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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
+11.81%
1 Year Est. Return
+29.69%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$296M
AUM Growth
–
Cap. Flow
+$275M
Cap. Flow
% of AUM
93.16%
Top 10 Holdings %
Top 10 Hldgs %
27.02%
Holding
252
New
252
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$10.8M |
| 2 |
Microsoft
MSFT
|
+$9.95M |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$8.04M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$7.01M |
| 5 |
NVIDIA
NVDA
|
+$6.93M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 22.55% |
| 2 | Financials | 11.94% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Communication Services | 6.51% |
| 5 | Healthcare | 6.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
VSE Corp
VSEC
$5.45B
| $64K | 0.02% |
+490
| New | +$61.1K |
|
177
Bank of America
BAC
$435B
| $59K | 0.02% |
+1,250
| New | +$52.6K |
|
178
Crown Holdings
CCK
$12.8B
| $59K | 0.02% |
+570
| New | +$54.3K |
|
179
iShares Russell 1000 Value ETF
IWD
$82.2B
| $58K | 0.02% |
+300
| New | +$55.6K |
|
|
KE
180
Kimball Electronics
KE
$595M
| $58K | 0.02% |
+3,000
| New | +$50.2K |
|
181
iShares Global Industrials ETF
EXI
$1.42B
| $57K | 0.02% |
+343
| New | +$52.6K |
|
182
iShares MSCI Emerging Markets ETF
EEM
$28.8B
| $56K | 0.02% |
+1,150
| New | +$51.7K |
|
183
iShares Global Energy ETF
IXC
$2.79B
| $56K | 0.02% |
+1,430
| New | +$54.8K |
|
184
VanEck Semiconductor ETF
SMH
$65.2B
| $56K | 0.02% |
+200
| New | +$46.4K |
|
185
ICICI Bank
IBN
$108B
| $54K | 0.02% |
+1,600
| New | +$52.9K |
|
186
Twilio
TWLO
$30B
| $52K | 0.02% |
+420
| New | +$44.7K |
|
187
Marvell Technology
MRVL
$168B
| $50K | 0.02% |
+650
| New | +$40.6K |
|
188
Covenant Logistics
CVLG
$894M
| $48K | 0.02% |
+2,000
| New | +$43.3K |
|
189
Titan Machinery
TITN
$396M
| $48K | 0.02% |
+2,400
| New | +$43.9K |
|
190
Zimmer Biomet
ZBH
$18.2B
| $48K | 0.02% |
+530
| New | +$51.2K |
|
191
Boot Barn
BOOT
$4.51B
| $46K | 0.02% |
+300
| New | +$39.8K |
|
192
Shopify
SHOP
$152B
| $46K | 0.02% |
+400
| New | +$40K |
|
193
Vishay Precision Group
VPG
$1.22B
| $45K | 0.02% |
+1,600
| New | +$39.4K |
|
194
NACCO Industries
NC
$357M
| $44K | 0.01% |
+1,000
| New | +$36.2K |
|
195
Amphenol
APH
$198B
| $43K | 0.01% |
+430
| New | +$35.2K |
|
196
Intuit
INTU
$86.5B
| $43K | 0.01% |
+55
| New | +$37.2K |
|
|
FONR
197
DELISTED
Fonar
FONR
| $42K | 0.01% |
+2,800
| New | +$37.4K |
|
198
NWPX Infrastructure Inc
NWPX
$1.19B
| $41K | 0.01% |
+1,000
| New | +$40.2K |
|
199
Global X US Infrastructure Development ETF
PAVE
$13.9B
| $41K | 0.01% |
+940
| New | +$37.6K |
|
200
Natural Gas Services Group
NGS
$472M
| $40K | 0.01% |
+1,537
| New | +$34.5K |
|
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LOM Asset Management's Q2 2025 Portfolio in Review
Q2 2025 is the first quarter with a 13F filing on record for LOM Asset Management, which disclosed 252 positions worth $296M. Its ten largest holdings account for 27% of the portfolio.
Its largest position is Broadcom: 49,877 shares worth $13.7M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, followed by Financials and Consumer Discretionary.
- LOM Asset Management's largest Q2 2025 buy was Broadcom: 49,877 shares worth $13.7M.
- LOM Asset Management's ten largest holdings make up 27% of its $296M portfolio in Q2 2025.
- LOM Asset Management disclosed 252 positions in Q2 2025, its first 13F filing on record.
Based on LOM Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.