Joseph F. Tower, III

@Lmcg Investments, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.631B

Total holdings233

Assets growth rate-1.99%

Assets growth rate (2-Q avg)-2.59%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lmcg Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 233 positions.

Assets under management

The assets under management (AUM) of Lmcg Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.631B in assets, with a quarterly growth rate of -1.99% and a 2-quarter average growth rate of -2.59%. The portfolio is managed by Joseph F. Tower, III, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LRCXLam Research Corp Recent Activity New Position	0.53%	$8.552M 118,400 shares@ $72.23 avg price	New Position
ELFE L F Beauty Inc Recent Activity New Position	0.51%	$8.243M 65,653 shares@ $125.55 avg price	New Position
JAZZJazz Pharmaceuticals Plc Recent Activity New Position	0.35%	$5.599M 45,463 shares@ $123.15 avg price	New Position
WCCWesco Intl Inc Recent Activity New Position	0.28%	$4.466M 24,681 shares@ $180.97 avg price	New Position
FTNTFortinet Inc Recent Activity New Position	0.24%	$3.87M 40,966 shares@ $94.49 avg price	New Position
SYYSysco Corp Recent Activity New Position	0.23%	$3.668M 47,976 shares@ $76.47 avg price	New Position
CRHCrh Plc Recent Activity New Position	0.22%	$3.51M 37,937 shares@ $92.52 avg price	New Position
TRMBTrimble Inc Recent Activity New Position	0.21%	$3.283M 46,458 shares@ $70.66 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.2%	$3.188M 9,605 shares@ $331.87 avg price	New Position
ADCAgree Rlty Corp Recent Activity New Position	0.2%	$3.112M 44,176 shares@ $70.45 avg price	New Position