Stock Taper 
LMCG INVESTMENTS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Devon Energy Corporation | DVN | 73.31K | $3.03M |
 Etsy, Inc. | ETSY | 71.3K | $5.37M |
 Uber Technologies, Inc. | UBER | 71.18K | $5.14M |
 Waste Management, Inc. | WM | 69.79K | $15.55M |
 CRH plc | CRH | 67.81K | $7.26M |
 Berkshire Hathaway Inc. | BRK-B | 64.81K | $32.43M |
 Jabil Inc. | JBL | 64.25K | $24.77M |
 Helmerich & Payne, Inc. | HP | 62.99K | $2.06M |
 Marvell Technology, Inc. | MRVL | 62.38K | $18.58M |
 Applied Materials, Inc. | AMAT | 61.13K | $44.2M |
 Netflix, Inc. | NFLX | 59.78K | $4.27M |
 Packaging Corporation of America | PKG | 58.85K | $14.02M |
 Rio Tinto Group | RIO | 58.29K | $5.53M |
 Palo Alto Networks, Inc. | PANW | 57.78K | $19.71M |
 Zscaler, Inc. | ZS | 57.45K | $8.11M |
 Waste Connections, Inc. | WCN | 56.19K | $9.37M |
 Diageo plc | DEO | 52.41K | $4.21M |
 Ciena Corporation | CIEN | 48.14K | $23.62M |
 Enterprise Products Partners L.P. | EPD | 47.83K | $1.76M |
 American Tower Corporation | AMT | 47.5K | $7.77M |