The Analysis of LMCG INVESTMENTS, LLC's Holdings

Currently, LMCG INVESTMENTS, LLC holds 222 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in LLY (+9.6K shares, valued at $7.3M), TMUS (+25.7K shares, valued at $6.2M), MDT (+40.0K shares, valued at $3.8M); decreased their positions in ASML (-6.7K shares, valued at $6.5M), WDAY (-22.7K shares, valued at $5.5M), JAZZ (-39.7K shares, valued at $5.2M); initiated new positions in TMUS (+25.7K shares, valued at $6.2M), VZ (+11.0K shares, valued at $484.7K), GLW (+3.1K shares, valued at $250.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP164.8K shares-2.25%2025-09-302025-10-29

AAPL APPLE INC257.7K shares-2.39%2025-09-302025-10-29

AMZN AMAZON COM INC286.5K shares-2.44%2025-09-302025-10-29

GOOGL ALPHABET INC229.7K shares-2.92%2025-09-302025-10-29

JPM JPMORGAN CHASE & CO.163.2K shares-2.57%2025-09-302025-10-29

NVDA NVIDIA CORPORATION218.9K shares-6.69%2025-09-302025-10-29

GS GOLDMAN SACHS GROUP INC44.9K shares-3.56%2025-09-302025-10-29

ABBV ABBVIE INC143.2K shares-2.06%2025-09-302025-10-29

Sponsored

AEM AGNICO EAGLE MINES LTD185.7K shares-2.10%2025-09-302025-10-29

IEMG ISHARES INC465.0K shares13.04%2025-09-302025-10-29

BRK.B BERKSHIRE HATHAWAY INC DEL60.2K shares-1.25%2025-09-302025-10-29

GOOG ALPHABET INC112.9K shares-1.75%2025-09-302025-10-29

DHR DANAHER CORPORATION117.4K shares1.36%2025-09-302025-10-29

KO COCA COLA CO344.6K shares-3.05%2025-09-302025-10-29

ORCL ORACLE CORP78.4K shares-19.12%2025-09-302025-10-29

V VISA INC64.4K shares-2.79%2025-09-302025-10-29

Sponsored

AMAT APPLIED MATLS INC101.7K shares-1.44%2025-09-302025-10-29

CIEN CIENA CORP142.6K shares-2.76%2025-09-302025-10-29

JBL JABIL INC93.9K shares-2.91%2025-09-302025-10-29

REGN REGENERON PHARMACEUTICALS36.3K shares7.94%2025-09-302025-10-29

MU MICRON TECHNOLOGY INC114.9K shares-9.23%2025-09-302025-10-29

ABT ABBOTT LABS139.7K shares-2.80%2025-09-302025-10-29

PWR QUANTA SVCS INC43.6K shares-3.39%2025-09-302025-10-29

COF CAPITAL ONE FINL CORP84.8K shares-2.98%2025-09-302025-10-29

Sponsored

CVX CHEVRON CORP NEW112.6K shares-9.77%2025-09-302025-10-29

META META PLATFORMS INC22.4K shares7.92%2025-09-302025-10-29

LLY ELI LILLY & CO20.9K shares84.48%2025-09-302025-10-29

EFA ISHARES TR170.3K shares21.32%2025-09-302025-10-29

PG PROCTER AND GAMBLE CO102.9K shares-3.62%2025-09-302025-10-29

DIS DISNEY WALT CO137.9K shares-0.26%2025-09-302025-10-29

VOE VANGUARD INDEX FDS86.5K shares-4.28%2025-09-302025-10-29

CMI CUMMINS INC34.5K shares-0.37%2025-09-302025-10-29

Sponsored

ROK ROCKWELL AUTOMATION INC41.6K shares-0.80%2025-09-302025-10-29

EZU ISHARES INC230.5K shares3.11%2025-09-302025-10-29

ETR ENTERGY CORP NEW145.3K shares-3.77%2025-09-302025-10-29

NOW SERVICENOW INC14.5K shares-4.23%2025-09-302025-10-29

VBK VANGUARD INDEX FDS44.8K shares-4.22%2025-09-302025-10-29

VOT VANGUARD INDEX FDS44.6K shares-3.54%2025-09-302025-10-29

CRWD CROWDSTRIKE HLDGS INC26.7K shares-4.83%2025-09-302025-10-29

MS MORGAN STANLEY82.3K shares-3.35%2025-09-302025-10-29

Sponsored

AVGO BROADCOM INC39.0K shares9.43%2025-09-302025-10-29

LRCX LAM RESEARCH CORP95.5K shares-2.80%2025-09-302025-10-29

MA MASTERCARD INCORPORATED22.5K shares-1.16%2025-09-302025-10-29

EMR EMERSON ELEC CO97.2K shares-0.53%2025-09-302025-10-29

ETN EATON CORP PLC34.0K shares-3.68%2025-09-302025-10-29

MRVL MARVELL TECHNOLOGY INC150.6K shares-5.07%2025-09-302025-10-29

CAT CATERPILLAR INC26.2K shares-2.21%2025-09-302025-10-29

JNJ JOHNSON & JOHNSON64.0K shares13.20%2025-09-302025-10-29

Sponsored

SPGI S&P GLOBAL INC24.3K shares27.70%2025-09-302025-10-29

PKG PACKAGING CORP AMER53.9K shares-0.03%2025-09-302025-10-29

EG EVEREST GROUP LTD32.1K shares0.25%2025-09-302025-10-29

WMT WALMART INC105.8K shares-2.37%2025-09-302025-10-29

EEM ISHARES TR201.7K shares7.66%2025-09-302025-10-29

A AGILENT TECHNOLOGIES INC82.9K shares13.58%2025-09-302025-10-29

MRK MERCK & CO INC124.1K shares10.98%2025-09-302025-10-29

TRMB TRIMBLE INC127.6K shares-3.14%2025-09-302025-10-29

Sponsored

VBR VANGUARD INDEX FDS49.7K shares-4.59%2025-09-302025-10-29

BG BUNGE GLOBAL SA123.9K shares1.05%2025-09-302025-10-29

WCC WESCO INTL INC47.4K shares-3.41%2025-09-302025-10-29

BRK.A BERKSHIRE HATHAWAY INC DEL13 shares0.00%2025-09-302025-10-29

FITB FIFTH THIRD BANCORP220.0K shares0.16%2025-09-302025-10-29

BAC BANK AMERICA CORP188.5K shares-3.14%2025-09-302025-10-29

XOM EXXON MOBIL CORP84.8K shares-0.03%2025-09-302025-10-29

AMGN AMGEN INC32.8K shares-0.75%2025-09-302025-10-29

Sponsored

VLO VALERO ENERGY CORP53.2K shares-3.94%2025-09-302025-10-29

WDAY WORKDAY INC35.7K shares-38.92%2025-09-302025-10-29

BKNG BOOKING HOLDINGS INC1.6K shares-4.34%2025-09-302025-10-29

UNP UNION PAC CORP36.1K shares17.95%2025-09-302025-10-29

WCN WASTE CONNECTIONS INC48.4K shares-4.05%2025-09-302025-10-29

MSI MOTOROLA SOLUTIONS INC18.4K shares-3.00%2025-09-302025-10-29

COST COSTCO WHSL CORP NEW8.9K shares-1.45%2025-09-302025-10-29

ILF ISHARES TR281.4K shares-1.37%2025-09-302025-10-29

Sponsored

AKAM AKAMAI TECHNOLOGIES INC107.1K shares12.66%2025-09-302025-10-29

KEYS KEYSIGHT TECHNOLOGIES INC45.3K shares0.29%2025-09-302025-10-29

DOCS DOXIMITY INC108.2K shares-3.58%2025-09-302025-10-29

COP CONOCOPHILLIPS81.5K shares0.21%2025-09-302025-10-29

ADC AGREE RLTY CORP106.5K shares26.14%2025-09-302025-10-29

FDX FEDEX CORP30.6K shares-4.41%2025-09-302025-10-29

EWJ ISHARES INC87.2K shares-0.96%2025-09-302025-10-29

MCHP MICROCHIP TECHNOLOGY INC.107.8K shares1.93%2025-09-302025-10-29

Sponsored

SYY SYSCO CORP82.8K shares5.41%2025-09-302025-10-29

AES AES CORP492.0K shares-0.09%2025-09-302025-10-29

QQQ INVESCO QQQ TR10.8K shares8.20%2025-09-302025-10-29

CRH CRH PLC53.3K shares1.61%2025-09-302025-10-29

MDT MEDTRONIC PLC65.7K shares155.42%2025-09-302025-10-29

ZS ZSCALER INC20.8K shares5.68%2025-09-302025-10-29

TMUS T-MOBILE US INC25.7K sharesnew addition2025-09-302025-10-29

ROL ROLLINS INC101.7K shares-4.76%2025-09-302025-10-29

Sponsored

CSCO CISCO SYS INC85.9K shares-4.72%2025-09-302025-10-29

RRC RANGE RES CORP154.2K shares2.58%2025-09-302025-10-29

CNM CORE & MAIN INC104.0K shares0.64%2025-09-302025-10-29

ADBE ADOBE INC14.5K shares-6.55%2025-09-302025-10-29

BKR BAKER HUGHES COMPANY104.9K shares9.05%2025-09-302025-10-29

SLB SCHLUMBERGER LTD138.8K shares-5.63%2025-09-302025-10-29

TER TERADYNE INC34.6K shares-15.84%2025-09-302025-10-29

WYNN WYNN RESORTS LTD37.0K shares-28.22%2025-09-302025-10-29

Sponsored

ABNB AIRBNB INC38.5K shares-1.21%2025-09-302025-10-29

EPP ISHARES INC89.6K shares-1.30%2025-09-302025-10-29

ETSY ETSY INC66.9K shares1.20%2025-09-302025-10-29

EWY ISHARES INC54.3K shares-2.13%2025-09-302025-10-29

VEA VANGUARD TAX-MANAGED FDS72.5K shares0.00%2025-09-302025-10-29

HD HOME DEPOT INC10.3K shares-0.38%2025-09-302025-10-29

EWC ISHARES INC81.2K shares-1.18%2025-09-302025-10-29

SYK STRYKER CORPORATION11.0K shares407.60%2025-09-302025-10-29

Sponsored

SPHD INVESCO EXCH TRADED FD TR II79.6K shares7.83%2025-09-302025-10-29

INDA ISHARES TR75.2K shares5.52%2025-09-302025-10-29

VWO VANGUARD INTL EQUITY INDEX F68.2K shares0.76%2025-09-302025-10-29

LOW LOWES COS INC14.6K shares-4.51%2025-09-302025-10-29

SPHQ INVESCO EXCHANGE TRADED FD T49.8K shares7.74%2025-09-302025-10-29

RSG REPUBLIC SVCS INC15.6K shares0.00%2025-09-302025-10-29

ASML ASML HOLDING N V3.7K shares-64.70%2025-09-302025-10-29

PEP PEPSICO INC24.9K shares-0.21%2025-09-302025-10-29

Sponsored

EXPD EXPEDITORS INTL WASH INC28.3K shares5.53%2025-09-302025-10-29

IWB ISHARES TR9.2K shares8.33%2025-09-302025-10-29

RIO RIO TINTO PLC49.1K shares-2.22%2025-09-302025-10-29

PXH INVESCO EXCH TRADED FD TR II111.8K shares8.03%2025-09-302025-10-29

NEM NEWMONT CORP31.6K shares-11.96%2025-09-302025-10-29

EWT ISHARES INC41.6K shares-2.55%2025-09-302025-10-29

SPLV INVESCO EXCH TRADED FD TR II35.9K shares7.85%2025-09-302025-10-29

XMLV INVESCO EXCH TRADED FD TR II40.5K shares7.81%2025-09-302025-10-29

Sponsored

SPY SPDR S&P 500 ETF TR3.8K shares-2.73%2025-09-302025-10-29

MCO MOODYS CORP5.3K shares3.69%2025-09-302025-10-29

DTE DTE ENERGY CO16.7K shares-2.22%2025-09-302025-10-29

AER AERCAP HOLDINGS NV19.1K shares-2.79%2025-09-302025-10-29

WM WASTE MGMT INC DEL10.3K shares0.00%2025-09-302025-10-29

JAZZ JAZZ PHARMACEUTICALS PLC15.9K shares-71.38%2025-09-302025-10-29

DVN DEVON ENERGY CORP NEW56.9K shares9.43%2025-09-302025-10-29

DGRO ISHARES TR29.2K shares6.91%2025-09-302025-10-29

Sponsored

PGR PROGRESSIVE CORP8.0K shares0.00%2025-09-302025-10-29

GILD GILEAD SCIENCES INC17.7K shares-0.40%2025-09-302025-10-29

GWX SPDR INDEX SHS FDS45.2K shares0.00%2025-09-302025-10-29

XLV SELECT SECTOR SPDR TR12.5K shares-7.50%2025-09-302025-10-29

SPVU INVESCO EXCH TRADED FD TR II31.4K shares7.81%2025-09-302025-10-29

MNST MONSTER BEVERAGE CORP NEW25.6K shares-6.37%2025-09-302025-10-29

PFE PFIZER INC66.9K shares6.81%2025-09-302025-10-29

MO ALTRIA GROUP INC24.9K shares5.24%2025-09-302025-10-29

Sponsored

AZN ASTRAZENECA PLC21.1K shares-3.03%2025-09-302025-10-29

PANW PALO ALTO NETWORKS INC7.8K shares-17.32%2025-09-302025-10-29

AMLP ALPS ETF TR31.6K shares7.22%2025-09-302025-10-29

EPD ENTERPRISE PRODS PARTNERS L46.2K shares0.00%2025-09-302025-10-29

NOC NORTHROP GRUMMAN CORP2.3K shares-5.74%2025-09-302025-10-29

ELV ELEVANCE HEALTH INC FORMERLY4.4K shares-10.80%2025-09-302025-10-29

UNH UNITEDHEALTH GROUP INC4.0K shares-7.29%2025-09-302025-10-29

HP HELMERICH & PAYNE INC61.5K shares-33.86%2025-09-302025-10-29

Sponsored

KBWY INVESCO EXCH TRADED FD TR II84.0K shares8.05%2025-09-302025-10-29

PM PHILIP MORRIS INTL INC8.2K shares0.00%2025-09-302025-10-29

CLH CLEAN HARBORS INC5.6K shares-2.67%2025-09-302025-10-29

RELX RELX PLC27.2K shares-3.13%2025-09-302025-10-29

WFC WELLS FARGO CO NEW15.5K shares-1.61%2025-09-302025-10-29

IWN ISHARES TR6.8K shares-1.02%2025-09-302025-10-29

MMC MARSH & MCLENNAN COS INC5.9K shares-2.82%2025-09-302025-10-29

RTX RTX CORPORATION6.9K shares-0.25%2025-09-302025-10-29

Sponsored

EWU ISHARES TR27.1K shares8.67%2025-09-302025-10-29

GE GE AEROSPACE3.7K shares-2.69%2025-09-302025-10-29

EWL ISHARES INC20.3K shares6.48%2025-09-302025-10-29

MCD MCDONALDS CORP3.7K shares0.00%2025-09-302025-10-29

IVV ISHARES TR1.7K shares0.00%2025-09-302025-10-29

IWP ISHARES TR7.6K shares-2.29%2025-09-302025-10-29

ADI ANALOG DEVICES INC4.2K shares0.00%2025-09-302025-10-29

TMO THERMO FISHER SCIENTIFIC INC2.1K shares-26.61%2025-09-302025-10-29

Sponsored

QCOM QUALCOMM INC5.8K shares-16.76%2025-09-302025-10-29

IGV ISHARES TR8.4K shares7.88%2025-09-302025-10-29

ECL ECOLAB INC3.5K shares-0.99%2025-09-302025-10-29

CME CME GROUP INC3.6K shares0.00%2025-09-302025-10-29

WTW WILLIS TOWERS WATSON PLC LTD2.8K shares-4.04%2025-09-302025-10-29

TSM TAIWAN SEMICONDUCTOR MFG LTD3.3K shares-0.03%2025-09-302025-10-29

IPG INTERPUBLIC GROUP COS INC30.5K shares-3.15%2025-09-302025-10-29

IP INTERNATIONAL PAPER CO16.8K shares-0.89%2025-09-302025-10-29

Sponsored

ITW ILLINOIS TOOL WKS INC3.0K shares-0.83%2025-09-302025-10-29

BLK BLACKROCK INC664 shares0.00%2025-09-302025-10-29

EFG ISHARES TR6.3K shares-8.58%2025-09-302025-10-29

IWF ISHARES TR1.5K shares0.00%2025-09-302025-10-29

TXN TEXAS INSTRS INC3.8K shares-10.64%2025-09-302025-10-29

INTC INTEL CORP20.3K shares-10.44%2025-09-302025-10-29

GEV GE VERNOVA INC1.1K shares-0.46%2025-09-302025-10-29

TRV TRAVELERS COMPANIES INC2.3K shares0.00%2025-09-302025-10-29

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.00%2025-09-302025-10-29

VXUS VANGUARD STAR FDS8.1K shares19.44%2025-09-302025-10-29

CI THE CIGNA GROUP2.1K shares-82.98%2025-09-302025-10-29

VEU VANGUARD INTL EQUITY INDEX F8.1K shares0.00%2025-09-302025-10-29

WDC WESTERN DIGITAL CORP4.7K shares-0.11%2025-09-302025-10-29

VLTO VERALTO CORP5.2K shares-2.06%2025-09-302025-10-29

EXPE EXPEDIA GROUP INC2.6K shares0.00%2025-09-302025-10-29

AXP AMERICAN EXPRESS CO1.6K shares-14.54%2025-09-302025-10-29

Sponsored

SHEL SHELL PLC7.0K shares-70.99%2025-09-302025-10-29

IWR ISHARES TR5.1K shares0.00%2025-09-302025-10-29

AMP AMERIPRISE FINL INC997 shares-9.69%2025-09-302025-10-29

VZ VERIZON COMMUNICATIONS INC11.0K sharesnew addition2025-09-302025-10-29

ACN ACCENTURE PLC IRELAND1.7K shares0.00%2025-09-302025-10-29

DG DOLLAR GEN CORP NEW3.9K shares0.00%2025-09-302025-10-29

MMM 3M CO2.6K shares0.00%2025-09-302025-10-29

EMXC ISHARES INC5.9K shares16.27%2025-09-302025-10-29

Sponsored

HON HONEYWELL INTL INC1.9K shares0.00%2025-09-302025-10-29

IWM ISHARES TR1.6K shares-1.56%2025-09-302025-10-29

XBI SPDR SERIES TRUST3.7K shares-21.17%2025-09-302025-10-29

UBER UBER TECHNOLOGIES INC3.7K shares-0.32%2025-09-302025-10-29

GPC GENUINE PARTS CO2.6K shares0.00%2025-09-302025-10-29

LMT LOCKHEED MARTIN CORP650 shares0.00%2025-09-302025-10-29

TJX TJX COS INC NEW2.2K shares0.00%2025-09-302025-10-29

CARR CARRIER GLOBAL CORPORATION5.3K shares-0.04%2025-09-302025-10-29

Sponsored

CINF CINCINNATI FINL CORP2.0K shares0.00%2025-09-302025-10-29

VUG VANGUARD INDEX FDS617 shares-15.83%2025-09-302025-10-29

FDS FACTSET RESH SYS INC1.0K shares0.00%2025-09-302025-10-29

KR KROGER CO4.3K shares-0.69%2025-09-302025-10-29

TGT TARGET CORP3.2K shares-0.47%2025-09-302025-10-29

BMY BRISTOL-MYERS SQUIBB CO5.7K shares0.00%2025-09-302025-10-29

CAC CAMDEN NATL CORP6.6K shares0.00%2025-09-302025-10-29

AMT AMERICAN TOWER CORP NEW1.3K shares0.00%2025-09-302025-10-29

Sponsored

GLW CORNING INC3.1K sharesnew addition2025-09-302025-10-29

VTV VANGUARD INDEX FDS1.3K shares-14.98%2025-09-302025-10-29

EWD ISHARES INC5.1K shares8.99%2025-09-302025-10-29

SO SOUTHERN CO2.5K shares0.00%2025-09-302025-10-29

FSLR FIRST SOLAR INC1.0K sharesnew addition2025-09-302025-10-29

PAYX PAYCHEX INC1.8K shares0.00%2025-09-302025-10-29

AFL AFLAC INC2.0K shares0.00%2025-09-302025-10-29

APD AIR PRODS & CHEMS INC808 shares0.00%2025-09-302025-10-29

Sponsored

IWO ISHARES TR685 sharesnew addition2025-09-302025-10-29

LIN LINDE PLC456 shares0.00%2025-09-302025-10-29

VGT VANGUARD WORLD FD290 sharesnew addition2025-09-302025-10-29

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2025-09-302025-10-29

OTIS OTIS WORLDWIDE CORP2.3K shares0.00%2025-09-302025-10-29

IWS ISHARES TR1.5K sharesnew addition2025-09-302025-10-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available