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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
+11.81%
1 Year Est. Return
+29.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$296M
AUM Growth
–
Cap. Flow
+$275M
Cap. Flow
% of AUM
93.16%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$10.8M |
| 2 |
Microsoft
MSFT
|
+$9.95M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$8.04M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$7.01M |
| 5 |
NVIDIA
NVDA
|
+$6.93M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.55% |
| 2 | Financials | 11.94% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Communication Services | 6.51% |
| 5 | Healthcare | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Palantir
PLTR
$301B
| $27K | 0.01% |
+200
| New | +$23.5K |
|
227
Zoetis
ZTS
$32.3B
| $27K | 0.01% |
+170
| New | +$27K |
|
228
Citigroup
C
$224B
| $26K | 0.01% |
+300
| New | +$21.7K |
|
229
BP
BP
$114B
| $24K | 0.01% |
+810
| New | +$23.8K |
|
230
Mistras Group
MG
$500M
| $24K | 0.01% |
+3,000
| New | +$25.2K |
|
231
Pangaea Logistics
PANL
$498M
| $24K | 0.01% |
+5,000
| New | +$22.2K |
|
232
Vanguard S&P 500 Growth ETF
VOOG
$26.4B
| $24K | 0.01% |
+360
| New | +$21.4K |
|
233
Alibaba
BABA
$305B
| $23K | 0.01% |
+200
| New | +$23.7K |
|
234
KraneShares CSI China Internet ETF
KWEB
$5.69B
| $23K | 0.01% |
+670
| New | +$22.2K |
|
|
XYZ
235
Block Inc
XYZ
$48.9B
| $23K | 0.01% |
+340
| New | +$19.8K |
|
236
General Motors
GM
$79.3B
| $22K | 0.01% |
+450
| New | +$21.3K |
|
237
Nu Holdings
NU
$69.8B
| $21K | 0.01% |
+1,500
| New | +$18K |
|
238
MetLife
MET
$62B
| $20K | 0.01% |
+250
| New | +$19.3K |
|
239
Infosys
INFY
$49.6B
| $19K | 0.01% |
+1,000
| New | +$17.9K |
|
240
Invesco Biotechnology & Genome ETF
PBE
$284M
| $19K | 0.01% |
+300
| New | +$18.6K |
|
241
Vertiv
VRT
$101B
| $19K | 0.01% |
+150
| New | +$14.6K |
|
242
Park-Ohio Holdings
PKOH
$581M
| $18K | 0.01% |
+1,000
| New | +$18.9K |
|
243
Amplify Energy
AMPY
$166M
| $16K | 0.01% |
+5,000
| New | +$14.9K |
|
244
RenaissanceRe
RNR
$13.4B
| $16K | 0.01% |
+65
| New | +$15.8K |
|
245
Simon Property Group
SPG
$74.3B
| $16K | 0.01% |
+100
| New | +$15.8K |
|
246
TotalEnergies
TTE
$194B
| $13K | ﹤0.01% |
+210
| New | +$12.5K |
|
247
AT&T
T
$162B
| $12K | ﹤0.01% |
+425
| New | +$11.7K |
|
248
McKesson
MCK
$96.8B
| $11K | ﹤0.01% |
+15
| New | +$10.6K |
|
249
DexCom
DXCM
$32.9B
| $9K | ﹤0.01% |
+100
| New | +$7.84K |
|
250
Starbucks
SBUX
$118B
| $9K | ﹤0.01% |
+100
| New | +$8.67K |
|
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FFA
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LOM Asset Management's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for LOM Asset Management, which disclosed 252 positions worth $296M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Broadcom: 49,877 shares worth $13.7M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, followed by Financials and Consumer Discretionary.
- LOM Asset Management's largest Q2 2025 buy was Broadcom: 49,877 shares worth $13.7M.
- LOM Asset Management's ten largest holdings make up 27% of its $296M portfolio in Q2 2025.
- LOM Asset Management disclosed 252 positions in Q2 2025, its first 13F filing on record.
Based on LOM Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.