Q3 2026 13F · SEC CIK 1470944

Lmcg Investments, LLC

Hedge fundFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.9B
Reported positions: 225
Top holdings a year, 3 yrs: +23.4%
Assets under management: $6.8B

Lmcg Investments, LLC is a hedge fund that reported 225 positions worth $1.9B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Apple Inc (AAPL, 4.5%), Microsoft Corp (MSFT, 4.1%), Alphabet Inc (GOOGL, 3.5%). A portfolio copying its top holdings returned 23.4% a year over the last 3 years, against 20.4% for the S&P 500.

Lmcg Investments, LLC holdings largest 50 of 225 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lmcg Investments, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	4.5%	4.0%	252,518	-2.7%	$84.1M
MSFTMicrosoft Corp	4.1%	3.0%	149,958	+1.4%	$76.9M
GOOGLAlphabet Inc	3.5%	3.8%	188,822	-4.0%	$65.0M
AMZNAmazon Com Inc	2.9%	2.9%	218,526	-5.0%	$54.4M
JPMJpmorgan Chase & Co	2.4%	2.4%	132,527	-1.3%	$43.8M
NVDANvidia Corporation	2.3%	2.0%	190,706	+0.3%	$43.6M
ABBVAbbvie Inc	1.9%	1.9%	132,173	-5.5%	$34.6M
IEMGIshares Inc	1.8%	1.9%	401,474	-8.2%	$32.6M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.7%	64,430	-0.6%	$32.1M
AEMAgnico Eagle Mines Ltd	1.6%	1.4%	167,199	+0.4%	$30.6M
REGNRegeneron Pharmaceuticals	1.5%	1.2%	37,703	+2.4%	$28.6M
GOOGAlphabet Inc	1.5%	1.6%	82,497	-1.7%	$28.1M
AMATApplied Matls Inc	1.5%	2.4%	54,658	-10.6%	$28.0M
DHRDanaher Corp Del	1.5%	1.3%	126,026	+1.3%	$27.9M
EFAIshares Tr	1.5%	1.4%	266,594	+3.5%	$27.7M
VVisa Inc	1.4%	1.4%	72,958	-2.2%	$26.2M
GSGoldman Sachs Group Inc	1.3%	1.5%	27,178	-1.5%	$24.5M
KOCoca Cola Co	1.3%	1.3%	281,307	-3.8%	$24.2M
MUMicron Technology Inc	1.3%	1.6%	22,347	-12.1%	$23.8M
LLYEli Lilly & Co	1.3%	1.3%	20,080	-1.9%	$23.2M
METAMeta Platforms Inc	1.2%	0.8%	31,240	+17.8%	$22.7M
CVXChevron Corporation	1.2%	1.0%	108,168	-2.6%	$22.1M
PWRQuanta Svcs Inc	1.1%	1.3%	32,975	-3.3%	$21.2M
MRKMerck & Co Inc	1.1%	1.0%	139,764	-1.4%	$20.3M
JNJJohnson & Johnson	1.0%	1.0%	71,928	-2.9%	$19.0M
EZUIshares Inc	1.0%	1.0%	272,730	-0.6%	$18.4M
AAgilent Technologies Inc	1.0%	0.7%	105,340	+6.2%	$18.2M
ROKRockwell Automation Inc	1.0%	1.1%	41,583	+0.2%	$18.1M
JBLJabil Inc	1.0%	1.3%	62,432	-2.8%	$17.9M
COFCapital One Finl Corp	0.9%	1.0%	90,371	+0.6%	$17.4M
CIENCiena Corp	0.9%	1.3%	46,393	-3.6%	$16.3M
VLOValero Energy Corp	0.9%	—	41,690	—	$16.2M
MRVLMarvell Technology Inc	0.9%	1.0%	60,399	-3.2%	$16.0M
PANWPalo Alto Networks Inc	0.9%	1.1%	40,039	-30.7%	$15.9M
AMGNAmgen Inc	0.8%	0.7%	37,026	+3.1%	$15.6M
KEYSKeysight Technologies Inc	0.8%	0.8%	42,735	-2.7%	$15.6M
EMREmerson Elec Co	0.8%	0.8%	99,108	+0.6%	$15.4M
VBKVanguard Index Fds	0.8%	0.9%	43,988	-2.4%	$14.9M
BGBunge Global SA	0.8%	0.7%	133,284	+3.1%	$14.3M
WMWaste Mgmt Inc Del	0.8%	0.8%	69,839	+0.1%	$14.2M
AVGOBroadcom Inc	0.7%	0.7%	39,273	+9.8%	$13.8M
PKGPackaging Corp Amer	0.7%	0.8%	60,101	+2.1%	$13.8M
WCCWESCO International, Inc.	0.7%	0.7%	38,114	+1.4%	$13.7M
REEverest Group Ltd	0.7%	0.7%	37,029	+0.6%	$13.5M
XOMExxonmobil Holdings Corp	0.7%	—	81,958	—	$13.3M
ETNEaton Corp PLC	0.7%	—	30,156	—	$13.0M
AKAMAkamai Technologies Inc	0.7%	0.8%	121,690	+0.5%	$12.9M
MAMastercard Incorporated	0.7%	—	22,480	—	$12.4M
FITBFifth Third Bancorp	0.7%	0.7%	241,031	+2.4%	$12.2M
MDTMedtronic PLC	0.6%	—	136,152	—	$11.7M

What Lmcg Investments, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

PANW Palo Alto Networks Inc-30.7% shares
MU Micron Technology Inc-12.1% shares
AMAT Applied Matls Inc-10.6% shares
IEMG Ishares Inc-8.2% shares
ABBV Abbvie Inc-5.5% shares
AMZN Amazon Com Inc-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +32.3% /yr; S&P 500 +20.1%
3 years: +23.4% /yr; S&P 500 +20.4%
5 years: +18.9% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.9B	225
Q2 2026	$1.9B	225
Q1 2026	$1.7B	220
Q4 2025	$1.7B	219
Q3 2025	$1.7B	222
Q2 2025	$1.6B	225
Q1 2025	$1.5B	228
Q4 2024	$1.6B	233
Q3 2024	$1.7B	223
Q2 2024	$1.7B	283
Q1 2024	$1.7B	290
Q4 2023	$1.6B	297

Questions about Lmcg Investments, LLC's portfolio

What stocks does Lmcg Investments, LLC own?

Lmcg Investments, LLC's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 225 positions worth $1.9B. The largest are Apple Inc (AAPL) at 4.5%, Microsoft Corp (MSFT) at 4.1%, Alphabet Inc (GOOGL) at 3.5%, Amazon Com Inc (AMZN) at 2.9% and Jpmorgan Chase & Co (JPM) at 2.4%.

What did Lmcg Investments, LLC buy last quarter?

In Q3 2026, Lmcg Investments, LLC added Meta Platforms Inc (META) (+17.8% shares), Broadcom Inc (AVGO) (+9.8% shares) and Agilent Technologies Inc (A) (+6.2% shares), compared with its Q2 2026 filing.

What did Lmcg Investments, LLC sell last quarter?

In Q3 2026, Lmcg Investments, LLC cut from its top 50 Cummins Inc (CMI), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Caterpillar Inc (CAT), cut from its top 50 Vanguard Index Fds (VOE), cut from its top 50 Entergy Corp New (ETR), Palo Alto Networks Inc (PANW) (-30.7% shares), Micron Technology Inc (MU) (-12.1% shares) and Applied Matls Inc (AMAT) (-10.6% shares), compared with its Q2 2026 filing.

How has Lmcg Investments, LLC's portfolio performed?

A portfolio copying Lmcg Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +32.3% against +20.1%. Over 5 years: +18.9% a year against +16.8%.

When is Lmcg Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lmcg Investments, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lmcg Investments, LLC manage?

Lmcg Investments, LLC reported $6.8B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.9B.