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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
+4.7%
1 Year Est. Return
+29.69%
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
EEM icon
176
iShares MSCI Emerging Markets ETF
EEM
$29.3B
$112K 0.03%
2,050
+500
+32% +$27.2K
SONY icon
177
Sony
SONY
$131B
$102K 0.03%
4,000
– –
PAAS icon
178
Pan American Silver
PAAS
$19B
$102K 0.03%
+1,438
New +$60.2K
TRP icon
179
TC Energy
TRP
$68.4B
$102K 0.03%
+1,350
New +$72K
MCHI icon
180
iShares MSCI China ETF
MCHI
$6.27B
$97.3K 0.03%
1,620
– –
VSEC icon
181
VSE Corp
VSEC
$5.91B
$84.7K 0.02%
490
– –
DIA icon
182
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.3B
$84.1K 0.02%
175
– –
NSC icon
183
Norfolk Southern
NSC
$75.1B
$83.7K 0.02%
290
– –
KE
184
Kimball Electronics
KE
$631M
$83.5K 0.02%
3,000
– –
SHOP icon
185
Shopify
SHOP
$155B
$80.5K 0.02%
+500
New +$80.3K
P
186
Everpure Inc
P
$27.2B
$80.4K 0.02%
1,200
– –
ZBH icon
187
Zimmer Biomet
ZBH
$18.4B
$74.6K 0.02%
830
+147
+22% +$13.9K
DEM icon
188
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.94B
$74K 0.02%
1,585
– –
SLF icon
189
Sun Life Financial
SLF
$45.5B
$72.8K 0.02%
+850
New +$51.4K
SMH icon
190
VanEck Semiconductor ETF
SMH
$71.2B
$72K 0.02%
200
– –
EMA
191
Emera Inc
EMA
$16B
$69.7K 0.02%
+1,030
New +$49.8K
BAC icon
192
Bank of America
BAC
$438B
$68.8K 0.02%
1,250
– –
APH icon
193
Amphenol
APH
$206B
$67.6K 0.02%
500
+70
+16% +$9.36K
IAG icon
194
IAMGOLD
IAG
$8.7B
$66.9K 0.02%
+2,954
New +$41.6K
NVS icon
195
Novartis
NVS
$293B
$65.5K 0.02%
475
– –
SOLS
196
Solstice Advanced Materials
SOLS
$10.1B
$64.3K 0.02%
+1,323
New +$62.3K
CRWD icon
197
CrowdStrike
CRWD
$211B
$63.3K 0.02%
540
– –
IWD icon
198
iShares Russell 1000 Value ETF
IWD
$82.3B
$63.1K 0.02%
300
– –
VPG icon
199
Vishay Precision Group
VPG
$1.3B
$61.6K 0.02%
1,600
– –
EXI icon
200
iShares Global Industrials ETF
EXI
$1.46B
$60.1K 0.02%
343
– –
6 7
8
9 10

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1CP
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NC
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EPW
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WC
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FFA
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KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

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.