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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
% 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 | |
|---|---|---|---|---|---|---|
51
iShares Gold Trust
IAU
$62.9B
| $1.96M | 0.66% |
+31,500
| New | +$1.95M |
|
52
Wells Fargo
WFC
$261B
| $1.96M | 0.66% |
+24,495
| New | +$1.77M |
|
53
iShares Core S&P Small-Cap ETF
IJR
$109B
| $1.94M | 0.66% |
+17,778
| New | +$1.84M |
|
54
Thermo Fisher Scientific
TMO
$213B
| $1.92M | 0.65% |
+4,740
| New | +$1.98M |
|
55
Marathon Petroleum
MPC
$92.4B
| $1.86M | 0.63% |
+11,198
| New | +$1.68M |
|
56
NextEra Energy
NEE
$181B
| $1.85M | 0.63% |
+26,616
| New | +$1.85M |
|
57
American Electric Power
AEP
$69.6B
| $1.77M | 0.6% |
+17,016
| New | +$1.77M |
|
58
iShares Select Dividend ETF
DVY
$23.5B
| $1.76M | 0.6% |
+13,274
| New | +$1.72M |
|
59
UnitedHealth
UNH
$376B
| $1.72M | 0.58% |
+5,519
| New | +$2.11M |
|
60
Salesforce
CRM
$151B
| $1.7M | 0.57% |
+6,215
| New | +$1.66M |
|
|
SCHW
61
Charles Schwab
SCHW
$183B
| $1.68M | 0.57% |
+18,454
| New | +$1.55M |
|
62
General Dynamics
GD
$104B
| $1.67M | 0.57% |
+5,732
| New | +$1.58M |
|
63
United Rentals
URI
$67.2B
| $1.61M | 0.55% |
+2,142
| New | +$1.43M |
|
64
Duke Energy
DUK
$97.8B
| $1.56M | 0.53% |
+13,237
| New | +$1.56M |
|
65
Johnson & Johnson
JNJ
$618B
| $1.55M | 0.53% |
+10,177
| New | +$1.56M |
|
66
Qualcomm
QCOM
$155B
| $1.45M | 0.49% |
+9,123
| New | +$1.34M |
|
67
IQVIA
IQV
$38.7B
| $1.43M | 0.48% |
+9,087
| New | +$1.37M |
|
68
Unilever
UL
$137B
| $1.43M | 0.48% |
+20,789
| New | +$1.46M |
|
69
AbbVie
ABBV
$443B
| $1.39M | 0.47% |
+7,472
| New | +$1.39M |
|
70
Palo Alto Networks
PANW
$270B
| $1.38M | 0.47% |
+6,720
| New | +$1.25M |
|
71
Walmart Inc
WMT
$885B
| $1.34M | 0.45% |
+13,745
| New | +$1.31M |
|
72
iShares MSCI Japan ETF
EWJ
$21.9B
| $1.33M | 0.45% |
+17,794
| New | +$1.27M |
|
73
L3Harris
LHX
$51.6B
| $1.29M | 0.44% |
+5,129
| New | +$1.18M |
|
74
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
| $1.28M | 0.43% |
+58,700
| New | +$1.26M |
|
75
Invesco S&P 500 Equal Weight ETF
RSP
$97B
| $1.28M | 0.43% |
+7,040
| New | +$1.22M |
|
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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.