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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 | |
|---|---|---|---|---|---|---|
|
1
Broadcom
AVGO
$1.89T
| $13.7M | 4.65% |
+49,877
| New | +$10.8M |
|
|
2
Microsoft
MSFT
$2.9T
| $11.4M | 3.86% |
+22,913
| New | +$9.95M |
|
|
3
NVIDIA
NVDA
$5.14T
| $8.7M | 2.95% |
+55,093
| New | +$6.93M |
|
|
4
Alphabet (Google) Class C
GOOG
$4.17T
| $8.63M | 2.92% |
+48,635
| New | +$8.04M |
|
|
5
Vanguard S&P 500 ETF
VOO
$979B
| $7.57M | 2.56% |
+13,330
| New | +$7.01M |
|
6
Amazon
AMZN
$2.63T
| $6.68M | 2.26% |
+30,442
| New | +$6.02M |
|
7
JPMorgan Chase
JPM
$926B
| $6.23M | 2.11% |
+21,482
| New | +$5.48M |
|
8
Meta Platforms (Facebook)
META
$1.59T
| $6.13M | 2.07% |
+8,300
| New | +$5.13M |
|
9
Booking.com
BKNG
$138B
| $5.49M | 1.86% |
+23,700
| New | +$4.85M |
|
10
Analog Devices
ADI
$188B
| $5.29M | 1.79% |
+22,237
| New | +$4.63M |
|
11
Mastercard
MA
$470B
| $5.27M | 1.78% |
+9,373
| New | +$5.18M |
|
12
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $4.9M | 1.66% |
+86,014
| New | +$4.61M |
|
13
Visa
V
$672B
| $4.64M | 1.57% |
+13,058
| New | +$4.55M |
|
14
Berkshire Hathaway Class B
BRK.B
$1.06T
| $4.57M | 1.55% |
+9,415
| New | +$4.78M |
|
15
iShares Core S&P 500 ETF
IVV
$886B
| $4.43M | 1.5% |
+7,130
| New | +$4.09M |
|
16
Apple
AAPL
$4.79T
| $4.26M | 1.44% |
+20,768
| New | +$4.19M |
|
17
Home Depot
HD
$330B
| $4.23M | 1.43% |
+11,528
| New | +$4.17M |
|
18
Applied Materials
AMAT
$440B
| $4.09M | 1.38% |
+22,341
| New | +$3.54M |
|
19
State Street SPDR S&P 500 ETF Trust
SPY
$787B
| $3.83M | 1.3% |
+6,207
| New | +$3.55M |
|
|
FISV
20
Fiserv Inc
FISV
$26.8B
| $3.79M | 1.28% |
+21,998
| New | +$3.99M |
|
21
Honeywell
HON
$73.8B
| $3.72M | 1.26% |
+16,958
| New | +$3.43M |
|
22
Vanguard Small-Cap Value ETF
VBR
$37B
| $3.67M | 1.24% |
+18,840
| New | +$3.49M |
|
23
TJX Companies
TJX
$172B
| $3.65M | 1.23% |
+29,530
| New | +$3.75M |
|
24
Vanguard Dividend Appreciation ETF
VIG
$110B
| $3.16M | 1.07% |
+15,449
| New | +$2.99M |
|
25
Invesco QQQ Trust
QQQ
$469B
| $3.13M | 1.06% |
+5,679
| New | +$2.82M |
|
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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.