LOM Asset Management Ltd
Filing Date
Global Rank
#3,750
/ 8,622
▲ 102
· as of Mar 2026
Top Industry
Semiconductors
16.1%
3Y Alpha vs SPY
+4.4%
Period ended 4 months ago
Filed May 5, 2026 · 3mo
4 quarters · since Jun 2025
Clone Performance
Aug 2025–Jul 2026 · vs SPYHypothetical 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
+19.4%
SPY
+15.9%
Annualised alpha
+3.7%
Max drawdown
−8.1%
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 4 quarters. Past performance does not predict future results.
Portfolio Concentration
206 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.4%
−1.0 pts
Top 5
19.0%
−2.0 pts
Top 10
30.4%
−2.6 pts
HHI
173
Diversified−18
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 28.6% | $72,258,087 |
| Financial Services | 15.2% | $38,369,207 |
| Consumer Cyclical | 10.9% | $27,401,614 |
| Healthcare | 8.8% | $22,089,848 |
| Industrials | 8.2% | $20,718,660 |
| Consumer Defensive | 5.5% | $13,814,264 |
| Utilities | 5.1% | $12,963,144 |
| Unclassified | 4.8% | $12,149,831 |
| Energy | 4.7% | $11,921,957 |
| Communication Services | 4.3% | $10,850,352 |
| Basic Materials | 3.8% | $9,542,546 |
| Real Estate | 0.1% | $209,071 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NFLX | Netflix Inc | +25,136 | 32,836 | $3,157,181 | |
| NEM | NEWMONT Corp /DE/ | +7,000 | 10,200 | $1,104,150 | |
| NI | Nisource Inc. | +2,972 | 14,741 | $687,815 | |
| USB | US Bancorp De | +2,535 | 25,149 | $1,307,999 | |
| MS | Morgan Stanley | +1,657 | 17,819 | $2,932,472 | |
| AMZN | Amazon Com Inc | +1,040 | 34,257 | $7,134,705 | |
| BDX | Becton Dickinson & Co | +1,000 | 2,566 | $403,452 | |
| SCHW | Schwab Charles Corp | +840 | 23,611 | $2,218,961 | |
| LRCX | Lam Research Corp | +816 | 12,943 | $2,765,401 | |
| COP | Conocophillips | +683 | 5,996 | $791,472 | |
| ELAN | Elanco Animal Health Inc | +677 | 9,251 | $221,376 | |
| UL | Unilever PLC | +674 | 21,686 | $1,235,451 | |
| PG | PROCTER & GAMBLE Co | +608 | 23,679 | $3,420,194 | |
| GD | General Dynamics Corp | +507 | 6,698 | $2,298,887 | |
| RTX | RTX Corp | +505 | 18,329 | $3,535,664 | |
| ICE | Intercontinental Exchange, Inc. | +499 | 13,325 | $2,095,756 | |
| TFC | Truist Financial Corp | +492 | 31,515 | $1,448,744 | |
| XOM | ExxonMobil Holdings Corp | +486 | 15,121 | $2,565,428 | |
| CSCO | Cisco Systems, Inc. | +455 | 10,741 | $833,394 | |
| NGG | National Grid PLC | +425 | 13,249 | $1,120,865 | |
| MRK | Merck & Co., Inc. | +372 | 6,635 | $798,124 | |
| WFC | Wells Fargo & Company/Mn | +367 | 28,710 | $2,285,603 | |
| NEE | Nextera Energy Inc | +366 | 28,488 | $2,645,965 | |
| COR | Cencora, Inc. | +342 | 11,715 | $3,680,150 | |
| GPC | Genuine Parts Co | +319 | 7,476 | $790,587 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DIS | Walt Disney Co | −7,256 | 2,061 | $198,639 | |
| FISV | Fiserv Inc | −4,311 | 3,481 | $194,239 | |
| AVGO | Broadcom Inc. | −2,246 | 43,959 | $13,605,750 | |
| MDLZ | Mondelez International, Inc. | −1,904 | 29,910 | $1,724,012 | |
| ADBE | Adobe Inc. | −1,342 | 2,322 | $564,431 | |
| PEP | Pepsico Inc | −1,239 | 16,119 | $2,503,119 | |
| AMAT | Applied Materials Inc /De | −778 | 23,711 | $8,104,182 | |
| MU | Micron Technology Inc | −770 | 11,503 | $3,886,173 | |
| CRM | Salesforce, Inc. | −682 | 3,326 | $620,864 | |
| ORLY | O Reilly Automotive Inc | −585 | 28,196 | $2,602,772 | |
| TJX | Tjx Companies Inc /De/ | −394 | 30,252 | $4,831,244 | |
| SOLS | Solstice Advanced Materials Inc. | −341 | 982 | $74,789 | |
| GOOGL | Alphabet Inc. | −315 | 1,925 | $553,553 | |
| ELV | Elevance Health, Inc. | −250 | 1,631 | $477,475 | |
| JNJ | Johnson & Johnson | −245 | 9,811 | $2,398,200 | |
| QCOM | Qualcomm Inc/De | −244 | 9,371 | $1,206,797 | |
| UNH | Unitedhealth Group Inc | −237 | 5,140 | $1,390,832 | |
| IQV | Iqvia Holdings Inc. | −220 | 8,107 | $1,382,567 | |
| MPC | Marathon Petroleum Corp | −178 | 10,494 | $2,562,424 | |
| NVDA | Nvidia Corp | −153 | 58,823 | $10,258,731 | |
| V | Visa Inc. | −137 | 14,459 | $4,370,088 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −135 | 5,270 | $1,780,996 | |
| BRK-B | Berkshire Hathaway Inc | −130 | 10,088 | $4,834,169 | |
| META | Meta Platforms, Inc. | −105 | 8,631 | $4,938,054 | |
| MELI | Mercadolibre Inc | −100 | 420 | $726,188 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
5 positions
206 tracked positions ·
$252,288,581 total
· filing declares
278 positions · $347,852,904
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 206 positions by value
· page 1 of 5
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 43,959 | $13,605,750 | 5.39% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 58,823 | $10,258,731 | 4.07% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 23,297 | $8,623,850 | 3.42% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 23,711 | $8,104,182 | 3.21% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 22,940 | $7,298,131 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 34,257 | $7,134,705 | 2.83% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 21,760 | $6,400,921 | 2.54% | |
| AAPL |
Apple Inc.
Technology
|
Added | 21,235 | $5,389,230 | 2.14% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 8,631 | $4,938,054 | 1.96% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
Added | 1,152 | $4,850,288 | 1.92% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 9,696 | $4,844,703 | 1.92% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 10,088 | $4,834,169 | 1.92% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 30,252 | $4,831,244 | 1.91% | |
| CVX |
Chevron Corp
Energy
|
Added | 22,714 | $4,699,526 | 1.86% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 14,459 | $4,370,088 | 1.73% | |
| HON |
Honeywell International Inc
Industrials
|
Added | 17,498 | $3,955,073 | 1.57% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 5,516 | $3,907,865 | 1.55% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 11,877 | $3,906,226 | 1.55% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 11,503 | $3,886,173 | 1.54% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 5,912 | $3,844,810 | 1.52% | |
| COR |
Cencora, Inc.
Healthcare
|
Added | 11,715 | $3,680,150 | 1.46% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 6,174 | $3,563,509 | 1.41% | |
| RTX |
RTX Corp
Industrials
|
Added | 18,329 | $3,535,664 | 1.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 23,679 | $3,420,194 | 1.36% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
Added | 56,702 | $3,332,943 | 1.32% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 32,836 | $3,157,181 | 1.25% | |
| ETR |
Entergy Corp /De/
Utilities
|
Added | 26,326 | $2,957,989 | 1.17% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 17,819 | $2,932,472 | 1.16% | |
| IAU |
Ishares Gold Trust
|
Held | 31,500 | $2,777,040 | 1.10% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 12,943 | $2,765,401 | 1.10% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 28,488 | $2,645,965 | 1.05% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Reduced | 28,196 | $2,602,772 | 1.03% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 15,121 | $2,565,428 | 1.02% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 10,494 | $2,562,424 | 1.02% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 33,426 | $2,542,047 | 1.01% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 16,119 | $2,503,119 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 9,811 | $2,398,200 | 0.95% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 6,698 | $2,298,887 | 0.91% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 28,710 | $2,285,603 | 0.91% | |
| ASML |
Asml Holding NV
Technology
|
Added | 1,724 | $2,277,110 | 0.90% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 17,076 | $2,238,322 | 0.89% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 23,611 | $2,218,961 | 0.88% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 2,250 | $2,163,847 | 0.86% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,309 | $2,118,002 | 0.84% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Added | 13,325 | $2,095,756 | 0.83% | |
| SSRM |
Ssr Mining Inc.
Basic Materials
|
Held | 69,000 | $2,028,600 | 0.80% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 2,161 | $1,987,622 | 0.79% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
Added | 5,663 | $1,954,584 | 0.77% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,819 | $1,841,705 | 0.73% | |
| URI |
United Rentals, Inc.
Industrials
|
Added | 2,481 | $1,807,557 | 0.72% |
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.