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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
NC icon
201
NACCO Industries
NC
$363M
$42K 0.01%
1,000
– –
TWLO icon
202
Twilio
TWLO
$30B
$42K 0.01%
420
– –
CMT icon
203
Core Molding Technologies
CMT
$222M
$41K 0.01%
2,000
– –
EWY icon
204
iShares MSCI South Korea ETF
EWY
$24.5B
$41K 0.01%
510
– –
SNOW icon
205
Snowflake
SNOW
$110B
$41K 0.01%
180
– –
DELL icon
206
Dell
DELL
$295B
$38K 0.01%
265
– –
INTU icon
207
Intuit
INTU
$87.5B
$38K 0.01%
55
– –
CTGO icon
208
Contango Silver & Gold Inc
CTGO
$555M
$37K 0.01%
1,487
– –
NWPX icon
209
NWPX Infrastructure Inc
NWPX
$1.24B
$37K 0.01%
700
-300
-30% -$14.3K
BABA icon
210
Alibaba
BABA
$309B
$36K 0.01%
200
– –
BOOM icon
211
DMC Global
BOOM
$150M
$36K 0.01%
4,300
– –
PLTR icon
212
Palantir
PLTR
$380B
$36K 0.01%
200
– –
ROBO icon
213
ROBO Global Robotics & Automation Index ETF
ROBO
$2.08B
$36K 0.01%
550
– –
SE icon
214
Sea Limited
SE
$68.3B
$36K 0.01%
200
– –
NTES icon
215
NetEase
NTES
$83.2B
$35K 0.01%
230
– –
EMR icon
216
Emerson Electric
EMR
$86B
$34K 0.01%
260
– –
TMDX icon
217
Transmedics
TMDX
$2.78B
$34K 0.01%
+300
New +$35.1K
WEC icon
218
WEC Energy
WEC
$35.3B
$33K 0.01%
285
+20
+8% +$2.17K
BZH icon
219
Beazer Homes USA
BZH
$897M
$32K 0.01%
1,300
– –
C icon
220
Citigroup
C
$231B
$30K 0.01%
300
– –
COO icon
221
Cooper Companies
COO
$14.4B
$30K 0.01%
440
– –
MG icon
222
Mistras Group
MG
$504M
$30K 0.01%
3,000
– –
BP icon
223
BP
BP
$110B
$28K 0.01%
810
– –
KWEB icon
224
KraneShares CSI China Internet ETF
KWEB
$5.68B
$28K 0.01%
670
– –
EBF icon
225
Ennis
EBF
$561M
$27K 0.01%
1,500
– –
7 8
9
10 11

Similar funds

AWA
Argos Wealth Advisors Sacramento, California $348M AUM
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
1CP
11 Capital Partners Darien, Connecticut $348M AUM 19.84% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
EPW
Endeavor Private Wealth Topeka, Kansas $349M AUM 16.45% 1-Year Est. Return
WC
Winmill & Co Rochester, New York $347M AUM 37.48% 1-Year Est. Return
FFA
Fi3 Financial Advisors Indianapolis, Indiana $346M AUM 25.49% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return

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.