LMCG INVESTMENTS, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing reports that the firm manages a portfolio valued at $0 as of the specified date.
The report lists a total of 225 separate equity holdings. The filing indicates that Brooke Regan, the Chief Compliance Officer for LMCG INVESTMENTS, LLC, is responsible for certifying the report, which was signed on October 21, 2026.
The portfolio includes a diverse mix of large-cap domestic and international companies. Notable holdings include significant positions in Apple Inc., Microsoft Corporation, Amazon.com Inc., and Alphabet Inc. Class A and C shares. The filing also lists substantial stakes in Visa Inc., Berkshire Hathaway Inc., Eli Lilly & Co., and UnitedHealth Group Inc.
International exposure is represented by holdings in companies such as Nestle S.A., ASML Holding N.V., Novo Nordisk A/S, and LVMH Moet Hennessy Louis Vuitton SE. The filing also includes a variety of exchange-traded funds, including funds tracking the S&P 500, the MSCI EAFE index, and various emerging market benchmarks.
