LOM Asset Management Ltd
279 holdingsFiling period: 2026-06-30Current AUM: $386.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Matls Inc | 23.0K | $16.6M | $9.0M | 2.32% | -747 | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 46.2K | $16.3M | $12.9M | 3.33% | -900 | 2026-06-30 |
| 3 | AVGO | Broadcom Inc | 42.6K | $16.1M | $13.9M | 3.59% | -1,358 | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 59.4K | $11.9M | $12.2M | 3.15% | +591 | 2026-06-30 |
| 5 | MU | Micron Technology Inc | 9.2K | $10.6M | $8.1M | 2.10% | -2,335 | 2026-06-30 |
| 6 | ADI | Analog Devices Inc | 22.4K | $8.9M | $9.3M | 2.42% | -530 | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 23.7K | $8.8M | $12.3M | 3.19% | +354 | 2026-06-30 |
| 8 | AMZN | Amazon.com Inc | 34.7K | $8.3M | $8.3M | 2.16% | +429 | 2026-06-30 |
| 9 | JPM | JPMorgan Chase & Co | 21.9K | $7.2M | $7.4M | 1.91% | +178 | 2026-06-30 |
| 10 | AAPL | Apple Inc | 24.0K | $7.0M | $8.3M | 2.14% | +2.8K | 2026-06-30 |
| 11 | VEA | Vanguard Tax-Managed Fds | 91.4K | $6.5M | $6.3M | 1.64% | -21,375 | 2026-06-30 |
| 12 | LRCX | Lam Research Corp | 12.7K | $5.5M | $3.0M | 0.78% | -293 | 2026-06-30 |
| 13 | BKNG | Booking Holdings Inc | 29.6K | $5.3M | $4.4M | 1.13% | +28.5K | 2026-06-30 |
| 14 | MA | Mastercard Incorporated | 10.1K | $5.2M | $6.4M | 1.66% | +378 | 2026-06-30 |
| 15 | BRK-B | Berkshire Hathaway Inc Del | 10.3K | $5.2M | $5.2M | 1.33% | +223 | 2026-06-30 |
| 16 | V | Visa Inc | 15.0K | $5.1M | $6.2M | 1.60% | +494 | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 8.8K | $5.0M | $5.4M | 1.40% | +174 | 2026-06-30 |
| 18 | QQQ | Invesco Qqq TR | 6.6K | $4.8M | $4.5M | 1.18% | +413 | 2026-06-30 |
| 19 | VOO | Vanguard Index Fds | 7.0K | $4.8M | $4.9M | 1.26% | -5,962 | 2026-06-30 |
| 20 | CAT | Caterpillar Inc | 4.5K | $4.8M | $2.8M | 0.73% | -985 | 2026-06-30 |
| 21 | TJX | Tjx Cos Inc New | 30.9K | $4.7M | $4.3M | 1.12% | +643 | 2026-06-30 |
| 22 | SPY | State Str Spdr S&P 500 ETF T | 5.9K | $4.4M | $4.5M | 1.16% | +27 | 2026-06-30 |
| 23 | HD | Home Depot Inc | 12.1K | $4.3M | $4.0M | 1.03% | +208 | 2026-06-30 |
| 24 | RTX | Rtx Corporation | 21.8K | $4.1M | $4.4M | 1.13% | +3.5K | 2026-06-30 |
| 25 | VBR | Vanguard Index Fds | 16.4K | $4.0M | $4.0M | 1.03% | -3,488 | 2026-06-30 |
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