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 %
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
XOM icon
76
ExxonMobil
XOM
$644B
$1.28M 0.43%
+11,857
New +$1.27M
MRK icon
77
Merck
MRK
$322B
$1.22M 0.41%
+15,400
New +$1.22M
UBER icon
78
Uber
UBER
$143B
$1.21M 0.41%
+13,000
New +$1.07M
LRCX icon
79
Lam Research
LRCX
$367B
$1.19M 0.4%
+12,256
New +$972K
SOXX icon
80
iShares Semiconductor ETF
SOXX
$41.7B
$1.17M 0.4%
+4,903
New +$983K
USB icon
81
US Bancorp
USB
$98.2B
$1.14M 0.38%
+25,110
New +$1.06M
GS icon
82
Goldman Sachs
GS
$300B
$1.11M 0.37%
+1,562
New +$905K
MELI icon
83
Mercado Libre
MELI
$95.2B
$1.08M 0.37%
+415
New +$969K
LLY icon
84
Eli Lilly
LLY
$1.02T
$1.08M 0.37%
+1,388
New +$1.08M
MU icon
85
Micron Technology
MU
$930B
$1.08M 0.37%
+8,767
New +$819K
DIS icon
86
Walt Disney
DIS
$167B
$1.05M 0.36%
+8,474
New +$880K
LH icon
87
Labcorp
LH
$25B
$1.04M 0.35%
+3,960
New +$964K
VYM icon
88
Vanguard High Dividend Yield ETF
VYM
$80.9B
$1M 0.34%
+7,520
New +$953K
TFC icon
89
Truist Financial
TFC
$63.3B
$983K 0.33%
+22,862
New +$894K
NGG icon
90
National Grid
NGG
$80.4B
$969K 0.33%
+13,207
New +$908K
NFLX icon
91
Netflix
NFLX
$299B
$951K 0.32%
+7,100
New +$803K
PFF icon
92
iShares Preferred and Income Securities ETF
PFF
$13.3B
$920K 0.31%
+29,990
New +$903K
IHI icon
93
iShares US Medical Devices ETF
IHI
$3.13B
$914K 0.31%
+14,590
New +$877K
ORCL icon
94
Oracle
ORCL
$374B
$905K 0.31%
+4,137
New +$668K
TMUS icon
95
T-Mobile US
TMUS
$185B
$903K 0.31%
+3,790
New +$925K
URTH icon
96
iShares MSCI World ETF
URTH
$7.99B
$875K 0.3%
+5,165
New +$815K
GPC icon
97
Genuine Parts
GPC
$17.1B
$856K 0.29%
+7,056
New +$849K
ASML icon
98
ASML
ASML
$626B
$854K 0.29%
+1,065
New +$764K
VIGI icon
99
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$848K 0.29%
+9,410
New +$813K
TSM icon
100
TSMC
TSM
$2.1T
$839K 0.28%
+3,705
New +$686K
2 3
4
5 6

Similar funds

AWA
Argos Wealth Advisors Sacramento, California $348M AUM
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
EPW
Endeavor Private Wealth Topeka, Kansas $349M AUM 16.45% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

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.