LMCG INVESTMENTS, LLC
SEC Form 13F institutional filer · CIK 0001470944
13F-HR · 155 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.44B
Top-10 concentration
30.1%
LMCG INVESTMENTS, LLC — $1.44B AUM allocation strategy
LMCG INVESTMENTS, LLC files SEC Form 13F and reports $1.44B of long US equity value across 155 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 14.2%, followed by Financials 10.5% and Communication Services 5.7%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LMCG INVESTMENTS, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.44B
total across 155 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$WM +36.4K sh · +$8.66M+$ROL +35.3K sh · +$1.04M+$PANW +33.7K sh · +$4.27M
Biggest trims (shares)
−$TRMB −80K sh · −$6.82M−$NOW −49.4K sh · −$7.81M−$CIEN −44.4K sh · −$1.23M
Exited to nil (held last quarter, gone now)
$WDAY ($6.07M last qtr)$WYNN ($4.17M last qtr)$QCOM ($997K last qtr)$FDS ($299K last qtr)$FSLR ($231K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services5.7%—
- Technology Hardware, Storage & Peripherals4.7%—
- Biotechnology4.2%—
- Systems Software3.9%—
- Broadline Retail3.5%—
- Diversified Banks2.8%—
- Semiconductors2.4%—
- Asset Management & Custody Banks2.2%—
- Other holdings70.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 264K | $67.1M | +10.9K | 4.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 203K | $58.3M | -23.2K | 4.0% |
| $MSFT | Microsoft Corporation | 150K | $55.5M | -6.89K | 3.9% |
| $AMZN | Amazon.com Inc | 242K | $50.5M | -12.6K | 3.5% |
| $JPM | JP Morgan Chase & Co | 138K | $40.5M | -11.9K | 2.8% |
| $NVDA | NVIDIA Corporation | 198K | $34.5M | -12.7K | 2.4% |
| $BLK | BlackRock Inc | 619K | $32.4M | +33.5K | 2.2% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 63K | $30.2M | +1.96K | 2.1% |
| $REGN | Regeneron Pharmaceuticals Inc | 39K | $30.1M | -842 | 2.1% |
…and 146 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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