LMCG INVESTMENTS, LLC
•CIK: 1470944•Filing: Q4 2025
LMCG INVESTMENTS, LLC manages $1.7B across a diversified portfolio of 219 positions. The fund exhibits significant concentration in mega-cap technology and financial names, highlighted by top holdings including MSFT ($75.9M) and GOOGL ($70.7M). Further notable allocations include AAPL ($68.9M), AMZN ($58.8M), and JPM ($48.2M). This structure suggests a core focus on established market leaders across technology, consumer, and financial sectors.
Total AUM
$1.7B
QoQ Performance
+2.8%
Positions
180
Top 10 Concentration
28.2%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT4.3%
GOOGL4.0%
AAPL3.9%
AMZN3.4%
JPM2.8%
NVDA2.2%
GS2.1%
ABBV1.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.8%
Technology20.2%
Financial11.8%
Healthcare8.6%
Consumer5.7%
Industrial1.9%
Consumer Staples1.8%
Energy1.8%
🚪 Exited Positionssold since Q3 2025
+19 more exited positions
Changes from Q3 2025
NEW2 new positions
↑66 increased
↓114 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023