LAM GROUP, INC.

CIK

1961944

Location

LAKE OSWEGO, OR

Portfolio Value

Micro $17,564,397

Diversification

Diversified

Filing Date

Global Rank

#3,813 / 4,286 ▲ 3417

Top Industry

Drug Manufacturers - Specialty & Generic 31.0%

3Y Alpha vs SPY

-14.1%

Period ended 38 days ago

Filed Jul 10, 2026 · 28d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+20.5%

SPY

+77.0%

Annualised alpha

-14.6%

Max drawdown

−22.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

51 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

31.3%

−15.1 pts

Top 5

66.6%

−13.4 pts

Top 10

88.3%

−4.5 pts

HHI

1,462

Diversified−1,096

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	51.5%	$9,053,926	5
Healthcare	16.5%	$2,893,139	5
Technology	14.4%	$2,532,537	13
Financial Services	5.9%	$1,043,374	4
Communication Services	4.0%	$698,381	6
Consumer Cyclical	3.8%	$660,623	9
Industrials	2.6%	$459,670	3
Utilities	0.8%	$147,374	1
Consumer Defensive	0.3%	$58,553	3
Real Estate	0.1%	$16,820	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
PPLT	abrdn Platinum ETF Trust	+2,250	2,500	$35,325
MSFT	Microsoft Corp	+1,380	2,455	$915,764
NVDA	Nvidia Corp	+367	807	$161,472
TSLA	Tesla, Inc.	+190	290	$121,974
AAPL	Apple Inc.	+90	3,548	$1,026,649
AMD	Advanced Micro Devices Inc	+72	172	$99,916
SPY	Spdr S&P 500 ETF Trust	+28	2,028	$1,514,449
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	397	$46,317
QS	QuantumScape Corp	200	$1,512
RIVN	Rivian Automotive, Inc. / DE	52	$902
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
GLDM	World Gold Trust	139,375	$12,918,668
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

51 tracked positions · $17,564,397 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 51 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Held	7,475	0	$5,504,590	+27.6%	31.34%
AMPH	Amphastar Pharmaceuticals, Inc. Healthcare	Held	130,800	0	$2,639,544	+3.0%	15.03%
SPY	Spdr S&P 500 ETF Trust	Added	2,028	+28	$1,514,449	+16.4%	8.62%
AAPL	Apple Inc. Technology	Added	3,548	+90	$1,026,649	+17.0%	5.85%
GLD	Spdr Gold Trust	Held	2,755	0	$1,014,886	−14.4%	5.78%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	1,400	0	$984,676	+14.0%	5.61%
MSFT	Microsoft Corp Technology	Added	2,455	+1,380	$915,764	+130.1%	5.21%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,721	0	$861,171	+4.4%	4.90%
META	Meta Platforms, Inc. Communication Services	Held	958	0	$539,631	−1.5%	3.07%
AMZN	Amazon Com Inc Consumer Cyclical	Held	2,140	0	$510,047	+14.4%	2.90%
BA	Boeing Co Industrials	Held	1,926	0	$416,921	+8.8%	2.37%
AMGN	Amgen Inc Healthcare	Held	462	0	$167,299	+2.9%	0.95%
NVDA	Nvidia Corp Technology	Added	807	+367	$161,472	+110.4%	0.92%
NTAP	NetApp, Inc. Technology	Held	1,000	0	$154,760	+51.1%	0.88%
NRG	Nrg Energy, Inc. Utilities	Held	1,009	0	$147,374	−0.1%	0.84%
TSLA	Tesla, Inc. Consumer Cyclical	Added	290	+190	$121,974	+228.1%	0.69%
NFLX	Netflix Inc Communication Services	Held	1,530	0	$109,242	−25.7%	0.62%
V	Visa Inc. Financial Services	Held	300	0	$102,927	+13.5%	0.59%
AMD	Advanced Micro Devices Inc Technology	Added	172	+72	$99,916	+391.2%	0.57%
WFC	Wells Fargo & Company/Mn Financial Services	Held	900	0	$74,376	+3.8%	0.42%
ABBV	AbbVie Inc. Healthcare	Held	293	0	$73,730	+15.7%	0.42%
IBM	International Business Machines Corp Technology	Held	202	0	$56,804	+16.0%	0.32%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	100	0	$47,757	+41.3%	0.27%
PLTR	Palantir Technologies Inc. Technology	NEW	397	NEW	$46,317	NEW	0.26%
CAT	Caterpillar Inc Industrials	Held	37	0	$39,401	+50.3%	0.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	38	0	$35,547	−6.1%	0.20%
PPLT	abrdn Platinum ETF Trust	Added	2,500	+2,250	$35,325	—	0.20%
VZ	Verizon Communications Inc Communication Services	Held	553	0	$23,414	−15.7%	0.13%
WMT	Walmart Inc. Consumer Defensive	Held	183	0	$20,726	−8.9%	0.12%
RYN	Rayonier Inc Real Estate	Held	780	0	$16,598	+3.2%	0.09%
ETSY	Etsy Inc Consumer Cyclical	Held	186	0	$14,011	+50.7%	0.08%
ROKU	Roku, Inc Communication Services	Held	100	0	$13,814	+46.0%	0.08%
XYZ	Block, Inc. Technology	Held	157	0	$11,932	+26.3%	0.07%
PFE	Pfizer Inc Healthcare	Held	483	0	$11,630	−14.2%	0.07%
DIS	Walt Disney Co Communication Services	Held	100	0	$9,625	−0.1%	0.05%
MCD	Mcdonalds Corp Consumer Cyclical	Held	27	0	$7,298	−13.0%	0.04%
SHOP	Shopify Inc. Technology	Held	50	0	$5,709	−3.7%	0.03%
CSCO	Cisco Systems, Inc. Technology	Held	42	0	$4,933	+51.4%	0.03%
BAC	Bank Of America Corp /De/ Financial Services	Held	86	0	$4,900	+16.9%	0.03%
HD	Home Depot, Inc. Consumer Cyclical	Held	12	0	$4,232	+7.2%	0.02%
VRT	Vertiv Holdings Co Industrials	Held	10	0	$3,348	+33.7%	0.02%
CABO	Cable One, Inc. Communication Services	Held	50	0	$2,655	−41.8%	0.02%
HSY	Hershey Co Consumer Defensive	Held	13	0	$2,280	−15.6%	0.01%
QS	QuantumScape Corp Consumer Cyclical	NEW	200	NEW	$1,512	NEW	0.01%
VTRS	Viatris Inc Healthcare	Held	59	0	$936	+17.4%	0.01%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	NEW	52	NEW	$902	NEW	0.01%
KD	Kyndryl Holdings, Inc. Technology	Held	40	0	$452	−13.7%	0.00%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	4	0	$383	−23.6%	0.00%
GME	GameStop Corp. Consumer Cyclical	Held	12	0	$264	−4.3%	0.00%
ARL	American Realty Investors Inc Real Estate	Held	10	0	$222	+44.2%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.