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LAM

LOM Asset Management Portfolio holdings

AUM $348M
1-Year Est. Return 29.69%
This Fund
S&P 500
This Quarter Est. Return
+1.86%
1 Year Est. Return
+29.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$348M
AUM Growth
+$2.7M
Cap. Flow
+$4.14M
Cap. Flow %
1.19%
Top 10 Hldgs %
25.85%
Holding
282
New
5
Increased
81
Reduced
55
Closed
5

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$2.21M
2
NEM icon
Newmont
NEM
+$807K
3
BSX icon
Boston Scientific
BSX
+$602K
4
IXC icon
iShares Global Energy ETF
IXC
+$448K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$435K

Top Sells

Rank Stock Value
1
DIS icon
Walt Disney
DIS
+$767K
2
AVGO icon
Broadcom
AVGO
+$739K
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$429K
4
PYPL icon
PayPal
PYPL
+$409K
5
ADBE icon
Adobe
ADBE
+$372K

Sector Composition

Rank Sector Weight
1 Technology 20.83%
2 Financials 11.11%
3 Consumer Discretionary 7.88%
4 Communication Services 7.01%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBN icon
226
ICICI Bank
IBN
$108B
$41.4K 0.01%
1,600
– –
RGS icon
227
Regis Corp
RGS
$73.1M
$39.5K 0.01%
1,600
– –
ANET icon
228
Arista Networks
ANET
$220B
$39.3K 0.01%
320
– –
UPS icon
229
United Parcel Service
UPS
$98.9B
$37.9K 0.01%
385
– –
ROBO icon
230
ROBO Global Robotics & Automation Index ETF
ROBO
$1.94B
$37.6K 0.01%
550
– –
PAVE icon
231
Global X US Infrastructure Development ETF
PAVE
$13.9B
$37.6K 0.01%
740
-200
-21% -$10.4K
FRD icon
232
Friedman Industries
FRD
$233M
$37.2K 0.01%
2,097
– –
BAM icon
233
Brookfield Asset Management
BAM
$74.3B
$37.1K 0.01%
600
– –
PANL icon
234
Pangaea Logistics
PANL
$491M
$35.4K 0.01%
5,000
– –
EMR icon
235
Emerson Electric
EMR
$78B
$34.1K 0.01%
260
– –
C icon
236
Citigroup
C
$223B
$34K 0.01%
300
– –
IXJ icon
237
iShares Global Healthcare ETF
IXJ
$4.06B
$33.6K 0.01%
359
-48
-12% -$4.7K
EBF icon
238
Ennis
EBF
$538M
$32.1K 0.01%
1,500
– –
RKLB icon
239
Rocket Lab Corp
RKLB
$43.2B
$32.1K 0.01%
500
– –
CVE icon
240
Cenovus Energy
CVE
$53.7B
$31.4K 0.01%
850
– –
AMPY icon
241
Amplify Energy
AMPY
$166M
$31.2K 0.01%
5,000
– –
TMDX icon
242
Transmedics
TMDX
$2.57B
$29.8K 0.01%
300
– –
RDDT icon
243
Reddit
RDDT
$35.8B
$29.6K 0.01%
220
+75
+52% +$12.8K
PLTR icon
244
Palantir
PLTR
$318B
$29.3K 0.01%
200
– –
SNOW icon
245
Snowflake
SNOW
$94.2B
$27.1K 0.01%
180
– –
XLK icon
246
State Street Technology Select Sector SPDR ETF
XLK
$118B
$26.6K 0.01%
200
– –
NTES icon
247
NetEase
NTES
$82.9B
$25.7K 0.01%
230
– –
BABA icon
248
Alibaba
BABA
$283B
$25.1K 0.01%
200
– –
BZH icon
249
Beazer Homes USA
BZH
$897M
$25K 0.01%
1,300
– –
VOOG icon
250
Vanguard S&P 500 Growth ETF
VOOG
$26.1B
$24.5K 0.01%
360
– –
8 9
10
11 12

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1CP
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IWMA
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EPW
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WRM
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LOM Asset Management's Q1 2026 Portfolio in Review

As of Q1 2026, LOM Asset Management held 282 positions worth $348M, up 0.78% from $345M the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.5%. LOM Asset Management opened 5 new positions and exited 5, leaving the 282-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LOM Asset Management's largest Q1 2026 buy was Boston Scientific: 7,530 shares worth $473K.
  • LOM Asset Management added most to Netflix in Q1 2026, an estimated $2.21M increase.
  • LOM Asset Management's biggest Q1 2026 reduction was Walt Disney, cutting an estimated $767K.
  • LOM Asset Management fully exited PayPal in Q1 2026, selling an estimated $409K.
  • LOM Asset Management's ten largest holdings make up 26% of its $348M portfolio in Q1 2026.
  • LOM Asset Management opened 5 new positions and closed 5 in Q1 2026.
  • LOM Asset Management's portfolio value rose 0.78% quarter-over-quarter to $348M.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.