LMCG Investments, LLC holds a diversified book of 225 stocks worth $1.9B as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Diageo PLC-Sponsored ADR and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book.
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.
87% 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
Other tracked managers holding the same core names as LMCG Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.5T |
| FMR LLC | 80 / 80 | $839.9B |
| MORGAN STANLEY | 80 / 80 | $561.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $543.2B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $355.7B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $249.4B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $238.0B |
| Bank of New York Mellon Corp | 80 / 80 | $213.6B |
Ranked by the share of each fund's own book sitting in the names it shares with LMCG Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $75.1M | 259.5K | 4.0% | ▼−1.8% Reduced · −5K sh | |
| 2 | Alphabet Inc CAP STK CL A | $70.3M | 196.8K | 3.8% | ▼−3.0% Reduced · −6K sh | |
| 3 | Microsoft Corp COM | $55.2M | 147.9K | 3.0% | ▼−1.4% Reduced · −2K sh | |
| 4 | Amazon Com Inc COM | $54.8M | 230.1K | 2.9% | ▼−5.0% Reduced · −12K sh | |
| 5 | Applied Matls Inc COM | $44.2M | 61.1K | 2.4% | ▼−17% Reduced · −13K sh | |
| 6 | JPMorgan Chase & Co COM | $44.0M | 134.3K | 2.4% | ▼−2.4% Reduced · −3K sh | |
| 7 | Nvidia Corporation COM | $38.0M | 190.1K | 2.0% | ▼−3.9% Reduced · −8K sh | |
| 8 | Ishares Inc CORE MSCI EMKT | $36.2M | 437.3K | 1.9% | ▼−4.7% Reduced · −22K sh | |
| 9 | Abbvie Inc COM | $35.2M | 139.8K | 1.9% | ▲+2.4% Added · +3K sh | |
| 10 | Berkshire Hathaway Inc Del CL B NEW | $32.4M | 64.8K | 1.7% | ▲+2.9% Added · +2K sh | |
| 11 | Alphabet Inc CAP STK CL C | $29.7M | 83.9K | 1.6% | ▼−1.7% Reduced · −1K sh | |
| 12 | Micron Technology Inc COM | $29.3M | 25.4K | 1.6% | ▼−45% Reduced · −21K sh | |
| 13 | Goldman Sachs Group Inc COM | $27.9M | 27.6K | 1.5% | ▼−17% Reduced · −6K sh | |
| 14 | Ishares TR MSCI EAFE ETF | $26.8M | 257.6K | 1.4% | ▼−7.1% Reduced · −20K sh | |
| 15 | Agnico Eagle Mines Ltd COM | $25.8M | 166.6K | 1.4% | ▼−1.1% Reduced · −2K sh | |
| 16 | Visa Inc COM CL A | $25.6M | 74.6K | 1.4% | ▲+10% Added · +7K sh | |
| 17 | Jabil Inc COM | $24.8M | 64.3K | 1.3% | ▼−16% Reduced · −12K sh | |
| 18 | Quanta Svcs Inc COM | $24.6M | 34.1K | 1.3% | ▼−8.7% Reduced · −3K sh | |
| 19 | Eli Lilly & Co COM | $24.6M | 20.5K | 1.3% | ▼−2.7% Reduced · −579 sh | |
| 20 | Coca Cola Co COM | $23.8M | 292.5K | 1.3% | ▼−3.2% Reduced · −10K sh | |
| 21 | Danaher Corp Del COM | $23.7M | 124.4K | 1.3% | ▲+14% Added · +16K sh | |
| 22 | Ciena Corp COM NEW | $23.6M | 48.1K | 1.3% | ▼−19% Reduced · −11K sh | |
| 23 | Regeneron Pharmaceuticals COM | $23.0M | 36.8K | 1.2% | ▼−5.5% Reduced · −2K sh | |
| 24 | Rockwell Automation Inc COM | $20.5M | 41.5K | 1.1% | ▼−1.0% Reduced · −426 sh | |
| 25 | Palo Alto Networks Inc COM | $19.7M | 57.8K | 1.1% | ▼−29% Reduced · −23K sh | |
| 26 | Ishares Inc MSCI EURZONE ETF | $19.1M | 274.3K | 1.0% | ▼−6.4% Reduced · −19K sh | |
| 27 | Cummins Inc COM | $19.1M | 26.7K | 1.0% | ▼−13% Reduced · −4K sh | |
| 28 | Johnson & Johnson COM | $18.8M | 74.1K | 1.0% | ▼~0% Reduced · −2 sh | |
| 29 | Marvell Technology Inc COM | $18.6M | 62.4K | 1.0% | ▼−20% Reduced · −16K sh | |
| 30 | Chevron Corporation COM | $18.4M | 111.1K | 1.0% | ▼−3.1% Reduced · −4K sh | |
| 31 | Merck & Co Inc COM | $18.2M | 141.7K | 1.0% | ▼−0.9% Reduced · −1K sh | |
| 32 | Capital One Finl Corp COM | $18.0M | 89.9K | 1.0% | ▲+4.1% Added · +4K sh | |
| 33 | Lam Research Corp COM NEW | $16.9M | 38.9K | 0.9% | ▼−22% Reduced · −11K sh | |
| 34 | Vanguard Index FDS SML CP GRW ETF | $16.5M | 45.1K | 0.9% | ▼−3.7% Reduced · −2K sh | |
| 35 | Caterpillar Inc COM | $16.4M | 15.4K | 0.9% | ▼−26% Reduced · −5K sh | |
| 36 | Waste Mgmt Inc Del COM | $15.6M | 69.8K | 0.8% | ▲+5.6% Added · +4K sh | |
| 37 | Keysight Technologies Inc COM | $15.4M | 43.9K | 0.8% | ▼−3.9% Reduced · −2K sh | |
| 38 | Meta Platforms Inc CL A | $14.9M | 26.5K | 0.8% | ▼−3.2% Reduced · −887 sh | |
| 39 | Akamai Technologies Inc COM | $14.3M | 121.0K | 0.8% | ▼−4.8% Reduced · −6K sh | |
| 40 | Emerson Elec Co COM | $14.1M | 98.5K | 0.8% | ▼~0% Reduced · −19 sh | |
| 41 | Packaging Corp Amer COM | $14.0M | 58.8K | 0.8% | ▲+3.6% Added · +2K sh | |
| 42 | Bunge Global Sa COM SHS | $13.8M | 129.3K | 0.7% | ▼−0.4% Reduced · −472 sh | |
| 43 | Broadcom Inc COM | $13.5M | 35.8K | 0.7% | ▼−1.9% Reduced · −686 sh | |
| 44 | Fifth Third Bancorp COM | $13.3M | 235.3K | 0.7% | ▲+3.6% Added · +8K sh | |
| 45 | Agilent Technologies Inc COM | $13.2M | 99.2K | 0.7% | ▲+5.7% Added · +5K sh | |
| 46 | Everest Group Ltd COM | $13.2M | 36.8K | 0.7% | ▼−0.1% Reduced · −20 sh | |
| 47 | Amgen Inc COM | $13.0M | 35.9K | 0.7% | ▲+4.1% Added · +1K sh | |
| 48 | Wesco Intl Inc COM | $13.0M | 37.6K | 0.7% | ▼−3.9% Reduced · −2K sh | |
| 49 | Vanguard Index FDS MCAP VL IDXVIP | $12.8M | 64.7K | 0.7% | ▼−19% Reduced · −15K sh | |
| 50 | Entergy Corp New COM | $12.7M | 110.2K | 0.7% | ▼−4.2% Reduced · −5K sh |
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.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 225 | $1.9B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.