Lmcg Investments, LLC
Annual return '25
+16.3%
SPY '25
+17.7%
Alpha
-1.4ptsvs SPY
Invested
$1.7B
Holdings
1,100
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOGL
ALPHABET INC
Q4 2025: Sold 1.6% (229.7k → 226.0k shares)
5.4%
02
$AAPL
APPLE INC
Q4 2025: Sold 1.7% (257.7k → 253.4k shares)
4.6%
03
$MSFT
MICROSOFT CORP
Q4 2025: Sold 4.7% (164.8k → 156.9k shares)
4.6%
04
$AMZN
AMAZON COM INC
Q4 2025: Sold 11.0% (286.5k → 254.9k shares)
3.6%
05
$META
META PLATFORMS INC
Q4 2025: Increased +8.4% (22.4k → 24.3k shares)
2.2%
06
$TTE
TOTALENERGIES SE
Held since at least Q1 2024
1.8%
07
$JNJ
JOHNSON & JOHNSON
Q4 2025: Increased +13.1% (64.1k → 72.5k shares)
1.8%
08
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 8.4% (163.2k → 149.5k shares)
1.7%
09
$LLY
ELI LILLY & CO
Q4 2025: Sold 3.8% (20.9k → 20.1k shares)
1.4%
10
$AZN
ASTRAZENECA PLC
Q4 2025: Sold 39.6% (21.1k → 12.7k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:19 UTC.