LMCG Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), LMCG Investments, LLC reported 220 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 4.0% of the portfolio, followed by Alphabet Class A (GOOGL, 3.5%) and Microsoft (MSFT, 3.3%). Compared with Q4 2025, it opened 12 new positions, sold out of 11, added to 76 and reduced 113. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +44%) and the biggest sale Microsoft (MSFT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001470944
- Portfolio Value
- $1.7B (Q1 2026)
- SEC Filing
- 0001470944-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 220 stocks · $1.7B
| AAPL Apple Inc. | 3.99% | 264,254 | $67.1M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 3.47% | 202,772 | $58.3M | Reduce -10.3% |
| MSFT Microsoft Corp. | 3.31% | 150,062 | $55.5M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 3.00% | 242,280 | $50.5M | Reduce -4.9% |
| JPM JPMorgan Chase & Co. | 2.41% | 137,569 | $40.5M | Reduce -8.0% |
| NVDA Nvidia Corp. | 2.05% | 197,864 | $34.5M | Reduce -6.0% |
| AEM Agnico Eagle Mines Ltd. | 2.04% | 168,516 | $34.2M | Reduce -7.3% |
| IEMG iShares Core MSCI Emerging | 1.90% | 458,847 | $32.0M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.80% | 62,963 | $30.2M | Add +3.2% |
| REGN Regeneron Pharmaceuticals | 1.79% | 38,979 | $30.1M | Reduce -2.1% |
| ABBV Abbvie Inc. | 1.77% | 136,494 | $29.7M | Reduce -2.1% |
| GS Goldman Sachs Group Inc. | 1.68% | 33,272 | $28.1M | Reduce -20.4% |
| EFA iShares MSCI Eafe ETF | 1.60% | 277,345 | $26.9M | Add +44.3% |
| AMAT Applied Materials Inc. | 1.50% | 73,764 | $25.2M | Reduce -22.1% |
| GOOG Alphabet Inc. Class C | 1.46% | 85,405 | $24.5M | Reduce -10.8% |
| CVX Chevron Corp. | 1.41% | 114,597 | $23.7M | Add +4.6% |
| CIEN Ciena Corp. | 1.37% | 59,248 | $23.0M | Reduce -42.8% |
| KO The Coca-Cola Co. | 1.37% | 302,351 | $23.0M | Reduce -4.8% |
| DHR Danaher Corp. | 1.23% | 108,872 | $20.6M | Reduce -7.0% |
| PWR Quanta Services Inc. | 1.22% | 37,383 | $20.5M | Reduce -9.3% |
| V Visa Inc. Class A | 1.22% | 67,591 | $20.4M | Add +6.8% |
| JBL Jabil Inc. | 1.21% | 76,300 | $20.3M | Reduce -11.3% |
| LLY Eli Lilly & Co. | 1.15% | 21,057 | $19.4M | Add +4.9% |
| EZU iShares MSCI Eurozone ETF | 1.09% | 293,166 | $18.4M | Add +31.1% |
| JNJ Johnson & Johnson | 1.08% | 74,072 | $18.1M | Add +2.2% |
| MRK Merck & Co. Inc. | 1.02% | 142,965 | $17.2M | Add +0.3% |
| BG Bunge Global SA | 0.98% | 129,790 | $16.5M | Add +0.4% |
| CMI Cummins Inc. | 0.98% | 30,579 | $16.5M | Reduce -9.0% |
| COF Capital One Financial Corp. | 0.94% | 86,274 | $15.7M | Add +0.7% |
| MU Micron Technology Inc. | 0.93% | 46,461 | $15.7M | Reduce -45.7% |
| META Meta Platforms Inc. Class A | 0.93% | 27,408 | $15.7M | Add +12.8% |
| WM Waste Management Inc. | 0.90% | 66,111 | $15.2M | Add +122.4% |
| ROK Rockwell Automation Inc. | 0.90% | 41,915 | $15.0M | Add +0.9% |
| CAT Caterpillar Inc. | 0.88% | 20,829 | $14.8M | Reduce -14.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.88% | 79,793 | $14.7M | Reduce -3.0% |
| AKAM Akamai Technologies Inc. | 0.87% | 127,097 | $14.6M | Add +13.8% |
| XOM Exxon Mobil Corp. | 0.85% | 84,518 | $14.3M | Reduce -0.3% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.84% | 46,823 | $14.2M | Reduce -8.2% |
| PEP Pepsico Inc. | 0.79% | 85,255 | $13.2M | Add +44.1% |
| PANW Palo Alto Networks Inc. | 0.77% | 81,228 | $13.0M | Add +71.0% |
| ETR Entergy Corp. | 0.77% | 115,043 | $12.9M | Reduce -17.1% |
| EMR Emerson Electric Co. | 0.77% | 98,554 | $12.9M | Add +0.2% |
| KEYS Keysight Technologies Inc. | 0.77% | 45,682 | $12.9M | Reduce -1.8% |
| WMT Walmart Inc. | 0.76% | 102,705 | $12.8M | Reduce -1.2% |
| AMGN Amgen Inc. | 0.72% | 34,497 | $12.1M | Add +0.9% |
| PKG Packaging Corp. of America | 0.72% | 56,814 | $12.1M | Add +3.5% |
| EG Everest Group Ltd. | 0.72% | 36,835 | $12.0M | Add +5.7% |
| VLO Valero Energy Corp. | 0.70% | 47,577 | $11.8M | Reduce -6.7% |
| COP Conocophillips | 0.69% | 88,077 | $11.6M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.68% | 11,532 | $11.5M | Add +29.3% |
| FDX FedEx Corp. | 0.68% | 32,115 | $11.4M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.67% | 78,428 | $11.3M | Add +1.0% |
| MA Mastercard Inc. Class A | 0.67% | 22,592 | $11.3M | Add +0.1% |
| AVGO Broadcom Inc. | 0.67% | 36,454 | $11.3M | Reduce -2.4% |
| ADC Agree Realty Corp. | 0.67% | 148,569 | $11.2M | Add +15.8% |
| ETN Eaton Corp. PLC | 0.66% | 30,876 | $11.0M | Reduce -5.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 111,471 | $10.7M | Reduce -16.0% |
| A Agilent Technologies Inc. | 0.64% | 93,891 | $10.7M | Add +7.7% |
| WCC Wesco International Inc. | 0.64% | 39,103 | $10.7M | Reduce -14.3% |
| LRCX Lam Research Corp. | 0.63% | 49,748 | $10.6M | Reduce -33.7% |
| FITB Fifth Third Bancorp | 0.63% | 227,245 | $10.6M | Add +1.0% |
| EEM iShares MSCI Emerging Market | 0.62% | 184,815 | $10.5M | Reduce -10.5% |
| ABT Abbott Laboratories | 0.62% | 101,379 | $10.4M | Reduce -24.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.60% | 46,494 | $10.1M | Reduce -2.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.59% | 38,687 | $10.0M | Reduce -10.0% |
| MSI Motorola Solutions Inc. | 0.57% | 22,096 | $9.6M | Add +30.3% |
| WCN Waste Connections Inc. | 0.57% | 58,810 | $9.6M | Reduce -2.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.56% | 13 | $9.3M | No change |
| SPGI S&P Global Inc. | 0.55% | 21,724 | $9.2M | Reduce -7.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 180,577 | $8.8M | Reduce -1.6% |
| ROL Rollins Inc. | 0.52% | 163,227 | $8.7M | Add +27.6% |
| ILF iShares Latin America 40 ETF | 0.52% | 243,639 | $8.7M | Reduce -10.8% |
| MRVL Marvell Technology Inc. | 0.46% | 78,326 | $7.8M | Reduce -28.8% |
| UNP Union Pacific Corp. | 0.45% | 31,300 | $7.6M | Add +6.7% |
| RRC Range Resources Corp. | 0.45% | 166,905 | $7.5M | Add +1.6% |
| BKR Baker Hughes Co. | 0.44% | 120,851 | $7.4M | Add +11.9% |
| MCHP Microchip Technology Inc. | 0.43% | 112,231 | $7.3M | Add +3.1% |
| AES AES Corp. | 0.43% | 507,873 | $7.2M | Add +2.0% |
| ADI Analog Devices Inc. | 0.42% | 22,028 | $7.0M | Add +424.7% |
| SYY Sysco Corp. | 0.41% | 97,076 | $6.9M | Add +11.0% |
| MS Morgan Stanley | 0.41% | 41,702 | $6.9M | Reduce -47.0% |
| CSCO Cisco Systems Inc. | 0.39% | 85,281 | $6.6M | Reduce -1.3% |
| CRH CRH PLC | 0.39% | 61,802 | $6.5M | Add +14.7% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.38% | 124,345 | $6.4M | Add +16.3% |
| EWJ iShares MSCI Japan ETF | 0.37% | 74,480 | $6.3M | Reduce -11.8% |
| ORCL Oracle Corp. | 0.37% | 42,444 | $6.2M | Reduce -39.0% |
| BKNG Booking Holdings Inc. | 0.37% | 1,480 | $6.2M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 10,712 | $6.2M | Reduce -1.5% |
| EWY iShares MSCI South Korea ETF | 0.34% | 47,072 | $5.8M | Reduce -10.6% |
| CNM Core & Main Inc. Class A | 0.34% | 116,353 | $5.7M | Add +6.0% |
| MDT Medtronic PLC | 0.33% | 64,174 | $5.6M | Reduce -5.3% |
| TMUS T-Mobile US Inc. | 0.32% | 25,806 | $5.4M | Add +47.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.32% | 57,620 | $5.4M | Add +12.1% |
| ON On Semiconductor | 0.32% | 86,675 | $5.4M | New |
| VEA Vanguard Ftse Developed ETF | 0.29% | 76,771 | $4.9M | Add +5.1% |
| SYK Stryker Corp. | 0.29% | 14,644 | $4.8M | Add +84.2% |
| TER Teradyne Inc. | 0.28% | 15,754 | $4.7M | Reduce -36.4% |
| ABNB Airbnb Inc. Class A | 0.28% | 36,604 | $4.6M | Reduce -2.9% |
| NFLX Netflix Inc. | 0.27% | 47,304 | $4.5M | New |
| SPHD Invesco S&P 500 High Dividen | 0.27% | 90,769 | $4.5M | Add +20.0% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -4.4% | 3.31% | −1.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -83.6% | 0.14% | −0.73 |
| GOOGL Alphabet Inc. Class A | Reduce -10.3% | 3.47% | −0.57 |
| MU Micron Technology Inc. | Reduce -45.7% | 0.93% | −0.46 |
| NOW ServiceNow Inc. | Reduce -90.5% | 0.03% | −0.45 |
| GS Goldman Sachs Group Inc. | Reduce -20.4% | 1.68% | −0.42 |
| ORCL Oracle Corp. | Reduce -39.0% | 0.37% | −0.40 |
| MS Morgan Stanley | Reduce -47.0% | 0.41% | −0.39 |
| TRMB Trimble Inc. | Reduce -65.7% | 0.16% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -4.9% | 3.00% | −0.36 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.35 |
| ABT Abbott Laboratories | Reduce -24.8% | 0.62% | −0.35 |
| JPM JPMorgan Chase & Co. | Reduce -8.0% | 2.41% | −0.35 |
| DHR Danaher Corp. | Reduce -7.0% | 1.23% | −0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -49.2% | 0.23% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -10.8% | 1.46% | −0.26 |
| DOCS Doximity Inc. Class A | Sold out | 0.00% | −0.24 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.24 |
| DIS The Walt Disney Co. | Reduce -16.0% | 0.64% | −0.22 |
| NVDA Nvidia Corp. | Reduce -6.0% | 2.05% | −0.19 |
| SPGI S&P Global Inc. | Reduce -7.0% | 0.55% | −0.15 |
| ADBE Adobe Inc. | Reduce -87.0% | 0.01% | −0.13 |
| ZS Zscaler Inc. | Reduce -15.4% | 0.16% | −0.13 |
| LRCX Lam Research Corp. | Reduce -33.7% | 0.63% | −0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -10.0% | 0.59% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -2.3% | 0.37% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -45.6% | 0.11% | −0.08 |
| MRVL Marvell Technology Inc. | Reduce -28.8% | 0.46% | −0.07 |
| AVGO Broadcom Inc. | Reduce -2.4% | 0.67% | −0.07 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| ABBV Abbvie Inc. | Reduce -2.1% | 1.77% | −0.05 |
| BAC Bank of America Corp. | Reduce -1.6% | 0.52% | −0.05 |
| INDA iShares MSCI India ETF | Reduce -12.4% | 0.18% | −0.05 |
| MNST Monster Beverage Corp. | Reduce -36.3% | 0.07% | −0.04 |
| MDT Medtronic PLC | Reduce -5.3% | 0.33% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -8.2% | 0.84% | −0.04 |
| WCN Waste Connections Inc. | Reduce -2.2% | 0.57% | −0.03 |
| EXPE Expedia Group Inc. | Reduce -5.3% | 0.13% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -10.5% | 0.62% | −0.02 |
| MCO Moody's Corp. | Reduce -1.8% | 0.14% | −0.02 |
| AER Aercap Holdings NV | Reduce -12.6% | 0.13% | −0.02 |
| ABNB Airbnb Inc. Class A | Reduce -2.9% | 0.28% | −0.02 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.02 |
| CIEN Ciena Corp. | Reduce -42.8% | 1.37% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -38.7% | 0.02% | −0.02 |
| EWJ iShares MSCI Japan ETF | Reduce -11.8% | 0.37% | −0.02 |
| RELX Relx PLC - Spon ADR | Reduce -12.6% | 0.05% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.37% | −0.01 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.01 |
| VLTO Veralto Corp. | Reduce -40.4% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| EFA iShares MSCI Eafe ETF | Add +44.3% | 1.60% | +0.55 |
| WM Waste Management Inc. | Add +122.4% | 0.90% | +0.53 |
| CVX Chevron Corp. | Add +4.6% | 1.41% | +0.46 |
| ADI Analog Devices Inc. | Add +424.7% | 0.42% | +0.35 |
| BG Bunge Global SA | Add +0.4% | 0.98% | +0.32 |
| ON On Semiconductor | New | 0.32% | +0.32 |
| AKAM Akamai Technologies Inc. | Add +13.8% | 0.87% | +0.31 |
| PEP Pepsico Inc. | Add +44.1% | 0.79% | +0.30 |
| PANW Palo Alto Networks Inc. | Add +71.0% | 0.77% | +0.27 |
| EZU iShares MSCI Eurozone ETF | Add +31.1% | 1.09% | +0.27 |
| NFLX Netflix Inc. | New | 0.27% | +0.27 |
| COST Costco Wholesale Corp. | Add +29.3% | 0.68% | +0.24 |
| COP Conocophillips | Add +2.2% | 0.69% | +0.23 |
| JNJ Johnson & Johnson | Add +2.2% | 1.08% | +0.22 |
| MSI Motorola Solutions Inc. | Add +30.3% | 0.57% | +0.20 |
| CDNS Cadence Design SYS Inc. | New | 0.18% | +0.18 |
| MRK Merck & Co. Inc. | Add +0.3% | 1.02% | +0.17 |
| BKR Baker Hughes Co. | Add +11.9% | 0.44% | +0.16 |
| FDX FedEx Corp. | Add +0.7% | 0.68% | +0.15 |
| IEMG iShares Core MSCI Emerging | Add +0.6% | 1.90% | +0.15 |
| SLB SLB Ltd. | Add +16.3% | 0.38% | +0.15 |
| ADC Agree Realty Corp. | Add +15.8% | 0.67% | +0.14 |
| SYK Stryker Corp. | Add +84.2% | 0.29% | +0.13 |
| TMUS T-Mobile US Inc. | Add +47.8% | 0.32% | +0.12 |
| RRC Range Resources Corp. | Add +1.6% | 0.45% | +0.12 |
| FERG Ferguson Enterprises Inc. | New | 0.11% | +0.11 |
| RIO Rio Tinto PLC-Spon ADR | Add +12.1% | 0.32% | +0.08 |
| AMGN Amgen Inc. | Add +0.9% | 0.72% | +0.08 |
| ROL Rollins Inc. | Add +27.6% | 0.52% | +0.08 |
| DVN Devon Energy Corp. | Add +12.2% | 0.19% | +0.07 |
| PKG Packaging Corp. of America | Add +3.5% | 0.72% | +0.07 |
| UNP Union Pacific Corp. | Add +6.7% | 0.45% | +0.06 |
| AMT American Tower Corp. | Add +320.6% | 0.08% | +0.06 |
| ICE Intercontinental Exchange Inc. | Add +32.9% | 0.24% | +0.06 |
| SPHD Invesco S&P 500 High Dividen | Add +20.0% | 0.27% | +0.06 |
| MRSH Marsh & McLennan Cos | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +4.3% | 3.99% | +0.05 |
| KBWY Invesco KBW Premium Yield Eq | Add +61.3% | 0.11% | +0.04 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +13.1% | 0.24% | +0.04 |
| SYY Sysco Corp. | Add +11.0% | 0.41% | +0.04 |
| VZ Verizon Communications Inc. | Add +59.7% | 0.08% | +0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.2% | 1.80% | +0.04 |
| EG Everest Group Ltd. | Add +5.7% | 0.72% | +0.04 |
| PG The Procter & Gamble Co. | Add +1.0% | 0.67% | +0.04 |
| SPLV Invesco S&P 500 Low Volatili | Add +20.1% | 0.17% | +0.04 |
| AMLP Alerian MLP ETF | Add +25.6% | 0.12% | +0.04 |
| MCHP Microchip Technology Inc. | Add +3.1% | 0.43% | +0.03 |
| HP Helmerich & Payne | Add +2.8% | 0.13% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +5.1% | 0.29% | +0.03 |
| XMLV Invesco S&P Midcap Low Volat | Add +12.9% | 0.18% | +0.03 |
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 |