LMCG Investments, LLC holds a diversified book of 220 stocks worth $1.7B as of Q1 2026 (disclosed Apr 29, 2026, a ~45-day 13F lag). This quarter they opened On Semiconductor and trimmed Alphabet Inc-CL A. Their largest long position is Apple Inc at 4% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1470944/holdings"
Use Arkolith to show LMCG INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
86% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $67.1M | 264.3K | 4.0% | ▲+4.3% Added · +11K sh | |
| 2 | Alphabet Inc CAP STK CL A | $58.3M | 202.8K | 3.5% | ▼−10% Reduced · −23K sh | |
| 3 | Microsoft Corp COM | $55.5M | 150.1K | 3.3% | ▼−4.4% Reduced · −7K sh | |
| 4 | Amazon Com Inc COM | $50.5M | 242.3K | 3.0% | ▼−4.9% Reduced · −13K sh | |
| 5 | JPMorgan Chase & Co COM | $40.5M | 137.6K | 2.4% | ▼−8.0% Reduced · −12K sh | |
| 6 | Nvidia Corporation COM | $34.5M | 197.9K | 2.1% | ▼−6.0% Reduced · −13K sh | |
| 7 | Agnico Eagle Mines Ltd COM | $34.2M | 168.5K | 2.0% | ▼−7.3% Reduced · −13K sh | |
| 8 | Ishares Inc CORE MSCI EMKT | $32.0M | 458.8K | 1.9% | ▲+0.6% Added · +3K sh | |
| 9 | Berkshire Hathaway Inc Del CL B NEW | $30.2M | 63.0K | 1.8% | ▲+3.2% Added · +2K sh | |
| 10 | Regeneron Pharmaceuticals COM | $30.1M | 39.0K | 1.8% | ▼−2.1% Reduced · −842 sh | |
| 11 | Abbvie Inc COM | $29.7M | 136.5K | 1.8% | ▼−2.1% Reduced · −3K sh | |
| 12 | Goldman Sachs Group Inc COM | $28.1M | 33.3K | 1.7% | ▼−20% Reduced · −9K sh | |
| 13 | Ishares TR MSCI EAFE ETF | $26.9M | 277.3K | 1.6% | ▲+44% Added · +85K sh | |
| 14 | Applied Matls Inc COM | $25.2M | 73.8K | 1.5% | ▼−22% Reduced · −21K sh | |
| 15 | Alphabet Inc CAP STK CL C | $24.5M | 85.4K | 1.5% | ▼−11% Reduced · −10K sh | |
| 16 | Chevron Corporation COM | $23.7M | 114.6K | 1.4% | ▲+4.6% Added · +5K sh | |
| 17 | Ciena Corp COM NEW | $23.0M | 59.2K | 1.4% | ▼−43% Reduced · −44K sh | |
| 18 | Coca Cola Co COM | $23.0M | 302.4K | 1.4% | ▼−4.8% Reduced · −15K sh | |
| 19 | Danaher Corp Del COM | $20.6M | 108.9K | 1.2% | ▼−7.0% Reduced · −8K sh | |
| 20 | Quanta Svcs Inc COM | $20.5M | 37.4K | 1.2% | ▼−9.3% Reduced · −4K sh | |
| 21 | Visa Inc COM CL A | $20.4M | 67.6K | 1.2% | ▲+6.8% Added · +4K sh | |
| 22 | Jabil Inc COM | $20.3M | 76.3K | 1.2% | ▼−11% Reduced · −10K sh | |
| 23 | Eli Lilly & Co COM | $19.4M | 21.1K | 1.2% | ▲+4.9% Added · +978 sh | |
| 24 | Ishares Inc MSCI EURZONE ETF | $18.4M | 293.2K | 1.1% | ▲+31% Added · +70K sh | |
| 25 | Johnson & Johnson COM | $18.1M | 74.1K | 1.1% | ▲+2.2% Added · +2K sh | |
| 26 | Merck & Co Inc COM | $17.2M | 143.0K | 1.0% | ▲+0.3% Added · +440 sh | |
| 27 | Bunge Global Sa COM SHS | $16.5M | 129.8K | 1.0% | ▲+0.4% Added · +549 sh | |
| 28 | Cummins Inc COM | $16.5M | 30.6K | 1.0% | ▼−9.0% Reduced · −3K sh | |
| 29 | Capital One Finl Corp COM | $15.7M | 86.3K | 0.9% | ▲+0.7% Added · +569 sh | |
| 30 | Micron Technology Inc COM | $15.7M | 46.5K | 0.9% | ▼−46% Reduced · −39K sh | |
| 31 | Meta Platforms Inc CL A | $15.7M | 27.4K | 0.9% | ▲+13% Added · +3K sh | |
| 32 | Waste Mgmt Inc Del COM | $15.2M | 66.1K | 0.9% | ▲+122% Added · +36K sh | |
| 33 | Rockwell Automation Inc COM | $15.0M | 41.9K | 0.9% | ▲+0.9% Added · +385 sh | |
| 34 | Caterpillar Inc COM | $14.8M | 20.8K | 0.9% | ▼−15% Reduced · −4K sh | |
| 35 | Vanguard Index FDS MCAP VL IDXVIP | $14.7M | 79.8K | 0.9% | ▼−3.0% Reduced · −2K sh | |
| 36 | Akamai Technologies Inc COM | $14.6M | 127.1K | 0.9% | ▲+14% Added · +15K sh | |
| 37 | Exxon Mobil Corp COM | $14.3M | 84.5K | 0.9% | ▼−0.3% Reduced · −250 sh | |
| 38 | Vanguard Index FDS SML CP GRW ETF | $14.2M | 46.8K | 0.8% | ▼−8.2% Reduced · −4K sh | |
| 39 | Pepsico Inc COM | $13.2M | 85.3K | 0.8% | ▲+44% Added · +26K sh | |
| 40 | Palo Alto Networks Inc COM | $13.0M | 81.2K | 0.8% | ▲+71% Added · +34K sh | |
| 41 | Entergy Corp New COM | $12.9M | 115.0K | 0.8% | ▼−17% Reduced · −24K sh | |
| 42 | Emerson Elec Co COM | $12.9M | 98.6K | 0.8% | ▲+0.2% Added · +208 sh | |
| 43 | Keysight Technologies Inc COM | $12.9M | 45.7K | 0.8% | ▼−1.8% Reduced · −839 sh | |
| 44 | Walmart Inc COM | $12.8M | 102.7K | 0.8% | ▼−1.2% Reduced · −1K sh | |
| 45 | Amgen Inc COM | $12.1M | 34.5K | 0.7% | ▲+0.9% Added · +307 sh | |
| 46 | Packaging Corp Amer COM | $12.1M | 56.8K | 0.7% | ▲+3.5% Added · +2K sh | |
| 47 | Everest Group Ltd COM | $12.0M | 36.8K | 0.7% | ▲+5.7% Added · +2K sh | |
| 48 | Valero Energy Corp COM | $11.8M | 47.6K | 0.7% | ▼−6.7% Reduced · −3K sh | |
| 49 | ConocoPhillips COM | $11.6M | 88.1K | 0.7% | ▲+2.2% Added · +2K sh | |
| 50 | Costco Wholesale Corporation COM | $11.5M | 11.5K | 0.7% | ▲+29% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 29, 2026 | 220 | $1.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 219 | $1.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 222 | $1.7B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 307 | $1.6B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 316 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 319 | $1.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 306 | $1.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 9, 2024 | 366 | $1.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 6, 2024 | 372 | $1.7B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 8, 2024 | 383 | $1.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 3, 2023 | 375 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 376 | $1.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 5, 2023 | 383 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 7, 2023 | 383 | $1.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 8, 2022 | 391 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 391 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 10, 2022 | 396 | $1.7B | 13F-HR |
| Q3 2015 | Sep 30, 2015 | Nov 4, 2015 | 996 | $4.7B | 13F-HR |
| Q2 2015 | Jun 30, 2015 | Aug 13, 2015 | 995 | $4.6B | 13F-HR |
| Q1 2015 | Mar 31, 2015 | May 15, 2015 | 1,127 | $4.8B | 13F-HR |
| Q4 2014 | Dec 31, 2014 | Feb 13, 2015 | 1,106 | $4.6B | 13F-HR |
| Q3 2014 | Sep 30, 2014 | Nov 12, 2014 | 651 | $4.5B | 13F-HR |
| Q2 2014 | Jun 30, 2014 | Aug 11, 2014 | 656 | $4.6B | 13F-HR |
| Q1 2014 | Mar 31, 2014 | May 12, 2014 | 667 | $4.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.