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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Page 4 of 12
MICROCHIP TECHNOLOGY INC
Shares:110.6K
Value:$5.4M
Fortinet, Inc.
Shares:52.6K
Value:$5.1M
TRIMBLE INC.
Shares:76.3K
Value:$5.0M
INVESCO QQQ TRUST, SERIES 1
Shares:10.4K
Value:$4.9M
Enphase Energy, Inc.
Shares:76.9K
Value:$4.8M
CRH PUBLIC LTD CO
Shares:50.6K
Value:$4.5M
Inspire Medical Systems, Inc.
Shares:27.8K
Value:$4.4M
464286665
Shares:95.4K
Value:$4.2M
Cigna Group
Shares:12.6K
Value:$4.2M
e.l.f. Beauty, Inc.
Shares:62.9K
Value:$4.0M
Baker Hughes Co
Shares:89.2K
Value:$3.9M
lululemon athletica inc.
Shares:13.6K
Value:$3.8M
HOME DEPOT, INC.
Shares:10.4K
Value:$3.8M
REPUBLIC SERVICES, INC.
Shares:15.3K
Value:$3.7M
921943858
Shares:71.4K
Value:$3.6M
464287622
Shares:11.7K
Value:$3.6M
LOWES COMPANIES INC
Shares:15.4K
Value:$3.6M
464286509
Shares:86.8K
Value:$3.5M
46137V241
Shares:52.8K
Value:$3.5M
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
Shares:29.1K
Value:$3.5M