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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LMCG INVESTMENTS, LLC

Quarter ended Q4 2024 · Filed January 16, 2025 · Accession 0001085146-25-000293

Total Value
$1.63B
Positions
319
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (319)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT187,349$79.0M4.84%
2APPLE INCAAPL273,366$68.5M4.20%
3AMAZON COM INCAMZN305,205$67.0M4.11%
4ALPHABET INCGOOG248,558$47.1M2.89%
5JPMORGAN CHASE & CO.VYLD173,886$41.7M2.56%
6NVIDIA CORPORATIONNVDA223,872$30.1M1.84%
7ABBVIE INCABBV158,741$28.2M1.73%
8GOLDMAN SACHS GROUP INCGSCE48,467$27.8M1.70%
9BERKSHIRE HATHAWAY INC DELBRK-A61,117$27.7M1.70%
10COCA COLA COKO403,273$25.1M1.54%
11ALPHABET INCGOOG125,011$23.8M1.46%
12VISA INCV70,630$22.3M1.37%
13SPDR S&P 500 ETF TRSPY35,107$20.6M1.26%
14DANAHER CORPORATION23585110287,242$20.0M1.23%
15CHEVRON CORP NEWCVX135,514$19.6M1.20%
16UNITEDHEALTH GROUP INCUNH37,974$19.2M1.18%
17ENTERGY CORP NEWENO248,124$18.8M1.15%
18APPLIED MATLS INC038222105109,477$17.8M1.09%
19ORACLE CORPORCL-PD105,929$17.7M1.08%
20PROCTER AND GAMBLE CO742718109103,968$17.4M1.07%
21QUANTA SVCS INC74762E10255,023$17.4M1.07%
22DISNEY WALT CO254687106154,199$17.2M1.05%
23ABBOTT LABSABLZF151,595$17.1M1.05%
24CAPITAL ONE FINL CORP14040H10586,918$15.5M0.95%
25SERVICENOW INCNOW13,908$14.7M0.90%
26AGNICO EAGLE MINES LTDAEM186,397$14.6M0.89%
27VANGUARD INDEX FDS92290851288,048$14.2M0.87%
28MARVELL TECHNOLOGY INCMRVL126,891$14.0M0.86%
29JABIL INCJBL97,034$14.0M0.86%
30VANGUARD INDEX FDS92290859549,760$13.9M0.85%
31WASTE CONNECTIONS INCWCN79,613$13.7M0.84%
32MOTOROLA SOLUTIONS INCMSI29,099$13.5M0.82%
33CIENA CORPCIEN151,853$12.9M0.79%
34PACKAGING CORP AMER69515610955,785$12.6M0.77%
35ISHARES INC46434G103239,288$12.5M0.77%
36VANGUARD INDEX FDS92290853849,155$12.5M0.76%
37MASTERCARD INCORPORATEDMA23,612$12.4M0.76%
38META PLATFORMS INCMETA21,082$12.3M0.76%
39CUMMINS INCCMI35,016$12.2M0.75%
40ROCKWELL AUTOMATION INCROK41,687$11.9M0.73%
41EMERSON ELEC COEMR94,373$11.7M0.72%
42CROWDSTRIKE HLDGS INCCRWD33,628$11.5M0.71%
43VANGUARD INDEX FDS92290861155,988$11.1M0.68%
44EVEREST GROUP LTDEG30,108$10.9M0.67%
45MICRON TECHNOLOGY INCMU126,598$10.7M0.65%
46WALMART INCWMT117,502$10.6M0.65%
47TERADYNE INCTER82,209$10.4M0.63%
48MERCK & CO INCMRK103,841$10.3M0.63%
49S&P GLOBAL INCSPGI20,725$10.3M0.63%
50BROADCOM INCAVGO44,106$10.2M0.63%
51BERKSHIRE HATHAWAY INC DELBRK-A15$10.2M0.63%
52MORGAN STANLEYMS-PQ80,790$10.2M0.62%
53CATERPILLAR INCCAT27,798$10.1M0.62%
54NORTHROP GRUMMAN CORPNOC21,201$9.9M0.61%
55ADOBE INCADBE21,542$9.6M0.59%
56AGILENT TECHNOLOGIES INCA71,243$9.6M0.59%
57GILEAD SCIENCES INCGILD97,700$9.0M0.55%
58BOOKING HOLDINGS INCBKNG1,772$8.8M0.54%
59BANK AMERICA CORP060505104199,796$8.8M0.54%
60AMGEN INCAMGN33,664$8.8M0.54%
61CONOCOPHILLIPSCOP87,627$8.7M0.53%
62FEDEX CORPFDX30,632$8.6M0.53%
63LAM RESEARCH CORPLRCX117,840$8.5M0.52%
64FIFTH THIRD BANCORPFITBM200,514$8.5M0.52%
65BUNGE GLOBAL SABG108,121$8.4M0.52%
66E L F BEAUTY INCELF65,653$8.2M0.51%
67VALERO ENERGY CORPVLO65,498$8.0M0.49%
68DOXIMITY INCDOCS149,534$8.0M0.49%
69GENERAL MTRS CO37045V100149,133$7.9M0.49%
70AKAMAI TECHNOLOGIES INCAKAM81,696$7.8M0.48%
71ASML HOLDING N VASMLF11,078$7.7M0.47%
72ISHARES INC464286608162,193$7.7M0.47%
73COSTCO WHSL CORP NEW22160K1058,127$7.4M0.46%
74KEYSIGHT TECHNOLOGIES INCKEYS45,465$7.3M0.45%
75ELEVANCE HEALTH INCELV19,336$7.1M0.44%
76LULULEMON ATHLETICA INCLULU18,500$7.1M0.43%
77NEWMONT CORPNEMCL178,574$6.6M0.41%
78MICROCHIP TECHNOLOGY INC.MCHPP112,641$6.5M0.40%
79ROLLINS INCROL137,540$6.4M0.39%
80ISHARES INC46434G82295,000$6.4M0.39%
81UNION PAC CORPUNP27,910$6.4M0.39%
82ELI LILLY & COLLY7,812$6.0M0.37%
83AES CORPAES465,575$6.0M0.37%
84ZIMMER BIOMET HOLDINGS INCZBH55,949$5.9M0.36%
85EXXON MOBIL CORPXOM53,368$5.7M0.35%
86SCHLUMBERGER LTDSLB148,295$5.7M0.35%
87CORE & MAIN INCCNM110,565$5.6M0.35%
88JAZZ PHARMACEUTICALS PLCJAZZ45,463$5.6M0.34%
89CISCO SYS INCCSCO91,502$5.4M0.33%
90RANGE RES CORPRRC148,865$5.4M0.33%
91INVESCO QQQ TRIVZ10,301$5.3M0.32%
92INSPIRE MED SYS INC45773010926,868$5.0M0.31%
93AIRBNB INCABNB37,603$4.9M0.30%
94WORKDAY INCWDAY18,505$4.8M0.29%
95ISHARES TR464287234112,525$4.7M0.29%
96BAKER HUGHES COMPANYBKR111,742$4.6M0.28%
97WESCO INTL INC95082P10524,681$4.5M0.27%
98THE CIGNA GROUP12552310016,125$4.5M0.27%
99ISHARES TR464287390208,690$4.4M0.27%
100ISHARES INC46428666597,500$4.3M0.26%
101EXXON MOBIL CORPXOM37,416$4.0M0.25%
102HOME DEPOT INCHD10,193$4.0M0.24%
103FORTINET INCFTNT40,966$3.9M0.24%
104LOWES COS INC54866110715,659$3.9M0.24%
105ISHARES TR46428762211,758$3.8M0.23%
106ABERCROMBIE & FITCH COANF24,669$3.7M0.23%
107SYSCO CORPSYY47,511$3.6M0.22%
108PEPSICO INCPEP23,598$3.6M0.22%
109ISHARES INC46428650989,031$3.6M0.22%
110ENPHASE ENERGY INCENPH51,960$3.6M0.22%
111RIO TINTO PLCRTNTF60,139$3.5M0.22%
112INVESCO EXCHANGE TRADED FD TIVZ52,362$3.5M0.22%
113CRH PLCCRH37,812$3.5M0.21%
114JOHNSON & JOHNSONJNJ23,649$3.4M0.21%
115TRIMBLE INCTRMB46,458$3.3M0.20%
116EXPEDITORS INTL WASH INC30213010929,379$3.3M0.20%
117HELMERICH & PAYNE INCHP101,613$3.3M0.20%
118WYNN RESORTS LTDWYNN37,483$3.2M0.20%
119EATON CORP PLCETN9,605$3.2M0.20%
120MICROSOFT CORPMSFT7,459$3.1M0.19%
121REPUBLIC SVCS INC76075910015,481$3.1M0.19%
122REGENERON PHARMACEUTICALSREGN4,371$3.1M0.19%
123AGREE RLTY CORP00849210044,176$3.1M0.19%
124APPLE INCAAPL11,975$3.0M0.18%
125THERMO FISHER SCIENTIFIC INCTMO5,728$3.0M0.18%
126VANGUARD TAX-MANAGED FDS92194385859,395$2.8M0.17%
127ISHARES TR46428824053,596$2.8M0.17%
128VANGUARD INTL EQUITY INDEX F92204285862,573$2.8M0.17%
129INTERPUBLIC GROUP COS INCINTR97,458$2.7M0.17%
130ZSCALER INCZS14,819$2.7M0.16%
131BERKSHIRE HATHAWAY INC DELBRK-A5,465$2.5M0.15%
132MOODYS CORPMCO5,048$2.4M0.15%
133ISHARES INC46434G77246,113$2.4M0.15%
134AMERIPRISE FINL INC03076C1064,482$2.4M0.15%
135AMAZON COM INCAMZN10,715$2.4M0.14%
136COSTCO WHSL CORP NEW22160K1052,500$2.3M0.14%
137JABIL INCJBL15,435$2.2M0.14%
138DTE ENERGY CODTK18,108$2.2M0.13%
139INVESCO EXCH TRADED FD TR IIIVZ44,518$2.2M0.13%
140ISHARES INC46428677241,023$2.1M0.13%
141WASTE MGMT INC DEL94106L10910,241$2.1M0.13%
142JPMORGAN CHASE & CO.VYLD8,595$2.1M0.13%
143APPLIED MATLS INC03822210512,642$2.1M0.13%
144AERCAP HOLDINGS NVAER21,136$2.0M0.12%
145PROGRESSIVE CORP7433151038,000$1.9M0.12%
146ISHARES TR46429B59836,227$1.9M0.12%
147ELI LILLY & COLLY2,424$1.9M0.11%
148DEVON ENERGY CORP NEW25179M10356,228$1.8M0.11%
149ISHARES TR46428746523,719$1.8M0.11%
150ALPHABET INCGOOG9,245$1.8M0.11%
151COGNEX CORPCGNX48,335$1.7M0.11%
152ISHARES TR46434V62128,177$1.7M0.11%
153MEDTRONIC PLCMDT21,554$1.7M0.11%
154SELECT SECTOR SPDR TR81369Y20912,160$1.7M0.10%
155GOLDMAN SACHS GROUP INCGSCE2,910$1.7M0.10%
156PALO ALTO NETWORKS INCPANW9,034$1.6M0.10%
157ORACLE CORPORCL-PD9,735$1.6M0.10%
158SHELL PLCRYDAF25,271$1.6M0.10%
159EMERSON ELEC COEMR12,730$1.6M0.10%
160PACKAGING CORP AMER6951561096,920$1.6M0.10%
161AGNICO EAGLE MINES LTDAEM19,700$1.5M0.09%
162ASTRAZENECA PLCAZN23,514$1.5M0.09%
163ABBVIE INCABBV8,515$1.5M0.09%
164EVEREST GROUP LTDEG4,147$1.5M0.09%
165MONSTER BEVERAGE CORP NEWMNST28,518$1.5M0.09%
166CAPITAL ONE FINL CORP14040H1058,395$1.5M0.09%
167WALMART INCWMT16,425$1.5M0.09%
168CUMMINS INCCMI4,234$1.5M0.09%
169DANAHER CORPORATION2358511026,404$1.5M0.09%
170ENTERPRISE PRODS PARTNERS L29379210746,493$1.5M0.09%
171CLEAN HARBORS INCCLH6,225$1.4M0.09%
172ETSY INCETSY27,007$1.4M0.09%
173INVESCO EXCH TRADED FD TR IIIVZ20,077$1.4M0.09%
174SPDR INDEX SHS FDS78463X87145,250$1.4M0.09%
175RELX PLCRLXXF30,485$1.4M0.08%
176INVESCO EXCH TRADED FD TR IIIVZ22,697$1.4M0.08%
177CISCO SYS INCCSCO22,650$1.3M0.08%
178MARSH & MCLENNAN COS INC5717481026,302$1.3M0.08%
179CIENA CORPCIEN15,750$1.3M0.08%
180MICRON TECHNOLOGY INCMU15,780$1.3M0.08%
181FEDEX CORPFDX4,600$1.3M0.08%
182ROCKWELL AUTOMATION INCROK4,335$1.2M0.08%
183BUNGE GLOBAL SABG15,835$1.2M0.08%
184CATERPILLAR INCCAT3,380$1.2M0.08%
185ISHARES TR4642876307,114$1.2M0.07%
186ISHARES TR4642874819,059$1.1M0.07%
187INTERNATIONAL PAPER CO46014610321,281$1.1M0.07%
188WELLS FARGO CO NEW94974610116,294$1.1M0.07%
189UNION PAC CORPUNP5,000$1.1M0.07%
190AGILENT TECHNOLOGIES INCA8,385$1.1M0.07%
191FIFTH THIRD BANCORPFITBM26,170$1.1M0.07%
192QUALCOMM INCQCOM7,109$1.1M0.07%
193ABBOTT LABSABLZF9,520$1.1M0.07%
194WILLIS TOWERS WATSON PLC LTDWTW3,395$1.1M0.07%
195MERCK & CO INCMRK10,445$1.0M0.06%
196ISHARES INC46428674922,073$1.0M0.06%
197MCDONALDS CORPMCD3,448$999,5410.06%
198PHILIP MORRIS INTL INC7181721098,282$996,7390.06%
199ALPS ETF TR00162Q45220,336$979,3820.06%
200AMGEN INCAMGN3,740$974,7940.06%
201INVESCO EXCH TRADED FD TR IIIVZ47,494$972,6770.06%
202COMCAST CORP NEWCCZ25,363$951,8730.06%
203ANALOG DEVICES INCADI4,472$950,1210.06%
204TERADYNE INCTER7,500$944,4000.06%
205COCA COLA COKO14,665$913,0430.06%
206ECOLAB INCECL3,879$908,9270.06%
207ALTRIA GROUP INCMO17,314$905,3490.06%
208ISHARES TR46435G33425,709$871,5350.05%
209INVESCO EXCH TRADED FD TR IIIVZ17,566$864,3000.05%
210PFIZER INCPFE31,974$848,2700.05%
211AKAMAI TECHNOLOGIES INCAKAM8,770$838,8510.05%
212CME GROUP INCCME3,590$833,7060.05%
213ALPHABET INCGOOG4,375$833,1750.05%
214ISHARES TR4642875158,274$828,3930.05%
215ISHARES TR4642876142,028$814,4040.05%
216ILLINOIS TOOL WKS INC4523081093,120$791,1070.05%
217STRYKER CORPORATIONSYK2,175$783,1090.05%
218WESTLAKE CORPORATIONWLK6,751$774,0020.05%
219AIRBNB INCABNB5,689$747,5910.05%
220TEXAS INSTRS INC8825081043,883$728,1010.04%
221RTX CORPORATIONRTX6,280$726,7220.04%
222TARGET CORPTGT5,305$717,1300.04%
223ISHARES TR4642888857,173$694,5620.04%
224BLACKROCK INCBLK675$691,9490.04%
225AES CORPAES53,400$687,2580.04%
226INTEL CORPINTC33,936$680,4230.04%
227GE AEROSPACE3696043014,062$677,5010.04%
228AUTOMATIC DATA PROCESSING INADP2,222$650,4460.04%
229PFIZER INCPFE24,000$636,7200.04%
230TAIWAN SEMICONDUCTOR MFG LTD8740391003,218$635,5230.04%
231INTERPUBLIC GROUP COS INCINTR22,050$617,8410.04%
232APA CORPORATIONAPA26,592$614,0090.04%
233ACCENTURE PLC IRELANDACN1,700$598,0430.04%
234AMERICAN EXPRESS COAXP1,988$590,0190.04%
235INVESCO EXCH TRADED FD TR IIIVZ32,346$579,3170.04%
236VERALTO CORPVLTO5,664$576,8780.04%
237HELMERICH & PAYNE INCHP17,620$564,1920.03%
238WESTERN DIGITAL CORPWDC9,225$550,0870.03%
239FACTSET RESH SYS INC3030751051,066$511,9780.03%
240KEYSIGHT TECHNOLOGIES INCKEYS3,155$506,7880.03%
241TRAVELERS COMPANIES INCTRV2,078$500,5690.03%
242ISHARES TR4642874995,591$494,2440.03%
243GILEAD SCIENCES INCGILD5,325$491,8700.03%
244VANGUARD INTL EQUITY INDEX F9220427758,128$466,6280.03%
245BAKER HUGHES COMPANYBKR10,650$436,8630.03%
246HONEYWELL INTL INC4385161061,889$426,7060.03%
247ISHARES TR4642876551,926$425,5690.03%
248CARRIER GLOBAL CORPORATIONCARR5,347$364,9860.02%
249GE VERNOVA INCGEV1,084$356,5600.02%
250GENUINE PARTS COGPC2,750$321,0900.02%
251BRISTOL-MYERS SQUIBB COCELG-RI5,673$320,8650.02%
252SNOWFLAKE INCSNOW2,073$320,0920.02%
253LOCKHEED MARTIN CORPLMT650$315,8610.02%
254DOLLAR GEN CORP NEW2566771053,931$298,0480.02%
255CAMDEN NATL CORP1330341086,949$297,0000.02%
256CINCINNATI FINL CORP1720621012,000$287,4000.02%
257OLIN CORPOLN8,418$284,5280.02%
2583M COMMM2,146$277,0270.02%
259AIR PRODS & CHEMS INCAIIR919$266,5470.02%
260KROGER COKR4,350$266,0030.02%
261INTUITINTU407$255,8000.02%
262TJX COS INC NEW8725401092,112$255,1510.02%
263ISHARES TR46434V8785,000$252,1500.02%
264VANGUARD STAR FDS9219097684,164$245,3850.02%
265PAYCHEX INCPAYX1,750$245,3850.02%
266ISHARES TR464287648814$234,2850.01%
267ISHARES TR4642878041,997$230,0940.01%
268PINNACLE FINL PARTNERS INC72346Q1042,000$228,7800.01%
269UBER TECHNOLOGIES INCUBER3,750$226,2000.01%
270DIAGEO PLCDGEAF1,774$225,5290.01%
271AMERICAN TOWER CORP NEW03027X1001,187$217,6650.01%
272OTIS WORLDWIDE CORPOTIS2,343$216,9850.01%
273DARLING INGREDIENTS INCDAR6,384$215,0770.01%
274VERITEX HLDGS INC9234511087,915$214,9710.01%
275ISHARES TR4642883234,000$212,8800.01%
276WORKDAY INCWDAY820$211,5850.01%
277ISHARES INC46434G7643,789$210,1000.01%
278SOUTHERN COSOMN2,550$209,9160.01%
279AFLAC INCAFL1,999$206,7770.01%
280GOLDMAN SACHS ETF TRNVGLF6,106$203,5740.01%
281GE HEALTHCARE TECHNOLOGIES IGEHC2,572$201,0790.01%
282COGNEX CORPCGNX3,550$127,3030.01%
283QUANTA SVCS INC74762E102365$115,3580.01%
284TRAVELERS COMPANIES INCTRV237$57,0910.00%
285TEXAS INSTRS INC882508104245$45,9400.00%
286LAM RESEARCH CORPLRCX560$40,4490.00%
287CONOCOPHILLIPSCOP380$37,6850.00%
288NEWMONT CORPNEMCL975$36,2900.00%
289SYSCO CORPSYY465$35,5540.00%
290MARSH & MCLENNAN COS INC571748102150$31,8620.00%
291PEPSICO INCPEP200$30,4120.00%
292CORE & MAIN INCCNM550$28,0010.00%
293AMERICAN TOWER CORP NEW03027X100150$27,5120.00%
294RIO TINTO PLCRTNTF445$26,1700.00%
295DISNEY WALT CO254687106225$25,0540.00%
296CHEVRON CORP NEWCVX170$24,6230.00%
297ELEVANCE HEALTH INCELV65$23,9790.00%
298ECOLAB INCECL100$23,4320.00%
299MEDTRONIC PLCMDT275$21,9670.00%
300MICROCHIP TECHNOLOGY INC.MCHPP375$21,5060.00%
301CAMDEN NATL CORP133034108500$21,3700.00%
302DOXIMITY INCDOCS400$21,3560.00%
303WELLS FARGO CO NEW949746101300$21,0720.00%
304DEVON ENERGY CORP NEW25179M103630$20,6200.00%
305RANGE RES CORPRRC500$17,9900.00%
306COMCAST CORP NEWCCZ400$15,0120.00%
307JOHNSON & JOHNSONJNJ100$14,4620.00%
308TJX COS INC NEW872540109110$13,2890.00%
309INTEL CORPINTC650$13,0330.00%
3103M COMMM100$12,9090.00%
311WESTERN DIGITAL CORPWDC215$12,8200.00%
312CRH PLCCRH125$11,5650.00%
313OLIN CORPOLN300$10,1400.00%
314VERALTO CORPVLTO98$9,9810.00%
315PROGRESSIVE CORP74331510341$9,8240.00%
316SNOWFLAKE INCSNOW50$7,7210.00%
317ETSY INCETSY125$6,6110.00%
318ZSCALER INCZS26$4,6910.00%
319APA CORPORATIONAPA200$4,6180.00%