We are live on
!
Find out more
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
% of AUM
93.16%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$10.8M |
| 2 |
Microsoft
MSFT
|
+$9.95M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$8.04M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$7.01M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$382B
| $3.09M | 1.05% |
+21,591
| New | +$3.04M |
|
27
Procter & Gamble
PG
$340B
| $3.01M | 1.02% |
+18,909
| New | +$3.09M |
|
28
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $2.99M | 1.01% |
+48,201
| New | +$2.83M |
|
29
State Street Energy Select Sector SPDR ETF
XLE
$39B
| $2.91M | 0.99% |
+68,646
| New | +$2.86M |
|
30
Cencora
COR
$62B
| $2.84M | 0.96% |
+9,475
| New | +$2.73M |
|
31
Vanguard FTSE Europe ETF
VGK
$30.1B
| $2.65M | 0.9% |
+34,178
| New | +$2.52M |
|
32
O'Reilly Automotive
ORLY
$75.1B
| $2.51M | 0.85% |
+27,889
| New | +$2.54M |
|
33
Vanguard Information Technology ETF
VGT
$133B
| $2.44M | 0.83% |
+29,488
| New | +$2.14M |
|
34
Adobe
ADBE
$105B
| $2.42M | 0.82% |
+6,261
| New | +$2.41M |
|
35
RTX Corp
RTX
$290B
| $2.41M | 0.82% |
+16,522
| New | +$2.2M |
|
36
Entergy
ETR
$50.3B
| $2.38M | 0.81% |
+28,681
| New | +$2.37M |
|
37
PepsiCo
PEP
$196B
| $2.34M | 0.79% |
+17,737
| New | +$2.39M |
|
38
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $2.32M | 0.79% |
+33,168
| New | +$2.18M |
|
39
Freeport-McMoran
FCX
$86.2B
| $2.3M | 0.78% |
+53,071
| New | +$2.02M |
|
40
iShares US Healthcare ETF
IYH
$3.44B
| $2.25M | 0.76% |
+39,878
| New | +$2.25M |
|
41
Coca-Cola
KO
$383B
| $2.25M | 0.76% |
+31,770
| New | +$2.26M |
|
42
Invesco S&P 500 Pure Value ETF
RPV
$1.66B
| $2.25M | 0.76% |
+23,940
| New | +$2.15M |
|
43
Blackrock
BLK
$167B
| $2.17M | 0.73% |
+2,065
| New | +$1.95M |
|
44
Mondelez International
MDLZ
$82.9B
| $2.14M | 0.72% |
+31,715
| New | +$2.12M |
|
45
Intercontinental Exchange
ICE
$87.2B
| $2.11M | 0.71% |
+11,510
| New | +$1.98M |
|
46
Caterpillar
CAT
$361B
| $2.05M | 0.69% |
+5,286
| New | +$1.76M |
|
47
Morgan Stanley
MS
$319B
| $2.05M | 0.69% |
+14,536
| New | +$1.79M |
|
48
iShares MSCI EAFE ETF
EFA
$76.4B
| $2.01M | 0.68% |
+22,490
| New | +$1.92M |
|
|
HDV
49
iShares Core High Dividend ETF
HDV
$14.7B
| $2M | 0.68% |
+85,495
| New | +$1.97M |
|
50
State Street SPDR S&P Bank ETF
KBE
$1.64B
| $1.99M | 0.67% |
+35,751
| New | +$1.86M |
|
Similar funds
AWA
GCP
1CP
NC
EPW
WC
FFA
KFG
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.