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 220 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $67M +4% 264k 253.79
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Alphabet Cap Stk Cl A (GOOGL) 3.5 $58M -10% 203k 287.56
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Microsoft Corporation (MSFT) 3.3 $56M -4% 150k 370.17
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Amazon (AMZN) 3.0 $51M -4% 242k 208.27
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JPMorgan Chase & Co. (JPM) 2.4 $41M -7% 138k 294.16
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NVIDIA Corporation (NVDA) 2.1 $35M -6% 198k 174.40
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Agnico (AEM) 2.0 $34M -7% 169k 202.98
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Ishares Core Msci Emkt (IEMG) 1.9 $32M 459k 69.75
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.8 $30M +3% 63k 479.20
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Regeneron Pharmaceuticals (REGN) 1.8 $30M -2% 39k 772.64
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Abbvie (ABBV) 1.8 $30M -2% 137k 217.49
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Goldman Sachs (GS) 1.7 $28M -20% 33k 845.99
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Ishares Tr Msci Eafe Etf (EFA) 1.6 $27M +44% 277k 97.13
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Applied Materials (AMAT) 1.5 $25M -22% 74k 341.79
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Alphabet Cap Stk Cl C (GOOG) 1.5 $25M -10% 85k 286.86
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Chevron Corporation (CVX) 1.4 $24M +4% 115k 206.90
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Ciena Corp Com New (CIEN) 1.4 $23M -42% 59k 388.23
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Coca-Cola Company (KO) 1.4 $23M -4% 302k 76.05
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Danaher Corporation (DHR) 1.2 $21M -6% 109k 189.60
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Quanta Services (PWR) 1.2 $21M -9% 37k 549.02
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Visa Com Cl A (V) 1.2 $20M +6% 68k 302.24
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Jabil Circuit (JBL) 1.2 $20M -11% 76k 265.63
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Eli Lilly & Co. (LLY) 1.2 $19M +4% 21k 919.77
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Ishares Msci Eurzone Etf (EZU) 1.1 $18M +31% 293k 62.64
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Johnson & Johnson (JNJ) 1.1 $18M +2% 74k 244.44
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Merck & Co (MRK) 1.0 $17M 143k 120.29
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Bunge Global Sa Com Shs (BG) 1.0 $17M 130k 127.20
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Cummins (CMI) 1.0 $17M -8% 31k 538.02
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Capital One Financial (COF) 0.9 $16M 86k 182.43
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Micron Technology (MU) 0.9 $16M -45% 47k 337.84
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Meta Platforms Cl A (META) 0.9 $16M +12% 27k 572.13
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Waste Management (WM) 0.9 $15M +122% 66k 229.79
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Rockwell Automation (ROK) 0.9 $15M 42k 358.88
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Caterpillar (CAT) 0.9 $15M -14% 21k 708.46
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $15M -2% 80k 184.28
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Akamai Technologies (AKAM) 0.9 $15M +13% 127k 114.85
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Exxon Mobil Corporation (XOM) 0.9 $14M 85k 169.66
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $14M -8% 47k 302.25
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Pepsi (PEP) 0.8 $13M +44% 85k 155.29
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Palo Alto Networks (PANW) 0.8 $13M +71% 81k 160.32
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Entergy Corporation (ETR) 0.8 $13M -17% 115k 112.36
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Emerson Electric (EMR) 0.8 $13M 99k 131.02
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Keysight Technologies (KEYS) 0.8 $13M 46k 282.37
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Wal-Mart Stores (WMT) 0.8 $13M 103k 124.28
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Amgen (AMGN) 0.7 $12M 35k 351.85
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Packaging Corporation of America (PKG) 0.7 $12M +3% 57k 212.22
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Everest Re Group (EG) 0.7 $12M +5% 37k 326.85
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Valero Energy Corporation (VLO) 0.7 $12M -6% 48k 247.08
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ConocoPhillips (COP) 0.7 $12M +2% 88k 132.00
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Costco Wholesale Corporation (COST) 0.7 $12M +29% 12k 996.43
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FedEx Corporation (FDX) 0.7 $11M 32k 356.18
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Procter & Gamble Company (PG) 0.7 $11M 78k 144.44
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Mastercard Incorporated Cl A (MA) 0.7 $11M 23k 499.65
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Broadcom (AVGO) 0.7 $11M -2% 37k 309.51
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Agree Realty Corporation (ADC) 0.7 $11M +15% 149k 75.38
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Eaton Corp SHS (ETN) 0.7 $11M -5% 31k 357.67
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Walt Disney Company (DIS) 0.6 $11M -15% 112k 96.38
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Agilent Technologies Inc C ommon (A) 0.6 $11M +7% 94k 113.98
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WESCO International (WCC) 0.6 $11M -14% 39k 273.62
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Lam Research Corp Com New (LRCX) 0.6 $11M -33% 50k 213.66
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Fifth Third Ban (FITB) 0.6 $11M 227k 46.46
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $11M -10% 185k 56.79
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Abbott Laboratories (ABT) 0.6 $10M -24% 101k 102.67
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $10M -2% 47k 217.25
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $10M -10% 39k 257.35
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Motorola Solutions Com New (MSI) 0.6 $9.6M +30% 22k 433.97
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Waste Connections (WCN) 0.6 $9.6M -2% 59k 162.44
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $9.3M 13.00 718140.00
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S&p Global (SPGI) 0.5 $9.2M -6% 22k 425.34
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Bank of America Corporation (BAC) 0.5 $8.8M 181k 48.75
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Rollins (ROL) 0.5 $8.7M +27% 163k 53.41
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Ishares Tr Latn Amer 40 Etf (ILF) 0.5 $8.7M -10% 244k 35.52
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Marvell Technology (MRVL) 0.5 $7.8M -28% 78k 99.05
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Union Pacific Corporation (UNP) 0.5 $7.6M +6% 31k 242.62
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Range Resources (RRC) 0.4 $7.5M 167k 45.18
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Baker Hughes Company Cl A (BKR) 0.4 $7.4M +11% 121k 61.05
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Microchip Technology (MCHP) 0.4 $7.3M +3% 112k 64.61
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AES Corporation (AES) 0.4 $7.2M +2% 508k 14.09
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Analog Devices (ADI) 0.4 $7.0M +424% 22k 318.14
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SYSCO Corporation (SYY) 0.4 $6.9M +11% 97k 71.33
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Morgan Stanley Com New (MS) 0.4 $6.9M -47% 42k 164.57
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Cisco Systems (CSCO) 0.4 $6.6M 85k 77.59
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CRH Ord (CRH) 0.4 $6.5M +14% 62k 105.12
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SLB Com Stk (SLB) 0.4 $6.4M +16% 124k 51.39
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Ishares Msci Japan Etf (EWJ) 0.4 $6.3M -11% 75k 84.44
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Oracle Corporation (ORCL) 0.4 $6.2M -39% 42k 147.11
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Booking Holdings (BKNG) 0.4 $6.2M -2% 1.5k 4210.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $6.2M 11k 577.18
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Ishares Msci Sth Kor Etf (EWY) 0.3 $5.8M -10% 47k 123.01
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Core & Main Cl A (CNM) 0.3 $5.7M +6% 116k 49.40
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Medtronic SHS (MDT) 0.3 $5.6M -5% 64k 86.65
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Metropcs Communications (TMUS) 0.3 $5.4M +47% 26k 210.03
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Rio Tinto Sponsored Adr (RIO) 0.3 $5.4M +12% 58k 93.29
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ON Semiconductor (ON) 0.3 $5.4M NEW 87k 61.92
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $4.9M +5% 77k 64.08
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Stryker Corporation (SYK) 0.3 $4.8M +84% 15k 328.59
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Teradyne (TER) 0.3 $4.7M -36% 16k 296.46
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Airbnb Com Cl A (ABNB) 0.3 $4.6M -2% 37k 126.28
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Netflix (NFLX) 0.3 $4.5M NEW 47k 96.15
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $4.5M +20% 91k 49.61
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Ishares Msci Pac Jp Etf (EPP) 0.2 $4.1M -11% 77k 53.14
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Intercontinental Exchange (ICE) 0.2 $4.0M +32% 25k 157.28
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Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.2 $4.0M +13% 147k 26.91
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Crowdstrike Hldgs Cl A (CRWD) 0.2 $3.9M -49% 9.9k 390.41
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $3.8M +3% 71k 54.05
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Expeditors International of Washington (EXPD) 0.2 $3.7M +2% 26k 143.23
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $3.7M 49k 75.19
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Home Depot (HD) 0.2 $3.7M +13% 11k 328.89
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Etsy (ETSY) 0.2 $3.6M 72k 49.98
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Republic Services (RSG) 0.2 $3.3M 15k 219.02
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Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.3M 9.3k 356.56
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Devon Energy Corporation (DVN) 0.2 $3.2M +12% 63k 50.32
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Ishares Msci Cda Etf (EWC) 0.2 $3.1M -10% 56k 54.79
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Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.2 $3.0M +12% 48k 62.97
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Cadence Design Systems (CDNS) 0.2 $3.0M NEW 11k 277.87
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Ishares Tr Msci India Etf (INDA) 0.2 $3.0M -12% 64k 46.84
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.2 $2.9M +20% 39k 73.14
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Trimble Navigation (TRMB) 0.2 $2.7M -65% 42k 65.23
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Zscaler Incorporated (ZS) 0.2 $2.6M -15% 19k 140.29
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Ishares Msci Taiwan Etf (EWT) 0.1 $2.5M -12% 35k 70.92
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Gilead Sciences (GILD) 0.1 $2.4M 18k 139.37
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Newmont Mining Corporation (NEM) 0.1 $2.4M -6% 22k 108.25
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Moody's Corporation (MCO) 0.1 $2.4M 5.5k 436.25
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $2.4M -83% 3.6k 650.40
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Helmerich & Payne (HP) 0.1 $2.2M +2% 62k 36.03
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Invesco Exch Traded Fd Tr Ii S&p 500 Concentr (QVMT) 0.1 $2.2M +12% 37k 59.45
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Aercap Holdings Nv SHS (AER) 0.1 $2.2M -12% 16k 137.18
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Ishares Tr Core Div Grwth (DGRO) 0.1 $2.1M 30k 70.18
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Expedia Group Com New (EXPE) 0.1 $2.1M -5% 9.1k 230.89
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DTE Energy Company (DTE) 0.1 $2.1M -10% 14k 146.22
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $2.0M +25% 38k 52.64
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Spdr Index Shs Fds State Street Spd (GWX) 0.1 $1.9M 45k 42.23
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Altria (MO) 0.1 $1.9M +9% 29k 65.99
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Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) 0.1 $1.8M +61% 121k 15.28
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $1.8M 13k 146.61
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Ferguson Enterprises Common Stock New (FERG) 0.1 $1.8M NEW 7.7k 233.26
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Lowe's Companies (LOW) 0.1 $1.8M -45% 7.5k 236.28
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Enterprise Products Partners (EPD) 0.1 $1.7M 46k 37.84
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Progressive Corporation (PGR) 0.1 $1.6M 8.0k 198.24
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Northrop Grumman Corporation (NOC) 0.1 $1.6M 2.3k 682.24
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Verizon Communications (VZ) 0.1 $1.4M +59% 28k 50.20
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American Tower Reit (AMT) 0.1 $1.4M +320% 8.0k 172.57
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Clean Harbors (CLH) 0.1 $1.4M -12% 4.8k 286.73
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $1.4M -29% 1.0k 1320.83
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Philip Morris International (PM) 0.1 $1.3M 8.2k 165.34
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Raytheon Technologies Corp (RTX) 0.1 $1.3M 6.8k 192.90
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Anthem (ELV) 0.1 $1.2M 4.2k 292.75
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $1.2M 6.5k 189.59
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Ishares Tr Msci Uk Etf New (EWU) 0.1 $1.2M 27k 45.56
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Pfizer (PFE) 0.1 $1.2M +15% 43k 28.08
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Wells Fargo & Company (WFC) 0.1 $1.2M -4% 15k 79.61
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Monster Beverage Corp (MNST) 0.1 $1.2M -36% 16k 72.46
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M +4% 1.7k 653.21
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Ishares Msci Switzerland (EWL) 0.1 $1.1M -5% 19k 58.81
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Astrazeneca Ord (AZN) 0.1 $1.1M NEW 5.5k 197.22
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McDonald's Corporation (MCD) 0.1 $1.1M -5% 3.4k 310.79
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Ge Aerospace Com New (GE) 0.1 $1.1M -2% 3.7k 283.77
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Thermo Fisher Scientific (TMO) 0.1 $1.1M +2% 2.2k 491.53
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Marsh & McLennan Companies (MRSH) 0.1 $991k NEW 5.7k 173.45
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Ge Vernova (GEV) 0.1 $935k -2% 1.1k 872.90
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Ecolab (ECL) 0.1 $927k 3.5k 266.02
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $926k +44% 12k 77.11
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $886k -16% 2.6k 337.95
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Cme (CME) 0.1 $878k -7% 3.0k 295.35
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Intel Corporation (INTC) 0.1 $871k -6% 20k 44.13
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Texas Instruments Incorporated (TXN) 0.1 $863k +17% 4.4k 194.14
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Western Digital (WDC) 0.1 $859k -30% 3.2k 270.49
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Willis Towers Watson SHS (WTW) 0.0 $801k 2.8k 290.70
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $775k +7% 7.0k 111.37
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $771k -17% 6.0k 128.12
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Relx Sponsored Adr (RELX) 0.0 $760k -12% 23k 33.15
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Omni (OMC) 0.0 $754k -3% 10k 75.31
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Travelers Companies (TRV) 0.0 $675k 2.3k 291.68
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Illinois Tool Works (ITW) 0.0 $673k 2.6k 260.29
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Ishares Tr Expanded Tech (IGV) 0.0 $669k 8.4k 80.05
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UnitedHealth (UNH) 0.0 $631k +9% 2.3k 270.59
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Shell Spon Ads (SHEL) 0.0 $619k -2% 6.7k 93.00
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $610k 8.1k 75.10
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International Paper Company (IP) 0.0 $601k 17k 35.70
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Blackrock (BLK) 0.0 $546k -14% 568.00 961.71
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Servicenow (NOW) 0.0 $540k -90% 5.2k 104.55
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Corning Incorporated (GLW) 0.0 $520k 3.8k 135.97
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $494k 5.1k 97.23
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Ishares Msci Emrg Chn (EMXC) 0.0 $480k 6.1k 78.66
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American Express Company (AXP) 0.0 $469k 1.6k 302.48
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Spdr Series Trust State Street Spd (XBI) 0.0 $458k -3% 3.6k 127.73
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Automatic Data Processing (ADP) 0.0 $449k 2.2k 203.18
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Ameriprise Financial (AMP) 0.0 $428k 964.00 444.40
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $400k 1.6k 248.00
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Lockheed Martin Corporation (LMT) 0.0 $388k 642.00 604.39
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Cigna Corp (CI) 0.0 $372k 1.4k 266.75
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3M Company (MMM) 0.0 $370k 2.5k 145.23
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $364k -38% 853.00 426.40
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TJX Companies (TJX) 0.0 $353k 2.2k 159.70
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $344k +2% 1.7k 198.29
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Bristol Myers Squibb (BMY) 0.0 $344k 5.7k 60.65
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Darling International (DAR) 0.0 $334k NEW 5.4k 61.85
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Vanguard Index Fds Growth Etf (VUG) 0.0 $332k +7% 760.00 436.79
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Vanguard Index Fds Value Etf (VTV) 0.0 $319k +7% 1.6k 196.20
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $316k NEW 1.5k 213.67
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Cincinnati Financial Corporation (CINF) 0.0 $315k 2.0k 157.35
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Kroger (KR) 0.0 $312k 4.3k 72.36
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Target Corporation (TGT) 0.0 $310k 2.6k 121.20
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Carrier Global Corporation (CARR) 0.0 $300k 5.3k 56.31
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Dollar General (DG) 0.0 $292k 2.5k 118.73
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Genuine Parts Company (GPC) 0.0 $278k 2.6k 105.75
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Veralto Corp Com Shs (VLTO) 0.0 $267k -40% 3.0k 88.42
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Uber Technologies (UBER) 0.0 $266k 3.7k 71.93
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Ishares Msci Sweden Etf (EWD) 0.0 $247k 5.1k 48.72
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Southern Company (SO) 0.0 $246k 2.6k 96.52
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Camden National Corporation (CAC) 0.0 $236k -24% 5.0k 47.45
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Air Products & Chemicals (APD) 0.0 $233k NEW 803.00 290.49
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Adobe Systems Incorporated (ADBE) 0.0 $232k -86% 956.00 243.08
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Honeywell International (HON) 0.0 $229k NEW 1.0k 226.03
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Linde SHS (LIN) 0.0 $226k NEW 456.00 495.76
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $215k 1.0k 215.06
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AFLAC Incorporated (AFL) 0.0 $213k -2% 1.9k 109.71
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Apa Corporation (APA) 0.0 $209k NEW 4.9k 42.44
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Wec Energy Group (WEC) 0.0 $203k NEW 1.8k 115.77
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Vanguard World Inf Tech Etf (VGT) 0.0 $202k 290.00 697.72
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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