LOM Asset Management Ltd
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 52.9%; sector active share 11.8% against the combined 13F book's sector weights.
Over time 5 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
279 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.7% | $102,624,781 |
| Unclassified | 22.5% | $86,721,308 |
| Financial Services | 11.1% | $42,876,766 |
| Consumer Cyclical | 7.6% | $29,092,591 |
| Communication Services | 7.0% | $26,944,860 |
| Healthcare | 6.3% | $24,146,141 |
| Industrials | 6.2% | $23,727,491 |
| Consumer Defensive | 3.7% | $14,080,927 |
| Utilities | 3.6% | $14,035,915 |
| Energy | 2.7% | $10,530,507 |
| Basic Materials | 2.6% | $9,966,712 |
| Real Estate | 0.1% | $206,784 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +65,102 | 81,234 | $2,226,623 | ||
| BKNG | Booking Holdings Inc. | +28,470 | 29,622 | $5,279,825 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +23,411 | 26,816 | $3,205,048 | |
| VO | VANGUARD MID-CAP INDEX FUND | +18,959 | 24,873 | $2,004,017 | |
| IHI | iShares U.S. Medical Devices ETF | +11,180 | 26,120 | $1,290,589 | |
| WEC | Wec Energy Group, Inc. | +9,246 | 9,451 | $1,103,593 | |
| DFSV | Dimensional US Small Cap Value ETF | +7,900 | 12,000 | $465,480 | |
| NFLX | Netflix Inc | +5,896 | 38,732 | $2,765,464 | |
| VZ | Verizon Communications Inc | +5,462 | 14,223 | $602,201 | |
| ICE | Intercontinental Exchange, Inc. | +5,454 | 18,779 | $2,311,882 | |
| IGV | iShares Expanded Tech-Software Sector ETF | +5,415 | 8,245 | $746,997 | |
| DES | WisdomTree U.S. SmallCap Dividend Fund | +5,200 | 16,200 | $659,016 | |
| AMPY | Amplify Energy Corp. | +4,000 | 9,000 | $35,820 | |
| NEM | NEWMONT Corp | +4,000 | 14,200 | $1,326,280 | |
| RTX | RTX Corp | +3,517 | 21,846 | $4,144,841 | |
| IJR | iShares Core S&P Small-Cap ETF | +3,477 | 23,703 | $3,515,391 | |
| PG | PROCTER & GAMBLE Co | +2,947 | 26,626 | $3,904,436 | |
| AAPL | Apple Inc. | +2,795 | 24,030 | $6,953,320 | |
| — | +2,700 | 3,050 | $470,493 | ||
| NGG | National Grid PLC | +2,655 | 15,904 | $1,317,964 | |
| KO | Coca Cola Co | +2,654 | 36,080 | $2,932,221 | |
| ELAN | Elanco Animal Health Inc | +1,875 | 11,126 | $273,810 | |
| ROL | Rollins Inc | +1,793 | 3,533 | $147,467 | |
| SCHW | Schwab Charles Corp | +1,510 | 25,121 | $2,317,914 | |
| IXG | iShares Global Financials ETF | +1,461 | 11,891 | $1,480,548 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | −21,375 | 91,372 | $6,510,255 | |
| RPV | Invesco S&P 500 Pure Value ETF | −14,475 | 11,535 | $1,312,913 | |
| HON | Honeywell International Inc | −8,417 | 9,081 | $2,033,235 | |
| IJH | iShares Core S&P Mid-Cap ETF | −7,060 | 48,714 | $3,756,336 | |
| GIS | General Mills Inc | −6,065 | 155 | $5,394 | |
| PFF | iShares Preferred and Income Securities ETF | −6,000 | 20,680 | $630,533 | |
| VOO | VANGUARD 500 INDEX FUND | −5,962 | 7,035 | $4,831,708 | |
| IVV | iShares Core S&P 500 ETF | −5,602 | 1,263 | $945,848 | |
| VIG | Vanguard Specialized Funds | −4,722 | 8,765 | $2,073,974 | |
| CSCO | Cisco Systems, Inc. | −4,204 | 6,537 | $767,836 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | −3,488 | 16,392 | $3,983,092 | |
| MU | Micron Technology Inc | −2,335 | 9,168 | $10,582,530 | |
| IQV | Iqvia Holdings Inc. | −2,117 | 5,990 | $1,157,387 | |
| TD | Toronto Dominion Bank | −1,935 | 1,107 | $134,423 | |
| ORLY | O Reilly Automotive Inc | −1,607 | 26,589 | $2,448,581 | |
| ETR | Entergy Corp | −1,605 | 24,721 | $2,839,454 | |
| BX | Blackstone Inc. | −1,576 | 3,279 | $385,839 | |
| AVGO | Broadcom Inc. | −1,358 | 42,601 | $16,092,527 | |
| PEP | Pepsico Inc | −1,199 | 14,920 | $2,020,168 | |
| BNS | Bank Of Nova Scotia | −1,168 | 102 | $8,857 | |
| SCHE | Schwab Emerging Markets Equity ETF | −1,100 | 13,235 | $479,901 | |
| FISV | Fiserv Inc | −1,066 | 2,415 | $118,455 | |
| TFC | Truist Financial Corp | −1,037 | 30,478 | $1,518,413 | |
| CAT | Caterpillar Inc | −985 | 4,531 | $4,825,061 | |
| GOOG | Alphabet Inc. | −900 | 46,214 | $16,328,792 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 9,081 | $2,007,627 | |
| OIH | VanEck Oil Services ETF | 1,000 | $372,030 | |
| EWT | iShares MSCI Taiwan ETF | 2,550 | $276,955 | |
| SYK | Stryker Corp | 180 | $56,671 | |
| YOU | Clear Secure, Inc. | 800 | $44,584 | |
| JD | JD.com, Inc. | 1,400 | $35,672 | |
| USNA | Usana Health Sciences Inc | 1,600 | $34,160 | |
| CMCO | Columbus Mckinnon Corp | 2,150 | $32,529 | |
| SKM | Sk Telecom Co Ltd | 1,000 | $32,160 | |
| ASTS | AST SpaceMobile, Inc. | 350 | $31,101 | |
| MHH | Mastech Digital, Inc. | 4,000 | $30,920 | |
| HDSN | Hudson Technologies Inc | 5,300 | $30,422 | |
| KGEI | Kolibri Global Energy Inc. | 6,000 | $29,880 | |
| IDV | iShares International Select Dividend ETF | 337 | $13,961 | |
| GLW | Corning Inc | 50 | $12,771 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IAU | Ishares Gold Trust | 31,500 | $2,777,040 | |
| DBC | Invesco DB Commodity Index Tracking Fund | 58,700 | $1,699,365 | |
| RSP | Victory Portfolios II | 7,040 | $1,351,116 | |
| SONY | Sony Group Corp | 4,000 | $82,800 | |
| CCK | Crown Holdings, Inc. | 570 | $57,142 | |
| — | 2,800 | $51,968 | ||
| EMR | Emerson Electric Co | 260 | $34,065 | |
| PBE | Victory Portfolios II | 300 | $23,754 | |
| XYZ | Block, Inc. | 340 | $20,461 | |
| ZTS | Zoetis Inc. | 130 | $15,367 | |
| COO | Cooper Companies, Inc. | 200 | $14,300 | |
| INFY | Infosys Ltd | 1,000 | $13,510 | |
| WAT | Waters Corp | 29 | $8,636 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMAT |
Applied Materials Inc
Technology
|
Reduced | 22,964 | $16,602,972 | 4.31% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 46,214 | $16,328,792 | 4.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 42,601 | $16,092,527 | 4.18% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 59,414 | $11,888,147 | 3.09% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 9,168 | $10,582,530 | 2.75% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 22,410 | $8,900,579 | 2.31% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,651 | $8,822,296 | 2.29% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 34,686 | $8,267,061 | 2.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 21,938 | $7,180,965 | 1.87% | |
| AAPL |
Apple Inc.
Technology
|
Added | 24,030 | $6,953,320 | 1.81% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Reduced | 91,372 | $6,510,255 | 1.69% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 12,650 | $5,481,624 | 1.42% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 29,622 | $5,279,825 | 1.37% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 10,074 | $5,174,006 | 1.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 10,311 | $5,159,521 | 1.34% | |
| V |
Visa Inc.
Financial Services
|
Added | 14,953 | $5,130,224 | 1.33% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 8,805 | $4,959,768 | 1.29% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 6,587 | $4,850,666 | 1.26% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 7,035 | $4,831,708 | 1.26% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 4,531 | $4,825,061 | 1.25% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 30,895 | $4,680,592 | 1.22% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 5,939 | $4,435,067 | 1.15% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 12,085 | $4,262,137 | 1.11% | |
| RTX |
RTX Corp
Industrials
|
Added | 21,846 | $4,144,841 | 1.08% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Reduced | 16,392 | $3,983,092 | 1.03% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 26,626 | $3,904,436 | 1.01% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 18,511 | $3,869,539 | 1.01% | |
| CVX |
Chevron Corp
Energy
|
Added | 23,041 | $3,819,276 | 0.99% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 48,714 | $3,756,336 | 0.98% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 12,921 | $3,656,384 | 0.95% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 57,873 | $3,639,632 | 0.95% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 67,552 | $3,587,686 | 0.93% | |
| IJR |
iShares Core S&P Small-Cap ETF
|
Added | 23,703 | $3,515,391 | 0.91% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Added | 39,605 | $3,506,626 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
Held | 1,724 | $3,429,794 | 0.89% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 26,816 | $3,205,048 | 0.83% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 9,011 | $3,072,931 | 0.80% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 36,080 | $2,932,221 | 0.76% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 2,550 | $2,888,869 | 0.75% | |
| IYH |
iShares U.S. Healthcare ETF
|
Added | 42,439 | $2,843,837 | 0.74% | |
| ETR |
Entergy Corp
Utilities
|
Reduced | 24,721 | $2,839,454 | 0.74% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 38,732 | $2,765,464 | 0.72% | |
| SOXX |
iShares Semiconductor ETF
|
Reduced | 4,300 | $2,755,268 | 0.72% | |
| EWJ |
iShares MSCI Japan ETF
|
Added | 29,269 | $2,729,919 | 0.71% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,215 | $2,656,737 | 0.69% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 10,142 | $2,593,005 | 0.67% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 29,081 | $2,552,439 | 0.66% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 5,343 | $2,551,656 | 0.66% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 7,158 | $2,535,649 | 0.66% | |
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 24,175 | $2,511,299 | 0.65% |
Showing the top 50 of 279 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
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.