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Joseph F. Tower, III

@Lmcg Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$1.631BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MRVLMarvell Technology Inc
Recent Activity
Decreased -5.67%
0.86%
$14.015M
126,891 shares@ $110.46 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -2.88%
0.86%
$13.936M
49,760 shares@ $280.07 avg price
CMICummins Inc
Recent Activity
Decreased -2.1%
0.84%
$13.683M
39,250 shares@ $348.6 avg price
WCNWaste Connections Inc
Recent Activity
Decreased -4.03%
0.84%
$13.66M
79,613 shares@ $171.59 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -3.27%
0.83%
$13.45M
29,099 shares@ $462.24 avg price
EMREmerson Elec Co
Recent Activity
Decreased -4.07%
0.82%
$13.273M
107,103 shares@ $123.94 avg price
ROKRockwell Automation Inc
Recent Activity
Decreased -2.11%
0.81%
$13.153M
46,022 shares@ $285.8 avg price
IEMGIshares Inc
Recent Activity
Decreased -12.43%
0.77%
$12.496M
239,288 shares@ $52.22 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -0.34%
0.77%
$12.473M
49,155 shares@ $253.75 avg price
MAMastercard Incorporated
Recent Activity
Decreased -3.61%
0.77%
$12.433M
23,612 shares@ $526.57 avg price