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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
SPGIS&p Global Inc
Recent Activity
Decreased -5.98%
0.64%
$10.322M
20,725 shares@ $498.04 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.08%
0.63%
$10.226M
44,106 shares@ $231.84 avg price
BRK.ABerkshire Hathaway Inc Del
Recent Activity
0.63%
$10.214M
15 shares@ $680920.0 avg price
MSMorgan Stanley
Recent Activity
Increased 143.01%
0.63%
$10.157M
80,790 shares@ $125.73 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -3.56%
0.62%
$9.949M
21,201 shares@ $469.29 avg price
FDXFedex Corp
Recent Activity
Decreased -28.08%
0.61%
$9.912M
35,232 shares@ $281.34 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.47%
0.6%
$9.766M
90,784 shares@ $107.57 avg price
AMGNAmgen Inc
Recent Activity
Increased 0.7%
0.6%
$9.749M
37,404 shares@ $260.65 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -10.49%
0.6%
$9.737M
10,627 shares@ $916.27 avg price
BGBunge Global Sa
Recent Activity
Decreased -0.01%
0.6%
$9.639M
123,956 shares@ $77.77 avg price