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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
SNPS icon
126
Synopsys
SNPS
$77.3B
$498K 0.14%
1,060
– –
COP icon
127
ConocoPhillips
COP
$144B
$497K 0.14%
5,313
+215
+4% +$19.4K
NI icon
128
NiSource
NI
$21.3B
$491K 0.14%
11,769
+208
+2% +$8.89K
CEG icon
129
Constellation Energy
CEG
$95.4B
$447K 0.13%
1,265
-20
-2% -$7.27K
VWO icon
130
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$411K 0.12%
7,640
+2,300
+43% +$125K
PYPL icon
131
PayPal
PYPL
$50.1B
$409K 0.12%
+7,000
New +$454K
KXI icon
132
iShares Global Consumer Staples ETF
KXI
$1.06B
$388K 0.11%
6,000
– –
SCHE icon
133
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$373K 0.11%
11,400
+3,400
+43% +$113K
DES icon
134
WisdomTree US SmallCap Dividend Fund
DES
$2.23B
$368K 0.11%
11,000
– –
EXC icon
135
Exelon
EXC
$47.2B
$357K 0.1%
8,200
– –
VZ icon
136
Verizon
VZ
$195B
$353K 0.1%
8,671
+181
+2% +$7.34K
TD icon
137
Toronto Dominion Bank
TD
$197B
$353K 0.1%
+3,042
New +$257K
KMB icon
138
Kimberly-Clark
KMB
$37B
$326K 0.09%
3,233
-95
-3% -$10.4K
NEM icon
139
Newmont
NEM
$103B
$320K 0.09%
3,200
– –
BDX icon
140
Becton Dickinson
BDX
$46.9B
$304K 0.09%
1,566
-1,995
-56% -$380K
DIVI icon
141
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.74B
$291K 0.08%
7,488
-87
-1% -$3.32K
GIS icon
142
General Mills
GIS
$19.3B
$289K 0.08%
6,220
-872
-12% -$41.4K
TXN icon
143
Texas Instruments
TXN
$259B
$287K 0.08%
1,655
– –
SO icon
144
Southern Company
SO
$107B
$280K 0.08%
3,215
– –
RZV icon
145
Invesco S&P SmallCap 600 Pure Value ETF
RZV
$304M
$274K 0.08%
2,300
+395
+21% +$46.7K
BNY
146
Bank of New York Mellon
BNY
$106B
$268K 0.08%
2,310
-20
-0.9% -$2.21K
VHT icon
147
Vanguard Health Care ETF
VHT
$18.2B
$252K 0.07%
876
– –
FE icon
148
FirstEnergy
FE
$27.9B
$241K 0.07%
5,390
– –
SCHD icon
149
Schwab US Dividend Equity ETF
SCHD
$105B
$232K 0.07%
8,470
-170
-2% -$4.62K
TSLA icon
150
Tesla
TSLA
$1.29T
$220K 0.06%
490
-35
-7% -$15.5K
4 5
6
7 8

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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.