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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
+4.7%
1 Year Est. Return
+44.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$17.3M
Cap. Flow
+$5.77M
Cap. Flow %
1.67%
Top 10 Hldgs %
27.65%
Holding
282
New
35
Increased
69
Reduced
80
Closed
5

Top Buys

Rank Stock Value
1
SSRM icon
SSR Mining
SSRM
+$1.54M
2
SVM
Silvercorp Metals
SVM
+$1.14M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$869K
4
BKNG icon
Booking.com
BKNG
+$756K
5
VEEV icon
Veeva Systems
VEEV
+$637K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$1.36M
2
AVGO icon
Broadcom
AVGO
+$1.11M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$642K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$444K
5
BDX icon
Becton Dickinson
BDX
+$380K

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Financials 12.15%
3 Consumer Discretionary 8.59%
4 Communication Services 7.36%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FRD icon
226
Friedman Industries
FRD
$266M
$43K 0.01%
2,097
– –
ANET icon
227
Arista Networks
ANET
$248B
$41.9K 0.01%
320
– –
CMT icon
228
Core Molding Technologies
CMT
$209M
$40.1K 0.01%
2,000
– –
IXJ icon
229
iShares Global Healthcare ETF
IXJ
$4.13B
$39.6K 0.01%
407
+110
+37% +$10.4K
SNOW icon
230
Snowflake
SNOW
$110B
$39.5K 0.01%
180
– –
UPS icon
231
United Parcel Service
UPS
$91.5B
$38.2K 0.01%
385
-416
-52% -$38.9K
ROBO icon
232
ROBO Global Robotics & Automation Index ETF
ROBO
$2.1B
$38.1K 0.01%
550
– –
MG icon
233
Mistras Group
MG
$503M
$38K 0.01%
3,000
– –
TMDX icon
234
Transmedics
TMDX
$2.64B
$36.5K 0.01%
300
– –
PLTR icon
235
Palantir
PLTR
$380B
$35.5K 0.01%
200
– –
GASS icon
236
StealthGas
GASS
$318M
$35.1K 0.01%
+5,000
New +$33.6K
SE icon
237
Sea Limited
SE
$70.4B
$35.1K 0.01%
275
+75
+38% +$11.1K
C icon
238
Citigroup
C
$231B
$35K 0.01%
300
– –
RKLB icon
239
Rocket Lab Corp
RKLB
$46.7B
$34.9K 0.01%
+500
New +$28.7K
EMR icon
240
Emerson Electric
EMR
$91B
$34.5K 0.01%
260
– –
PANL icon
241
Pangaea Logistics
PANL
$474M
$34.4K 0.01%
+5,000
New +$30.2K
RDDT icon
242
Reddit
RDDT
$29.9B
$33.3K 0.01%
+145
New +$30.5K
OIS icon
243
Oil States International
OIS
$502M
$32.3K 0.01%
+4,769
New +$30.6K
NTES icon
244
NetEase
NTES
$82B
$31.7K 0.01%
230
– –
WEC icon
245
WEC Energy
WEC
$35.3B
$30.1K 0.01%
285
– –
BABA icon
246
Alibaba
BABA
$308B
$29.3K 0.01%
200
– –
XLK icon
247
State Street Technology Select Sector SPDR ETF
XLK
$122B
$28.8K 0.01%
200
-1,080
-84% -$156K
BOOM icon
248
DMC Global
BOOM
$150M
$28.8K 0.01%
4,300
– –
COF icon
249
Capital One
COF
$136B
$27.9K 0.01%
115
– –
EBF icon
250
Ennis
EBF
$562M
$27K 0.01%
1,500
– –
8 9
10
11 12

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LHC
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DAM
Decagon Asset Management London, United Kingdom $386M AUM 45.42% 1-Year Est. Return
THC
Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $385M AUM 23.11% 1-Year Est. Return
VI
VectorGlobal IAG Miami, Florida $385M AUM
GA
GSG Advisors Mount Laurel, New Jersey $385M AUM 19.83% 1-Year Est. Return

LOM Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, LOM Asset Management held 282 positions worth $345M, up 5.3% from $328M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

LOM Asset Management's Q4 2025 filing shows 35 new, 69 increased, 80 reduced and 5 closed positions. Its largest new stake was SSR Mining: 69,000 shares worth $2.08M. The largest sale was Fiserv Inc, an estimated $1.36M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LOM Asset Management's largest Q4 2025 buy was SSR Mining: 69,000 shares worth $2.08M.
  • LOM Asset Management added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $869K increase.
  • LOM Asset Management's biggest Q4 2025 reduction was Fiserv Inc, cutting an estimated $1.36M.
  • LOM Asset Management fully exited Copart in Q4 2025, selling an estimated $270K.
  • LOM Asset Management's ten largest holdings make up 28% of its $345M portfolio in Q4 2025.
  • LOM Asset Management opened 35 new positions and closed 5 in Q4 2025.
  • LOM Asset Management's portfolio value rose 5.3% quarter-over-quarter to $345M.

Based on LOM Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.