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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
UPS icon
176
United Parcel Service
UPS
$92.7B
$67K 0.02%
801
-1,676
-68% -$152K
ZBH icon
177
Zimmer Biomet
ZBH
$18.5B
$67K 0.02%
683
+153
+29% +$15.2K
CRWD icon
178
CrowdStrike
CRWD
$215B
$66K 0.02%
540
– –
SMH icon
179
VanEck Semiconductor ETF
SMH
$72.3B
$65K 0.02%
200
– –
BAC icon
180
Bank of America
BAC
$440B
$64K 0.02%
1,250
– –
IWD icon
181
iShares Russell 1000 Value ETF
IWD
$83.4B
$61K 0.02%
300
– –
NVS icon
182
Novartis
NVS
$291B
$61K 0.02%
+475
New +$58K
IXC icon
183
iShares Global Energy ETF
IXC
$2.8B
$60K 0.02%
1,430
– –
EXI icon
184
iShares Global Industrials ETF
EXI
$1.48B
$59K 0.02%
343
– –
FTNT icon
185
Fortinet
FTNT
$123B
$59K 0.02%
700
– –
CCK icon
186
Crown Holdings
CCK
$13.2B
$55K 0.02%
570
– –
MRVL icon
187
Marvell Technology
MRVL
$196B
$55K 0.02%
650
– –
APH icon
188
Amphenol
APH
$211B
$53K 0.02%
430
– –
VPG icon
189
Vishay Precision Group
VPG
$1.34B
$51K 0.02%
1,600
– –
IBN icon
190
ICICI Bank
IBN
$109B
$48K 0.01%
1,600
– –
ANET icon
191
Arista Networks
ANET
$240B
$47K 0.01%
320
– –
RGS icon
192
Regis Corp
RGS
$66.2M
$47K 0.01%
1,600
– –
FRD icon
193
Friedman Industries
FRD
$255M
$46K 0.01%
2,097
– –
EELV icon
194
Invesco S&P Emerging Markets Low Volatility ETF
EELV
$429M
$45K 0.01%
1,700
+400
+31% +$10.5K
PAVE icon
195
Global X US Infrastructure Development ETF
PAVE
$15.1B
$45K 0.01%
940
– –
RCKY icon
196
Rocky Brands
RCKY
$378M
$45K 0.01%
1,500
– –
VEEV icon
197
Veeva Systems
VEEV
$34.4B
$45K 0.01%
+150
New +$42.2K
CVLG icon
198
Covenant Logistics
CVLG
$912M
$43K 0.01%
2,000
– –
NGS icon
199
Natural Gas Services Group
NGS
$479M
$43K 0.01%
1,537
– –
FONR
200
DELISTED
Fonar
FONR
$42K 0.01%
2,800
– –
6 7
8
9 10

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DAM
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THC
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PFPGI
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SCP
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GAG
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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.