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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
+8.77%
1 Year Est. Return
+44.05%
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
OMC icon
126
Omnicom Group
OMC
$22.4B
$438K 0.13%
5,374
– –
CEG icon
127
Constellation Energy
CEG
$97.7B
$423K 0.13%
1,285
– –
KMB icon
128
Kimberly-Clark
KMB
$35.7B
$414K 0.13%
3,328
-40
-1% -$5.17K
KXI icon
129
iShares Global Consumer Staples ETF
KXI
$1.06B
$386K 0.12%
6,000
– –
NEM icon
130
Newmont
NEM
$103B
$375K 0.11%
+3,200
New +$223K
VZ icon
131
Verizon
VZ
$195B
$373K 0.11%
8,490
+395
+5% +$17.1K
DES icon
132
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
$370K 0.11%
11,000
– –
EXC icon
133
Exelon
EXC
$47B
$369K 0.11%
8,200
-450
-5% -$19.8K
GIS icon
134
General Mills
GIS
$19.2B
$358K 0.11%
7,092
– –
SO icon
135
Southern Company
SO
$107B
$305K 0.09%
3,215
-50
-2% -$4.67K
TXN icon
136
Texas Instruments
TXN
$246B
$304K 0.09%
1,655
– –
VWO icon
137
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$289K 0.09%
5,340
+2,940
+123% +$151K
DIVI icon
138
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.74B
$283K 0.09%
7,575
+420
+6% +$15.3K
CPRT icon
139
Copart
CPRT
$27.2B
$270K 0.08%
6,000
-4,000
-40% -$189K
SCHE icon
140
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$267K 0.08%
8,000
+5,590
+232% +$176K
INDA icon
141
iShares MSCI India ETF
INDA
$6.65B
$265K 0.08%
5,093
– –
CMCSA icon
142
Comcast
CMCSA
$87.2B
$264K 0.08%
8,405
-830
-9% -$27.8K
BNY
143
Bank of New York Mellon
BNY
$106B
$254K 0.08%
2,330
-50
-2% -$5.1K
FE icon
144
FirstEnergy
FE
$28B
$247K 0.08%
5,390
-2,000
-27% -$85.4K
SCHD icon
145
Schwab US Dividend Equity ETF
SCHD
$105B
$236K 0.07%
8,640
+890
+11% +$24.3K
TSLA icon
146
Tesla
TSLA
$1.29T
$233K 0.07%
525
-30
-5% -$10.4K
VHT icon
147
Vanguard Health Care ETF
VHT
$18.2B
$227K 0.07%
876
– –
RZV icon
148
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$304M
$225K 0.07%
1,905
– –
LOW icon
149
Lowe's Companies
LOW
$119B
$216K 0.07%
860
-105
-11% -$25.8K
XLV icon
150
State Street Health Care Select Sector SPDR ETF
XLV
$41.8B
$186K 0.06%
1,335
– –
4 5
6
7 8

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THC
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PFPGI
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SCP
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VI
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GA
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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.