Lee Munder Capital Group
Latest statistics and disclosures from Lmcg Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, GOOGL, JPM, and represent 18.88% of Lmcg Investments's stock portfolio.
- Added to shares of these 10 stocks: LLY (+$7.3M), TMUS (+$6.2M), MDT, IEMG, SYK, EFA, SPGI, ADC, REGN, JNJ.
- Started 7 new stock positions in FSLR, VGT, IWO, GLW, VZ, TMUS, IWS.
- Reduced shares in these 10 stocks: ASML (-$6.5M), ELF (-$5.8M), WDAY (-$5.5M), , JAZZ (-$5.2M), ORCL (-$5.2M), ANF, LULU, INSP, NVDA.
- Sold out of its positions in ANF, CGNX, CMCSA, DAR, ELF, FTNT, INSP, INTU, LULU, PNFP.
- Lmcg Investments was a net seller of stock by $-43M.
- Lmcg Investments has $1.7B in assets under management (AUM), dropping by 6.64%.
- Central Index Key (CIK): 0001470944
Tip: Access up to 7 years of quarterly data
Positions held by Lee Munder Capital Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Lmcg Investments
Lmcg Investments holds 222 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $85M | -2% | 165k | 517.95 |
|
| Apple (AAPL) | 3.9 | $66M | -2% | 258k | 254.63 |
|
| Amazon (AMZN) | 3.7 | $63M | -2% | 287k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $56M | -2% | 230k | 243.10 |
|
| JPMorgan Chase & Co. (JPM) | 3.0 | $52M | -2% | 163k | 315.43 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $41M | -6% | 219k | 186.58 |
|
| Goldman Sachs (GS) | 2.1 | $36M | -3% | 45k | 796.35 |
|
| Abbvie (ABBV) | 1.9 | $33M | -2% | 143k | 231.54 |
|
| Agnico (AEM) | 1.8 | $31M | -2% | 186k | 168.56 |
|
| Ishares Core Msci Emkt (IEMG) | 1.8 | $31M | +13% | 465k | 65.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $30M | 60k | 502.74 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $28M | 113k | 243.55 |
|
|
| Danaher Corporation (DHR) | 1.4 | $23M | 117k | 198.26 |
|
|
| Coca-Cola Company (KO) | 1.3 | $23M | -3% | 345k | 66.32 |
|
| Oracle Corporation (ORCL) | 1.3 | $22M | -19% | 78k | 281.24 |
|
| Visa Com Cl A (V) | 1.3 | $22M | -2% | 64k | 341.38 |
|
| Applied Materials (AMAT) | 1.2 | $21M | 102k | 204.74 |
|
|
| Ciena Corp Com New (CIEN) | 1.2 | $21M | -2% | 143k | 145.67 |
|
| Jabil Circuit (JBL) | 1.2 | $20M | -2% | 94k | 217.17 |
|
| Regeneron Pharmaceuticals (REGN) | 1.2 | $20M | +7% | 36k | 562.27 |
|
| Micron Technology (MU) | 1.1 | $19M | -9% | 115k | 167.32 |
|
| Abbott Laboratories (ABT) | 1.1 | $19M | -2% | 140k | 133.94 |
|
| Quanta Services (PWR) | 1.1 | $18M | -3% | 44k | 414.42 |
|
| Capital One Financial (COF) | 1.1 | $18M | -2% | 85k | 212.58 |
|
| Chevron Corporation (CVX) | 1.0 | $18M | -9% | 113k | 155.29 |
|
| Meta Platforms Cl A (META) | 1.0 | $17M | +7% | 22k | 734.38 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $16M | +84% | 21k | 763.00 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $16M | +21% | 170k | 93.37 |
|
| Procter & Gamble Company (PG) | 0.9 | $16M | -3% | 103k | 153.65 |
|
| Walt Disney Company (DIS) | 0.9 | $16M | 138k | 114.50 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $15M | -4% | 87k | 174.58 |
|
| Cummins (CMI) | 0.9 | $15M | 35k | 422.37 |
|
|
| Rockwell Automation (ROK) | 0.9 | $15M | 42k | 349.53 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.8 | $14M | +3% | 231k | 61.94 |
|
| Entergy Corporation (ETR) | 0.8 | $14M | -3% | 145k | 93.19 |
|
| Servicenow (NOW) | 0.8 | $13M | -4% | 15k | 920.28 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $13M | -4% | 45k | 297.62 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.8 | $13M | -3% | 45k | 293.79 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $13M | -4% | 27k | 490.38 |
|
| Morgan Stanley Com New (MS) | 0.8 | $13M | -3% | 82k | 158.96 |
|
| Broadcom (AVGO) | 0.8 | $13M | +9% | 39k | 329.91 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $13M | -2% | 96k | 133.90 |
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $13M | 23k | 568.80 |
|
|
| Emerson Electric (EMR) | 0.7 | $13M | 97k | 131.18 |
|
|
| Eaton Corp SHS (ETN) | 0.7 | $13M | -3% | 34k | 374.25 |
|
| Marvell Technology (MRVL) | 0.7 | $13M | -5% | 151k | 84.07 |
|
| Caterpillar (CAT) | 0.7 | $13M | -2% | 26k | 477.15 |
|
| Johnson & Johnson (JNJ) | 0.7 | $12M | +13% | 64k | 185.42 |
|
| S&p Global (SPGI) | 0.7 | $12M | +27% | 24k | 486.71 |
|
| Packaging Corporation of America (PKG) | 0.7 | $12M | 54k | 217.93 |
|
|
| Everest Re Group (EG) | 0.7 | $11M | 32k | 350.23 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $11M | -2% | 106k | 103.06 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $11M | +7% | 202k | 53.40 |
|
| Agilent Technologies Inc C ommon (A) | 0.6 | $11M | +13% | 83k | 128.35 |
|
| Merck & Co (MRK) | 0.6 | $10M | +10% | 124k | 83.93 |
|
| Trimble Navigation (TRMB) | 0.6 | $10M | -3% | 128k | 81.65 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $10M | -4% | 50k | 208.71 |
|
| Bunge Global Sa Com Shs (BG) | 0.6 | $10M | 124k | 81.25 |
|
|
| WESCO International (WCC) | 0.6 | $10M | -3% | 47k | 211.50 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.6 | $9.8M | 13.00 | 754200.00 |
|
|
| Fifth Third Ban (FITB) | 0.6 | $9.8M | 220k | 44.55 |
|
|
| Bank of America Corporation (BAC) | 0.6 | $9.7M | -3% | 189k | 51.59 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $9.6M | 85k | 112.75 |
|
|
| Amgen (AMGN) | 0.5 | $9.2M | 33k | 282.20 |
|
|
| Valero Energy Corporation (VLO) | 0.5 | $9.1M | -3% | 53k | 170.26 |
|
| Workday Cl A (WDAY) | 0.5 | $8.6M | -38% | 36k | 240.73 |
|
| Booking Holdings (BKNG) | 0.5 | $8.6M | -4% | 1.6k | 5399.27 |
|
| Union Pacific Corporation (UNP) | 0.5 | $8.5M | +17% | 36k | 236.37 |
|
| Waste Connections (WCN) | 0.5 | $8.5M | -4% | 48k | 175.80 |
|
| Motorola Solutions Com New (MSI) | 0.5 | $8.4M | -3% | 18k | 457.29 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $8.3M | 8.9k | 925.63 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.5 | $8.1M | 281k | 28.89 |
|
|
| Akamai Technologies (AKAM) | 0.5 | $8.1M | +12% | 107k | 75.76 |
|
| Keysight Technologies (KEYS) | 0.5 | $7.9M | 45k | 174.92 |
|
|
| Doximity Cl A (DOCS) | 0.5 | $7.9M | -3% | 108k | 73.15 |
|
| ConocoPhillips (COP) | 0.5 | $7.7M | 82k | 94.59 |
|
|
| Agree Realty Corporation (ADC) | 0.4 | $7.6M | +26% | 107k | 71.04 |
|
| FedEx Corporation (FDX) | 0.4 | $7.2M | -4% | 31k | 235.81 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.4 | $7.0M | 87k | 80.21 |
|
|
| Microchip Technology (MCHP) | 0.4 | $6.9M | 108k | 64.22 |
|
|
| SYSCO Corporation (SYY) | 0.4 | $6.8M | +5% | 83k | 82.34 |
|
| AES Corporation (AES) | 0.4 | $6.5M | 492k | 13.16 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $6.5M | +8% | 11k | 600.37 |
|
| CRH Ord (CRH) | 0.4 | $6.4M | 53k | 119.90 |
|
|
| Medtronic SHS (MDT) | 0.4 | $6.3M | +155% | 66k | 95.24 |
|
| Zscaler Incorporated (ZS) | 0.4 | $6.2M | +5% | 21k | 299.66 |
|
| Metropcs Communications (TMUS) | 0.4 | $6.2M | NEW | 26k | 239.38 |
|
| Rollins (ROL) | 0.4 | $6.0M | -4% | 102k | 58.74 |
|
| Cisco Systems (CSCO) | 0.3 | $5.9M | -4% | 86k | 68.42 |
|
| Range Resources (RRC) | 0.3 | $5.8M | +2% | 154k | 37.64 |
|
| Core & Main Cl A (CNM) | 0.3 | $5.6M | 104k | 53.83 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $5.1M | -6% | 15k | 352.75 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $5.1M | +9% | 105k | 48.72 |
|
| Schlumberger Com Stk (SLB) | 0.3 | $4.8M | -5% | 139k | 34.37 |
|
| Teradyne (TER) | 0.3 | $4.8M | -15% | 35k | 137.64 |
|
| Wynn Resorts (WYNN) | 0.3 | $4.7M | -28% | 37k | 128.27 |
|
| Airbnb Com Cl A (ABNB) | 0.3 | $4.7M | 39k | 121.42 |
|
|
| Ishares Msci Pac Jp Etf (EPP) | 0.3 | $4.6M | 90k | 51.56 |
|
|
| Etsy (ETSY) | 0.3 | $4.4M | 67k | 66.39 |
|
|
| Ishares Msci Sth Kor Etf (EWY) | 0.3 | $4.3M | -2% | 54k | 80.10 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $4.3M | 73k | 59.92 |
|
|
| Home Depot (HD) | 0.2 | $4.2M | 10k | 405.19 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.2 | $4.1M | 81k | 50.55 |
|
|
| Stryker Corporation (SYK) | 0.2 | $4.1M | +407% | 11k | 369.67 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $3.9M | +7% | 80k | 49.45 |
|
| Ishares Tr Msci India Etf (INDA) | 0.2 | $3.9M | +5% | 75k | 52.06 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $3.7M | 68k | 54.18 |
|
|
| Lowe's Companies (LOW) | 0.2 | $3.7M | -4% | 15k | 251.31 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $3.7M | +7% | 50k | 73.29 |
|
| Republic Services (RSG) | 0.2 | $3.6M | 16k | 229.48 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $3.6M | -64% | 3.7k | 968.09 |
|
| Pepsi (PEP) | 0.2 | $3.5M | 25k | 140.44 |
|
|
| Expeditors International of Washington (EXPD) | 0.2 | $3.5M | +5% | 28k | 122.59 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.4M | +8% | 9.2k | 365.49 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.2 | $3.2M | -2% | 49k | 66.01 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.2 | $2.8M | +8% | 112k | 25.42 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $2.7M | -11% | 32k | 84.31 |
|
| Ishares Msci Taiwan Etf (EWT) | 0.2 | $2.6M | -2% | 42k | 63.62 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $2.6M | +7% | 36k | 73.48 |
|
| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.2 | $2.6M | +7% | 41k | 63.56 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.6M | -2% | 3.8k | 666.18 |
|
| Moody's Corporation (MCO) | 0.1 | $2.5M | +3% | 5.3k | 476.48 |
|
| DTE Energy Company (DTE) | 0.1 | $2.4M | -2% | 17k | 141.43 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $2.3M | -2% | 19k | 121.00 |
|
| Waste Management (WM) | 0.1 | $2.3M | 10k | 220.83 |
|
|
| Jazz Pharmaceuticals Shs Usd (JAZZ) | 0.1 | $2.1M | -71% | 16k | 131.80 |
|
| Devon Energy Corporation (DVN) | 0.1 | $2.0M | +9% | 57k | 35.06 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $2.0M | +6% | 29k | 68.08 |
|
| Progressive Corporation (PGR) | 0.1 | $2.0M | 8.0k | 246.95 |
|
|
| Gilead Sciences (GILD) | 0.1 | $2.0M | 18k | 111.00 |
|
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.8M | 45k | 40.18 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.7M | -7% | 13k | 139.17 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) | 0.1 | $1.7M | +7% | 31k | 54.86 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.7M | -6% | 26k | 67.31 |
|
| Pfizer (PFE) | 0.1 | $1.7M | +6% | 67k | 25.48 |
|
| Altria (MO) | 0.1 | $1.6M | +5% | 25k | 66.06 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.6M | -3% | 21k | 76.72 |
|
| Palo Alto Networks (PANW) | 0.1 | $1.6M | -17% | 7.8k | 203.62 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $1.5M | +7% | 32k | 46.93 |
|
| Enterprise Products Partners (EPD) | 0.1 | $1.4M | 46k | 31.27 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $1.4M | -5% | 2.3k | 609.32 |
|
| Anthem (ELV) | 0.1 | $1.4M | -10% | 4.4k | 323.12 |
|
| UnitedHealth (UNH) | 0.1 | $1.4M | -7% | 4.0k | 345.31 |
|
| Helmerich & Payne (HP) | 0.1 | $1.4M | -33% | 62k | 22.09 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.1 | $1.3M | +8% | 84k | 15.95 |
|
| Philip Morris International (PM) | 0.1 | $1.3M | 8.2k | 162.20 |
|
|
| Clean Harbors (CLH) | 0.1 | $1.3M | -2% | 5.6k | 232.22 |
|
| Relx Sponsored Adr (RELX) | 0.1 | $1.3M | -3% | 27k | 47.76 |
|
| Wells Fargo & Company (WFC) | 0.1 | $1.3M | 16k | 83.82 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | 6.8k | 176.81 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.2M | -2% | 5.9k | 201.53 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $1.2M | 6.9k | 167.33 |
|
|
| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $1.1M | +8% | 27k | 41.97 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.1M | -2% | 3.7k | 300.82 |
|
| Ishares Msci Switzerland (EWL) | 0.1 | $1.1M | +6% | 20k | 55.24 |
|
| McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.7k | 303.89 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.1M | 1.7k | 669.30 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $1.1M | -2% | 7.6k | 142.41 |
|
| Analog Devices (ADI) | 0.1 | $1.0M | 4.2k | 245.70 |
|
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | -26% | 2.1k | 485.02 |
|
| Qualcomm (QCOM) | 0.1 | $971k | -16% | 5.8k | 166.36 |
|
| Ishares Tr Expanded Tech (IGV) | 0.1 | $966k | +7% | 8.4k | 115.01 |
|
| Ecolab (ECL) | 0.1 | $963k | 3.5k | 273.86 |
|
|
| Cme (CME) | 0.1 | $963k | 3.6k | 270.19 |
|
|
| Willis Towers Watson SHS (WTW) | 0.1 | $952k | -4% | 2.8k | 345.45 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $923k | 3.3k | 279.29 |
|
|
| Interpublic Group of Companies (IPG) | 0.1 | $851k | -3% | 31k | 27.91 |
|
| International Paper Company (IP) | 0.0 | $781k | 17k | 46.40 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $778k | 3.0k | 260.76 |
|
|
| Blackrock (BLK) | 0.0 | $774k | 664.00 | 1165.87 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $723k | -8% | 6.3k | 113.88 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $723k | 1.5k | 468.41 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $694k | -10% | 3.8k | 183.73 |
|
| Intel Corporation (INTC) | 0.0 | $680k | -10% | 20k | 33.55 |
|
| Ge Vernova (GEV) | 0.0 | $663k | 1.1k | 614.90 |
|
|
| Travelers Companies (TRV) | 0.0 | $651k | 2.3k | 279.22 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $649k | 2.2k | 293.50 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $597k | +19% | 8.1k | 73.46 |
|
| Cigna Corp (CI) | 0.0 | $595k | -82% | 2.1k | 288.25 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $580k | 8.1k | 71.37 |
|
|
| Western Digital (WDC) | 0.0 | $559k | 4.7k | 120.06 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $553k | -2% | 5.2k | 106.61 |
|
| Expedia Group Com New (EXPE) | 0.0 | $549k | 2.6k | 213.75 |
|
|
| American Express Company (AXP) | 0.0 | $519k | -14% | 1.6k | 332.16 |
|
| Shell Spon Ads (SHEL) | 0.0 | $499k | -70% | 7.0k | 71.53 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $495k | 5.1k | 96.55 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $490k | -9% | 997.00 | 491.25 |
|
| Verizon Communications (VZ) | 0.0 | $485k | NEW | 11k | 43.95 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $419k | 1.7k | 246.60 |
|
|
| Dollar General (DG) | 0.0 | $404k | 3.9k | 103.35 |
|
|
| 3M Company (MMM) | 0.0 | $403k | 2.6k | 155.18 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $400k | +16% | 5.9k | 67.51 |
|
| Honeywell International (HON) | 0.0 | $398k | 1.9k | 210.50 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $397k | 1.6k | 241.96 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 0.0 | $373k | -21% | 3.7k | 100.20 |
|
| Uber Technologies (UBER) | 0.0 | $365k | 3.7k | 97.97 |
|
|
| Genuine Parts Company (GPC) | 0.0 | $365k | 2.6k | 138.60 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $325k | 650.00 | 499.21 |
|
|
| TJX Companies (TJX) | 0.0 | $320k | 2.2k | 144.54 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $318k | 5.3k | 59.70 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $316k | 2.0k | 158.10 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $296k | -15% | 617.00 | 479.61 |
|
| FactSet Research Systems (FDS) | 0.0 | $296k | 1.0k | 286.49 |
|
|
| Kroger (KR) | 0.0 | $291k | 4.3k | 67.41 |
|
|
| Target Corporation (TGT) | 0.0 | $283k | 3.2k | 89.70 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $256k | 5.7k | 45.10 |
|
|
| Camden National Corporation (CAC) | 0.0 | $255k | 6.6k | 38.59 |
|
|
| American Tower Reit (AMT) | 0.0 | $255k | 1.3k | 192.29 |
|
|
| Corning Incorporated (GLW) | 0.0 | $250k | NEW | 3.1k | 82.03 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $248k | -14% | 1.3k | 186.49 |
|
| Ishares Msci Sweden Etf (EWD) | 0.0 | $243k | +8% | 5.1k | 47.20 |
|
| Southern Company (SO) | 0.0 | $242k | 2.6k | 94.77 |
|
|
| First Solar (FSLR) | 0.0 | $223k | NEW | 1.0k | 220.53 |
|
| Paychex (PAYX) | 0.0 | $222k | 1.8k | 126.76 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $222k | 2.0k | 111.70 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $220k | 808.00 | 272.72 |
|
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $219k | NEW | 685.00 | 320.04 |
|
| Linde SHS (LIN) | 0.0 | $217k | 456.00 | 475.00 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $217k | NEW | 290.00 | 746.63 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $216k | 1.0k | 215.79 |
|
|
| Otis Worldwide Corp (OTIS) | 0.0 | $214k | 2.3k | 91.43 |
|
|
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $206k | NEW | 1.5k | 139.67 |
|
Past Filings by Lmcg Investments
SEC 13F filings are viewable for Lmcg Investments going back to 2010
- Lmcg Investments 2025 Q3 filed Oct. 29, 2025
- Lmcg Investments 2025 Q2 filed July 24, 2025
- Lmcg Investments 2025 Q1 filed April 10, 2025
- Lmcg Investments 2024 Q4 filed Jan. 16, 2025
- Lmcg Investments 2024 Q3 filed Oct. 29, 2024
- Lmcg Investments 2024 Q2 filed Aug. 9, 2024
- Lmcg Investments 2024 Q1 filed May 6, 2024
- Lmcg Investments 2023 Q4 filed Feb. 8, 2024
- Lmcg Investments 2023 Q3 filed Nov. 3, 2023
- Lmcg Investments 2023 Q2 filed Aug. 3, 2023
- Lmcg Investments 2023 Q1 filed May 5, 2023
- Lmcg Investments 2022 Q4 filed Feb. 7, 2023
- Lmcg Investments 2022 Q3 filed Nov. 8, 2022
- Lmcg Investments 2022 Q2 filed Aug. 8, 2022
- Lmcg Investments 2022 Q1 filed May 10, 2022
- Lmcg Investments 2015 Q3 filed Nov. 4, 2015