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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 %
93.16%
Top 10 Hldgs %
27.02%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$10.8M
2
MSFT icon
Microsoft
MSFT
+$9.95M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.04M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.01M
5
NVDA icon
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
ABT icon
251
Abbott
ABT
$183B
$8K ﹤0.01%
+60
New +$7.91K
FIS icon
252
Fidelity National Information Services
FIS
$23.1B
$8K ﹤0.01%
+100
New +$7.78K
7 8 9 10
11

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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.