13F Insight
DOSSIER · 13F-HR · Q2 2026

LMCG INVESTMENTS, LLC

$1.9B in tracked AUM across 225 positions as of Q2 2026.

LI
CIK 0001470944 · last filed Jun 30, 2026
Total AUM
$1.9B
as of Q2 2026
Holdings
225
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LMCG INVESTMENTS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$75M259K4.0%02
GOOGL
ALPHABET INC
$70M197K3.8%03
MSFT
MICROSOFT CORP
$55M148K3.0%04
AMZN
AMAZON COM INC
$55M230K2.9%05
AMAT
APPLIED MATLS INC
$44M61K2.4%06
JPM
JPMORGAN CHASE & CO
$44M134K2.4%07
NVDA
NVIDIA CORPORATION
$38M190K2.0%08
IEMG
ISHARES INC
$36M437K1.9%09
ABBV
ABBVIE INC
$35M140K1.9%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$32M65K1.7%

Filing history

2026Q2Jun 30
$1.9B▲ 11.1%
225 positionsView →2026Q1Mar 31
$1.7B▼ 3.9%
220 positionsView →2025Q4Dec 31
$1.7B▲ 2.8%
219 positionsView →2025Q3Sep 30
$1.7B▲ 6.6%
222 positionsView →2025Q2Jun 30
$1.6B▲ 5.9%
307 positionsLocked2025Q1Mar 31
$1.5B▼ 7.6%
316 positionsLocked2024Q4Dec 31
$1.6B▼ 2.0%
319 positionsLocked2024Q3Sep 30
$1.7B▼ 3.2%
306 positionsLocked2024Q2Jun 30
$1.7B▲ 1.1%
366 positionsLocked2024Q1Mar 31
$1.7B▲ 5.3%
372 positionsLocked2023Q4Dec 31
$1.6B▲ 9.0%
383 positionsLocked2023Q3Sep 30
$1.5B▼ 4.0%
375 positionsLocked
Showing 12 of 42