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LAM

LOM Asset Management Portfolio holdings

AUM $387M
1-Year Est. Return 44.05%
This Fund
S&P 500
This Quarter Est. Return
+4.7%
1 Year Est. Return
+44.05%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$17.3M
Cap. Flow
+$5.77M
Cap. Flow %
1.67%
Top 10 Hldgs %
27.65%
Holding
282
New
35
Increased
69
Reduced
80
Closed
5

Top Buys

Rank Stock Value
1
SSRM icon
SSR Mining
SSRM
+$1.54M
2
SVM
Silvercorp Metals
SVM
+$1.14M
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$869K
4
BKNG icon
Booking.com
BKNG
+$756K
5
VEEV icon
Veeva Systems
VEEV
+$637K

Top Sells

Rank Stock Value
1
FISV
Fiserv Inc
FISV
+$1.36M
2
AVGO icon
Broadcom
AVGO
+$1.11M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$642K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$444K
5
BDX icon
Becton Dickinson
BDX
+$380K

Sector Composition

Rank Sector Weight
1 Technology 22.14%
2 Financials 12.15%
3 Consumer Discretionary 8.59%
4 Communication Services 7.36%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DUK icon
76
Duke Energy
DUK
$97.2B
$1.6M 0.46%
13,681
+275
+2% +$33.6K
PANW icon
77
Palo Alto Networks
PANW
$294B
$1.58M 0.46%
8,591
+1,357
+19% +$274K
TFC icon
78
Truist Financial
TFC
$64.6B
$1.53M 0.44%
31,023
+7,226
+30% +$333K
GS icon
79
Goldman Sachs
GS
$312B
$1.45M 0.42%
1,655
-17
-1% -$13.9K
UL icon
80
Unilever
UL
$138B
$1.37M 0.4%
21,012
+112
+0.5% +$7.53K
SOXX icon
81
iShares Semiconductor ETF
SOXX
$48.8B
$1.36M 0.39%
4,500
-373
-8% -$110K
RSP icon
82
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$1.35M 0.39%
7,040
– –
DBC icon
83
Invesco DB Commodity Index Tracking Fund
DBC
$1.63B
$1.31M 0.38%
58,700
– –
ADBE icon
84
Adobe
ADBE
$102B
$1.28M 0.37%
3,664
-765
-17% -$260K
USB icon
85
US Bancorp
USB
$101B
$1.21M 0.35%
22,614
-2,201
-9% -$108K
UBER icon
86
Uber
UBER
$146B
$1.18M 0.34%
14,450
– –
SPYM
87
State Street SPDR Portfolio S&P 500 ETF
SPYM
$168B
$1.16M 0.34%
14,500
+6,500
+81% +$517K
ORCL icon
88
Oracle
ORCL
$424B
$1.1M 0.32%
5,665
-778
-12% -$185K
TPR icon
89
Tapestry
TPR
$31.6B
$1.09M 0.32%
8,538
-27
-0.3% -$3.09K
VYM icon
90
Vanguard High Dividend Yield ETF
VYM
$82.6B
$1.08M 0.31%
7,520
– –
CRM icon
91
Salesforce
CRM
$156B
$1.06M 0.31%
4,008
-256
-6% -$63.6K
DIS icon
92
Walt Disney
DIS
$171B
$1.06M 0.31%
9,317
-862
-8% -$94.9K
GSK icon
93
GSK
GSK
$103B
$1.05M 0.3%
21,430
-130
-0.6% -$6.06K
MELI icon
94
Mercado Libre
MELI
$94.8B
$1.05M 0.3%
520
+105
+25% +$221K
IXG icon
95
iShares Global Financials ETF
IXG
$686M
$1.03M 0.3%
8,530
– –
NGG icon
96
National Grid
NGG
$80.7B
$992K 0.29%
12,824
-99
-0.8% -$7.45K
PFF icon
97
iShares Preferred and Income Securities ETF
PFF
$13.3B
$981K 0.28%
31,680
+8,690
+38% +$271K
URTH icon
98
iShares MSCI World ETF
URTH
$8.23B
$973K 0.28%
5,240
-185
-3% -$34K
LH icon
99
Labcorp
LH
$25.3B
$949K 0.28%
3,784
-26
-0.7% -$6.91K
IHI icon
100
iShares US Medical Devices ETF
IHI
$3.35B
$916K 0.27%
14,740
+150
+1% +$9.26K
2 3
4
5 6

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SCP
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LOM Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, LOM Asset Management held 282 positions worth $345M, up 5.3% from $328M the previous quarter. Its ten largest holdings account for 28% of the portfolio.

LOM Asset Management's Q4 2025 filing shows 35 new, 69 increased, 80 reduced and 5 closed positions. Its largest new stake was SSR Mining: 69,000 shares worth $2.08M. The largest sale was Fiserv Inc, an estimated $1.36M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.

  • LOM Asset Management's largest Q4 2025 buy was SSR Mining: 69,000 shares worth $2.08M.
  • LOM Asset Management added most to Vanguard FTSE Developed Markets ETF in Q4 2025, an estimated $869K increase.
  • LOM Asset Management's biggest Q4 2025 reduction was Fiserv Inc, cutting an estimated $1.36M.
  • LOM Asset Management fully exited Copart in Q4 2025, selling an estimated $270K.
  • LOM Asset Management's ten largest holdings make up 28% of its $345M portfolio in Q4 2025.
  • LOM Asset Management opened 35 new positions and closed 5 in Q4 2025.
  • LOM Asset Management's portfolio value rose 5.3% quarter-over-quarter to $345M.

Based on LOM Asset Management's 13F filing for Q4 2025, filed 23 Jan 2026.