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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
ABBV icon
76
AbbVie
ABBV
$448B
$1.6M 0.46%
7,359
+125
+2% +$27.7K
SOXX icon
77
iShares Semiconductor ETF
SOXX
$43.9B
$1.48M 0.43%
4,500
– –
TFC icon
78
Truist Financial
TFC
$62.3B
$1.45M 0.42%
31,515
+492
+2% +$24.3K
PANW icon
79
Palo Alto Networks
PANW
$284B
$1.4M 0.4%
8,749
+158
+2% +$26.5K
UNH icon
80
UnitedHealth
UNH
$383B
$1.39M 0.4%
5,140
-237
-4% -$70.6K
IQV icon
81
IQVIA
IQV
$34B
$1.38M 0.4%
8,107
-220
-3% -$42.9K
RSP icon
82
Invesco S&P 500 Equal Weight ETF
RSP
$95.5B
$1.35M 0.39%
7,040
– –
USB icon
83
US Bancorp
USB
$98.4B
$1.31M 0.38%
25,149
+2,535
+11% +$139K
UL icon
84
Unilever
UL
$133B
$1.24M 0.36%
21,686
+674
+3% +$45.2K
TPR icon
85
Tapestry
TPR
$28.5B
$1.23M 0.35%
8,719
+181
+2% +$25.7K
QCOM icon
86
Qualcomm
QCOM
$180B
$1.21M 0.35%
9,371
-244
-3% -$35.6K
IXG icon
87
iShares Global Financials ETF
IXG
$646M
$1.19M 0.34%
10,430
+1,900
+22% +$226K
GSK icon
88
GSK
GSK
$100B
$1.18M 0.34%
21,402
-28
-0.1% -$1.52K
URTH icon
89
iShares MSCI World ETF
URTH
$7.96B
$1.12M 0.32%
6,240
+1,000
+19% +$187K
NGG icon
90
National Grid
NGG
$82B
$1.12M 0.32%
13,249
+425
+3% +$36.6K
VYM icon
91
Vanguard High Dividend Yield ETF
VYM
$79.7B
$1.11M 0.32%
7,520
– –
SPYM
92
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$1.11M 0.32%
14,500
– –
NEM icon
93
Newmont
NEM
$95.2B
$1.1M 0.32%
10,200
+7,000
+219% +$807K
UBER icon
94
Uber
UBER
$147B
$1.04M 0.3%
14,450
– –
NOC icon
95
Northrop Grumman
NOC
$74.4B
$1.04M 0.3%
1,520
– –
LH icon
96
Labcorp
LH
$23.1B
$983K 0.28%
3,684
-100
-3% -$27.1K
SHEL icon
97
Shell
SHEL
$239B
$935K 0.27%
10,050
– –
AMGN icon
98
Amgen
AMGN
$197B
$928K 0.27%
2,638
+80
+3% +$28.5K
APD icon
99
Air Products & Chemicals
APD
$66.1B
$871K 0.25%
2,997
+80
+3% +$22.1K
ORCL icon
100
Oracle
ORCL
$350B
$846K 0.24%
5,753
+88
+2% +$14.3K
2 3
4
5 6

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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.