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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
VWO icon
126
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$517K 0.15%
9,565
+1,925
+25% +$108K
ELV icon
127
Elevance Health
ELV
$85.3B
$477K 0.14%
1,631
-250
-13% -$82.2K
BSX icon
128
Boston Scientific
BSX
$64.2B
$473K 0.14%
+7,530
New +$602K
SCHE icon
129
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$472K 0.14%
14,335
+2,935
+26% +$100K
VEEV icon
130
Veeva Systems
VEEV
$30.7B
$448K 0.13%
2,550
– –
VZ icon
131
Verizon
VZ
$183B
$440K 0.13%
8,761
+90
+1% +$4.17K
SNPS icon
132
Synopsys
SNPS
$74.5B
$426K 0.12%
1,075
+15
+1% +$6.78K
BDX icon
133
Becton Dickinson
BDX
$42.4B
$403K 0.12%
2,566
+1,000
+64% +$184K
KXI icon
134
iShares Global Consumer Staples ETF
KXI
$1.04B
$402K 0.12%
6,000
– –
EXC icon
135
Exelon
EXC
$47B
$402K 0.12%
8,200
– –
DES icon
136
WisdomTree US SmallCap Dividend Fund
DES
$2.2B
$395K 0.11%
11,000
– –
CEG icon
137
Constellation Energy
CEG
$93.6B
$353K 0.1%
1,265
– –
TD icon
138
Toronto Dominion Bank
TD
$199B
$353K 0.1%
3,042
– –
TXN icon
139
Texas Instruments
TXN
$265B
$321K 0.09%
1,655
– –
DIVI icon
140
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.65B
$320K 0.09%
8,048
+560
+7% +$22.8K
KMB icon
141
Kimberly-Clark
KMB
$35.9B
$316K 0.09%
3,278
+45
+1% +$4.61K
SO icon
142
Southern Company
SO
$106B
$301K 0.09%
3,115
-100
-3% -$9.25K
SCHD icon
143
Schwab US Dividend Equity ETF
SCHD
$100B
$297K 0.09%
9,680
+1,210
+14% +$36.7K
RZV icon
144
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$294M
$286K 0.08%
2,300
– –
BNY
145
Bank of New York Mellon
BNY
$109B
$274K 0.08%
2,310
– –
FE icon
146
FirstEnergy
FE
$28B
$273K 0.08%
5,390
– –
JPEM icon
147
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$383M
$264K 0.08%
4,255
+1,200
+39% +$76.5K
VHT icon
148
Vanguard Health Care ETF
VHT
$18B
$239K 0.07%
876
– –
GIS icon
149
General Mills
GIS
$19.8B
$232K 0.07%
6,220
– –
VTWV icon
150
Vanguard Russell 2000 Value ETF
VTWV
$1.3B
$228K 0.07%
1,362
– –
4 5
6
7 8

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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.