test

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
EGEverest Group Ltd
Recent Activity
Decreased -0.2%
0.77%
$12.416M
34,255 shares@ $362.47 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -4.31%
0.76%
$12.344M
21,082 shares@ $585.52 avg price
WMTWalmart Inc
Recent Activity
Decreased -31.81%
0.75%
$12.1M
133,927 shares@ $90.36 avg price
MUMicron Technology Inc
Recent Activity
Decreased 0%
0.74%
$11.983M
142,378 shares@ $84.17 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -5.58%
0.71%
$11.506M
33,628 shares@ $342.16 avg price
MRKMerck & Co Inc
Recent Activity
Increased 1.7%
0.7%
$11.369M
114,286 shares@ $99.49 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.34%
0.7%
$11.31M
31,178 shares@ $362.76 avg price
TERTeradyne Inc
Recent Activity
Decreased -0.44%
0.7%
$11.296M
89,709 shares@ $125.92 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -1.52%
0.69%
$11.096M
55,988 shares@ $198.19 avg price
AAgilent Technologies Inc
Recent Activity
Decreased -0.75%
0.66%
$10.697M
79,628 shares@ $134.35 avg price