LMCG INVESTMENTS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1470944
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
Holdings
220
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LMCG INVESTMENTS, LLC disclosed 220 positions worth $1.7B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.0% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 11 new positions and exited 8 — including a new stake in $ON and a full exit from $WDAY. The portfolio is most concentrated in Technology (30.8% of disclosed assets). All figures are sourced directly from LMCG INVESTMENTS, LLC’s Form 13F-HR filing with the SEC under CIK 1470944.
AI Fund Analysis
Diversifying
$AAPL4.0% weight
Held 9 quarters
$GOOG3.5% weight
Held 9 quarters
$MSFT3.3% weight
Held 9 quarters
$AMZN3.0% weight
Held 9 quarters
$JPM2.4% weight
Held 9 quarters
INVESCO EXCH TRADED FD TR
8 quarters accumulating
$IVZ8 quarters accumulating
INVESCO EXCH TRADED FD TR
8 quarters accumulating
$MO8 quarters accumulating
ISHARES TR
7 quarters accumulating
Sector Allocation
TechnologyFinancialsOtherHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$67.1M264,254 sh - 80.2#45
Quality
$58.3M202,772 sh - 83.7#15
Quality
$55.5M150,062 sh - 74.6
Quality
$50.5M242,280 sh - 35.6
Quality
$40.5M137,569 sh - 90.2
Quality
$34.5M197,864 sh - —
Quality
$34.2M168,516 sh ISHARES INC
—Quality
$32.0M458,847 sh- 64.5
Quality
$30.2M62,963 sh - 75.1
Quality
$30.1M38,979 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $67.1M | 264,254 |
| Alphabet Inc.$GOOG | 80.2#45 | $58.3M | 202,772 |
| MICROSOFT CORP$MSFT | 83.7#15 | $55.5M | 150,062 |
| AMAZON COM INC$AMZN | 74.6 | $50.5M | 242,280 |
| JPMORGAN CHASE & CO$JPM | 35.6 | $40.5M | 137,569 |
 NVIDIA CORP$NVDA | 90.2 | $34.5M | 197,864 |
 AGNICO EAGLE MINES LTD$AEM | — | $34.2M | 168,516 |
| ISHARES INC | — | $32.0M | 458,847 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $30.2M | 62,963 |
 REGENERON PHARMACEUTICALS, INC.$REGN | 75.1 | $30.1M | 38,979 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LMCG INVESTMENTS, LLC's 220 positions.
Showing top 10 of 220 holdings.
Sector Allocation
Technology
$517.5M
Financials
$231.9M
Other
$218.9M
Healthcare
$155.1M
Industrials
$130.6M
Consumer Discretionary
$116.0M
Energy
$90.7M
Consumer Staples
$69.1M
Full Holdings — LMCG INVESTMENTS, LLC (Q1 2026)
All 220 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $67.1M | 4.0% | +4% | 76.1 |
| 2 | $GOOG | Alphabet Inc. | $58.3M | 3.5% | -10% | 80.2 |
| 3 | $MSFT | MICROSOFT CORP | $55.5M | 3.3% | -4% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $50.5M | 3.0% | -5% | 74.6 |
| 5 | $JPM | JPMORGAN CHASE & CO | $40.5M | 2.4% | -8% | 35.6 |
| 6 | $NVDA | NVIDIA CORP | $34.5M | 2.0% | -6% | 90.2 |
| 7 | $AEM | AGNICO EAGLE MINES LTD | $34.2M | 2.0% | -7% | — |
| 8 | — | ISHARES INC | $32.0M | 1.9% | +1% | — |
| 9 | $BRK.B | BERKSHIRE HATHAWAY INC | $30.2M | 1.8% | +3% | 64.5 |
| 10 | $REGN | REGENERON PHARMACEUTICALS, INC. | $30.1M | 1.8% | -2% | 75.1 |
| 11 |  $ABBV | AbbVie Inc. | $29.7M | 1.8% | -2% | 59.3 |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $28.1M | 1.7% | -20% | — |
| 13 | — | ISHARES TR | $26.9M | 1.6% | +44% | — |
| 14 |  $AMAT | APPLIED MATERIALS INC /DE | $25.2M | 1.5% | -22% | 74.8 |
| 15 |  $GOOGL | Alphabet Inc. | $24.5M | 1.5% | -11% | 80.2 |
| 16 |  $CVX | CHEVRON CORP | $23.7M | 1.4% | +5% | 54.7 |
| 17 |  $CIEN | CIENA CORP | $23.0M | 1.4% | -43% | 70.7 |
| 18 |  $KO | COCA COLA CO | $23.0M | 1.4% | -5% | 74 |
| 19 |  $DHR | DANAHER CORP /DE/ | $20.6M | 1.2% | -7% | 63.9 |
| 20 |  $PWR | QUANTA SERVICES, INC. | $20.5M | 1.2% | -9% | 62.6 |
| 21 |  $V | VISA INC. | $20.4M | 1.2% | +7% | 83.5 |
| 22 |  $JBL | JABIL INC | $20.3M | 1.2% | -11% | 51.9 |
| 23 |  $LLY | ELI LILLY & Co | $19.4M | 1.1% | +5% | 89.3 |
| 24 | — | ISHARES INC | $18.4M | 1.1% | +31% | — |
| 25 |  $JNJ | JOHNSON & JOHNSON | $18.1M | 1.1% | +2% | 72.8 |
| 26 |  $MRK | Merck & Co., Inc. | $17.2M | 1.0% | +0% | 70.9 |
| 27 |  $BG | Bunge Global SA | $16.5M | 1.0% | +0% | 55.9 |
| 28 |  $CMI | CUMMINS INC | $16.5M | 1.0% | -9% | 58.9 |
| 29 |  $COF | CAPITAL ONE FINANCIAL CORP | $15.7M | 0.9% | +1% | 71 |
| 30 |  $MU | MICRON TECHNOLOGY INC | $15.7M | 0.9% | -46% | 88.4 |
| 31 |  $META | Meta Platforms, Inc. | $15.7M | 0.9% | +13% | 80.9 |
| 32 |  $WM | WASTE MANAGEMENT INC | $15.2M | 0.9% | +122% | 70.7 |
| 33 |  $ROK | ROCKWELL AUTOMATION, INC | $15.0M | 0.9% | +1% | 68.2 |
| 34 |  $CAT | CATERPILLAR INC | $14.8M | 0.9% | -15% | 67.8 |
| 35 | — | VANGUARD INDEX FDS | $14.7M | 0.9% | -3% | — |
| 36 |  $AKAM | AKAMAI TECHNOLOGIES INC | $14.6M | 0.9% | +14% | 62 |
| 37 |  $XOM | EXXON MOBIL CORP | $14.3M | 0.8% | -0% | 61.8 |
| 38 | — | VANGUARD INDEX FDS | $14.2M | 0.8% | -8% | — |
| 39 |  $PEP | PEPSICO INC | $13.2M | 0.8% | +44% | 62.7 |
| 40 |  $PANW | Palo Alto Networks Inc | $13.0M | 0.8% | +71% | 66.5 |
| 41 |  $ETR | ENTERGY CORP /DE/ | $12.9M | 0.8% | -17% | 65.1 |
| 42 |  $EMR | EMERSON ELECTRIC CO | $12.9M | 0.8% | +0% | 65.9 |
| 43 |  $KEYS | Keysight Technologies, Inc. | $12.9M | 0.8% | -2% | 72.3 |
| 44 |  $WMT | Walmart Inc. | $12.8M | 0.8% | -1% | 63.2 |
| 45 |  $AMGN | AMGEN INC | $12.1M | 0.7% | +1% | 79.5 |
| 46 |  $PKG | PACKAGING CORP OF AMERICA | $12.1M | 0.7% | +4% | 70 |
| 47 |  $EG | EVEREST GROUP, LTD. | $12.0M | 0.7% | +6% | — |
| 48 |  $VLO | VALERO ENERGY CORP/TX | $11.8M | 0.7% | -7% | 51.4 |
| 49 |  $COP | CONOCOPHILLIPS | $11.6M | 0.7% | +2% | 74.8 |
| 50 |  $COST | COSTCO WHOLESALE CORP /NEW | $11.5M | 0.7% | +29% | 67 |
| 51 |  $FDX | FEDEX CORP | $11.4M | 0.7% | +1% | 60.3 |
| 52 |  $PG | PROCTER & GAMBLE Co | $11.3M | 0.7% | +1% | 72.9 |
| 53 |  $MA | Mastercard Inc | $11.3M | 0.7% | +0% | 81.7 |
| 54 |  $AVGO | Broadcom Inc. | $11.3M | 0.7% | -2% | 86.4 |
| 55 |  $ADC | AGREE REALTY CORP | $11.2M | 0.7% | +16% | 57.4 |
| 56 |  $ETN | Eaton Corp plc | $11.0M | 0.7% | -5% | — |
| 57 |  $DIS | Walt Disney Co | $10.7M | 0.6% | -16% | 68.9 |
| 58 |  $A | AGILENT TECHNOLOGIES, INC. | $10.7M | 0.6% | +8% | 64.6 |
| 59 |  $WCC | WESCO INTERNATIONAL INC | $10.7M | 0.6% | -14% | 55.4 |
| 60 |  $LRCX | LAM RESEARCH CORP | $10.6M | 0.6% | -34% | 82.4 |
| 61 |  $FITB | FIFTH THIRD BANCORP | $10.6M | 0.6% | +1% | — |
| 62 | — | ISHARES TR | $10.5M | 0.6% | -11% | — |
| 63 |  $ABT | ABBOTT LABORATORIES | $10.4M | 0.6% | -25% | 67 |
| 64 | — | VANGUARD INDEX FDS | $10.1M | 0.6% | -2% | — |
| 65 | — | VANGUARD INDEX FDS | $10.0M | 0.6% | -10% | — |
| 66 |  $MSI | Motorola Solutions, Inc. | $9.6M | 0.6% | +30% | 73.8 |
| 67 |  $WCN | Waste Connections, Inc. | $9.6M | 0.6% | -2% | — |
| 68 |  $BRK.A | BERKSHIRE HATHAWAY INC | $9.3M | 0.6% | +0% | 64.5 |
| 69 |  $SPGI | S&P Global Inc. | $9.2M | 0.6% | -7% | 79.4 |
| 70 |  $BAC | BANK OF AMERICA CORP /DE/ | $8.8M | 0.5% | -2% | 68.4 |
| 71 |  $ROL | ROLLINS INC | $8.7M | 0.5% | +28% | 73.2 |
| 72 | — | ISHARES TR | $8.7M | 0.5% | -11% | — |
| 73 |  $MRVL | Marvell Technology, Inc. | $7.8M | 0.5% | -29% | 77.3 |
| 74 |  $UNP | UNION PACIFIC CORP | $7.6M | 0.5% | +7% | 74 |
| 75 |  $RRC | RANGE RESOURCES CORP | $7.5M | 0.5% | +2% | 82.8 |
| 76 |  $BKR | Baker Hughes Co | $7.4M | 0.4% | +12% | 63.4 |
| 77 |  $MCHP | MICROCHIP TECHNOLOGY INC | $7.3M | 0.4% | +3% | 40 |
| 78 |  $AES | AES CORP | $7.2M | 0.4% | +2% | 50.9 |
| 79 |  $ADI | ANALOG DEVICES INC | $7.0M | 0.4% | +425% | 76.2 |
| 80 |  $SYY | SYSCO CORP | $6.9M | 0.4% | +11% | 58.4 |
| 81 |  $MS | MORGAN STANLEY | $6.9M | 0.4% | -47% | — |
| 82 |  $CSCO | CISCO SYSTEMS, INC. | $6.6M | 0.4% | -1% | 72.3 |
| 83 |  $CRH | CRH PUBLIC LTD CO | $6.5M | 0.4% | +15% | — |
| 84 |  $SLB | SLB LIMITED/NV | $6.4M | 0.4% | +16% | 63.2 |
| 85 | — | ISHARES INC | $6.3M | 0.4% | -12% | — |
| 86 |  $ORCL | ORACLE CORP | $6.2M | 0.4% | -39% | 67.2 |
| 87 |  $BKNG | Booking Holdings Inc. | $6.2M | 0.4% | -2% | 55.3 |
| 88 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.2M | 0.4% | -2% | — |
| 89 | — | ISHARES INC | $5.8M | 0.3% | -11% | — |
| 90 |  $CNM | Core & Main, Inc. | $5.7M | 0.3% | +6% | 63.4 |
| 91 |  $MDT | Medtronic plc | $5.6M | 0.3% | -5% | — |
| 92 |  $TMUS | T-Mobile US, Inc. | $5.4M | 0.3% | +48% | 72.7 |
| 93 |  $RIO | RIO TINTO PLC | $5.4M | 0.3% | +12% | — |
| 94 |  $ON | ON SEMICONDUCTOR CORP | $5.4M | 0.3% | NEW | 42.4 |
| 95 | — | VANGUARD TAX-MANAGED FDS | $4.9M | 0.3% | +5% | — |
| 96 |  $SYK | STRYKER CORP | $4.8M | 0.3% | +84% | 69.8 |
| 97 |  $TER | TERADYNE, INC | $4.7M | 0.3% | -36% | 74.6 |
| 98 |  $ABNB | Airbnb, Inc. | $4.6M | 0.3% | -3% | 70.1 |
| 99 |  $NFLX | NETFLIX INC | $4.5M | 0.3% | NEW | 86.7 |
| 100 | $IVZ | Invesco Ltd. | $4.5M | 0.3% | +20% | — |
| 101 | — | ISHARES INC | $4.1M | 0.2% | -11% | — |
| 102 |  $ICE | Intercontinental Exchange, Inc. | $4.0M | 0.2% | +33% | 73.8 |
| 103 | — | INVESCO EXCH TRADED FD TR II | $4.0M | 0.2% | +13% | — |
| 104 |  $CRWD | CrowdStrike Holdings, Inc. | $3.9M | 0.2% | -49% | 55 |
| 105 | — | VANGUARD INTL EQUITY INDEX F | $3.8M | 0.2% | +3% | — |
| 106 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $3.7M | 0.2% | +3% | 71.2 |
| 107 | $IVZ | Invesco Ltd. | $3.7M | 0.2% | -2% | — |
| 108 |  $HD | HOME DEPOT, INC. | $3.7M | 0.2% | +13% | 69.2 |
| 109 |  $ETSY | ETSY INC | $3.6M | 0.2% | +0% | 50.4 |
| 110 |  $RSG | REPUBLIC SERVICES, INC. | $3.3M | 0.2% | -1% | 72 |
| 111 | — | ISHARES TR | $3.3M | 0.2% | -0% | — |
| 112 |  $DVN | DEVON ENERGY CORP/DE | $3.2M | 0.2% | +12% | 70.2 |
| 113 | — | ISHARES INC | $3.1M | 0.2% | -11% | — |
| 114 | $IVZ | Invesco Ltd. | $3.0M | 0.2% | +13% | — |
| 115 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $3.0M | 0.2% | NEW | 74.4 |
| 116 | — | ISHARES TR | $3.0M | 0.2% | -12% | — |
| 117 | $IVZ | Invesco Ltd. | $2.9M | 0.2% | +20% | — |
| 118 |  $TRMB | TRIMBLE INC. | $2.7M | 0.2% | -66% | 52.1 |
| 119 |  $ZS | Zscaler, Inc. | $2.6M | 0.2% | -15% | 57.9 |
| 120 | — | ISHARES INC | $2.5M | 0.1% | -12% | — |
| 121 |  $GILD | GILEAD SCIENCES, INC. | $2.4M | 0.1% | -1% | 77.8 |
| 122 |  $NEM | NEWMONT Corp /DE/ | $2.4M | 0.1% | -7% | 88.3 |
| 123 |  $MCO | MOODYS CORP /DE/ | $2.4M | 0.1% | -2% | 81.3 |
| 124 |  $SPY | SPDR S&P 500 ETF TRUST | $2.4M | 0.1% | -84% | — |
| 125 |  $HP | Helmerich & Payne, Inc. | $2.2M | 0.1% | +3% | 48.8 |
| 126 | — | INVESCO EXCH TRADED FD TR II | $2.2M | 0.1% | +13% | — |
| 127 |  $AER | AerCap Holdings N.V. | $2.2M | 0.1% | -13% | — |
| 128 | — | ISHARES TR | $2.1M | 0.1% | +0% | — |
| 129 |  $EXPE | Expedia Group, Inc. | $2.1M | 0.1% | -5% | 65.7 |
| 130 |  $DTB | DTE ENERGY CO | $2.1M | 0.1% | -11% | — |
| 131 | — | ALPS ETF TR | $2.0M | 0.1% | +26% | — |
| 132 | — | SPDR INDEX SHS FDS | $1.9M | 0.1% | +0% | — |
| 133 | $MO | ALTRIA GROUP, INC. | $1.9M | 0.1% | +10% | 72.1 |
| 134 | — | INVESCO EXCH TRADED FD TR II | $1.8M | 0.1% | +61% | — |
| 135 | — | SELECT SECTOR SPDR TR | $1.8M | 0.1% | -1% | — |
| 136 |  $FERG | Ferguson Enterprises Inc. /DE/ | $1.8M | 0.1% | NEW | 58.9 |
| 137 |  $LOW | LOWES COMPANIES INC | $1.8M | 0.1% | -46% | 63.5 |
| 138 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $1.7M | 0.1% | -1% | 66.4 |
| 139 |  $PGR | PROGRESSIVE CORP/OH/ | $1.6M | 0.1% | +0% | 83.6 |
| 140 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.6M | 0.1% | -1% | 60.5 |
| 141 |  $VZ | VERIZON COMMUNICATIONS INC | $1.4M | 0.1% | +60% | 71.6 |
| 142 |  $AMT | AMERICAN TOWER CORP /MA/ | $1.4M | 0.1% | +321% | 69.8 |
| 143 |  $CLH | CLEAN HARBORS INC | $1.4M | 0.1% | -12% | 56.3 |
| 144 |  $ASML | ASML HOLDING NV | $1.4M | 0.1% | -30% | — |
| 145 |  $PM | Philip Morris International Inc. | $1.3M | 0.1% | -1% | 80.5 |
| 146 |  $RTX | RTX Corp | $1.3M | 0.1% | +0% | 70 |
| 147 |  $ELV | Elevance Health, Inc. | $1.2M | 0.1% | -2% | 59.4 |
| 148 | — | ISHARES TR | $1.2M | 0.1% | -1% | — |
| 149 | — | ISHARES TR | $1.2M | 0.1% | -2% | — |
| 150 |  $PFE | PFIZER INC | $1.2M | 0.1% | +16% | 69 |
| 151 |  $WFC | WELLS FARGO & COMPANY/MN | $1.2M | 0.1% | -4% | — |
| 152 |  $MNST | Monster Beverage Corp | $1.2M | 0.1% | -36% | 77 |
| 153 | — | ISHARES TR | $1.1M | 0.1% | +5% | — |
| 154 | — | ISHARES INC | $1.1M | 0.1% | -5% | — |
| 155 |  $AZN | ASTRAZENECA PLC | $1.1M | 0.1% | -57% | — |
| 156 |  $MCD | MCDONALDS CORP | $1.1M | 0.1% | -6% | 73.9 |
| 157 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.1% | -2% | 74.8 |
| 158 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.1M | 0.1% | +2% | 63.7 |
| 159 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $990,746 | 0.1% | NEW | 71.5 |
| 160 |  $GEV | GE Vernova Inc. | $934,876 | 0.1% | -3% | 70.1 |
| 161 |  $ECL | ECOLAB INC. | $927,346 | 0.1% | +0% | 64.3 |
| 162 | — | VANGUARD STAR FDS | $925,474 | 0.1% | +44% | — |
| 163 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $885,767 | 0.1% | -16% | — |
| 164 |  $CME | CME GROUP INC. | $877,485 | 0.1% | -8% | 74.5 |
| 165 |  $INTC | INTEL CORP | $870,728 | 0.1% | -6% | 41.5 |
| 166 |  $TXN | TEXAS INSTRUMENTS INC | $862,952 | 0.1% | +18% | 70.4 |
| 167 |  $WDC | WESTERN DIGITAL CORP | $858,535 | 0.1% | -31% | 76.8 |
| 168 |  $WTW | WILLIS TOWERS WATSON PLC | $800,879 | 0.1% | +0% | — |
| 169 | — | ISHARES TR | $774,912 | 0.1% | +8% | — |
| 170 | — | ISHARES TR | $770,770 | 0.1% | -17% | — |
| 171 |  $RELX | RELX PLC | $760,163 | 0.1% | -13% | — |
| 172 |  $OMC | OMNICOM GROUP INC. | $753,552 | 0.0% | -3% | 60.5 |
| 173 |  $TRV | TRAVELERS COMPANIES, INC. | $675,239 | 0.0% | +0% | 71.5 |
| 174 |  $ITW | ILLINOIS TOOL WORKS INC | $672,850 | 0.0% | +0% | 71.2 |
| 175 | — | ISHARES TR | $668,978 | 0.0% | -1% | — |
| 176 |  $UNH | UNITEDHEALTH GROUP INC | $631,016 | 0.0% | +9% | 66.8 |
| 177 |  $SHEL | Shell plc | $618,822 | 0.0% | -3% | — |
| 178 | — | VANGUARD INTL EQUITY INDEX F | $610,413 | 0.0% | +0% | — |
| 179 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $600,617 | 0.0% | +0% | 52.1 |
| 180 |  $BLK | BlackRock, Inc. | $546,251 | 0.0% | -14% | 70.3 |
| 181 |  $NOW | ServiceNow, Inc. | $540,419 | 0.0% | -91% | 76 |
| 182 |  $GLW | CORNING INC /NY | $520,357 | 0.0% | +0% | 72.7 |
| 183 | — | ISHARES TR | $494,123 | 0.0% | -1% | — |
| 184 | — | ISHARES INC | $480,377 | 0.0% | -0% | — |
| 185 |  $AXP | AMERICAN EXPRESS CO | $469,146 | 0.0% | -0% | 73.2 |
| 186 | — | SPDR SERIES TRUST | $458,295 | 0.0% | -4% | — |
| 187 |  $ADP | AUTOMATIC DATA PROCESSING INC | $449,028 | 0.0% | +0% | 77.9 |
| 188 |  $AMP | AMERIPRISE FINANCIAL INC | $428,402 | 0.0% | -1% | 70.2 |
| 189 | — | ISHARES TR | $400,024 | 0.0% | +0% | — |
| 190 |  $LMT | LOCKHEED MARTIN CORP | $388,018 | 0.0% | -1% | 65 |
| 191 |  $CI | Cigna Group | $371,850 | 0.0% | -2% | 66.8 |
| 192 |  $MMM | 3M CO | $369,610 | 0.0% | -1% | 60.7 |
| 193 | — | ISHARES TR | $363,719 | 0.0% | -39% | — |
| 194 |  $TJX | TJX COMPANIES INC /DE/ | $353,256 | 0.0% | +0% | 70.7 |
| 195 |  $ACN | Accenture plc | $344,231 | 0.0% | +2% | — |
| 196 |  $BMY | BRISTOL MYERS SQUIBB CO | $344,067 | 0.0% | +0% | 70.1 |
| 197 |  $DAR | DARLING INGREDIENTS INC. | $333,990 | 0.0% | NEW | 46.6 |
| 198 | — | VANGUARD INDEX FDS | $331,960 | 0.0% | +8% | — |
| 199 | — | VANGUARD INDEX FDS | $319,414 | 0.0% | +7% | — |
| 200 | — | ISHARES TR | $316,018 | 0.0% | -77% | — |
| 201 |  $CINF | CINCINNATI FINANCIAL CORP | $314,700 | 0.0% | +0% | 77 |
| 202 |  $KR | KROGER CO | $312,161 | 0.0% | +0% | 51.1 |
| 203 |  $TGT | TARGET CORP | $310,030 | 0.0% | -1% | 53.1 |
| 204 |  $CARR | CARRIER GLOBAL Corp | $299,626 | 0.0% | -0% | 61.5 |
| 205 |  $DG | DOLLAR GENERAL CORP | $291,720 | 0.0% | -2% | 60.4 |
| 206 |  $GPC | GENUINE PARTS CO | $278,123 | 0.0% | +0% | 54.2 |
| 207 |  $VLTO | Veralto Corp | $266,852 | 0.0% | -40% | 74.4 |
| 208 |  $UBER | Uber Technologies, Inc | $266,213 | 0.0% | -0% | 79.3 |
| 209 | — | ISHARES INC | $247,449 | 0.0% | -2% | — |
| 210 |  $SO | SOUTHERN CO | $246,126 | 0.0% | +0% | 65.1 |
| 211 |  $CAC | CAMDEN NATIONAL CORP | $236,348 | 0.0% | -25% | 61.5 |
| 212 |  $APD | Air Products & Chemicals, Inc. | $233,263 | 0.0% | NEW | 41.2 |
| 213 |  $ADBE | ADOBE INC. | $232,384 | 0.0% | -87% | 80.4 |
| 214 |  $HON | HONEYWELL INTERNATIONAL INC | $229,420 | 0.0% | NEW | 65.7 |
| 215 |  $LIN | LINDE PLC | $226,067 | 0.0% | NEW | — |
| 216 | — | VANGUARD SPECIALIZED FUNDS | $215,060 | 0.0% | +0% | — |
| 217 |  $AFL | AFLAC INC | $213,276 | 0.0% | -2% | 60.3 |
| 218 |  $APA | APA Corp | $209,102 | 0.0% | NEW | — |
| 219 |  $WEC | WEC ENERGY GROUP, INC. | $202,598 | 0.0% | NEW | 67 |
| 220 | — | VANGUARD WORLD FD | $202,339 | 0.0% | +0% | — |
New Positions (11)
$ON ON SEMICONDUCTOR CORP$5.4M$NFLX NETFLIX INC$4.5M$CDNS CADENCE DESIGN SYSTEMS INC$3.0M$FERG Ferguson Enterprises Inc. /DE/$1.8M$MRSH MARSH & MCLENNAN COMPANIES, INC.$990,746$DAR DARLING INGREDIENTS INC.$333,990$APD Air Products & Chemicals, Inc.$233,263$HON HONEYWELL INTERNATIONAL INC$229,420$LIN LINDE PLC$226,067$APA APA Corp$209,102$WEC WEC ENERGY GROUP, INC.$202,598
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