LOM Asset Management Ltd

CIK

2077907

Location

Hamilton, D0

Portfolio Value

Small $252,241,731

Diversification

Diversified

Filing Date

Global Rank

#3,747 / 8,605 ▲ 111 · as of Mar 2026

Top Industry

Semiconductors 16.1%

3Y Alpha vs SPY

+1.3%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

4 quarters · since Jun 2025

Clone Performance

Aug 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+20.6%

SPY

+16.9%

Annualised alpha

+4.2%

Max drawdown

−8.1%

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

206 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	28.6%	$72,211,238	36
Financial Services	15.2%	$38,369,207	27
Consumer Cyclical	10.9%	$27,401,614	20
Healthcare	8.8%	$22,089,848	28
Industrials	8.2%	$20,718,659	24
Consumer Defensive	5.5%	$13,814,264	8
Utilities	5.1%	$12,963,144	14
Unclassified	4.8%	$12,149,831	6
Energy	4.7%	$11,921,957	13
Communication Services	4.3%	$10,850,352	15
Basic Materials	3.8%	$9,542,546	13
Real Estate	0.1%	$209,071	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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	Exxon Mobil 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
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

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	7,530	$472,507
ROL	Rollins Inc	1,740	$92,933
BIDU	Baidu, Inc.	200	$22,284
WAT	Waters Corp /De/	29	$8,636
VSNT	Versant Media Group, Inc.	69	$2,554
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	7,000	$408,660
BBY	Best Buy Co Inc	2,000	$133,860
DEO	Diageo PLC	1,500	$129,405
RNR	Renaissancere Holdings Ltd	30	$8,434
ABT	Abbott Laboratories	60	$7,517
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

206 positions · $252,241,731 total · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVGO	Broadcom Inc. Technology	Reduced	43,959	-2,246	$13,605,750	−14.9%	5.39%
NVDA	Nvidia Corp Technology	Reduced	58,823	-153	$10,258,731	−6.7%	4.07%
MSFT	Microsoft Corp Technology	Added	23,297	+215	$8,623,850	−22.7%	3.42%
AMAT	Applied Materials Inc /De Technology	Reduced	23,711	-778	$8,104,182	+28.8%	3.21%
ADI	Analog Devices Inc Technology	Reduced	22,940	-82	$7,298,131	+16.9%	2.89%
AMZN	Amazon Com Inc Consumer Cyclical	Added	34,257	+1,040	$7,134,705	−6.9%	2.83%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	21,760	-50	$6,400,921	−8.9%	2.54%
AAPL	Apple Inc. Technology	Added	21,235	+97	$5,389,230	−6.2%	2.14%
META	Meta Platforms, Inc. Communication Services	Reduced	8,631	-105	$4,938,054	−14.4%	1.96%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	1,152	+13	$4,850,288	−20.5%	1.92%
MA	Mastercard Inc Financial Services	Reduced	9,696	-84	$4,844,703	−13.2%	1.92%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,088	-130	$4,834,169	−5.9%	1.92%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	30,252	-394	$4,831,244	+2.6%	1.92%
CVX	Chevron Corp Energy	Added	22,714	+67	$4,699,526	+36.2%	1.86%
V	Visa Inc. Financial Services	Reduced	14,459	-137	$4,370,088	−14.6%	1.73%
HON	Honeywell International Inc Industrials	Added	17,498	+215	$3,955,072	+17.3%	1.57%
CAT	Caterpillar Inc Industrials	Added	5,516	+93	$3,907,865	+25.8%	1.55%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	11,877	-35	$3,906,226	−4.7%	1.55%
MU	Micron Technology Inc Technology	Reduced	11,503	-770	$3,886,173	+10.9%	1.54%
SPY	Spdr S&P 500 ETF Trust	Reduced	5,912	-38	$3,844,810	−5.2%	1.52%
COR	Cencora, Inc. Healthcare	Added	11,715	+342	$3,680,150	−4.2%	1.46%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,174	-31	$3,563,509	−6.5%	1.41%
RTX	RTX Corp Industrials	Added	18,329	+505	$3,535,664	+8.2%	1.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	23,679	+608	$3,420,194	+3.4%	1.36%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	56,702	+198	$3,332,943	+16.1%	1.32%
NFLX	Netflix Inc Communication Services	Added	32,836	+25,136	$3,157,181	+337.3%	1.25%
ETR	Entergy Corp /De/ Utilities	Added	26,326	+215	$2,957,989	+22.6%	1.17%
MS	Morgan Stanley Financial Services	Added	17,819	+1,657	$2,932,472	+2.2%	1.16%
IAU	Ishares Gold Trust	Held	31,500	0	$2,777,040	+8.6%	1.10%
LRCX	Lam Research Corp Technology	Added	12,943	+816	$2,765,401	+33.2%	1.10%
NEE	Nextera Energy Inc Utilities	Added	28,488	+366	$2,645,965	+17.2%	1.05%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	28,196	-585	$2,602,772	−0.9%	1.03%
XOM	Exxon Mobil Corp Energy	Added	15,121	+486	$2,565,428	+45.7%	1.02%
MPC	Marathon Petroleum Corp Energy	Reduced	10,494	-178	$2,562,424	+47.6%	1.02%
KO	Coca Cola Co Consumer Defensive	Added	33,426	+253	$2,542,047	+9.6%	1.01%
PEP	Pepsico Inc Consumer Defensive	Reduced	16,119	-1,239	$2,503,119	+0.5%	0.99%
JNJ	Johnson & Johnson Healthcare	Reduced	9,811	-245	$2,398,200	+15.2%	0.95%
GD	General Dynamics Corp Industrials	Added	6,698	+507	$2,298,887	+10.3%	0.91%
WFC	Wells Fargo & Company/Mn Financial Services	Added	28,710	+367	$2,285,603	−13.5%	0.91%
ASML	Asml Holding NV Technology	Added	1,724	+117	$2,277,110	+32.4%	0.90%
AEP	American Electric Power Co Inc Utilities	Added	17,076	+279	$2,238,322	+15.6%	0.89%
SCHW	Schwab Charles Corp Financial Services	Added	23,611	+840	$2,218,961	−2.5%	0.88%
BLK	BlackRock, Inc. Financial Services	Added	2,250	+166	$2,163,847	−3.0%	0.86%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	4,309	-14	$2,118,002	−15.4%	0.84%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	13,325	+499	$2,095,756	+0.9%	0.83%
SSRM	Ssr Mining Inc. Basic Materials	Held	69,000	0	$2,028,600	+34.1%	0.80%
LLY	ELI LILLY & Co Healthcare	Added	2,161	+33	$1,987,622	−13.1%	0.79%
LHX	L3harris Technologies, Inc. /De/ Industrials	Added	5,663	+148	$1,954,584	+20.7%	0.77%
WMT	Walmart Inc. Consumer Defensive	Added	14,819	+261	$1,841,705	+13.6%	0.73%
URI	United Rentals, Inc. Industrials	Added	2,481	+216	$1,807,557	−1.4%	0.72%