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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 Q1 2025 · Filed April 10, 2025 · Accession 0001085146-25-002031

Total Value
$1.51B
Positions
316
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (316)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT167,685$62.9M4.18%
2APPLE INCAAPL258,756$57.5M3.81%
3AMAZON COM INCAMZN287,813$54.8M3.63%
4JPMORGAN CHASE & CO.VYLD165,531$40.6M2.69%
5ALPHABET INCGOOG236,958$36.6M2.43%
6ABBVIE INCABBV154,272$32.3M2.15%
7BERKSHIRE HATHAWAY INC DELBRK-A58,044$30.9M2.05%
8COCA COLA COKO390,489$28.0M1.86%
9GOLDMAN SACHS GROUP INCGSCE44,892$24.5M1.63%
10VISA INCV68,671$24.1M1.60%
11NVIDIA CORPORATIONNVDA214,285$23.2M1.54%
12CHEVRON CORP NEWCVX134,461$22.5M1.49%
13UNITEDHEALTH GROUP INCUNH38,708$20.3M1.35%
14DANAHER CORPORATION23585110297,584$20.0M1.33%
15AGNICO EAGLE MINES LTDAEM177,744$19.3M1.28%
16PROCTER AND GAMBLE CO742718109110,634$18.9M1.25%
17ALPHABET INCGOOG119,746$18.7M1.24%
18ABBOTT LABSABLZF139,217$18.5M1.23%
19VANGUARD INDEX FDS92290851293,990$15.1M1.00%
20ENTERGY CORP NEWENO172,057$14.7M0.98%
21CAPITAL ONE FINL CORP14040H10581,844$14.7M0.97%
22DISNEY WALT CO254687106146,768$14.5M0.96%
23APPLIED MATLS INC03822210598,777$14.3M0.95%
24ISHARES INC46434G103257,515$13.9M0.92%
25ORACLE CORPORCL-PD94,741$13.2M0.88%
26MASTERCARD INCORPORATEDMA23,418$12.8M0.85%
27WASTE CONNECTIONS INCWCN64,663$12.6M0.84%
28SERVICENOW INCNOW15,832$12.6M0.84%
29MOTOROLA SOLUTIONS INCMSI28,590$12.5M0.83%
30VANGUARD INDEX FDS92290859548,342$12.2M0.81%
31META PLATFORMS INCMETA20,989$12.1M0.80%
32QUANTA SVCS INC74762E10247,430$12.1M0.80%
33JABIL INCJBL87,095$11.9M0.79%
34VANGUARD INDEX FDS92290853847,754$11.7M0.78%
35CROWDSTRIKE HLDGS INCCRWD32,519$11.5M0.76%
36NORTHROP GRUMMAN CORPNOC20,976$10.7M0.71%
37BERKSHIRE HATHAWAY INC DELBRK-A13$10.4M0.69%
38ROCKWELL AUTOMATION INCROK39,740$10.3M0.68%
39EVEREST GROUP LTDEG28,190$10.2M0.68%
40MICRON TECHNOLOGY INCMU116,944$10.2M0.67%
41VANGUARD INDEX FDS92290861154,457$10.1M0.67%
42S&P GLOBAL INCSPGI19,874$10.1M0.67%
43PACKAGING CORP AMER69515610950,399$10.0M0.66%
44AMGEN INCAMGN31,938$10.0M0.66%
45CUMMINS INCCMI31,429$9.9M0.65%
46EMERSON ELEC COEMR88,237$9.7M0.64%
47MORGAN STANLEYMS-PQ81,858$9.6M0.63%
48JAZZ PHARMACEUTICALS PLCJAZZ74,370$9.2M0.61%
49MERCK & CO INCMRK102,171$9.2M0.61%
50SCHLUMBERGER LTDSLB213,131$8.9M0.59%
51CONOCOPHILLIPSCOP84,810$8.9M0.59%
52VALERO ENERGY CORPVLO66,230$8.7M0.58%
53REGENERON PHARMACEUTICALSREGN13,674$8.7M0.58%
54MARVELL TECHNOLOGY INCMRVL137,110$8.4M0.56%
55WALMART INCWMT95,926$8.4M0.56%
56CIENA CORPCIEN138,389$8.4M0.56%
57BANK AMERICA CORP060505104199,933$8.3M0.55%
58BUNGE GLOBAL SABG109,167$8.3M0.55%
59ISHARES INC464286608155,515$8.3M0.55%
60CATERPILLAR INCCAT24,667$8.1M0.54%
61JOHNSON & JOHNSONJNJ48,656$8.1M0.54%
62BOOKING HOLDINGS INCBKNG1,723$7.9M0.53%
63AGILENT TECHNOLOGIES INCA67,143$7.9M0.52%
64WORKDAY INCWDAY33,390$7.8M0.52%
65FIFTH THIRD BANCORPFITBM192,928$7.6M0.50%
66LAM RESEARCH CORPLRCX102,727$7.5M0.50%
67ASML HOLDING N VASMLF10,835$7.2M0.48%
68ROLLINS INCROL130,735$7.1M0.47%
69ZIMMER BIOMET HOLDINGS INCZBH61,260$6.9M0.46%
70NEWMONT CORPNEMCL142,955$6.9M0.46%
71FEDEX CORPFDX28,185$6.9M0.46%
72DOXIMITY INCDOCS118,097$6.9M0.45%
73ISHARES TR464287390290,923$6.9M0.45%
74COSTCO WHSL CORP NEW22160K1057,111$6.7M0.45%
75EATON CORP PLCETN24,473$6.7M0.44%
76AKAMAI TECHNOLOGIES INCAKAM80,765$6.5M0.43%
77UNION PAC CORPUNP27,440$6.5M0.43%
78KEYSIGHT TECHNOLOGIES INCKEYS42,700$6.4M0.42%
79ELI LILLY & COLLY7,739$6.4M0.42%
80WESCO INTL INC95082P10541,110$6.4M0.42%
81ISHARES INC46434G82292,889$6.4M0.42%
82TERADYNE INCTER77,026$6.4M0.42%
83BROADCOM INCAVGO37,449$6.3M0.42%
84ADOBE INCADBE16,306$6.3M0.42%
85RANGE RES CORPRRC150,971$6.0M0.40%
86ISHARES TR464287234130,417$5.7M0.38%
87EXXON MOBIL CORPXOM47,770$5.7M0.38%
88SYSCO CORPSYY74,042$5.6M0.37%
89AES CORPAES445,407$5.5M0.37%
90AGREE RLTY CORP00849210070,860$5.5M0.36%
91MICROCHIP TECHNOLOGY INC.MCHPP110,633$5.4M0.36%
92CORE & MAIN INCCNM107,126$5.2M0.34%
93FORTINET INCFTNT52,623$5.1M0.34%
94TRIMBLE INCTRMB76,252$5.0M0.33%
95INVESCO QQQ TRIVZ10,387$4.9M0.32%
96ENPHASE ENERGY INCENPH76,885$4.8M0.32%
97CISCO SYS INCCSCO73,351$4.5M0.30%
98CRH PLCCRH50,591$4.5M0.30%
99EXXON MOBIL CORPXOM37,416$4.4M0.30%
100INSPIRE MED SYS INC45773010927,840$4.4M0.29%
101AIRBNB INCABNB36,589$4.4M0.29%
102ISHARES INC46428666595,376$4.2M0.28%
103THE CIGNA GROUP12552310012,614$4.2M0.28%
104E L F BEAUTY INCELF62,948$4.0M0.26%
105BAKER HUGHES COMPANYBKR89,219$3.9M0.26%
106LULULEMON ATHLETICA INCLULU13,584$3.8M0.26%
107HOME DEPOT INCHD10,380$3.8M0.25%
108ZSCALER INCZS19,158$3.8M0.25%
109REPUBLIC SVCS INC76075910015,340$3.7M0.25%
110VANGUARD TAX-MANAGED FDS92194385871,366$3.6M0.24%
111ISHARES TR46428762211,742$3.6M0.24%
112LOWES COS INC54866110715,409$3.6M0.24%
113ISHARES INC46428650986,827$3.5M0.23%
114PEPSICO INCPEP23,362$3.5M0.23%
115INVESCO EXCHANGE TRADED FD TIVZ52,780$3.5M0.23%
116EXPEDITORS INTL WASH INC30213010929,110$3.5M0.23%
117GILEAD SCIENCES INCGILD30,813$3.5M0.23%
118RIO TINTO PLCRTNTF56,984$3.4M0.23%
119INVESCO EXCH TRADED FD TR IIIVZ65,302$3.3M0.22%
120ISHARES INC46428677257,976$3.1M0.21%
121ELEVANCE HEALTH INCELV6,922$3.0M0.20%
122VANGUARD INTL EQUITY INDEX F92204285866,434$3.0M0.20%
123WYNN RESORTS LTDWYNN35,665$3.0M0.20%
124BERKSHIRE HATHAWAY INC DELBRK-A5,465$2.9M0.19%
125GENERAL MTRS CO37045V10061,293$2.9M0.19%
126THERMO FISHER SCIENTIFIC INCTMO5,641$2.8M0.19%
127HELMERICH & PAYNE INCHP102,544$2.7M0.18%
128MICROSOFT CORPMSFT6,751$2.5M0.17%
129DTE ENERGY CODTK17,762$2.5M0.16%
130MOODYS CORPMCO5,125$2.4M0.16%
131SPDR S&P 500 ETF TRSPY4,217$2.4M0.16%
132WASTE MGMT INC DEL94106L10910,153$2.4M0.16%
133PROGRESSIVE CORP7433151038,000$2.3M0.15%
134ISHARES TR46428746527,247$2.2M0.15%
135INVESCO EXCH TRADED FD TR IIIVZ29,469$2.2M0.15%
136SPDR SER TR78464A87026,719$2.2M0.14%
137ISHARES INC46434G77244,936$2.1M0.14%
138AGNICO EAGLE MINES LTDAEM19,650$2.1M0.14%
139JPMORGAN CHASE & CO.VYLD8,595$2.1M0.14%
140AERCAP HOLDINGS NVAER20,604$2.1M0.14%
141ISHARES TR46429B59840,307$2.1M0.14%
142MEDTRONIC PLCMDT22,919$2.1M0.14%
143INVESCO EXCH TRADED FD TR IIIVZ33,276$2.1M0.14%
144ETSY INCETSY42,261$2.0M0.13%
145ELI LILLY & COLLY2,324$1.9M0.13%
146DEVON ENERGY CORP NEW25179M10350,452$1.9M0.13%
147JABIL INCJBL13,825$1.9M0.12%
148AMAZON COM INCAMZN9,680$1.8M0.12%
149COSTCO WHSL CORP NEW22160K1051,945$1.8M0.12%
150APPLE INCAAPL8,160$1.8M0.12%
151SELECT SECTOR SPDR TR81369Y20912,258$1.8M0.12%
152ABERCROMBIE & FITCH COANF23,361$1.8M0.12%
153ABBVIE INCABBV8,515$1.8M0.12%
154SHELL PLCRYDAF24,341$1.8M0.12%
155ISHARES TR46434V62128,395$1.8M0.12%
156APPLIED MATLS INC03822210512,042$1.7M0.12%
157INVESCO EXCH TRADED FD TR IIIVZ78,290$1.7M0.11%
158ASTRAZENECA PLCAZN22,908$1.7M0.11%
159MARSH & MCLENNAN COS INC5717481026,606$1.6M0.11%
160MONSTER BEVERAGE CORP NEWMNST27,487$1.6M0.11%
161PALO ALTO NETWORKS INCPANW9,378$1.6M0.11%
162GOLDMAN SACHS GROUP INCGSCE2,898$1.6M0.11%
163ENTERPRISE PRODS PARTNERS L29379210746,176$1.6M0.10%
164AMERIPRISE FINL INC03076C1063,214$1.6M0.10%
165EVEREST GROUP LTDEG4,147$1.5M0.10%
166CAPITAL ONE FINL CORP14040H1058,380$1.5M0.10%
167RELX PLCRLXXF29,590$1.5M0.10%
168SPDR INDEX SHS FDS78463X87145,200$1.4M0.10%
169WALMART INCWMT16,425$1.4M0.10%
170ALPHABET INCGOOG9,230$1.4M0.09%
171COGNEX CORPCGNX47,505$1.4M0.09%
172CISCO SYS INCCSCO22,650$1.4M0.09%
173EMERSON ELEC COEMR12,730$1.4M0.09%
174ALPS ETF TR00162Q45226,073$1.4M0.09%
175ALTRIA GROUP INCMO22,247$1.3M0.09%
176INVESCO EXCH TRADED FD TR IIIVZ25,769$1.3M0.09%
177CUMMINS INCCMI4,219$1.3M0.09%
178DANAHER CORPORATION2358511026,404$1.3M0.09%
179PHILIP MORRIS INTL INC7181721098,233$1.3M0.09%
180PACKAGING CORP AMER6951561096,585$1.3M0.09%
181ABBOTT LABSABLZF9,520$1.3M0.08%
182MICRON TECHNOLOGY INCMU14,245$1.2M0.08%
183ORACLE CORPORCL-PD8,720$1.2M0.08%
184BUNGE GLOBAL SABG15,835$1.2M0.08%
185CLEAN HARBORS INCCLH6,062$1.2M0.08%
186UNION PAC CORPUNP5,000$1.2M0.08%
187AMGEN INCAMGN3,740$1.2M0.08%
188WELLS FARGO CO NEW94974610116,127$1.2M0.08%
189MCDONALDS CORPMCD3,693$1.2M0.08%
190FEDEX CORPFDX4,600$1.1M0.07%
191ROCKWELL AUTOMATION INCROK4,335$1.1M0.07%
192INTERPUBLIC GROUP COS INCINTR41,209$1.1M0.07%
193WILLIS TOWERS WATSON PLC LTDWTW3,300$1.1M0.07%
194CATERPILLAR INCCAT3,380$1.1M0.07%
195QUALCOMM INCQCOM7,026$1.1M0.07%
196COCA COLA COKO14,655$1.0M0.07%
197ISHARES TR4642876306,917$1.0M0.07%
198ISHARES INC46428674920,155$1.0M0.07%
199FIFTH THIRD BANCORPFITBM26,170$1.0M0.07%
200INVESCO EXCH TRADED FD TR IIIVZ58,811$981,5560.07%
201AGILENT TECHNOLOGIES INCA8,385$980,8770.07%
202ISHARES TR46435G33425,943$972,0840.06%
203CIENA CORPCIEN15,710$949,3550.06%
204CME GROUP INCCME3,563$945,2280.06%
205MERCK & CO INCMRK10,445$937,5430.06%
206RTX CORPORATIONRTX7,066$935,9620.06%
207INTERNATIONAL PAPER CO46014610317,381$927,2760.06%
208PFIZER INCPFE36,313$920,1710.06%
209ISHARES TR4642874817,780$914,0720.06%
210ECOLAB INCECL3,527$894,1650.06%
211ANALOG DEVICES INCADI4,222$851,4510.06%
212STRYKER CORPORATIONSYK2,173$808,8990.05%
213GE AEROSPACE3696043013,987$797,9980.05%
214ISHARES TR4642888857,827$782,7000.05%
215ILLINOIS TOOL WKS INC4523081093,030$751,4700.05%
216ISHARES TR4642875158,365$744,4010.05%
217AKAMAI TECHNOLOGIES INCAKAM8,770$705,9850.05%
218TEXAS INSTRS INC8825081043,883$697,7750.05%
219AIRBNB INCABNB5,689$679,6080.05%
220AUTOMATIC DATA PROCESSING INADP2,222$678,8880.05%
221AES CORPAES53,400$663,2280.04%
222BLACKROCK INCBLK668$632,2490.04%
223TERADYNE INCTER7,500$619,5000.04%
224PFIZER INCPFE24,000$608,1600.04%
225INTEL CORPINTC26,270$596,5920.04%
226ISHARES TR4642876141,543$557,1620.04%
227TRAVELERS COMPANIES INCTRV2,078$549,5480.04%
228TAIWAN SEMICONDUCTOR MFG LTD8740391003,306$548,7960.04%
229AMERICAN EXPRESS COAXP1,983$533,5260.04%
230ACCENTURE PLC IRELANDACN1,700$530,4680.04%
231VERALTO CORPVLTO5,368$523,1120.03%
232REGENERON PHARMACEUTICALSREGN807$511,8240.03%
233VANGUARD INTL EQUITY INDEX F9220427758,128$493,0440.03%
234FACTSET RESH SYS INC3030751051,056$480,1000.03%
235KEYSIGHT TECHNOLOGIES INCKEYS3,155$472,5240.03%
236BAKER HUGHES COMPANYBKR10,550$463,6730.03%
237COMCAST CORP NEWCCZ12,527$462,2460.03%
238HELMERICH & PAYNE INCHP17,620$460,2340.03%
239ISHARES TR4642874995,131$436,4940.03%
240VANGUARD INDEX FDS922908363827$425,0040.03%
241HONEYWELL INTL INC4385161061,889$399,9960.03%
242VANGUARD STAR FDS9219097686,150$381,9150.03%
2433M COMMM2,497$366,7090.02%
244ISHARES TR4642876551,750$349,1080.02%
245BRISTOL-MYERS SQUIBB COCELG-RI5,673$345,9960.02%
246DOLLAR GEN CORP NEW2566771053,904$343,2790.02%
247CARRIER GLOBAL CORPORATIONCARR5,341$338,6190.02%
248TARGET CORPTGT3,242$338,3350.02%
249GE VERNOVA INCGEV1,084$330,9240.02%
250GENUINE PARTS COGPC2,630$313,3380.02%
251CINCINNATI FINL CORP1720621012,000$295,4400.02%
252KROGER COKR4,350$294,4520.02%
253LOCKHEED MARTIN CORPLMT650$290,3620.02%
254CAMDEN NATL CORP1330341086,949$281,2260.02%
255ALPHABET INCGOOG1,775$277,3080.02%
256UBER TECHNOLOGIES INCUBER3,742$272,6420.02%
257AIR PRODS & CHEMS INCAIIR918$270,7370.02%
258PAYCHEX INCPAYX1,750$269,9900.02%
259VANGUARD INDEX FDS9229087441,533$264,8100.02%
260VANGUARD INDEX FDS922908736713$264,3950.02%
261WESTERN DIGITAL CORPWDC6,411$259,1970.02%
262TJX COS INC NEW8725401092,112$257,2420.02%
263AMERICAN TOWER CORP NEW03027X1001,175$255,6300.02%
264OTIS WORLDWIDE CORPOTIS2,341$241,5910.02%
265SNOWFLAKE INCSNOW1,626$237,6560.02%
266SOUTHERN COSOMN2,550$234,4730.02%
267INTUITINTU378$232,0880.02%
268AFLAC INCAFL1,989$221,1570.01%
269LINDE PLCLIN456$212,3320.01%
270PINNACLE FINL PARTNERS INC72346Q1042,000$212,0800.01%
271GE HEALTHCARE TECHNOLOGIES IGEHC2,571$207,5050.01%
272ISHARES INC4642867564,915$206,8230.01%
273ISHARES INC46434G7643,710$204,3840.01%
274ISHARES TR4642878041,914$200,1470.01%
275WORKDAY INCWDAY820$191,4950.01%
276COGNEX CORPCGNX3,550$105,8970.01%
277QUANTA SVCS INC74762E102345$87,6920.01%
278TRAVELERS COMPANIES INCTRV237$62,6770.00%
279NEWMONT CORPNEMCL975$47,0730.00%
280TEXAS INSTRS INC882508104245$44,0270.00%
281VANGUARD INDEX FDS92290836381$41,6270.00%
282CONOCOPHILLIPSCOP380$39,9080.00%
283LAM RESEARCH CORPLRCX540$39,2580.00%
284MARSH & MCLENNAN COS INC571748102150$36,6050.00%
285SYSCO CORPSYY465$34,8940.00%
286GILEAD SCIENCES INCGILD300$33,6150.00%
287AMERICAN TOWER CORP NEW03027X100150$32,6400.00%
288PEPSICO INCPEP200$29,9880.00%
289JOHNSON & JOHNSONJNJ180$29,8510.00%
290CHEVRON CORP NEWCVX170$28,4390.00%
291RIO TINTO PLCRTNTF445$26,7360.00%
292CORE & MAIN INCCNM550$26,5710.00%
293ECOLAB INCECL100$25,3520.00%
294MEDTRONIC PLCMDT275$24,7120.00%
295DEVON ENERGY CORP NEW25179M103630$23,5620.00%
296DISNEY WALT CO254687106225$22,2080.00%
297ELEVANCE HEALTH INCELV50$21,7480.00%
298WELLS FARGO CO NEW949746101300$21,5370.00%
299CAMDEN NATL CORP133034108500$20,2350.00%
300RANGE RES CORPRRC500$19,9650.00%
301MICROCHIP TECHNOLOGY INC.MCHPP375$18,1540.00%
302DOXIMITY INCDOCS300$17,4090.00%
303CRH PLCCRH190$16,7140.00%
304INTERPUBLIC GROUP COS INCINTR550$14,9380.00%
305INTEL CORPINTC650$14,7620.00%
306COMCAST CORP NEWCCZ400$14,7600.00%
3073M COMMM100$14,6860.00%
308TJX COS INC NEW872540109100$12,1800.00%
309PROGRESSIVE CORP74331510341$11,6030.00%
310AGREE RLTY CORP008492100150$11,5790.00%
311VERALTO CORPVLTO98$9,5500.00%
312WESTERN DIGITAL CORPWDC215$8,6920.00%
313SPDR SER TR78464A870100$8,1100.00%
314SNOWFLAKE INCSNOW50$7,3080.00%
315ETSY INCETSY125$5,8980.00%
316ZSCALER INCZS26$5,1590.00%