LAM GROUP, INC.
Filing Date
Global Rank
#7,918
/ 8,604
▲ 49
· as of Mar 2026
Top Industry
Drug Manufacturers - Specialty & Generic
35.3%
3Y Alpha vs SPY
-17.3%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+11.3%
SPY
+76.5%
Annualised alpha
-17.2%
Max drawdown
−29.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
48 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.8%
+0.1 pts
Top 5
68.4%
−5.1 pts
Top 10
89.0%
−8.3 pts
HHI
1,401
Diversified−203
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 51.5% | $7,708,569 |
| Healthcare | 18.7% | $2,803,009 |
| Technology | 10.5% | $1,576,995 |
| Financial Services | 6.6% | $991,216 |
| Communication Services | 5.0% | $746,629 |
| Consumer Cyclical | 3.4% | $505,282 |
| Industrials | 2.8% | $412,049 |
| Utilities | 1.0% | $147,455 |
| Consumer Defensive | 0.4% | $63,309 |
| Real Estate | 0.1% | $16,237 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | +163 | 1,075 | $397,932 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AMGN | Amgen Inc | 462 | $162,554 | |
| NRG | Nrg Energy, Inc. | 1,009 | $147,455 | |
| NFLX | Netflix Inc | 1,530 | $147,109 | |
| NTAP | NetApp, Inc. | 1,000 | $102,390 | |
| V | Visa Inc. | 300 | $90,672 | |
| NVDA | Nvidia Corp | 440 | $76,736 | |
| WFC | Wells Fargo & Company/Mn | 900 | $71,649 | |
| ABBV | AbbVie Inc. | 293 | $63,724 | |
| IBM | International Business Machines Corp | 202 | $48,962 | |
| PPLT | abrdn Platinum ETF Trust | 250 | $44,557 | |
| COST | Costco Wholesale Corp /New | 38 | $37,864 | |
| TSLA | Tesla, Inc. | 100 | $37,175 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 100 | $33,795 | |
| VZ | Verizon Communications Inc | 553 | $27,760 | |
| CAT | Caterpillar Inc | 37 | $26,213 | |
| WMT | Walmart Inc. | 183 | $22,743 | |
| AMD | Advanced Micro Devices Inc | 100 | $20,343 | |
| RYN | Rayonier Inc | 780 | $16,083 | |
| PFE | Pfizer Inc | 483 | $13,562 | |
| DIS | Walt Disney Co | 100 | $9,638 | |
| ROKU | Roku, Inc | 100 | $9,462 | |
| XYZ | Block, Inc. | 157 | $9,448 | |
| ETSY | Etsy Inc | 186 | $9,296 | |
| MCD | Mcdonalds Corp | 27 | $8,391 | |
| SHOP | Shopify Inc. | 50 | $5,931 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
48 positions ·
$14,970,750 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 7,475 | $4,314,420 | 28.82% | |
| AMPH |
Amphastar Pharmaceuticals, Inc.
Healthcare
|
Held | 130,800 | $2,562,372 | 17.12% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 2,000 | $1,300,680 | 8.69% | |
| GLD |
Spdr Gold Trust
|
Reduced | 2,755 | $1,185,448 | 7.92% | |
| AAPL |
Apple Inc.
Technology
|
Held | 3,458 | $877,605 | 5.86% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 1,400 | $863,464 | 5.77% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,721 | $824,703 | 5.51% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 958 | $548,100 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 2,140 | $445,697 | 2.98% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,075 | $397,932 | 2.66% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,926 | $383,331 | 2.56% | |
| AMGN |
Amgen Inc
Healthcare
|
NEW | 462 | $162,554 | 1.09% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
NEW | 1,009 | $147,455 | 0.98% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 1,530 | $147,109 | 0.98% | |
| NTAP |
NetApp, Inc.
Technology
|
NEW | 1,000 | $102,390 | 0.68% | |
| V |
Visa Inc.
Financial Services
|
NEW | 300 | $90,672 | 0.61% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 440 | $76,736 | 0.51% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
NEW | 900 | $71,649 | 0.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
NEW | 293 | $63,724 | 0.43% | |
| IBM |
International Business Machines Corp
Technology
|
NEW | 202 | $48,962 | 0.33% | |
| PPLT |
abrdn Platinum ETF Trust
|
NEW | 250 | $44,557 | 0.30% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
NEW | 38 | $37,864 | 0.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 100 | $37,175 | 0.25% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 100 | $33,795 | 0.23% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 553 | $27,760 | 0.19% | |
| CAT |
Caterpillar Inc
Industrials
|
NEW | 37 | $26,213 | 0.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 183 | $22,743 | 0.15% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 100 | $20,343 | 0.14% | |
| RYN |
Rayonier Inc
Real Estate
|
NEW | 780 | $16,083 | 0.11% | |
| PFE |
Pfizer Inc
Healthcare
|
NEW | 483 | $13,562 | 0.09% | |
| DIS |
Walt Disney Co
Communication Services
|
NEW | 100 | $9,638 | 0.06% | |
| ROKU |
Roku, Inc
Communication Services
|
NEW | 100 | $9,462 | 0.06% | |
| XYZ |
Block, Inc.
Technology
|
NEW | 157 | $9,448 | 0.06% | |
| ETSY |
Etsy Inc
Consumer Cyclical
|
NEW | 186 | $9,296 | 0.06% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
NEW | 27 | $8,391 | 0.06% | |
| SHOP |
Shopify Inc.
Technology
|
NEW | 50 | $5,931 | 0.04% | |
| CABO |
Cable One, Inc.
Communication Services
|
NEW | 50 | $4,560 | 0.03% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 86 | $4,192 | 0.03% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
NEW | 12 | $3,946 | 0.03% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
NEW | 42 | $3,258 | 0.02% | |
| HSY |
Hershey Co
Consumer Defensive
|
NEW | 13 | $2,702 | 0.02% | |
| VRT |
Vertiv Holdings Co
Industrials
|
NEW | 10 | $2,505 | 0.02% | |
| VTRS |
Viatris Inc
Healthcare
|
NEW | 59 | $797 | 0.01% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
NEW | 40 | $524 | 0.00% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
NEW | 4 | $501 | 0.00% | |
| GME |
GameStop Corp.
Consumer Cyclical
|
NEW | 12 | $276 | 0.00% | |
| ARL |
American Realty Investors Inc
Real Estate
|
NEW | 10 | $154 | 0.00% | |
| UBER |
Uber Technologies, Inc
Technology
|
NEW | 1 | $71 | 0.00% |