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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
+8.77%
1 Year Est. Return
+29.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$328M
AUM Growth
+$32.3M
Cap. Flow
+$9.33M
Cap. Flow %
2.84%
Top 10 Hldgs %
27.88%
Holding
259
New
7
Increased
88
Reduced
54
Closed
12

Top Buys

Rank Stock Value
1
NVO
Novo Nordisk
NVO
+$903K
2
NVDA icon
NVIDIA
NVDA
+$776K
3
EWJ icon
iShares MSCI Japan ETF
EWJ
+$606K
4
ORCL icon
Oracle
ORCL
+$587K
5
LLY icon
Eli Lilly
LLY
+$542K

Top Sells

Rank Stock Value
1
MRK icon
Merck
MRK
+$757K
2
ADBE icon
Adobe
ADBE
+$657K
3
CRM icon
Salesforce
CRM
+$492K
4
PNW icon
Pinnacle West Capital
PNW
+$456K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$442K

Sector Composition

Rank Sector Weight
1 Technology 23.18%
2 Financials 11.74%
3 Consumer Discretionary 8.94%
4 Communication Services 7.1%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMT icon
76
Walmart Inc
WMT
$864B
$1.48M 0.45%
14,319
+574
+4% +$57.1K
PANW icon
77
Palo Alto Networks
PANW
$290B
$1.47M 0.45%
7,234
+514
+8% +$98.4K
UBER icon
78
Uber
UBER
$146B
$1.42M 0.43%
14,450
+1,450
+11% +$136K
UL icon
79
Unilever
UL
$137B
$1.39M 0.43%
20,900
+111
+0.5% +$7.66K
RSP icon
80
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$1.33M 0.41%
7,040
– –
GS icon
81
Goldman Sachs
GS
$311B
$1.33M 0.41%
1,672
+110
+7% +$81.5K
DBC icon
82
Invesco DB Commodity Index Tracking Fund
DBC
$1.63B
$1.32M 0.4%
58,700
– –
SOXX icon
83
iShares Semiconductor ETF
SOXX
$47.7B
$1.32M 0.4%
4,873
-30
-0.6% -$7.48K
USB icon
84
US Bancorp
USB
$99.2B
$1.2M 0.37%
24,815
-295
-1% -$14K
DIS icon
85
Walt Disney
DIS
$170B
$1.17M 0.36%
10,179
+1,705
+20% +$201K
LH icon
86
Labcorp
LH
$24.5B
$1.09M 0.33%
3,810
-150
-4% -$40.2K
TFC icon
87
Truist Financial
TFC
$63.5B
$1.09M 0.33%
23,797
+935
+4% +$42.2K
VYM icon
88
Vanguard High Dividend Yield ETF
VYM
$81.5B
$1.06M 0.32%
7,520
– –
TSM icon
89
TSMC
TSM
$2.15T
$1.03M 0.32%
3,705
– –
CRM icon
90
Salesforce
CRM
$152B
$1.01M 0.31%
4,264
-1,951
-31% -$492K
IXG icon
91
iShares Global Financials ETF
IXG
$683M
$995K 0.3%
8,530
+1,000
+13% +$114K
GPC icon
92
Genuine Parts
GPC
$17.6B
$988K 0.3%
7,131
+75
+1% +$10.1K
URTH icon
93
iShares MSCI World ETF
URTH
$8.13B
$985K 0.3%
5,425
+260
+5% +$45.4K
MELI icon
94
Mercado Libre
MELI
$95.9B
$970K 0.3%
415
– –
TPR icon
95
Tapestry
TPR
$31.4B
$970K 0.3%
8,565
-190
-2% -$19.9K
GSK icon
96
GSK
GSK
$102B
$931K 0.28%
21,560
+1,298
+6% +$50.7K
NGG icon
97
National Grid
NGG
$80.2B
$926K 0.28%
12,923
-284
-2% -$19.9K
NOC icon
98
Northrop Grumman
NOC
$77.6B
$926K 0.28%
1,520
– –
NFLX icon
99
Netflix
NFLX
$303B
$923K 0.28%
7,700
+600
+8% +$73.2K
NVO
100
Novo Nordisk
NVO
$209B
$915K 0.28%
16,490
+15,425
+1,448% +$903K
2 3
4
5 6

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KFG
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LOM Asset Management's Q3 2025 Portfolio in Review

As of Q3 2025, LOM Asset Management held 259 positions worth $328M, up 11% from $296M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

LOM Asset Management's Q3 2025 filing shows 7 new, 88 increased, 54 reduced and 12 closed positions. Its largest new stake was Newmont: 3,200 shares worth $375K. The largest sale was Merck, an estimated $757K.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LOM Asset Management's largest Q3 2025 buy was Newmont: 3,200 shares worth $375K.
  • LOM Asset Management added most to Novo Nordisk in Q3 2025, an estimated $903K increase.
  • LOM Asset Management's biggest Q3 2025 reduction was Merck, cutting an estimated $757K.
  • LOM Asset Management fully exited Pinnacle West Capital in Q3 2025, selling an estimated $456K.
  • LOM Asset Management's ten largest holdings make up 28% of its $328M portfolio in Q3 2025.
  • LOM Asset Management opened 7 new positions and closed 12 in Q3 2025.
  • LOM Asset Management's portfolio value rose 11% quarter-over-quarter to $328M.

Based on LOM Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.