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Brooke Regan

Lmcg Investments, Llc

Assets Managed
$1.867B
Holdings
225
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.11%(2Q avg: 3.59%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lmcg Investments, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 225 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.867B in assets, with a quarterly growth rate of 11.11% and a 2-quarter average growth rate of 3.59%. The portfolio is managed by Brooke Regan, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.81%
4.03%
$75.079M
259,466 shares@ $289.36 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.96%
3.77%
$70.314M
196,755 shares@ $357.38 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.45%
2.96%
$55.162M
147,881 shares@ $373.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.03%
2.94%
$54.84M
230,091 shares@ $238.35 avg price
AMAT
Applied Materials Inc
Recent Activity
Decreased -17.12%
2.37%
$44.199M
61,133 shares@ $723.0 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.36%
2.36%
$43.967M
134,321 shares@ $327.33 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.9%
2.04%
$38.044M
190,133 shares@ $200.09 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -4.69%
1.95%
$36.226M
437,298 shares@ $82.84 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 2.43%
1.89%
$35.181M
139,806 shares@ $251.65 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 2.93%
1.74%
$32.429M
64,807 shares@ $500.4 avg price

1-10 of 225