LOM Asset Management Ltd
280 holdingsFiling period: 2026-06-30Current AUM: $388.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATLS INC | 23.0K | $16.6M | $9.7M | 2.49% | -747 | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 46.2K | $16.3M | $15.8M | 4.06% | -900 | 2026-06-30 |
| 3 | AVGO | BROADCOM INC | 42.6K | $16.1M | $14.5M | 3.72% | -1,358 | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 59.4K | $11.9M | $12.6M | 3.25% | +591 | 2026-06-30 |
| 5 | MU | MICRON TECHNOLOGY INC | 9.2K | $10.6M | $8.5M | 2.19% | -2,335 | 2026-06-30 |
| 6 | ADI | ANALOG DEVICES INC | 22.4K | $8.9M | $8.1M | 2.09% | -530 | 2026-06-30 |
| 7 | MSFT | MICROSOFT CORP | 23.7K | $8.8M | $11.8M | 3.03% | +354 | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 34.7K | $8.3M | $8.6M | 2.22% | +429 | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & CO | 21.9K | $7.2M | $7.7M | 1.99% | +178 | 2026-06-30 |
| 10 | AAPL | APPLE INC | 24.0K | $7.0M | $8.0M | 2.05% | +2.8K | 2026-06-30 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 91.4K | $6.5M | $6.5M | 1.68% | -21,375 | 2026-06-30 |
| 12 | LRCX | LAM RESEARCH CORP | 12.7K | $5.5M | $3.4M | 0.88% | -293 | 2026-06-30 |
| 13 | BKNG | BOOKING HOLDINGS INC | 29.6K | $5.3M | $5.1M | 1.31% | +28.5K | 2026-06-30 |
| 14 | MA | MASTERCARD INCORPORATED | 10.1K | $5.2M | $5.8M | 1.49% | +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 | $5.6M | 1.45% | +494 | 2026-06-30 |
| 17 | META | META PLATFORMS INC | 8.8K | $5.0M | $5.9M | 1.52% | +174 | 2026-06-30 |
| 18 | QQQ | INVESCO QQQ TR | 6.6K | $4.8M | $4.6M | 1.20% | +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 | $3.6M | 0.91% | -985 | 2026-06-30 |
| 21 | TJX | TJX COS INC NEW | 30.9K | $4.7M | $3.8M | 0.99% | +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 | $3.7M | 0.95% | +208 | 2026-06-30 |
| 24 | RTX | RTX CORPORATION | 21.8K | $4.1M | $4.3M | 1.10% | +3.5K | 2026-06-30 |
| 25 | VBR | VANGUARD INDEX FDS | 16.4K | $4.0M | $3.9M | 1.02% | -3,488 | 2026-06-30 |
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