Lmcg-Investments

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-10
Total Holdings
228
Total Value
969309553
Accession Number
0001085146-25-002031
Form Type
13F-HR
Manager Name
Lmcg-Investments
Data Enrichment
90% identified
206 identified22 unidentified

Holdings

228 positions
Manager:
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CrowdStrike Holdings, Inc.
Shares:32.5K
Value:$11.5M
NORTHROP GRUMMAN CORP /DE/
Shares:21.0K
Value:$10.7M
BERKSHIRE HATHAWAY INC
Shares:13
Value:$10.4M
ROCKWELL AUTOMATION, INC
Shares:39.7K
Value:$10.3M
MICRON TECHNOLOGY INC
Shares:116.9K
Value:$10.2M
922908611
Shares:54.5K
Value:$10.1M
S&P Global Inc.
Shares:19.9K
Value:$10.1M
PACKAGING CORP OF AMERICA
Shares:50.4K
Value:$10.0M
CUMMINS INC
Shares:31.4K
Value:$9.9M
EMERSON ELECTRIC CO
Shares:88.2K
Value:$9.7M
MORGAN STANLEY
Shares:81.9K
Value:$9.6M
Jazz Pharmaceuticals plc
Shares:74.4K
Value:$9.2M
Merck & Co., Inc.
Shares:102.2K
Value:$9.2M
SCHLUMBERGER LIMITED/NV
Shares:213.1K
Value:$8.9M
VALERO ENERGY CORP/TX
Shares:66.2K
Value:$8.7M
REGENERON PHARMACEUTICALS, INC.
Shares:13.7K
Value:$8.7M
Marvell Technology, Inc.
Shares:137.1K
Value:$8.4M
BANK OF AMERICA CORP /DE/
Shares:199.9K
Value:$8.3M
464286608
Shares:155.5K
Value:$8.3M
JOHNSON & JOHNSON
Shares:48.7K
Value:$8.1M