Lmcg Investments portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 21, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Lmcg Investments reported a $1.9 bn portfolio of 223 companies (225 positions, counting each share class separately) to the SEC as of the end of Q3 2026. Its largest positions are GOOGL, AAPL, MSFT. During the quarter it opened Exxon Mobil.
Sections with a free account
What changed this quarter
177 positions with a change (6 new, 58 added to, 107 trimmed, 6 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Exxon Mobil+0.7 ppof portfolioNew— → 0.7%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- AlphabetGOOGL · GOOG5.0%
- AppleAAPL4.5%
- MicrosoftMSFT4.1%
- Amazon.comAMZN2.9%
- JPMorgan ChaseJPM2.4%
- NVIDIANVDA2.3%
- Berkshire HathawayBRK/B · BRK/A2.2%
- AbbVieABBV1.9%
- IsharesIEMG1.8%
- Agnico Eagle MinesAEM1.6%
- Regeneron PharmaceuticalsREGN1.5%
- Applied MaterialsAMAT1.5%
- DanaherDHR1.5%
- iShares Msci Eafe ETFEFA1.5%
- VisaV1.4%
Portfolio by sector
- ● Information Technology 26%
- ● No sector 13%
- ● Financials 12%
- ● Health Care 12%
- ● Industrials 9%
- ● Communication Services 7%
- ● Consumer Staples 6%
- ● Energy 5%
- ● Consumer Discretionary 5%
- ● Materials 3%
- ● Real Estate 1%
- ● Utilities 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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