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LMCG INVESTMENTS, LLC

Q1 2026 · 13F-HR

LMCG INVESTMENTS, LLCholdings as filed

Filed 2026-04-29 · accession 0001470944-26-000002

$1.68B
Reported value
220
Positions
2026-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$67.1M3.99%264,254CommonSOLE
02079K305GOOGLALPHABET INC$58.3M3.47%202,772CommonSOLE
594918104MSFTMICROSOFT CORP$55.5M3.31%150,062CommonSOLE
023135106AMZNAMAZON COM INC$50.5M3.00%242,280CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$40.5M2.41%137,569CommonSOLE
67066G104NVDANVIDIA CORPORATION$34.5M2.05%197,864CommonSOLE
008474108AEMAGNICO EAGLE MINES LTD$34.2M2.04%168,516CommonSOLE
46434G103IEMGISHARES INC$32.0M1.90%458,847CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$30.2M1.80%62,963CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$30.1M1.79%38,979CommonSOLE
00287Y109ABBVABBVIE INC$29.7M1.77%136,494CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$28.1M1.68%33,272CommonSOLE
464287465EFAISHARES TR$26.9M1.60%277,345CommonSOLE
038222105AMATAPPLIED MATLS INC$25.2M1.50%73,764CommonSOLE
02079K107GOOGALPHABET INC$24.5M1.46%85,405CommonSOLE
166764100CVXCHEVRON CORPORATION$23.7M1.41%114,597CommonSOLE
171779309CIENCIENA CORP$23.0M1.37%59,248CommonSOLE
191216100KOCOCA COLA CO$23.0M1.37%302,351CommonSOLE
235851102DHRDANAHER CORP DEL$20.6M1.23%108,872CommonSOLE
74762E102QUREQUANTA SVCS INC$20.5M1.22%37,383CommonSOLE
92826C839VVISA INC$20.4M1.22%67,591CommonSOLE
466313103JBLJABIL INC$20.3M1.21%76,300CommonSOLE
532457108LLYELI LILLY & CO$19.4M1.15%21,057CommonSOLE
464286608EZUISHARES INC$18.4M1.09%293,166CommonSOLE
478160104JNJJOHNSON & JOHNSON$18.1M1.08%74,072CommonSOLE
58933Y105MRKMERCK & CO INC$17.2M1.02%142,965CommonSOLE
H11356104BGBUNGE GLOBAL SA$16.5M0.98%129,790CommonSOLE
231021106CMICUMMINS INC$16.5M0.98%30,579CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$15.7M0.94%86,274CommonSOLE
595112103MUMICRON TECHNOLOGY INC$15.7M0.93%46,461CommonSOLE
30303M102METAMETA PLATFORMS INC$15.7M0.93%27,408CommonSOLE
94106L109WMWASTE MGMT INC DEL$15.2M0.90%66,111CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$15.0M0.90%41,915CommonSOLE
149123101CATCATERPILLAR INC$14.8M0.88%20,829CommonSOLE
922908512VOEVANGUARD INDEX FDS$14.7M0.88%79,793CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$14.6M0.87%127,097CommonSOLE
30231G102XOMEXXON MOBIL CORP$14.3M0.85%84,518CommonSOLE
922908595VBKVANGUARD INDEX FDS$14.2M0.84%46,823CommonSOLE
713448108PEPPEPSICO INC$13.2M0.79%85,255CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13.0M0.77%81,228CommonSOLE
29364G103ETRENTERGY CORP NEW$12.9M0.77%115,043CommonSOLE
291011104EMREMERSON ELEC CO$12.9M0.77%98,554CommonSOLE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$12.9M0.77%45,682CommonSOLE
931142103WMTWALMART INC$12.8M0.76%102,705CommonSOLE
031162100AMGNAMGEN INC$12.1M0.72%34,497CommonSOLE
695156109PKGPACKAGING CORP AMER$12.1M0.72%56,814CommonSOLE
G3223R108EGEVEREST GROUP LTD$12.0M0.72%36,835CommonSOLE
91913Y100VLOVALERO ENERGY CORP$11.8M0.70%47,577CommonSOLE
20825C104COPCONOCOPHILLIPS$11.6M0.69%88,077CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$11.5M0.68%11,532CommonSOLE
31428X106FDXFEDEX CORP$11.4M0.68%32,115CommonSOLE
742718109PGPROCTER & GAMBLE CO$11.3M0.67%78,428CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$11.3M0.67%22,592CommonSOLE
11135F101AVGOBROADCOM INC$11.3M0.67%36,454CommonSOLE
008492100ADCAGREE RLTY CORP$11.2M0.67%148,569CommonSOLE
G29183103ETNEATON CORP PLC$11.0M0.66%30,876CommonSOLE
254687106DISDISNEY WALT CO$10.7M0.64%111,471CommonSOLE
00846U101AAGILENT TECHNOLOGIES INC$10.7M0.64%93,891CommonSOLE
95082P105WCCWESCO INTL INC$10.7M0.64%39,103CommonSOLE
512807306LRCXLAM RESEARCH CORP$10.6M0.63%49,748CommonSOLE
316773100FITBFIFTH THIRD BANCORP$10.6M0.63%227,245CommonSOLE
464287234EEMISHARES TR$10.5M0.62%184,815CommonSOLE
002824100ABTABBOTT LABORATORIES$10.4M0.62%101,379CommonSOLE
922908611VBRVANGUARD INDEX FDS$10.1M0.60%46,494CommonSOLE
922908538VOTVANGUARD INDEX FDS$10.0M0.59%38,687CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$9.6M0.57%22,096CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$9.6M0.57%58,810CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$9.3M0.56%13CommonSOLE
78409V104SPGIS&P GLOBAL INC$9.2M0.55%21,724CommonSOLE
060505104BACBANK AMERICA CORP$8.8M0.52%180,577CommonSOLE
775711104ROLROLLINS INC$8.7M0.52%163,227CommonSOLE
464287390ILFISHARES TR$8.7M0.51%243,639CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$7.8M0.46%78,326CommonSOLE
907818108UNPUNION PAC CORP$7.6M0.45%31,300CommonSOLE
75281A109RRCRANGE RES CORP$7.5M0.45%166,905CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$7.4M0.44%120,851CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$7.3M0.43%112,231CommonSOLE
00130H105AESAES CORP$7.2M0.43%507,873CommonSOLE
032654105ADIANALOG DEVICES INC$7.0M0.42%22,028CommonSOLE
871829107SYYSYSCO CORP$6.9M0.41%97,076CommonSOLE
617446448MSMORGAN STANLEY$6.9M0.41%41,702CommonSOLE
17275R102CSCOCISCO SYS INC$6.6M0.39%85,281CommonSOLE
G25508105CRHCRH PLC$6.5M0.39%61,802CommonSOLE
806857108SLBSLB LIMITED$6.4M0.38%124,345CommonSOLE
46434G822EWJISHARES INC$6.3M0.37%74,480CommonSOLE
68389X105ORCLORACLE CORP$6.2M0.37%42,444CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$6.2M0.37%1,480CommonSOLE
46090E103QQQINVESCO QQQ TR$6.2M0.37%10,712CommonSOLE
464286772EWYISHARES INC$5.8M0.34%47,072CommonSOLE
21874C102CNMCORE & MAIN INC$5.7M0.34%116,353CommonSOLE
G5960L103MDTMEDTRONIC PLC$5.6M0.33%64,174CommonSOLE
872590104TMUST-MOBILE US INC$5.4M0.32%25,806CommonSOLE
767204100RIORIO TINTO PLC$5.4M0.32%57,620CommonSOLE
682189105ONON SEMICONDUCTOR CORP$5.4M0.32%86,675CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$4.9M0.29%76,771CommonSOLE
863667101SYKSTRYKER CORPORATION$4.8M0.29%14,644CommonSOLE
880770102TERTERADYNE INC$4.7M0.28%15,754CommonSOLE
009066101ABNBAIRBNB INC$4.6M0.28%36,604CommonSOLE
64110L106NFLXNETFLIX INC.$4.5M0.27%47,304CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$4.5M0.27%90,769CommonNONE
464286665EPPISHARES INC$4.1M0.24%77,060CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$4.0M0.24%25,413CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$4.0M0.24%146,957CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$3.9M0.23%9,926CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.8M0.23%71,178CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$3.7M0.22%26,027CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$3.7M0.22%49,235CommonSOLE
437076102HDHOME DEPOT INC$3.7M0.22%11,228CommonSOLE
29786A106ETSYETSY INC$3.6M0.21%71,569CommonSOLE
760759100RSGREPUBLIC SVCS INC$3.3M0.20%15,237CommonSOLE
464287622IWBISHARES TR$3.3M0.20%9,273CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$3.2M0.19%63,206CommonSOLE
464286509EWCISHARES INC$3.1M0.18%56,173CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$3.0M0.18%48,300CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$3.0M0.18%10,871CommonSOLE
46429B598INDAISHARES TR$3.0M0.18%63,579CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$2.9M0.17%39,312CommonNONE
896239100TRMBTRIMBLE INC$2.7M0.16%41,816CommonSOLE
98980G102ZSZSCALER INC$2.6M0.16%18,702CommonSOLE
46434G772EWTISHARES INC$2.5M0.15%35,139CommonSOLE
375558103GILDGILEAD SCIENCES INC$2.4M0.15%17,514CommonSOLE
651639106NEMNEWMONT CORP$2.4M0.14%22,139CommonSOLE
615369105MCOMOODYS CORP$2.4M0.14%5,487CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.4M0.14%3,648CommonSOLE
423452101HPHELMERICH & PAYNE INC$2.2M0.13%62,125CommonSOLE
46138E396QVMTINVESCO EXCH TRADED FD TR II$2.2M0.13%37,406CommonNONE
N00985106AERAERCAP HOLDINGS NV$2.2M0.13%16,107CommonSOLE
46434V621DGROISHARES TR$2.1M0.13%30,362CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$2.1M0.13%9,143CommonSOLE
233331107DTEDTE ENERGY CO$2.1M0.13%14,418CommonSOLE
00162Q452AMLPALPS ETF TR$2.0M0.12%37,609CommonNONE
78463X871GWXSPDR INDEX SHS FDS$1.9M0.11%45,200CommonSOLE
02209S103MOALTRIA GROUP INC$1.9M0.11%28,454CommonSOLE
46138E594KBWYINVESCO EXCH TRADED FD TR II$1.8M0.11%120,508CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$1.8M0.11%12,458CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$1.8M0.11%7,743CommonSOLE
548661107LOWLOWES COS INC$1.8M0.11%7,481CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$1.7M0.10%45,734CommonSOLE
743315103PGRPROGRESSIVE CORP$1.6M0.09%8,041CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$1.6M0.09%2,305CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$1.4M0.08%28,326CommonSOLE
03027X100AMTAMERICAN TOWER CORP$1.4M0.08%7,950CommonSOLE
184496107CLHCLEAN HARBORS INC$1.4M0.08%4,760CommonSOLE
N07059210ASMLASML HLDG NV$1.4M0.08%1,026CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.3M0.08%8,164CommonSOLE
75513E101RTXRTX CORPORATION$1.3M0.08%6,798CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$1.2M0.07%4,241CommonSOLE
464287630IWNISHARES TR$1.2M0.07%6,535CommonNONE
46435G334EWUISHARES TR$1.2M0.07%26,849CommonSOLE
717081103PFEPFIZER INC$1.2M0.07%43,217CommonSOLE
949746101WMT2WELLS FARGO & CO$1.2M0.07%14,742CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$1.2M0.07%16,119CommonNONE
464287200IVVISHARES TR$1.1M0.07%1,730CommonSOLE
464286749EWLISHARES INC$1.1M0.07%19,167CommonSOLE
G0593M107AZNASTRAZENECA PLC$1.1M0.07%5,542CommonSOLE
580135101MCDMCDONALDS CORP$1.1M0.06%3,436CommonSOLE
369604301GEGE AEROSPACE$1.1M0.06%3,742CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.1M0.06%2,152CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$990,7460.06%5,712CommonSOLE
36828A101GEVGE VERNOVA INC$934,8760.06%1,071CommonSOLE
278865100ECLECOLAB INC$927,3460.06%3,486CommonSOLE
921909768VXUSVANGUARD STAR FDS$925,4740.06%12,002CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$885,7670.05%2,621CommonSOLE
12572Q105CMECME GROUP INC$877,4850.05%2,971CommonSOLE
458140100INTCINTEL CORP$870,7280.05%19,731CommonSOLE
882508104TXNTEXAS INSTRS INC$862,9520.05%4,445CommonSOLE
958102105WDCWESTERN DIGITAL CORP$858,5350.05%3,174CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$800,8790.05%2,755CommonSOLE
464288885EFGISHARES TR$774,9120.05%6,958CommonSOLE
464287481IWPISHARES TR$770,7700.05%6,016CommonSOLE
759530108RELXRELX PLC$760,1630.05%22,931CommonSOLE
681919106OMCOMNICOM GROUP INC$753,5520.04%10,006CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$675,2390.04%2,315CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$672,8500.04%2,585CommonSOLE
464287515IGVISHARES TR$668,9780.04%8,357CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$631,0160.04%2,332CommonNONE
780259305SHELSHELL PLC$618,8220.04%6,654CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$610,4130.04%8,128CommonSOLE
460146103IPINTERNATIONAL PAPER CO$600,6170.04%16,824CommonSOLE
09290D101BLKBLACKROCK INC$546,2510.03%568CommonSOLE
81762P102NOWSERVICENOW INC$540,4190.03%5,169CommonNONE
219350105GLWCORNING INC$520,3570.03%3,827CommonSOLE
464287499IWRISHARES TR$494,1230.03%5,082CommonSOLE
46434G764EMXCISHARES INC$480,3770.03%6,107CommonNONE
025816109AXPAMERICAN EXPRESS CO$469,1460.03%1,551CommonSOLE
78464A870XBISPDR SERIES TRUST$458,2950.03%3,588CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$449,0280.03%2,210CommonSOLE
03076C106AMPAMERIPRISE FINL INC$428,4020.03%964CommonNONE
464287655IWMISHARES TR$400,0240.02%1,613CommonNONE
539830109LMTLOCKHEED MARTIN CORP$388,0180.02%642CommonSOLE
125523100CITHE CIGNA GROUP$371,8500.02%1,394CommonNONE
88579Y101MMM3M CO$369,6100.02%2,545CommonSOLE
464287614IWFISHARES TR$363,7190.02%853CommonSOLE
872540109TJXTJX COS INC NEW$353,2560.02%2,212CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$344,2310.02%1,736CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$344,0670.02%5,673CommonSOLE
237266101DARDARLING INGREDIENTS INC$333,9900.02%5,400CommonSOLE
922908736VUGVANGUARD INDEX FDS$331,9600.02%760CommonSOLE
922908744VTVVANGUARD INDEX FDS$319,4140.02%1,628CommonSOLE
464287598IWDISHARES TR$316,0180.02%1,479CommonSOLE
172062101CINFCINCINNATI FINL CORP$314,7000.02%2,000CommonSOLE
501044101KRKROGER CO$312,1610.02%4,314CommonNONE
87612E106TGTTARGET CORP$310,0300.02%2,558CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$299,6260.02%5,321CommonSOLE
256677105DGDOLLAR GEN CORP$291,7200.02%2,457CommonSOLE
372460105GPCGENUINE PARTS CO$278,1230.02%2,630CommonSOLE
92338C103VLTOVERALTO CORP$266,8520.02%3,018CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$266,2130.02%3,701CommonNONE
464286756EWDISHARES INC$247,4490.01%5,079CommonSOLE
842587107SOSOUTHERN CO$246,1260.01%2,550CommonSOLE
133034108CACCAMDEN NATL CORP$236,3480.01%4,981CommonSOLE
009158106APDAIR PRODUCTS AND CHEMICALS I$233,2630.01%803CommonSOLE
00724F101ADBEADOBE INC$232,3840.01%956CommonNONE
438516106HONHONEYWELL INTL INC$229,4200.01%1,015CommonSOLE
G54950103LINLINDE PLC$226,0670.01%456CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$215,0600.01%1,000CommonSOLE
001055102AFLAFLAC INC$213,2760.01%1,944CommonSOLE
03743Q108APAAPA CORPORATION$209,1020.01%4,927CommonSOLE
92939U106WECWEC ENERGY GROUP INC$202,5980.01%1,750CommonSOLE
92204A702VGTVANGUARD WORLD FD$202,3390.01%290CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.