Lee Munder Capital Group

Latest statistics and disclosures from Lmcg Investments's latest quarterly 13F-HR filing:

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Portfolio Holdings for Lmcg Investments

Lmcg Investments holds 219 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 4.3 $76M -4% 157k 483.62
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Alphabet Cap Stk Cl A (GOOGL) 4.0 $71M 226k 313.00
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Apple (AAPL) 3.9 $69M 253k 271.86
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Amazon (AMZN) 3.4 $59M -11% 255k 230.82
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JPMorgan Chase & Co. (JPM) 2.8 $48M -8% 150k 322.22
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NVIDIA Corporation (NVDA) 2.2 $39M -3% 211k 186.50
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Goldman Sachs (GS) 2.1 $37M -6% 42k 879.00
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Abbvie (ABBV) 1.8 $32M -2% 139k 228.49
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Agnico (AEM) 1.8 $31M -2% 182k 169.53
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Regeneron Pharmaceuticals (REGN) 1.8 $31M +9% 40k 771.87
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $31M 61k 502.65
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Ishares Core Msci Emkt (IEMG) 1.8 $31M 456k 67.22
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Alphabet Cap Stk Cl C (GOOG) 1.7 $30M -15% 96k 313.80
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Danaher Corporation (DHR) 1.5 $27M 117k 228.92
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Micron Technology (MU) 1.4 $24M -25% 86k 285.41
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Applied Materials (AMAT) 1.4 $24M -6% 95k 256.99
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Ciena Corp Com New (CIEN) 1.4 $24M -27% 104k 233.87
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Coca-Cola Company (KO) 1.3 $22M -7% 318k 69.91
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Visa Com Cl A (V) 1.3 $22M 63k 350.71
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Eli Lilly & Co. (LLY) 1.2 $22M -3% 20k 1074.68
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Capital One Financial (COF) 1.2 $21M 86k 242.36
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Jabil Circuit (JBL) 1.1 $20M -8% 86k 228.02
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Ishares Tr Msci Eafe Etf (EFA) 1.1 $19M +12% 192k 96.03
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Quanta Services (PWR) 1.0 $17M -5% 41k 422.06
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Cummins (CMI) 1.0 $17M -2% 34k 510.45
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Abbott Laboratories (ABT) 1.0 $17M -3% 135k 125.29
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Chevron Corporation (CVX) 1.0 $17M -2% 110k 152.41
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Rockwell Automation (ROK) 0.9 $16M 42k 389.07
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Meta Platforms Cl A (META) 0.9 $16M +8% 24k 660.09
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.9 $15M +13% 51k 302.11
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $15M +478% 22k 681.92
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Walt Disney Company (DIS) 0.9 $15M -3% 133k 113.77
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Merck & Co (MRK) 0.9 $15M +14% 143k 105.26
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Johnson & Johnson (JNJ) 0.9 $15M +13% 73k 206.95
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $15M -4% 82k 177.37
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Ishares Msci Eurzone Etf (EZU) 0.8 $14M -3% 224k 64.10
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Caterpillar (CAT) 0.8 $14M -6% 25k 572.87
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Morgan Stanley Com New (MS) 0.8 $14M -4% 79k 177.53
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Oracle Corporation (ORCL) 0.8 $14M -11% 70k 194.91
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Emerson Electric (EMR) 0.7 $13M 98k 132.72
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Broadcom (AVGO) 0.7 $13M -4% 37k 346.10
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Mastercard Incorporated Cl A (MA) 0.7 $13M 23k 570.87
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Lam Research Corp Com New (LRCX) 0.7 $13M -21% 75k 171.18
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Entergy Corporation (ETR) 0.7 $13M -4% 139k 92.43
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S&p Global (SPGI) 0.7 $12M -3% 23k 522.59
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $12M -3% 43k 279.14
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Agilent Technologies Inc C ommon (A) 0.7 $12M +5% 87k 136.07
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Everest Re Group (EG) 0.7 $12M +8% 35k 339.35
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Wal-Mart Stores (WMT) 0.7 $12M 104k 111.41
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Bunge Global Sa Com Shs (BG) 0.7 $12M +4% 129k 89.08
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Packaging Corporation of America (PKG) 0.6 $11M 55k 206.23
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $11M +2% 207k 54.71
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Amgen (AMGN) 0.6 $11M +4% 34k 327.31
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WESCO International (WCC) 0.6 $11M -3% 46k 244.64
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Procter & Gamble Company (PG) 0.6 $11M -24% 78k 143.31
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Waste Connections (WCN) 0.6 $11M +24% 60k 175.36
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Fifth Third Ban (FITB) 0.6 $11M +2% 225k 46.81
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Eaton Corp SHS (ETN) 0.6 $10M -4% 33k 318.51
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Exxon Mobil Corporation (XOM) 0.6 $10M 85k 120.34
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Bank of America Corporation (BAC) 0.6 $10M -2% 183k 55.00
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $10M -4% 48k 211.79
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $9.8M 13.00 754800.00
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Akamai Technologies (AKAM) 0.6 $9.7M +4% 112k 87.25
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Trimble Navigation (TRMB) 0.5 $9.5M -4% 122k 78.35
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Keysight Technologies (KEYS) 0.5 $9.5M +2% 47k 203.19
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Marvell Technology (MRVL) 0.5 $9.3M -27% 110k 84.98
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Agree Realty Corporation (ADC) 0.5 $9.2M +20% 128k 72.03
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FedEx Corporation (FDX) 0.5 $9.2M +4% 32k 288.86
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Crowdstrike Hldgs Cl A (CRWD) 0.5 $9.2M -26% 20k 468.76
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Palo Alto Networks (PANW) 0.5 $8.7M +512% 48k 184.20
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Pepsi (PEP) 0.5 $8.5M +137% 59k 143.52
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Servicenow (NOW) 0.5 $8.4M +275% 55k 153.19
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Ishares Tr Latn Amer 40 Etf (ILF) 0.5 $8.3M -2% 273k 30.45
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Valero Energy Corporation (VLO) 0.5 $8.3M -4% 51k 162.79
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Booking Holdings (BKNG) 0.5 $8.1M -4% 1.5k 5355.33
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ConocoPhillips (COP) 0.5 $8.1M +5% 86k 93.61
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Costco Wholesale Corporation (COST) 0.4 $7.7M 8.9k 862.34
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Rollins (ROL) 0.4 $7.7M +25% 128k 60.02
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AES Corporation (AES) 0.4 $7.1M 498k 14.34
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Microchip Technology (MCHP) 0.4 $6.9M 109k 63.72
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Ishares Msci Japan Etf (EWJ) 0.4 $6.8M -3% 85k 80.74
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Union Pacific Corporation (UNP) 0.4 $6.8M -18% 29k 231.32
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CRH Ord (CRH) 0.4 $6.7M 54k 124.80
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.7M 11k 614.31
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Cisco Systems (CSCO) 0.4 $6.7M 86k 77.03
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Waste Management (WM) 0.4 $6.5M +188% 30k 219.71
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Medtronic SHS (MDT) 0.4 $6.5M +3% 68k 96.06
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Motorola Solutions Com New (MSI) 0.4 $6.5M -7% 17k 383.32
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SYSCO Corporation (SYY) 0.4 $6.4M +5% 88k 73.69
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Workday Cl A (WDAY) 0.3 $6.1M -20% 28k 214.78
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Range Resources (RRC) 0.3 $5.8M +6% 164k 35.26
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Core & Main Cl A (CNM) 0.3 $5.7M +5% 110k 51.97
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Ishares Msci Sth Kor Etf (EWY) 0.3 $5.1M -2% 53k 97.22
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Airbnb Com Cl A (ABNB) 0.3 $5.1M -2% 38k 135.72
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Zscaler Incorporated (ZS) 0.3 $5.0M +6% 22k 224.92
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Baker Hughes Company Cl A (BKR) 0.3 $4.9M +2% 108k 45.54
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Teradyne (TER) 0.3 $4.8M -28% 25k 193.56
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $4.6M 73k 62.47
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Ishares Msci Pac Jp Etf (EPP) 0.3 $4.4M -2% 87k 50.47
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Doximity Cl A (DOCS) 0.2 $4.2M -12% 95k 44.28
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Wynn Resorts (WYNN) 0.2 $4.2M -6% 35k 120.33
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Rio Tinto Sponsored Adr (RIO) 0.2 $4.1M +4% 51k 80.03
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SLB Com Stk (SLB) 0.2 $4.1M -23% 107k 38.38
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Etsy (ETSY) 0.2 $4.0M +6% 71k 55.44
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Ishares Tr Msci India Etf (INDA) 0.2 $3.9M -3% 73k 54.05
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Expeditors International of Washington (EXPD) 0.2 $3.8M -10% 25k 149.01
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $3.8M 50k 75.05
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.7M 69k 53.76
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $3.6M -4% 76k 48.00
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Metropcs Communications (TMUS) 0.2 $3.5M -32% 18k 203.04
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.5M 9.3k 373.45
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Home Depot (HD) 0.2 $3.4M -3% 9.9k 344.10
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Ishares Msci Cda Etf (EWC) 0.2 $3.4M -22% 63k 53.93
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.2 $3.4M +16% 130k 25.81
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Lowe's Companies (LOW) 0.2 $3.3M -5% 14k 241.16
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Republic Services (RSG) 0.2 $3.3M 16k 211.93
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Intercontinental Exchange (ICE) 0.2 $3.1M NEW 19k 161.96
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Moody's Corporation (MCO) 0.2 $2.9M +5% 5.6k 510.85
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Stryker Corporation (SYK) 0.2 $2.8M -27% 8.0k 351.47
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Expedia Group Com New (EXPE) 0.2 $2.7M +275% 9.7k 283.31
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $2.7M +5% 43k 62.37
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Aercap Holdings Nv SHS (AER) 0.2 $2.6M -3% 18k 143.76
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Adobe Systems Incorporated (ADBE) 0.1 $2.6M -49% 7.3k 349.99
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Ishares Msci Taiwan Etf (EWT) 0.1 $2.5M -3% 40k 63.53
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Newmont Mining Corporation (NEM) 0.1 $2.4M -24% 24k 99.85
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $2.3M -8% 33k 71.42
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Gilead Sciences (GILD) 0.1 $2.2M 18k 122.74
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.1M +3% 30k 69.42
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DTE Energy Company (DTE) 0.1 $2.1M -2% 16k 128.98
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Devon Energy Corporation (DVN) 0.1 $2.1M 56k 36.63
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $2.0M 13k 154.80
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Monster Beverage Corp (MNST) 0.1 $1.9M 25k 76.67
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Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) 0.1 $1.9M +5% 33k 57.09
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $1.8M 45k 40.86
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Progressive Corporation (PGR) 0.1 $1.8M 8.0k 227.72
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Helmerich & Payne (HP) 0.1 $1.7M 60k 28.68
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $1.6M -60% 1.5k 1069.86
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Anthem (ELV) 0.1 $1.5M 4.3k 350.55
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Altria (MO) 0.1 $1.5M +4% 26k 57.66
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Enterprise Products Partners (EPD) 0.1 $1.5M 46k 32.06
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Wells Fargo & Company (WFC) 0.1 $1.4M 15k 93.20
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $1.4M -5% 30k 47.02
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Northrop Grumman Corporation (NOC) 0.1 $1.3M 2.3k 570.21
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Philip Morris International (PM) 0.1 $1.3M 8.2k 160.40
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Clean Harbors (CLH) 0.1 $1.3M -3% 5.4k 234.48
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Raytheon Technologies Corp (RTX) 0.1 $1.2M 6.8k 183.40
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Thermo Fisher Scientific (TMO) 0.1 $1.2M 2.1k 579.45
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Ishares Msci Switzerland (EWL) 0.1 $1.2M 20k 59.96
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.2M 27k 43.98
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.2M -2% 6.6k 181.21
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Ge Aerospace Com New (GE) 0.1 $1.2M +2% 3.8k 308.03
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Astrazeneca Sponsored Adr 0.1 $1.2M -39% 13k 91.93
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Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.1 $1.2M -11% 75k 15.43
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Analog Devices (ADI) 0.1 $1.1M 4.2k 271.20
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 1.7k 684.94
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McDonald's Corporation (MCD) 0.1 $1.1M 3.7k 305.63
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Relx Sponsored Adr (RELX) 0.1 $1.1M -3% 26k 40.42
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Qualcomm (QCOM) 0.1 $997k 5.8k 171.05
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $996k -4% 7.3k 136.94
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $950k -5% 3.1k 303.89
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Pfizer (PFE) 0.1 $932k -44% 37k 24.90
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Ecolab (ECL) 0.1 $915k 3.5k 262.52
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Willis Towers Watson SHS (WTW) 0.1 $905k 2.8k 328.60
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Ishares Tr Expanded Tech (IGV) 0.1 $897k 8.5k 105.69
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Cme (CME) 0.1 $881k -9% 3.2k 273.08
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Omni (OMC) 0.0 $837k NEW 10k 80.75
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Western Digital (WDC) 0.0 $790k 4.6k 172.27
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Intel Corporation (INTC) 0.0 $778k +4% 21k 36.90
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $736k 6.5k 113.92
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Verizon Communications (VZ) 0.0 $723k +60% 18k 40.73
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Ge Vernova (GEV) 0.0 $720k +2% 1.1k 653.57
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Blackrock (BLK) 0.0 $711k 664.00 1070.34
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UnitedHealth (UNH) 0.0 $706k -45% 2.1k 330.12
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Travelers Companies (TRV) 0.0 $672k 2.3k 290.06
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International Paper Company (IP) 0.0 $663k 17k 39.39
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $659k -9% 1.4k 473.30
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Texas Instruments Incorporated (TXN) 0.0 $655k 3.8k 173.49
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Illinois Tool Works (ITW) 0.0 $637k -13% 2.6k 246.30
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $628k +2% 8.3k 75.44
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $598k 8.1k 73.56
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American Express Company (AXP) 0.0 $576k 1.6k 369.95
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Automatic Data Processing (ADP) 0.0 $569k 2.2k 257.23
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Veralto Corp Com Shs (VLTO) 0.0 $506k -2% 5.1k 99.78
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Shell Spon Ads (SHEL) 0.0 $503k 6.9k 73.48
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $494k 5.1k 96.27
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Ameriprise Financial (AMP) 0.0 $477k -2% 973.00 490.34
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $456k 1.7k 268.30
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Spdr Series Trust State Street Spd (XBI) 0.0 $454k 3.7k 121.93
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Ishares Msci Emrg Chn (EMXC) 0.0 $446k +3% 6.1k 72.68
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3M Company (MMM) 0.0 $413k 2.6k 160.10
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $395k -2% 1.6k 246.16
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Cigna Corp (CI) 0.0 $391k -31% 1.4k 275.23
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Vanguard Index Fds Growth Etf (VUG) 0.0 $344k +14% 706.00 487.86
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TJX Companies (TJX) 0.0 $340k 2.2k 153.61
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Corning Incorporated (GLW) 0.0 $335k +25% 3.8k 87.56
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American Tower Reit (AMT) 0.0 $332k +42% 1.9k 175.55
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Dollar General (DG) 0.0 $331k -36% 2.5k 132.77
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Cincinnati Financial Corporation (CINF) 0.0 $327k 2.0k 163.32
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Genuine Parts Company (GPC) 0.0 $323k 2.6k 122.96
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Lockheed Martin Corporation (LMT) 0.0 $314k 650.00 483.67
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Bristol Myers Squibb (BMY) 0.0 $306k 5.7k 53.94
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Uber Technologies (UBER) 0.0 $303k 3.7k 81.71
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FactSet Research Systems (FDS) 0.0 $300k 1.0k 290.19
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Vanguard Index Fds Value Etf (VTV) 0.0 $290k +14% 1.5k 190.99
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Camden National Corporation (CAC) 0.0 $287k 6.6k 43.38
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Carrier Global Corporation (CARR) 0.0 $281k 5.3k 52.84
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Kroger (KR) 0.0 $270k 4.3k 62.48
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Ishares Msci Sweden Etf (EWD) 0.0 $255k 5.2k 49.23
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Target Corporation (TGT) 0.0 $252k -18% 2.6k 97.75
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First Solar (FSLR) 0.0 $231k -12% 885.00 261.23
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Southern Company (SO) 0.0 $222k 2.6k 87.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $220k 1.0k 219.78
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AFLAC Incorporated (AFL) 0.0 $219k 2.0k 110.27
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Vanguard World Inf Tech Etf (VGT) 0.0 $219k 290.00 753.78
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $218k 676.00 323.01
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $212k NEW 2.6k 82.02
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Otis Worldwide Corp (OTIS) 0.0 $205k 2.3k 87.35
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $204k -2% 1.4k 141.05
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $201k NEW 1.4k 143.97
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Past Filings by Lmcg Investments

SEC 13F filings are viewable for Lmcg Investments going back to 2010

View all past filings