Holders — by stockHoldings — by fund
LOM Asset Management Ltd
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002077907
$386.9M
disclosed book value
279
positions
4.3%
largest position share
Positions, as of 2026-06-30
top 100 of 279 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AMATAPPLIED MATLS INC | 22,964 | $16.6M | 4.3% |
| 2 | GOOGALPHABET INC | 46,214 | $16.3M | 4.2% |
| 3 | AVGOBROADCOM INC | 42,601 | $16.1M | 4.2% |
| 4 | NVDANVIDIA CORPORATION | 59,414 | $11.9M | 3.1% |
| 5 | MUMICRON TECHNOLOGY INC | 9,168 | $10.6M | 2.7% |
| 6 | ADIANALOG DEVICES INC | 22,410 | $8.9M | 2.3% |
| 7 | MSFTMICROSOFT CORP | 23,651 | $8.8M | 2.3% |
| 8 | AMZNAMAZON COM INC | 34,686 | $8.3M | 2.1% |
| 9 | JPMJPMORGAN CHASE & CO | 21,938 | $7.2M | 1.9% |
| 10 | AAPLAPPLE INC | 24,030 | $7.0M | 1.8% |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 91,372 | $6.5M | 1.7% |
| 12 | LRCXLAM RESEARCH CORP | 12,650 | $5.5M | 1.4% |
| 13 | BKNGBOOKING HOLDINGS INC | 29,622 | $5.3M | 1.4% |
| 14 | MAMASTERCARD INCORPORATED | 10,074 | $5.2M | 1.3% |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,311 | $5.2M | 1.3% |
| 16 | VVISA INC | 14,953 | $5.1M | 1.3% |
| 17 | METAMETA PLATFORMS INC | 8,805 | $5.0M | 1.3% |
| 18 | QQQINVESCO QQQ TR | 6,587 | $4.9M | 1.3% |
| 19 | VOOVANGUARD INDEX FDS | 7,035 | $4.8M | 1.2% |
| 20 | CATCATERPILLAR INC | 4,531 | $4.8M | 1.2% |
| 21 | TJXTJX COS INC NEW | 30,895 | $4.7M | 1.2% |
| 22 | SPYSTATE STR SPDR S&P 500 ETF T | 5,939 | $4.4M | 1.1% |
| 23 | HDHOME DEPOT INC | 12,085 | $4.3M | 1.1% |
| 24 | RTXRTX CORPORATION | 21,846 | $4.1M | 1.1% |
| 25 | VBRVANGUARD INDEX FDS | 16,392 | $4.0M | 1% |
| 26 | PGPROCTER & GAMBLE CO | 26,626 | $3.9M | 1% |
| 27 | MSMORGAN STANLEY | 18,511 | $3.9M | 1% |
| 28 | CVXCHEVRON CORPORATION | 23,041 | $3.8M | 1% |
| 29 | IJHISHARES TR | 48,714 | $3.8M | 1% |
| 30 | CORCENCORA INC | 12,921 | $3.7M | 0.9% |
| 31 | FCXFREEPORT MCMORAN INC | 57,873 | $3.6M | 0.9% |
| 32 | XLESELECT SECTOR SPDR TR | 67,552 | $3.6M | 0.9% |
| 33 | IJRISHARES TR | 23,703 | $3.5M | 0.9% |
| 34 | VGKVANGUARD INTL EQUITY INDEX F | 39,605 | $3.5M | 0.9% |
| 35 | ASML HLDG NV | 1,724 | $3.4M | 0.9% |
| 36 | VGTVANGUARD WORLD FD | 26,816 | $3.2M | 0.8% |
| 37 | PANWPALO ALTO NETWORKS INC | 9,011 | $3.1M | 0.8% |
| 38 | KOCOCA COLA CO | 36,080 | $2.9M | 0.8% |
| 39 | URIUNITED RENTALS INC | 2,550 | $2.9M | 0.7% |
| 40 | IYHISHARES TR | 42,439 | $2.8M | 0.7% |
| 41 | ETRENTERGY CORP NEW | 24,721 | $2.8M | 0.7% |
| 42 | SSRMSSR MINING IN | 69,000 | $2.8M | 0.7% |
| 43 | NFLXNETFLIX INC. | 38,732 | $2.8M | 0.7% |
| 44 | SOXXISHARES TR | 4,300 | $2.8M | 0.7% |
| 45 | EWJISHARES INC | 29,269 | $2.7M | 0.7% |
| 46 | LLYELI LILLY & CO | 2,215 | $2.7M | 0.7% |
| 47 | MPCMARATHON PETE CORP | 10,142 | $2.6M | 0.7% |
| 48 | NEENEXTERA ENERGY INC | 29,081 | $2.6M | 0.7% |
| 49 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 5,343 | $2.6M | 0.7% |
| 50 | GDGENERAL DYNAMICS CORP | 7,158 | $2.5M | 0.7% |
| 51 | EFAISHARES TR | 24,175 | $2.5M | 0.6% |
| 52 | ORLYOREILLY AUTOMOTIVE INC | 26,589 | $2.4M | 0.6% |
| 53 | JNJJOHNSON & JOHNSON | 9,610 | $2.4M | 0.6% |
| 54 | WFCWELLS FARGO & CO | 29,313 | $2.4M | 0.6% |
| 55 | BLKBLACKROCK INC | 2,494 | $2.4M | 0.6% |
| 56 | AEPAMERICAN ELEC PWR CO INC | 17,277 | $2.4M | 0.6% |
| 57 | SCHWSCHWAB CHARLES CORP | 25,121 | $2.3M | 0.6% |
| 58 | ICEINTERCONTINENTAL EXCHANGE IN | 18,779 | $2.3M | 0.6% |
| 59 | KBESPDR SERIES TRUST | 33,175 | $2.3M | 0.6% |
| 60 | EXMOCEXXON MOBIL CORP | 16,527 | $2.3M | 0.6% |
| 61 | SVMSILVERCORP METALS INC | 157,000 | $2.3M | 0.6% |
| 62 | HDVISHARES TR | 81,234 | $2.2M | 0.6% |
| 63 | UNHUNITEDHEALTH GROUP INC | 5,215 | $2.2M | 0.6% |
| 64 | TMOTHERMO FISHER SCIENTIFIC INC | 4,170 | $2.1M | 0.5% |
| 65 | GSGOLDMAN SACHS GROUP INC | 2,056 | $2.1M | 0.5% |
| 66 | VIGVANGUARD SPECIALIZED FUNDS | 8,765 | $2.1M | 0.5% |
| 67 | DVYISHARES TR | 13,111 | $2.0M | 0.5% |
| 68 | HONHONEYWELL INTL INC | 9,081 | $2.0M | 0.5% |
| 69 | PEPPEPSICO INC | 14,920 | $2.0M | 0.5% |
| 70 | HONAHONEYWELL AEROSPACE INC | 9,081 | $2.0M | 0.5% |
| 71 | VOVANGUARD INDEX FDS | 24,873 | $2.0M | 0.5% |
| 72 | ABBVABBVIE INC | 7,594 | $1.9M | 0.5% |
| 73 | WMTWALMART INC | 16,194 | $1.8M | 0.5% |
| 74 | LHXL3HARRIS TECHNOLOGIES INC | 6,295 | $1.8M | 0.5% |
| 75 | QCOMQUALCOMM INC | 9,341 | $1.7M | 0.4% |
| 76 | DUKDUKE ENERGY CORP NEW | 13,600 | $1.7M | 0.4% |
| 77 | MDLZMONDELEZ INTL INC | 29,657 | $1.7M | 0.4% |
| 78 | USBUS BANCORP | 26,582 | $1.6M | 0.4% |
| 79 | TFCTRUIST FINL CORP | 30,478 | $1.5M | 0.4% |
| 80 | IXGISHARES TR | 11,891 | $1.5M | 0.4% |
| 81 | NEMNEWMONT CORP | 14,200 | $1.3M | 0.3% |
| 82 | NGGNATIONAL GRID PLC | 15,904 | $1.3M | 0.3% |
| 83 | RPVINVESCO EXCHANGE TRADED FD T | 11,535 | $1.3M | 0.3% |
| 84 | ULUNILEVER PLC | 21,761 | $1.3M | 0.3% |
| 85 | IHIISHARES TR | 26,120 | $1.3M | 0.3% |
| 86 | SPYMSPDR SERIES TRUST | 14,500 | $1.3M | 0.3% |
| 87 | TPRTAPESTRY INC | 8,485 | $1.2M | 0.3% |
| 88 | URTHISHARES INC | 6,120 | $1.2M | 0.3% |
| 89 | VYMVANGUARD WHITEHALL FDS | 7,580 | $1.2M | 0.3% |
| 90 | GSKGSK PLC | 22,268 | $1.2M | 0.3% |
| 91 | IQVIQVIA HLDGS INC | 5,990 | $1.2M | 0.3% |
| 92 | NOCNORTHROP GRUMMAN CORP | 2,220 | $1.1M | 0.3% |
| 93 | WECWEC ENERGY GROUP INC | 9,451 | $1.1M | 0.3% |
| 94 | UBERUBER TECHNOLOGIES INC | 14,450 | $1.0M | 0.3% |
| 95 | MRKMERCK & CO INC | 8,021 | $1.0M | 0.3% |
| 96 | AMGNAMGEN INC | 2,725 | $986,777 | 0.3% |
| 97 | LHLABCORP HOLDINGS INC | 3,475 | $973,000 | 0.3% |
| 98 | IVVISHARES TR | 1,263 | $945,848 | 0.2% |
| 99 | GPCGENUINE PARTS CO | 7,609 | $897,710 | 0.2% |
| 100 | VIGIVANGUARD WHITEHALL FDS | 9,480 | $885,242 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.