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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
AMT icon
151
American Tower
AMT
$80.6B
$181K 0.06%
942
+129
+16% +$26.9K
XLK icon
152
State Street Technology Select Sector SPDR ETF
XLK
$117B
$180K 0.05%
1,280
-130
-9% -$17.2K
DEO icon
153
Diageo
DEO
$49.2B
$162K 0.05%
1,700
– –
JPEM icon
154
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$390M
$157K 0.05%
2,655
+2,070
+354% +$120K
BBY icon
155
Best Buy
BBY
$18B
$151K 0.05%
2,000
– –
IEV icon
156
iShares Europe ETF
IEV
$1.67B
$150K 0.05%
2,285
– –
DXJ icon
157
WisdomTree Japan Hedged Equity Fund
DXJ
$7.06B
$146K 0.04%
1,140
– –
AMD icon
158
Advanced Micro Devices
AMD
$790B
$133K 0.04%
820
– –
VFH icon
159
Vanguard Financials ETF
VFH
$13.6B
$116K 0.04%
882
– –
VNQ icon
160
Vanguard Real Estate ETF
VNQ
$39.3B
$116K 0.04%
1,272
-625
-33% -$56.7K
XOP icon
161
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.68B
$116K 0.04%
880
– –
SONY icon
162
Sony
SONY
$133B
$115K 0.04%
4,000
– –
IBB icon
163
iShares Biotechnology ETF
IBB
$9.18B
$113K 0.03%
780
– –
DFSV
164
Dimensional US Small Cap Value ETF
DFSV
$8.3B
$111K 0.03%
3,500
– –
MCHI icon
165
iShares MSCI China ETF
MCHI
$6.31B
$107K 0.03%
+1,620
New +$97.1K
P
166
Everpure Inc
P
$26.6B
$101K 0.03%
1,200
– –
KE
167
Kimball Electronics
KE
$619M
$90K 0.03%
3,000
– –
NSC icon
168
Norfolk Southern
NSC
$75.6B
$87K 0.03%
290
-35
-11% -$9.72K
XT icon
169
iShares Future Exponential Technologies ETF
XT
$3.85B
$86K 0.03%
1,200
– –
EEM icon
170
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$83K 0.03%
1,550
+400
+35% +$20.1K
DIA icon
171
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.7B
$81K 0.02%
175
-10
-5% -$4.51K
IGV icon
172
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$81K 0.02%
700
– –
VSEC icon
173
VSE Corp
VSEC
$5.81B
$81K 0.02%
490
– –
EIX icon
174
Edison International
EIX
$27.5B
$74K 0.02%
1,335
-1,260
-49% -$68K
DEM icon
175
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.92B
$73K 0.02%
1,585
– –
5 6
7
8 9

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FFA
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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.