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CIK: 0001470944
Total reported value
$1.9B
$1.9B
225 檔
16.1%
At the close of Q2 2026, Lmcg Investments, LLC disclosed equity holdings valued at approximately $1.9B, spread across 225 reported holdings.
In Q2 2026, Lmcg Investments, LLC adopted a defensive or profit-taking posture, trimming 103 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, MSFT) accounted for 16.1% of total reported equity market value during Q2 2026.
Showing top 200 holdings (of 225 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.02% | +0.51% | -1.81% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.77% | -0.27% | -2.97% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | +1.19% | -1.45% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.94% | -0.01% | -5.03% | |
| 5 | AMAT | Applied Materials Inc | Stock-Tech | 2.37% | -0.87% | -17.12% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.35% | +0.01% | -2.36% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | +0.30% | -3.91% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | -0.19% | -4.70% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 1.88% | -0.02% | +2.43% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.01% | +2.93% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | -0.08% | -1.71% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 1.57% | -0.29% | -45.28% | |
| 13 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.49% | -0.18% | -17.05% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.43% | +0.06% | -7.13% | |
| 15 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 1.38% | +0.27% | -1.15% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.37% | +0.04% | +10.42% | |
| 17 | JBL | Jabil Inc | Stock-Tech | 1.33% | -0.37% | -15.79% | |
| 18 | PWR | Quanta Services Inc | Stock-Industrials | 1.32% | -0.18% | -8.74% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.32% | -0.07% | -2.75% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.27% | +0.03% | -3.24% | |
| 21 | DHR | Danaher CORP | Stock-Healthcare | 1.27% | +0.23% | +14.29% | |
| 22 | CIEN | Ciena CORP | Stock-Tech | 1.26% | -0.38% | -18.75% | |
| 23 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.23% | +0.31% | -5.50% | |
| 24 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.10% | -0.13% | -1.02% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.06% | -0.20% | -28.86% | |
| 26 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.02% | -0.03% | -6.43% | |
| 27 | CMI | Cummins Inc | Stock-Industrials | 1.02% | -0.40% | -12.62% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | +0.01% | -0.00% | |
| 29 | MRVL | Marvell Technology Inc | Stock-Tech | 1.00% | -0.14% | -20.36% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.99% | +0.20% | -3.06% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.98% | +0.11% | -0.90% | |
| 32 | COF | Capital One Financial CORP | Stock-Financials | 0.97% | -0.03% | +4.15% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.90% | -0.30% | -21.83% | |
| 34 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.88% | -0.08% | -3.70% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.88% | -0.35% | -25.93% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.83% | -0.06% | +5.56% | |
| 37 | KEYS | Keysight Technologies In | Stock-Tech | 0.82% | +0.02% | -3.88% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.42% | -3.24% | |
| 39 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.77% | -0.07% | -4.77% | |
| 40 | EMR | Emerson Electric Co | Stock-Industrials | 0.76% | +0.07% | -0.02% | |
| 41 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 0.75% | -0.01% | +3.58% | |
| 42 | BG | Bunge Global SA | Stock-Consumer Staples | 0.74% | +0.03% | -0.36% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | +0.02% | -1.88% | |
| 44 | FITB | Fifth Third Bancorp | Stock-Financials | 0.71% | -0.05% | +3.56% | |
| 45 | A | Agilent Technologies Inc | Stock-Healthcare | 0.71% | +0.27% | +5.68% | |
| 46 | EG | Everest Group, Ltd. | Stock-Financials | 0.70% | +0.03% | -0.05% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.70% | +0.14% | +4.13% | |
| 48 | WCC | Wesco International Inc | Stock-Industrials | 0.70% | +0.04% | -3.88% | |
| 49 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.68% | -0.11% | -18.95% | |
| 50 | ETR | Entergy CORP | Stock-Utilities | 0.68% | -0.11% | -4.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.9% | -17.12% | Trim |
| 2 | MU | Micron Technology Inc | +0.6% | -45.28% | Trim |
| 3 | MRVL | Marvell Technology Inc | +0.5% | -20.36% | Trim |
| 4 | AMT | American Tower CORP | +0.3% | +497.48% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.97% | Trim |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | -28.86% | Trim |
| 7 | LRCX | Lam Research CORP | +0.3% | -21.83% | Trim |
| 8 | ZS | Zscaler Inc | +0.3% | +207.21% | Add |
| 9 | CDNS | Cadence Design Sys Inc | +0.3% | +104.99% | Add |
| 10 | UBER | Uber Technologies Inc | +0.3% | +1823.21% | Add |
| 11 | DEO | Diageo Plc-sponsored Adr | +0.2% | NEW | New buy |
| 12 | KLAC | Kla CORP | +0.2% | NEW | New buy |
| 13 | SYY | Sysco CORP | +0.2% | +43.16% | Add |
| 14 | ROK | Rockwell Automation Inc | +0.2% | -1.02% | Trim |
| 15 | MCD | Mcdonald's CORP | +0.2% | +417.20% | Add |
| 16 | LMT | Lockheed Martin CORP | +0.2% | +1155.76% | Add |
| 17 | ✓ | +0.2% | NEW | New buy | |
| 18 | LLY | Eli Lilly & Co | +0.2% | -2.75% | Trim |
| 19 | MCHP | Microchip Technology Inc | +0.2% | +7.18% | Add |
| 20 | V | Visa Inc-class A Shares | +0.2% | +10.42% | Add |
| 21 | MDT | Medtronic plc | +0.2% | +79.02% | Add |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -5.13% | Trim |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.58% | Trim |
| 24 | MTN | Vail Resorts Inc | +0.1% | NEW | New buy |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -1.71% | Trim |
| 26 | JBL | Jabil Inc | +0.1% | -15.79% | Trim |
| 27 | ABBV | Abbvie Inc | +0.1% | +2.43% | Add |
| 28 | PWR | Quanta Services Inc | +0.1% | -8.74% | Trim |
| 29 | INTC | Intel CORP | +0.1% | -6.62% | Trim |
| 30 | FITB | Fifth Third Bancorp | +0.1% | +3.56% | Add |
| 31 | ETSY | Etsy Inc | +0.1% | -0.37% | Trim |
| 32 | A | Agilent Technologies Inc | +0.1% | +5.68% | Add |
| 33 | UNP | Union Pacific CORP | +0.1% | +12.97% | Add |
| 34 | WCC | Wesco International Inc | +0.1% | -3.88% | Trim |
| 35 | TER | Teradyne Inc | +0.1% | -17.82% | Trim |
| 36 | KEYS | Keysight Technologies In | +0.1% | -3.88% | Trim |
| 37 | AVGO | Broadcom Inc | +0.1% | -1.88% | Trim |
| 38 | EWT | Ishares Msci Taiwan ETF | +0.1% | -3.61% | Trim |
| 39 | IEMG | Ishares Core Msci Emerging | 0% | -4.70% | Trim |
| 40 | DHR | Danaher CORP | 0% | +14.29% | Add |
| 41 | CMI | Cummins Inc | 0% | -12.62% | Trim |
| 42 | VBK | Vanguard Small-cap Grwth ETF | 0% | -3.70% | Trim |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | -2.85% | Trim |
| 44 | EWY | Ishares Msci South Korea ETF | 0% | -25.39% | Trim |
| 45 | WDC | Western Digital CORP | 0% | -15.56% | Trim |
| 46 | AAPL | Apple Inc | 0% | -1.81% | Trim |
| 47 | COF | Capital One Financial CORP | 0% | +4.15% | Add |
| 48 | PKG | Packaging CORP Of America | 0% | +3.58% | Add |
| 49 | EEM | Ishares Msci Emerging Market | 0% | -4.17% | Trim |
| 50 | ADI | Analog Devices Inc | 0% | -3.11% | 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 2026.
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.
Top New Position Initiated
DEO
市值: $4.2M
Top Position Liquidated / Trimmed
XOM
前期市值: $14.3M
During Q2 2026, Lmcg Investments, LLC's top holdings by market value included AAPL (4.0%)、GOOGL (3.8%)、MSFT (3.0%). The largest single position, AAPL, represented 4.0% of total portfolio value.
In Q2 2026, Lmcg Investments, LLC made 180 total portfolio adjustments, initiating 10 new buys, adding to 62 positions, trimming 103 holdings, and fully liquidating 5 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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