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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
+8.77%
1 Year Est. Return
+44.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$32.3M
Cap. Flow
+$9.33M
Cap. Flow %
2.84%
Top 10 Hldgs %
27.88%
Holding
259
New
7
Increased
88
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$903K
2
NVDA icon
NVIDIA
NVDA
+$776K
3
EWJ icon
iShares MSCI Japan ETF
EWJ
+$606K
4
ORCL icon
Oracle
ORCL
+$587K
5
LLY icon
Eli Lilly
LLY
+$542K

Top Sells

Rank Stock Value
1
MRK icon
Merck
MRK
+$757K
2
ADBE icon
Adobe
ADBE
+$657K
3
CRM icon
Salesforce
CRM
+$492K
4
PNW icon
Pinnacle West Capital
PNW
+$456K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$442K

Sector Composition

Rank Sector Weight
1 Technology 23.18%
2 Financials 11.74%
3 Consumer Discretionary 8.94%
4 Communication Services 7.1%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMPY icon
226
Amplify Energy
AMPY
$170M
$26K 0.01%
5,000
– –
IXJ icon
227
iShares Global Healthcare ETF
IXJ
$4.12B
$26K 0.01%
+297
New +$25.7K
VOOG icon
228
Vanguard S&P 500 Growth ETF
VOOG
$27B
$26K 0.01%
360
– –
BOOT icon
229
Boot Barn
BOOT
$5.09B
$25K 0.01%
150
-150
-50% -$25.9K
XYZ
230
Block Inc
XYZ
$47B
$25K 0.01%
340
– –
COF icon
231
Capital One
COF
$136B
$24K 0.01%
115
-25
-18% -$5.47K
VRT icon
232
Vertiv
VRT
$108B
$23K 0.01%
150
– –
GM icon
233
General Motors
GM
$76.3B
$22K 0.01%
360
-90
-20% -$5.02K
OSCR icon
234
Oscar Health
OSCR
$7.81B
$21K 0.01%
+1,100
New +$18.1K
PBE icon
235
Invesco Biotechnology & Genome ETF
PBE
$287M
$21K 0.01%
300
– –
PKOH icon
236
Park-Ohio Holdings
PKOH
$671M
$21K 0.01%
1,000
– –
ZTS icon
237
Zoetis
ZTS
$32.1B
$19K 0.01%
130
-40
-24% -$6.05K
INFY icon
238
Infosys
INFY
$50.5B
$16K ﹤0.01%
1,000
– –
TTE icon
239
TotalEnergies
TTE
$191B
$13K ﹤0.01%
210
– –
MCK icon
240
McKesson
MCK
$99.4B
$12K ﹤0.01%
15
– –
T icon
241
AT&T
T
$162B
$12K ﹤0.01%
425
– –
SPG icon
242
Simon Property Group
SPG
$72.2B
$10K ﹤0.01%
55
-45
-45% -$7.77K
ABT icon
243
Abbott
ABT
$185B
$8K ﹤0.01%
60
– –
SBUX icon
244
Starbucks
SBUX
$120B
$8K ﹤0.01%
100
– –
DXCM icon
245
DexCom
DXCM
$31.3B
$7K ﹤0.01%
100
– –
FIS icon
246
Fidelity National Information Services
FIS
$21.8B
$7K ﹤0.01%
100
– –
KRE icon
247
State Street SPDR S&P Regional Banking ETF
KRE
$4.68B
$7K ﹤0.01%
110
-375
-77% -$23.6K
AFRM icon
248
Affirm
AFRM
$25.9B
– –
-1,000
Closed -$69K
CVS icon
249
CVS Health
CVS
$124B
– –
-400
Closed -$28K
GASS icon
250
StealthGas
GASS
$324M
– –
-5,000
Closed -$32K
7 8 9
10
11

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THC
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PFPGI
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SCP
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GAG
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VI
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GA
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LOM Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, LOM Asset Management held 259 positions worth $328M, up 11% from $296M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

LOM Asset Management's Q3 2025 filing shows 7 new, 88 increased, 54 reduced and 12 closed positions. Its largest new stake was Newmont: 3,200 shares worth $375K. The largest sale was Merck, an estimated $757K.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LOM Asset Management's largest Q3 2025 buy was Newmont: 3,200 shares worth $375K.
  • LOM Asset Management added most to Novo Nordisk in Q3 2025, an estimated $903K increase.
  • LOM Asset Management's biggest Q3 2025 reduction was Merck, cutting an estimated $757K.
  • LOM Asset Management fully exited Pinnacle West Capital in Q3 2025, selling an estimated $456K.
  • LOM Asset Management's ten largest holdings make up 28% of its $328M portfolio in Q3 2025.
  • LOM Asset Management opened 7 new positions and closed 12 in Q3 2025.
  • LOM Asset Management's portfolio value rose 11% quarter-over-quarter to $328M.

Based on LOM Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.