Stock Taper 
LMCG INVESTMENTS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Packaging Corporation of America | PKG | 58.85K | $14.02M |
 Netflix, Inc. | NFLX | 59.78K | $4.27M |
 Applied Materials, Inc. | AMAT | 61.13K | $44.2M |
 Marvell Technology, Inc. | MRVL | 62.38K | $18.58M |
 Helmerich & Payne, Inc. | HP | 62.99K | $2.06M |
 Jabil Inc. | JBL | 64.25K | $24.77M |
 Berkshire Hathaway Inc. | BRK-B | 64.81K | $32.43M |
 CRH plc | CRH | 67.81K | $7.26M |
 Waste Management, Inc. | WM | 69.79K | $15.55M |
 Uber Technologies, Inc. | UBER | 71.18K | $5.14M |
 Etsy, Inc. | ETSY | 71.3K | $5.37M |
 Devon Energy Corporation | DVN | 73.31K | $3.03M |
 Johnson & Johnson | JNJ | 74.07K | $18.81M |
 The Procter & Gamble Company | PG | 74.23K | $10.88M |
 Visa Inc. | V | 74.63K | $25.61M |
 PepsiCo, Inc. | PEP | 82.76K | $11.21M |
 Alphabet Inc. | GOOG | 83.94K | $29.66M |
 Slb N.V. | SLB | 84.39K | $3.92M |
 Cisco Systems, Inc. | CSCO | 84.78K | $9.96M |
 ConocoPhillips | COP | 88.16K | $9.17M |