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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
NTR icon
251
Nutrien
NTR
$32.1B
$24.2K 0.01%
230
– –
PKOH icon
252
Park-Ohio Holdings
PKOH
$565M
$24K 0.01%
1,000
– –
PBE icon
253
Invesco Biotechnology & Genome ETF
PBE
$284M
$23.8K 0.01%
300
– –
WEC icon
254
WEC Energy
WEC
$36.4B
$23.7K 0.01%
205
-80
-28% -$8.99K
SE icon
255
Sea Limited
SE
$65.1B
$22.8K 0.01%
275
– –
BOOM icon
256
DMC Global
BOOM
$131M
$22.4K 0.01%
4,300
– –
BIDU icon
257
Baidu
BIDU
$36.8B
$22.3K 0.01%
+200
New +$27.1K
BOOT icon
258
Boot Barn
BOOT
$4.52B
$22K 0.01%
150
– –
RCI icon
259
Rogers Communications
RCI
$18.6B
$21.7K 0.01%
405
– –
NU icon
260
Nu Holdings
NU
$69.5B
$21.6K 0.01%
1,500
– –
COF icon
261
Capital One
COF
$127B
$21K 0.01%
115
– –
XYZ
262
Block Inc
XYZ
$47.8B
$20.5K 0.01%
340
– –
TU icon
263
Telus
TU
$15.9B
$19.5K 0.01%
1,090
– –
KWEB icon
264
KraneShares CSI China Internet ETF
KWEB
$5.35B
$19K 0.01%
670
– –
GM icon
265
General Motors
GM
$71.7B
$17.1K ﹤0.01%
230
– –
BP icon
266
BP
BP
$110B
$16K ﹤0.01%
340
– –
ZTS icon
267
Zoetis
ZTS
$31.6B
$15.4K ﹤0.01%
130
– –
COO icon
268
Cooper Companies
COO
$13.8B
$14.3K ﹤0.01%
200
– –
INFY icon
269
Infosys
INFY
$45.2B
$13.5K ﹤0.01%
1,000
– –
OSCR icon
270
Oscar Health
OSCR
$9.28B
$12.6K ﹤0.01%
1,100
– –
T icon
271
AT&T
T
$155B
$12.3K ﹤0.01%
425
– –
SPG icon
272
Simon Property Group
SPG
$73.5B
$10.3K ﹤0.01%
55
– –
MCK icon
273
McKesson
MCK
$97B
$8.65K ﹤0.01%
10
– –
WAT icon
274
Waters Corp
WAT
$36.1B
$8.64K ﹤0.01%
+29
New +$9.92K
KRE icon
275
State Street SPDR S&P Regional Banking ETF
KRE
$4.87B
$7.17K ﹤0.01%
110
– –
8 9 10
11
12

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1CP
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NC
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IWMA
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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.