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CIK: 0001470944
Total reported value
$1.9B
$1.9B
225 檔
15.7%
During the Q2 2025 filing period, Lmcg Investments, LLC (CIK: 0001470944) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.9B across 225 reported positions.
In Q2 2025, Lmcg Investments, LLC adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | -0.36% | -3.38% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.04% | -0.06% | -1.28% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.40% | +0.03% | -1.09% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.04% | -0.06% | -3.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.61% | +0.30% | -3.91% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.32% | -0.01% | +9.47% | |
| 7 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.06% | -0.18% | -2.63% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.06% | -3.96% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.70% | +0.11% | -10.16% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.58% | -0.10% | -12.27% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.55% | +0.04% | +59.73% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | +0.15% | -3.51% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.43% | +0.04% | +11.40% | |
| 14 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.41% | -0.66% | -3.92% | |
| 15 | ORCL | Oracle CORP | Stock-Tech | 1.33% | -0.04% | -6.26% | |
| 16 | JBL | Jabil Inc | Stock-Tech | 1.32% | +0.12% | -4.16% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.13% | -5.48% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 1.23% | -0.14% | -3.37% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 1.18% | +0.87% | -6.91% | |
| 20 | COF | Capital One Financial CORP | Stock-Financials | 1.17% | +0.03% | -3.13% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.12% | -0.42% | -7.32% | |
| 22 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.11% | -0.56% | +132.01% | |
| 23 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.07% | -0.06% | -5.95% | |
| 24 | PWR | Quanta Services Inc | Stock-Industrials | 1.07% | +0.10% | -5.44% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.07% | -0.09% | -3.53% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.98% | — | -4.14% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 0.98% | +0.64% | -3.53% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.13% | -1.02% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.93% | -0.20% | -3.88% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.90% | +0.15% | -13.65% | |
| 31 | WDAY | Workday Inc-class A | Stock-Tech | 0.88% | — | +70.70% | |
| 32 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.87% | +0.20% | -4.92% | |
| 33 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 0.83% | -0.07% | +43.74% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.82% | -0.04% | -3.11% | |
| 35 | EMR | Emerson Electric Co | Stock-Industrials | 0.82% | -0.01% | -3.19% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.81% | +0.04% | -3.27% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.04% | -2.91% | |
| 38 | ETN | Eaton Corporation plc | Stock-Industrials | 0.79% | +0.02% | +44.32% | |
| 39 | ETR | Entergy CORP | Stock-Utilities | 0.79% | -0.09% | -12.24% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.79% | -0.17% | +415.24% | |
| 41 | MRVL | Marvell Technology Inc | Stock-Tech | 0.77% | +0.54% | +15.72% | |
| 42 | MS | Morgan Stanley | Stock-Financials | 0.75% | -0.04% | +4.01% | |
| 43 | CIEN | Ciena CORP | Stock-Tech | 0.75% | -0.11% | -4.84% | |
| 44 | CMI | Cummins Inc | Stock-Industrials | 0.71% | +0.04% | -2.80% | |
| 45 | EG | Everest Group, Ltd. | Stock-Financials | 0.68% | -0.02% | -1.09% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.14% | -3.57% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.65% | — | -4.60% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | -0.02% | -4.36% | |
| 49 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.64% | +0.03% | -5.47% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.63% | -0.11% | -4.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | -3.38% | Trim |
| 2 | NVDA | Nvidia CORP | +0.8% | +9.47% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.6% | +415.24% | Add |
| 4 | IEMG | Ishares Core Msci Emerging | +0.6% | +59.73% | Add |
| 5 | REGN | Regeneron Pharmaceuticals | +0.5% | +132.01% | Add |
| 6 | JBL | Jabil Inc | +0.4% | -4.16% | Trim |
| 7 | ORCL | Oracle CORP | +0.4% | -6.26% | Trim |
| 8 | WDAY | Workday Inc-class A | +0.4% | +70.70% | Add |
| 9 | ETN | Eaton Corporation plc | +0.4% | +44.32% | Add |
| 10 | GS | Goldman Sachs Group Inc | +0.3% | -2.63% | Trim |
| 11 | TRMB | Trimble Inc | +0.3% | +72.73% | Add |
| 12 | AMZN | Amazon.com Inc | +0.3% | -1.28% | Trim |
| 13 | EZU | Ishares Msci Eurozone ETF | +0.3% | +43.74% | Add |
| 14 | PWR | Quanta Services Inc | +0.3% | -5.44% | Trim |
| 15 | MU | Micron Technology Inc | +0.2% | -3.53% | Trim |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | -3.80% | Trim |
| 17 | MRVL | Marvell Technology Inc | +0.2% | +15.72% | Add |
| 18 | AVGO | Broadcom Inc | +0.2% | -4.93% | Trim |
| 19 | EEM | Ishares Msci Emerging Market | +0.2% | +43.63% | Add |
| 20 | META | Meta Platforms Inc-class A | +0.2% | -1.02% | Trim |
| 21 | WCC | Wesco International Inc | +0.2% | +19.28% | Add |
| 22 | NOW | Servicenow Inc | +0.1% | -4.14% | Trim |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -13.65% | Trim |
| 24 | ZS | Zscaler Inc | +0.1% | +2.84% | Add |
| 25 | CIEN | Ciena CORP | +0.1% | -4.84% | Trim |
| 26 | MS | Morgan Stanley | +0.1% | +4.01% | Add |
| 27 | AMAT | Applied Materials Inc | +0.1% | -6.91% | Trim |
| 28 | DIS | Walt Disney Co/the | +0.1% | -5.95% | Trim |
| 29 | ROK | Rockwell Automation Inc | +0.1% | -4.92% | Trim |
| 30 | MCHP | Microchip Technology Inc | +0.1% | -4.75% | Trim |
| 31 | COF | Capital One Financial CORP | +0.1% | -3.13% | Trim |
| 32 | LRCX | Lam Research CORP | +0.1% | -4.85% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.91% | Trim |
| 34 | GM | General Motors Co | -0.2% | EXIT | Sold out |
| 35 | ETR | Entergy CORP | -0.2% | -12.24% | Trim |
| 36 | TER | Teradyne Inc | -0.2% | -51.41% | Trim |
| 37 | JAZZ | Jazz Pharmaceuticals plc | -0.2% | -25.18% | Trim |
| 38 | WCN | Waste Connections Inc | -0.3% | -21.96% | Trim |
| 39 | SLB | Slb LTD | -0.3% | -30.97% | Trim |
| 40 | ENPH | Enphase Energy Inc | -0.3% | EXIT | Sold out |
| 41 | NEM | Newmont CORP | -0.3% | -75.09% | Trim |
| 42 | MSI | Motorola Solutions Inc | -0.3% | -33.60% | Trim |
| 43 | KO | Coca-cola Co/the | -0.4% | -12.27% | Trim |
| 44 | CVX | Chevron CORP | -0.4% | -7.32% | Trim |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -3.96% | Trim |
| 46 | ZBH | Zimmer Biomet Holdings Inc | -0.5% | EXIT | Sold out |
| 47 | AAPL | Apple Inc | -0.5% | -1.09% | Trim |
| 48 | ABBV | Abbvie Inc | -0.6% | -10.16% | Trim |
| 49 | NOC | Northrop Grumman CORP | -0.6% | -88.13% | Trim |
| 50 | UNH | Unitedhealth Group Inc | -1.3% | -88.98% | Trim |
According to official SEC Form 13F filings, Lmcg Investments, LLC reported a total U.S. public equity portfolio value of $1.9B across 225 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AMZN, AAPL) accounted for 15.7% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
ZBH
前期市值: $6.9M
During Q2 2025, Lmcg Investments, LLC's top holdings by market value included MSFT (5.3%)、AMZN (4.0%)、AAPL (3.4%). The largest single position, MSFT, represented 5.3% of total portfolio value.
In Q2 2025, Lmcg Investments, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 34 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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