,885 | $7.1M | Add +1.2% |
| MCHP Microchip Technology Inc. | 0.40% | 108,869 | $6.9M | Add +1.0% |
| EWJ iShares MSCI Japan ETF | 0.39% | 84,458 | $6.8M | Reduce -3.1% |
| UNP Union Pacific Corp. | 0.39% | 29,329 | $6.8M | Reduce -18.8% |
| CRH CRH PLC | 0.38% | 53,886 | $6.7M | Add +1.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 10,879 | $6.7M | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.38% | 86,401 | $6.7M | Add +0.6% |
| WM Waste Management Inc. | 0.37% | 29,732 | $6.5M | Add +188.2% |
| MDT Medtronic PLC | 0.37% | 67,732 | $6.5M | Add +3.1% |
| MSI Motorola Solutions Inc. | 0.37% | 16,958 | $6.5M | Reduce -7.9% |
| SYY Sysco Corp. | 0.37% | 87,455 | $6.4M | Add +5.6% |
| WDAY Workday Inc. Class A | 0.35% | 28,248 | $6.1M | Reduce -20.8% |
| RRC Range Resources Corp. | 0.33% | 164,323 | $5.8M | Add +6.6% |
| CNM Core & Main Inc. Class A | 0.33% | 109,747 | $5.7M | Add +5.5% |
| EWY iShares MSCI South Korea ETF | 0.29% | 52,667 | $5.1M | Reduce -3.0% |
| ABNB Airbnb Inc. Class A | 0.29% | 37,705 | $5.1M | Reduce -2.0% |
| ZS Zscaler Inc. | 0.28% | 22,101 | $5.0M | Add +6.0% |
| BKR Baker Hughes Co. | 0.28% | 108,009 | $4.9M | Add +3.0% |
| TER Teradyne Inc. | 0.27% | 24,786 | $4.8M | Reduce -28.3% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 73,066 | $4.6M | Add +0.8% |
| EPP iShares MSCI Pacific Ex Japa | 0.25% | 86,894 | $4.4M | Reduce -3.0% |
| DOCS Doximity Inc. Class A | 0.24% | 94,535 | $4.2M | Reduce -12.6% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -4.7% | 4.34% | −0.68 |
| ORCL Oracle Corp. | Reduce -11.3% | 0.78% | −0.52 |
| AMZN Amazon.com Inc. | Reduce -11.0% | 3.36% | −0.33 |
| NOW ServiceNow Inc. | Reduce -25.0% | 0.48% | −0.31 |
| PG The Procter & Gamble Co. | Reduce -24.5% | 0.64% | −0.29 |
| JPM JPMorgan Chase & Co. | Reduce -8.4% | 2.75% | −0.27 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -26.9% | 0.52% | −0.25 |
| DOCS Doximity Inc. Class A | Reduce -12.6% | 0.24% | −0.23 |
| MRVL Marvell Technology Inc. | Reduce -27.0% | 0.53% | −0.21 |
| TMUS T-Mobile US Inc. | Reduce -32.2% | 0.20% | −0.16 |
| WDAY Workday Inc. Class A | Reduce -20.8% | 0.35% | −0.16 |
| NVDA Nvidia Corp. | Reduce -3.8% | 2.24% | −0.16 |
| ETN Eaton Corp. PLC | Reduce -4.3% | 0.59% | −0.16 |
| ADBE Adobe Inc. | Reduce -49.6% | 0.15% | −0.15 |
| ABT Abbott Laboratories | Reduce -3.5% | 0.97% | −0.13 |
| ABBV Abbvie Inc. | Reduce -2.7% | 1.82% | −0.13 |
| JAZZ Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.12 |
| MSI Motorola Solutions Inc. | Reduce -7.9% | 0.37% | −0.12 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -60.3% | 0.09% | −0.12 |
| UNP Union Pacific Corp. | Reduce -18.8% | 0.39% | −0.11 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -3.7% | 0.69% | −0.08 |
| SYK Stryker Corp. | Reduce -27.8% | 0.16% | −0.08 |
| AEM Agnico Eagle Mines Ltd. | Reduce -2.1% | 1.76% | −0.08 |
| JBL Jabil Inc. | Reduce -8.4% | 1.12% | −0.08 |
| KO The Coca-Cola Co. | Reduce -7.8% | 1.27% | −0.07 |
| CVX Chevron Corp. | Reduce -2.7% | 0.95% | −0.07 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.07 |
| PWR Quanta Services Inc. | Reduce -5.6% | 0.99% | −0.07 |
| TRMB Trimble Inc. | Reduce -4.5% | 0.55% | −0.07 |
| DIS The Walt Disney Co. | Reduce -3.8% | 0.86% | −0.07 |
| ETR Entergy Corp. | Reduce -4.5% | 0.73% | −0.06 |
| VLO Valero Energy Corp. | Reduce -4.1% | 0.47% | −0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -4.9% | 0.83% | −0.05 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -3.6% | 0.19% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -1.9% | 1.75% | −0.05 |
| EWC iShares MSCI Canada ETF | Reduce -22.6% | 0.19% | −0.05 |
| PFE Pfizer Inc. | Reduce -44.0% | 0.05% | −0.05 |
| SLB SLB Ltd. | Reduce -23.0% | 0.23% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -0.0% | 0.44% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -4.6% | 0.46% | −0.04 |
| WYNN WYNN Resorts Ltd. | Reduce -6.2% | 0.24% | −0.04 |
| UNH Unitedhealth Group Inc. | Reduce -45.9% | 0.04% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.4% | 0.58% | −0.03 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -39.6% | 0.07% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -5.6% | 0.19% | −0.03 |
| V Visa Inc. Class A | Reduce -1.8% | 1.27% | −0.02 |
| SPHD Invesco S&P 500 High Dividen | Reduce -4.9% | 0.21% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| RSG Republic Services Inc. | Reduce -0.7% | 0.19% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +478.9% | 0.87% | +0.72 |
| REGN Regeneron Pharmaceuticals | Add +9.8% | 1.76% | +0.56 |
| PANW Palo Alto Networks Inc. | Add +512.6% | 0.50% | +0.41 |
| PEP Pepsico Inc. | Add +137.5% | 0.49% | +0.28 |
| MRK Merck & Co. Inc. | Add +14.8% | 0.86% | +0.25 |
| WM Waste Management Inc. | Add +188.2% | 0.37% | +0.24 |
| ICE Intercontinental Exchange Inc. | New | 0.18% | +0.18 |
| JNJ Johnson & Johnson | Add +13.1% | 0.86% | +0.16 |
| COF Capital One Financial Corp. | Add +1.1% | 1.19% | +0.13 |
| EXPE Expedia Group Inc. | Add +276.0% | 0.16% | +0.12 |
| EFA iShares MSCI Eafe ETF | Add +12.8% | 1.06% | +0.12 |
| FDX FedEx Corp. | Add +4.2% | 0.53% | +0.10 |
| WCN Waste Connections Inc. | Add +24.2% | 0.60% | +0.10 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +13.9% | 0.88% | +0.10 |
| AMGN Amgen Inc. | Add +4.3% | 0.64% | +0.10 |
| ROL Rollins Inc. | Add +25.8% | 0.44% | +0.09 |
| ADC Agree Realty Corp. | Add +20.6% | 0.53% | +0.08 |
| AKAM Akamai Technologies Inc. | Add +4.3% | 0.56% | +0.08 |
| KEYS Keysight Technologies Inc. | Add +2.6% | 0.54% | +0.07 |
| BG Bunge Global SA | Add +4.3% | 0.66% | +0.07 |
| A Agilent Technologies Inc. | Add +5.2% | 0.68% | +0.05 |
| OMC Omnicom Group | New | 0.05% | +0.05 |
| RIO Rio Tinto PLC-Spon ADR | Add +4.8% | 0.24% | +0.04 |
| CSCO Cisco Systems Inc. | Add +0.6% | 0.38% | +0.04 |
| AES AES Corp. | Add +1.2% | 0.41% | +0.03 |
| FITB Fifth Third Bancorp | Add +2.2% | 0.60% | +0.03 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +16.2% | 0.19% | +0.02 |
| EG Everest Group Ltd. | Add +8.7% | 0.68% | +0.02 |
| MCO Moody's Corp. | Add +5.1% | 0.16% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +2.4% | 0.65% | +0.01 |
| VZ Verizon Communications Inc. | Add +60.9% | 0.04% | +0.01 |
| GEHC GE Healthcare Technology | New | 0.01% | +0.01 |
| XLK SS Technology Select Sector | New | 0.01% | +0.01 |
| XLV SS Health Care Select Sector | Add +0.9% | 0.11% | +0.01 |
| CRH CRH PLC | Add +1.0% | 0.38% | +0.01 |
| COP Conocophillips | Add +5.7% | 0.46% | +0.01 |
| QVMT Invesco S&P 500 Concentrated | Add +5.6% | 0.11% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 0.26% | +0.01 |
| INTC Intel Corp. | Add +4.0% | 0.04% | +0.00 |
| GLW Corning Inc. | Add +25.4% | 0.02% | +0.00 |
| MDT Medtronic PLC | Add +3.1% | 0.37% | +0.00 |
| AMT American Tower Corp. | Add +42.6% | 0.02% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +3.8% | 0.12% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.4% | 0.02% | +0.00 |
| GEV GE Vernova Inc. | Add +2.2% | 0.04% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 0.38% | +0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +3.5% | 0.03% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +14.2% | 0.02% | +0.00 |
| EWU iShares MSCI United Kingdom | Add +0.9% | 0.07% | +0.00 |
| GE General Electric | Add +2.6% | 0.07% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 225 | $1.9B | AAPL, MSFT, GOOGL, AMZN, JPM |
| 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 |