EdgeMarket › What Lmcg Investments, Llc reported owning
What Lmcg Investments, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.7BPositions
220Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 67.1M | 4.0% | 264.3K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 58.3M | 3.5% | 202.8K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 55.5M | 3.3% | 150.1K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 50.5M | 3.0% | 242.3K | 258.63 | +15.6% |
| JPM JPMORGAN CHASE & CO | 40.5M | 2.4% | 137.6K | 351.58 | +20.3% |
| NVDA NVIDIA CORP | 34.5M | 2.1% | 197.9K | 214.72 | +22.4% |
| AEM AGNICO EAGLE MINES LTD | 34.2M | 2.0% | 168.5K | 216.06 | +60.4% |
| IEMG iShares Core MSCI Emerging Markets ETF | 32.0M | 1.9% | 458.8K | 81.57 | +31.9% |
| unmapped CUSIP 084670702 | 30.2M | 1.8% | 63.0K | — | — |
| REGN REGENERON PHARMACEUTICALS, INC. | 30.1M | 1.8% | 39.0K | 834.04 | +41.1% |
| ABBV AbbVie Inc. | 29.7M | 1.8% | 136.5K | 264.96 | +26.7% |
| GS GOLDMAN SACHS GROUP INC | 28.1M | 1.7% | 33.3K | 1,039.28 | +44.2% |
| EFA iShares MSCI EAFE ETF | 26.9M | 1.6% | 277.3K | 108.24 | +17.1% |
| AMAT APPLIED MATERIALS INC /DE | 25.2M | 1.5% | 73.8K | 492.32 | +205.9% |
| GOOG Alphabet Inc. | 24.5M | 1.5% | 85.4K | 341.75 | +70.7% |
| CVX CHEVRON CORP | 23.7M | 1.4% | 114.6K | 205.27 | +34.0% |
| CIEN CIENA CORP | 23.0M | 1.4% | 59.2K | 395.79 | +356.8% |
| KO COCA COLA CO | 23.0M | 1.4% | 302.4K | 91.10 | +28.9% |
| DHR DANAHER CORP /DE/ | 20.6M | 1.2% | 108.9K | 218.85 | +3.5% |
| PWR QUANTA SERVICES, INC. | 20.5M | 1.2% | 37.4K | 639.34 | +70.1% |
| V VISA INC. | 20.4M | 1.2% | 67.6K | 371.04 | +7.9% |
| JBL JABIL INC | 20.3M | 1.2% | 76.3K | 313.21 | +53.5% |
| LLY ELI LILLY & Co | 19.4M | 1.2% | 21.1K | 1,255.40 | +78.0% |
| EZU iShares MSCI Eurozone ETF | 18.4M | 1.1% | 293.2K | 71.49 | +17.2% |
| JNJ JOHNSON & JOHNSON | 18.1M | 1.1% | 74.1K | 270.24 | +51.1% |
| MRK Merck & Co., Inc. | 17.2M | 1.0% | 143.0K | 152.55 | +80.2% |
| BG Bunge Global SA | 16.5M | 1.0% | 129.8K | 113.11 | +37.3% |
| CMI CUMMINS INC | 16.5M | 1.0% | 30.6K | 587.68 | +48.3% |
| COF CAPITAL ONE FINANCIAL CORP | 15.7M | 0.9% | 86.3K | 217.91 | +1.5% |
| MU MICRON TECHNOLOGY INC | 15.7M | 0.9% | 46.5K | 966.78 | +724.8% |
| META Meta Platforms, Inc. | 15.7M | 0.9% | 27.4K | 549.90 | -26.5% |
| WM WASTE MANAGEMENT INC | 15.2M | 0.9% | 66.1K | 224.06 | -2.6% |
| ROK ROCKWELL AUTOMATION, INC | 15.0M | 0.9% | 41.9K | 437.08 | +28.7% |
| CAT CATERPILLAR INC | 14.8M | 0.9% | 20.8K | 827.90 | +96.8% |
| VOE Vanguard Morningstar Mid-Cap Value ETF | 14.7M | 0.9% | 79.8K | 208.64 | +21.9% |
| AKAM AKAMAI TECHNOLOGIES INC | 14.6M | 0.9% | 127.1K | 110.42 | +45.2% |
| XOM ExxonMobil Holdings Corp | 14.3M | 0.9% | 84.5K | 165.11 | +52.1% |
| VBK Vanguard Morningstar Small-Cap Growth ETF | 14.2M | 0.8% | 46.8K | 358.65 | +26.5% |
| PEP PEPSICO INC | 13.2M | 0.8% | 85.3K | 143.48 | -4.8% |
| PANW Palo Alto Networks Inc | 13.0M | 0.8% | 81.2K | 357.87 | +94.0% |
| ETR ENTERGY CORP /DE/ | 12.9M | 0.8% | 115.0K | 104.62 | +16.5% |
| EMR EMERSON ELECTRIC CO | 12.9M | 0.8% | 98.6K | 157.26 | +20.1% |
| KEYS Keysight Technologies, Inc. | 12.9M | 0.8% | 45.7K | 316.13 | +99.4% |
| WMT Walmart Inc. | 12.8M | 0.8% | 102.7K | 103.70 | +1.1% |
| AMGN AMGEN INC | 12.1M | 0.7% | 34.5K | 439.33 | +48.2% |
| PKG PACKAGING CORP OF AMERICA | 12.1M | 0.7% | 56.8K | 252.79 | +27.6% |
| EG EVEREST GROUP, LTD. | 12.0M | 0.7% | 36.8K | 370.06 | +7.7% |
| VLO VALERO ENERGY CORP/TX | 11.8M | 0.7% | 47.6K | 348.86 | +148.3% |
| COP CONOCOPHILLIPS | 11.6M | 0.7% | 88.1K | 134.87 | +42.1% |
| COST COSTCO WHOLESALE CORP /NEW | 11.5M | 0.7% | 11.5K | 947.74 | -4.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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