Lmcg Investments
Lmcg Investments reported 225 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (4.5%), MSFT (4.1%) and GOOGL (3.5%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, NVDA and AEM, trimmed AAPL, GOOGL and AMZN and sold out of ICE, AZN and ON.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $84.1M | 4.5% | 253K | −6,948 (−3%) | 8 of 8 | |
| 2 |  MSFT Microsoft Corp | $76.9M | 4.1% | 150K | +2,077 (+1%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $65M | 3.5% | 189K | −7,933 (−4%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $54.4M | 2.9% | 219K | −12K (−5%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $43.8M | 2.4% | 133K | −1,794 (−1%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $43.6M | 2.3% | 191K | +573 (+0%) | 8 of 8 | |
| 7 |  ABBV Abbvie Inc | $34.6M | 1.9% | 132K | −7,633 (−5%) | 8 of 8 | |
| 8 |  IEMG Ishares Inc | $32.6M | 1.8% | 401K | −36K (−8%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $32.1M | 1.7% | 64K | −377 (−1%) | 8 of 8 | |
| 10 |  AEM Agnico Eagle Mines Ltd F | $30.6M | 1.6% | 167K | +614 (+0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ICE Intercontinental Exchange in | $1.7M | 14K |
 AZN Astrazeneca PLC Ord | $997K | 5,258 |
 ON ON Semiconductor Corp | $453K | 4,790 |
 ONTO Onto Innovation Inc | $235K | 620 |
 IBM Ibm Corp | $227K | 806 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lmcg Investments 13F FAQ
What does Lmcg Investments own?
Lmcg Investments reported 225 stocks worth $1.9B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are AAPL (4.5%), MSFT (4.1%) and GOOGL (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lmcg Investments buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 77 added to, 115 trimmed and 6 sold out. New positions include XOM. It sold all of ICE, AZN and ON.
When will Lmcg Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lmcg Investments's portfolio worth?
The Q3 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.