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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
VOOG icon
251
Vanguard S&P 500 Growth ETF
VOOG
$27B
$26.7K 0.01%
360
– –
BOOT icon
252
Boot Barn
BOOT
$4.97B
$26.5K 0.01%
150
– –
BZH icon
253
Beazer Homes USA
BZH
$915M
$26.4K 0.01%
1,300
– –
NU icon
254
Nu Holdings
NU
$68.2B
$25.1K 0.01%
+1,500
New +$24.1K
PBE icon
255
Invesco Biotechnology & Genome ETF
PBE
$287M
$24.6K 0.01%
300
– –
AMPY icon
256
Amplify Energy
AMPY
$168M
$22.9K 0.01%
5,000
– –
KWEB icon
257
KraneShares CSI China Internet ETF
KWEB
$5.62B
$22.8K 0.01%
670
– –
EZA icon
258
iShares MSCI South Africa ETF
EZA
$568M
$22.7K 0.01%
+330
New +$21.9K
XYZ
259
Block Inc
XYZ
$47B
$22.1K 0.01%
340
– –
RCI icon
260
Rogers Communications
RCI
$18.7B
$21K 0.01%
+405
New +$15.2K
PKOH icon
261
Park-Ohio Holdings
PKOH
$670M
$20.9K 0.01%
1,000
– –
CVE icon
262
Cenovus Energy
CVE
$52.1B
$19.7K 0.01%
+850
New +$14.8K
TU icon
263
Telus
TU
$15.5B
$19.7K 0.01%
+1,090
New +$15.3K
NTR icon
264
Nutrien
NTR
$32B
$19.5K 0.01%
+230
New +$13.5K
GM icon
265
General Motors
GM
$76.3B
$18.7K 0.01%
230
-130
-36% -$9.16K
INFY icon
266
Infosys
INFY
$50.1B
$17.8K 0.01%
1,000
– –
COO icon
267
Cooper Companies
COO
$14.3B
$16.4K ﹤0.01%
200
-240
-55% -$18K
ZTS icon
268
Zoetis
ZTS
$32.4B
$16.4K ﹤0.01%
130
– –
OSCR icon
269
Oscar Health
OSCR
$8B
$15.8K ﹤0.01%
1,100
– –
BP icon
270
BP
BP
$109B
$11.8K ﹤0.01%
340
-470
-58% -$16.5K
T icon
271
AT&T
T
$162B
$10.6K ﹤0.01%
425
– –
SPG icon
272
Simon Property Group
SPG
$71.9B
$10.2K ﹤0.01%
55
– –
RNR icon
273
RenaissanceRe
RNR
$13.4B
$8.44K ﹤0.01%
+30
New +$7.89K
MCK icon
274
McKesson
MCK
$102B
$8.2K ﹤0.01%
10
-5
-33% -$4.08K
ABT icon
275
Abbott
ABT
$187B
$7.52K ﹤0.01%
60
– –
8 9 10
11
12

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DAM
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PFPGI
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SCP
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GAG
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VI
VectorGlobal IAG Miami, Florida $385M AUM
GA
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DC
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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.