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LAM

LOM Asset Management Portfolio holdings

AUM $387M
1-Year Est. Return 44.05%
This Fund
S&P 500
This Quarter Est. Return
+24.19%
1 Year Est. Return
+44.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$387M
AUM Growth
+$39.1M
Cap. Flow
-$12M
Cap. Flow %
-3.11%
Top 10 Hldgs %
28.85%
Holding
292
New
15
Increased
96
Reduced
69
Closed
13

Top Buys

Rank Stock Value
1
HONA
Honeywell Aerospace
HONA
+$2M
2
WEC icon
WEC Energy
WEC
+$1.05M
3
ICE icon
Intercontinental Exchange
ICE
+$818K
4
AAPL icon
Apple
AAPL
+$799K
5
RTX icon
RTX Corp
RTX
+$645K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.08M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.97M
3
IAU icon
iShares Gold Trust
IAU
+$2.78M
4
HON icon
Honeywell
HON
+$1.88M
5
MU icon
Micron Technology
MU
+$1.75M

Sector Composition

Rank Sector Weight
1 Technology 26.55%
2 Miscellaneous 22.39%
3 Financials 11.13%
4 Consumer Discretionary 7.52%
5 Communication Services 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OIS icon
226
Oil States International
OIS
$528M
$45.3K 0.01%
5,659
+890
+19% +$8.43K
CNQ icon
227
Canadian Natural Resources
CNQ
$104B
$44.9K 0.01%
800
-200
-20% -$9.09K
YOU icon
228
Clear Secure
YOU
$4.56B
$44.6K 0.01%
+800
New +$43.7K
PAVE icon
229
Global X US Infrastructure Development ETF
PAVE
$13.6B
$43.6K 0.01%
740
– –
C icon
230
Citigroup
C
$231B
$42K 0.01%
300
– –
EZA icon
231
iShares MSCI South Africa ETF
EZA
$587M
$41.7K 0.01%
660
– –
DIA icon
232
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.8B
$40.7K 0.01%
78
-75
-49% -$37.5K
GASS icon
233
StealthGas
GASS
$350M
$39.5K 0.01%
5,000
– –
PKOH icon
234
Park-Ohio Holdings
PKOH
$673M
$38.5K 0.01%
1,000
– –
BZH icon
235
Beazer Homes USA
BZH
$887M
$36.5K 0.01%
1,300
– –
AMPY icon
236
Amplify Energy
AMPY
$203M
$35.8K 0.01%
9,000
+4,000
+80% +$20.5K
JD icon
237
JD.com
JD
$38.2B
$35.7K 0.01%
+1,400
New +$41.2K
PLTR icon
238
Palantir
PLTR
$419B
$35K 0.01%
300
+100
+50% +$13.6K
USNA icon
239
Usana Health Sciences
USNA
$276M
$34.2K 0.01%
+1,600
New +$30.1K
KWEB icon
240
KraneShares CSI China Internet ETF
KWEB
$5.14B
$32.8K 0.01%
1,340
+670
+100% +$18.6K
CMCO icon
241
Columbus McKinnon
CMCO
$544M
$32.5K 0.01%
+2,150
New +$32K
PANL icon
242
Pangaea Logistics
PANL
$560M
$32.5K 0.01%
5,000
– –
SKM icon
243
SK Telecom
SKM
$14.9B
$32.2K 0.01%
+1,000
New +$37K
EBF icon
244
Ennis
EBF
$543M
$31.9K 0.01%
1,500
– –
OSCR icon
245
Oscar Health
OSCR
$9.95B
$31.4K 0.01%
1,100
– –
INTU icon
246
Intuit
INTU
$91B
$31.3K 0.01%
120
– –
ASTS icon
247
AST SpaceMobile
ASTS
$18.7B
$31.1K 0.01%
+350
New +$30.5K
MHH icon
248
Mastech Digital
MHH
$89.5M
$30.9K 0.01%
+4,000
New +$27.2K
HDSN
249
Hudson Technologies
HDSN
$225M
$30.4K 0.01%
+5,300
New +$30.1K
CVE icon
250
Cenovus Energy
CVE
$59.7B
$29.9K 0.01%
850
– –
8 9
10
11 12

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SC
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DF
Donoghue Forlines Boston, Massachusetts $387M AUM 84.69% 1-Year Est. Return
OPW
Osprey Private Wealth New York $387M AUM 15.9% 1-Year Est. Return
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
CU
CDAM (UK) London, United Kingdom $387M AUM 4.05% 1-Year Est. Return
RM
Rudius Management New York $386M AUM 14.52% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $388M AUM 35.17% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $388M AUM 29.38% 1-Year Est. Return

LOM Asset Management's Q2 2026 Portfolio in Review

As of Q2 2026, LOM Asset Management held 292 positions worth $387M, up 11% from $348M the previous quarter. Its ten largest holdings account for 29% of the portfolio.

LOM Asset Management withdrew a net $12M in Q2 2026, closing 13 positions and reducing 69 holdings. Its most notable exit was iShares Gold Trust, an estimated $2.78M position sold in full.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 21% a quarter earlier, followed by Miscellaneous and Financials.

Against the trend, LOM Asset Management opened a new position in Honeywell Aerospace worth $2.01M.

  • LOM Asset Management's largest Q2 2026 buy was Honeywell Aerospace: 9,081 shares worth $2.01M.
  • LOM Asset Management added most to WEC Energy in Q2 2026, an estimated $1.05M increase.
  • LOM Asset Management's biggest Q2 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.08M.
  • LOM Asset Management fully exited iShares Gold Trust in Q2 2026, selling an estimated $2.78M.
  • LOM Asset Management's ten largest holdings make up 29% of its $387M portfolio in Q2 2026.
  • LOM Asset Management opened 15 new positions and closed 13 in Q2 2026.
  • LOM Asset Management's portfolio value rose 11% quarter-over-quarter to $387M.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.