Lmcg Investments, LLC
225 holdingsFiling period: 2026-06-30Current AUM: $1.90Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 259.5K | $75.1M | $88.1M | 4.65% | -4,788 | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 196.8K | $70.3M | $67.0M | 3.53% | -6,017 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 147.9K | $55.2M | $78.7M | 4.15% | -2,181 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 230.1K | $54.8M | $60.4M | 3.19% | -12,189 | 2026-06-30 |
| 5 | AMAT | Applied Matls Inc | 61.1K | $44.2M | $24.8M | 1.31% | -12,631 | 2026-06-30 |
| 6 | JPM | JPMorgan Chase & Co | 134.3K | $44.0M | $45.0M | 2.38% | -3,248 | 2026-06-30 |
| 7 | NVDA | NVIDIA Corporation | 190.1K | $38.0M | $41.2M | 2.17% | -7,731 | 2026-06-30 |
| 8 | IEMG | iShares Inc | 437.3K | $36.2M | $33.8M | 1.78% | -21,549 | 2026-06-30 |
| 9 | ABBV | Abbvie Inc | 139.8K | $35.2M | $40.4M | 2.13% | +3.3K | 2026-06-30 |
| 10 | BRK-B | Berkshire Hathaway Inc Del | 64.8K | $32.4M | $32.4M | 1.71% | +1.8K | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 83.9K | $29.7M | $28.2M | 1.49% | -1,463 | 2026-06-30 |
| 12 | MU | Micron Technology Inc | 25.4K | $29.3M | $22.8M | 1.20% | -21,039 | 2026-06-30 |
| 13 | GS | Goldman Sachs Group Inc | 27.6K | $27.9M | $24.4M | 1.29% | -5,673 | 2026-06-30 |
| 14 | EFA | iShares TR | 257.6K | $26.8M | $26.7M | 1.41% | -19,762 | 2026-06-30 |
| 15 | AEM | Agnico Eagle Mines Ltd | 166.6K | $25.8M | $31.0M | 1.64% | -1,931 | 2026-06-30 |
| 16 | V | Visa Inc | 74.6K | $25.6M | $30.3M | 1.60% | +7.0K | 2026-06-30 |
| 17 | JBL | Jabil Inc | 64.3K | $24.8M | $17.8M | 0.94% | -12,045 | 2026-06-30 |
| 18 | PWR | Quanta Svcs Inc | 34.1K | $24.6M | $20.3M | 1.07% | -3,267 | 2026-06-30 |
| 19 | LLY | Eli Lilly & Co | 20.5K | $24.6M | $26.3M | 1.39% | -579 | 2026-06-30 |
| 20 | KO | Coca Cola Co | 292.5K | $23.8M | $27.3M | 1.44% | -9,809 | 2026-06-30 |
| 21 | DHR | Danaher Corp Del | 124.4K | $23.7M | $27.9M | 1.47% | +15.6K | 2026-06-30 |
| 22 | CIEN | Ciena Corp | 48.1K | $23.6M | $16.5M | 0.87% | -11,107 | 2026-06-30 |
| 23 | REGN | Regeneron Pharmaceuticals | 36.8K | $23.0M | $29.7M | 1.57% | -2,142 | 2026-06-30 |
| 24 | ROK | Rockwell Automation Inc | 41.5K | $20.5M | $17.7M | 0.94% | -426 | 2026-06-30 |
| 25 | PANW | Palo Alto Networks Inc | 57.8K | $19.7M | $19.7M | 1.04% | -23,444 | 2026-06-30 |
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