LOM Asset Management
Hamilton, D0files as LOM Asset Management Ltd
$387m in 279 US stocks at the end of 30 June 2026. The top 10 are 28.8% of the money. It changed about 11.3% of the portfolio this quarter.
Value
$387m
Stocks
279
Top 10 share
28.8%
Turnover
11.3%
What changed this quarter
New
Bought for the first time this quarter.
- Honeywell InternationalHON0.5% of the fund
- Honeywell AerospaceHONA0.5% of the fund
- Vaneck ETF TrustOIH<0.1% of the fund
- IsharesEWT<0.1% of the fund
- StrykerSYK<0.1% of the fund
- Clear SecureYOU<0.1% of the fund
- Jd.comJD<0.1% of the fund
- Usana Health SciencesUSNA<0.1% of the fund
- Columbus MckinnonCMCO<0.1% of the fund
- SK TelecomSKM<0.1% of the fund
- AST SpaceMobileASTS<0.1% of the fund
- Mastech DigitalMHH<0.1% of the fund
- Hudson TechnologiesHDSN<0.1% of the fund
- Kolibri Global EnergyKGEI<0.1% of the fund
- Ishares TRIDV<0.1% of the fund
- CorningGLW<0.1% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL1.8% of the fund+13%
- Booking HoldingsBKNG1.4% of the fund+3%
- MastercardMA1.3% of the fund+4%
- Berkshire HathawayBRK-B1.3% of the fund+2%
- VisaV1.3% of the fund+3%
- Meta PlatformsMETA1.3% of the fund+2%
- Invesco QQQ TRQQQ1.3% of the fund+7%
- TJX CompaniesTJX1.2% of the fund+2%
- RTXRTX1.1% of the fund+19%
- Procter & GamblePG1.0% of the fund+12%
- Morgan StanleyMS1.0% of the fund+4%
- CencoraCOR0.9% of the fund+10%
- Freeport-McMoRanFCX0.9% of the fund+2%
- Ishares TRIJR0.9% of the fund+17%
- Palo Alto NetworksPANW0.8% of the fund+3%
- Coca-ColaKO0.8% of the fund+8%
- United RentalsURI0.7% of the fund+3%
- NetflixNFLX0.7% of the fund+18%
- Eli LillyLLY0.7% of the fund+3%
- NextEra EnergyNEE0.7% of the fund+2%
- General DynamicsGD0.7% of the fund+7%
- Wells Fargo & CompanyWFC0.6% of the fund+2%
- BlackRockBLK0.6% of the fund+11%
- Charles SchwabSCHW0.6% of the fund+6%
- Intercontinental ExchangeICE0.6% of the fund+41%
Cut
Sold some of their stake.
- Applied MaterialsAMAT4.3% of the fund-3%
- BroadcomAVGO4.2% of the fund-3%
- Micron TechnologyMU2.7% of the fund-20%
- Analog DevicesADI2.3% of the fund-2%
- Vanguard Tax-Managed FDSVEA1.7% of the fund-19%
- Lam ResearchLRCX1.4% of the fund-2%
- Vanguard Index FDSVOO1.2% of the fund-46%
- CaterpillarCAT1.2% of the fund-18%
- Vanguard Index FDSVBR1.0% of the fund-18%
- Ishares TRIJH1.0% of the fund-13%
- EntergyETR0.7% of the fund-6%
- Ishares TRSOXX0.7% of the fund-4%
- Marathon PetroleumMPC0.7% of the fund-3%
- Ishares TREFA0.6% of the fund-2%
- O'Reilly AutomotiveORLY0.6% of the fund-6%
- Johnson & JohnsonJNJ0.6% of the fund-2%
- Thermo Fisher ScientificTMO0.5% of the fund-3%
- Vanguard Specialized FundsVIG0.5% of the fund-35%
- PepsiCoPEP0.5% of the fund-7%
- Truist FinancialTFC0.4% of the fund-3%
- Invesco Exchange Traded FD TRPV0.3% of the fund-56%
- TapestryTPR0.3% of the fund-3%
- Iqvia HoldingsIQV0.3% of the fund-26%
- Labcorp HoldingsLH0.3% of the fund-6%
- Ishares TRIVV0.2% of the fund-82%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- Ishares Gold TRIAU-100%
- Invesco DB Commdy Indx TrckDBC-100%
- Invesco Exchange Traded FD TRSP-100%
- Sony GroupSONY-100%
- Crown HoldingsCCK-100%
- Fonar-100%
- Emerson ElectricEMR-100%
- Invesco Exchange Traded FD TPBE-100%
- BlockXYZ-100%
- ZoetisZTS-100%
- Cooper CompaniesCOO-100%
- InfosysINFY-100%
- WatersWAT-100%
Holdings
- Vanguard Tax-Managed FDSVEA
- Share
- 1.7%
- Value
- $7m
- Shares
- 91,372
-19%
- Invesco QQQ TRQQQ
- Share
- 1.3%
- Value
- $5m
- Shares
- 6,587
+7%
- Vanguard Index FDSVOO
- Share
- 1.2%
- Value
- $5m
- Shares
- 7,035
-46%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.1%
- Value
- $4m
- Shares
- 5,939
Held
- Vanguard Index FDSVBR
- Share
- 1.0%
- Value
- $4m
- Shares
- 16,392
-18%
- Ishares TRIJH
- Share
- 1.0%
- Value
- $4m
- Shares
- 48,714
-13%
- Select Sector Spdr TRXLE
- Share
- 0.9%
- Value
- $4m
- Shares
- 67,552
Held
- Ishares TRIJR
- Share
- 0.9%
- Value
- $4m
- Shares
- 23,703
+17%
- Vanguard Intl Equity Index FVGK
- Share
- 0.9%
- Value
- $4m
- Shares
- 39,605
Held
- Vanguard World FDVGT
- Share
- 0.8%
- Value
- $3m
- Shares
- 26,816
Held
- Ishares TRIYH
- Share
- 0.7%
- Value
- $3m
- Shares
- 42,439
Held
- Ishares TRSOXX
- Share
- 0.7%
- Value
- $3m
- Shares
- 4,300
-4%
- IsharesEWJ
- Share
- 0.7%
- Value
- $3m
- Shares
- 29,269
Held
- Ishares TREFA
- Share
- 0.6%
- Value
- $3m
- Shares
- 24,175
-2%
- Spdr Series TrustKBE
- Share
- 0.6%
- Value
- $2m
- Shares
- 33,175
Held
- Silvercorp MetalsSVM
- Share
- 0.6%
- Value
- $2m
- Shares
- 157,000
Held
- Ishares TRHDV
- Share
- 0.6%
- Value
- $2m
- Shares
- 81,234
Held
- Vanguard Specialized FundsVIG
- Share
- 0.5%
- Value
- $2m
- Shares
- 8,765
-35%
- Ishares TRDVY
- Share
- 0.5%
- Value
- $2m
- Shares
- 13,111
Held
- Honeywell AerospaceHONA
- Share
- 0.5%
- Value
- $2m
- Shares
- 9,081
New
- Vanguard Index FDSVO
- Share
- 0.5%
- Value
- $2m
- Shares
- 24,873
+5%
- Ishares TRIXG
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,891
+14%
- National GridNGG
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,904
+20%
- Invesco Exchange Traded FD TRPV
- Share
- 0.3%
- Value
- $1m
- Shares
- 11,535
-56%
- UnileverUL
- Share
- 0.3%
- Value
- $1m
- Shares
- 21,761
Held
- Ishares TRIHI
- Share
- 0.3%
- Value
- $1m
- Shares
- 26,120
+75%
- Spdr Series TrustSPYM
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,500
Held
- IsharesURTH
- Share
- 0.3%
- Value
- $1m
- Shares
- 6,120
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.3%
- Value
- $1m
- Shares
- 7,580
Held
- GSKGSK
- Share
- 0.3%
- Value
- $1m
- Shares
- 22,268
+4%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $945,848
- Shares
- 1,263
-82%
- Vanguard Whitehall FDSVIGI
- Share
- 0.2%
- Value
- $885,242
- Shares
- 9,480
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Applied MaterialsAMAT | 4.3% | $17m | 22,964 | -3% |
| AlphabetGOOG | 4.2% | $16m | 46,214 | Held |
| BroadcomAVGO | 4.2% | $16m | 42,601 | -3% |
| NvidiaNVDA | 3.1% | $12m | 59,414 | Held |
| Micron TechnologyMU | 2.7% | $11m | 9,168 | -20% |
| Analog DevicesADI | 2.3% | $9m | 22,410 | -2% |
| MicrosoftMSFT | 2.3% | $9m | 23,651 | Held |
| Amazon.comAMZN | 2.1% | $8m | 34,686 | Held |
| JPMorgan ChaseJPM | 1.9% | $7m | 21,938 | Held |
| AppleAAPL | 1.8% | $7m | 24,030 | +13% |
| Vanguard Tax-Managed FDSVEA | 1.7% | $7m | 91,372 | -19% |
| Lam ResearchLRCX | 1.4% | $5m | 12,650 | -2% |
| Booking HoldingsBKNG | 1.4% | $5m | 29,622 | +3% |
| MastercardMA | 1.3% | $5m | 10,074 | +4% |
| Berkshire HathawayBRK-B | 1.3% | $5m | 10,311 | +2% |
| VisaV | 1.3% | $5m | 14,953 | +3% |
| Meta PlatformsMETA | 1.3% | $5m | 8,805 | +2% |
| Invesco QQQ TRQQQ | 1.3% | $5m | 6,587 | +7% |
| Vanguard Index FDSVOO | 1.2% | $5m | 7,035 | -46% |
| CaterpillarCAT | 1.2% | $5m | 4,531 | -18% |
| TJX CompaniesTJX | 1.2% | $5m | 30,895 | +2% |
| State STR Spdr S&P 500 ETF TSPY | 1.1% | $4m | 5,939 | Held |
| Home DepotHD | 1.1% | $4m | 12,085 | Held |
| RTXRTX | 1.1% | $4m | 21,846 | +19% |
| Vanguard Index FDSVBR | 1.0% | $4m | 16,392 | -18% |
| Procter & GamblePG | 1.0% | $4m | 26,626 | +12% |
| Morgan StanleyMS | 1.0% | $4m | 18,511 | +4% |
| ChevronCVX | 1.0% | $4m | 23,041 | Held |
| Ishares TRIJH | 1.0% | $4m | 48,714 | -13% |
| CencoraCOR | 0.9% | $4m | 12,921 | +10% |
| Freeport-McMoRanFCX | 0.9% | $4m | 57,873 | +2% |
| Select Sector Spdr TRXLE | 0.9% | $4m | 67,552 | Held |
| Ishares TRIJR | 0.9% | $4m | 23,703 | +17% |
| Vanguard Intl Equity Index FVGK | 0.9% | $4m | 39,605 | Held |
| ASML Holding NVASML | 0.9% | $3m | 1,724 | Held |
| Vanguard World FDVGT | 0.8% | $3m | 26,816 | Held |
| Palo Alto NetworksPANW | 0.8% | $3m | 9,011 | +3% |
| Coca-ColaKO | 0.8% | $3m | 36,080 | +8% |
| United RentalsURI | 0.7% | $3m | 2,550 | +3% |
| Ishares TRIYH | 0.7% | $3m | 42,439 | Held |
| EntergyETR | 0.7% | $3m | 24,721 | -6% |
| SSR MiningSSRM | 0.7% | $3m | 69,000 | Held |
| NetflixNFLX | 0.7% | $3m | 38,732 | +18% |
| Ishares TRSOXX | 0.7% | $3m | 4,300 | -4% |
| IsharesEWJ | 0.7% | $3m | 29,269 | Held |
| Eli LillyLLY | 0.7% | $3m | 2,215 | +3% |
| Marathon PetroleumMPC | 0.7% | $3m | 10,142 | -3% |
| NextEra EnergyNEE | 0.7% | $3m | 29,081 | +2% |
| Taiwan Semiconductor ManufacturingTSM | 0.7% | $3m | 5,343 | Held |
| General DynamicsGD | 0.7% | $3m | 7,158 | +7% |
| Ishares TREFA | 0.6% | $3m | 24,175 | -2% |
| O'Reilly AutomotiveORLY | 0.6% | $2m | 26,589 | -6% |
| Johnson & JohnsonJNJ | 0.6% | $2m | 9,610 | -2% |
| Wells Fargo & CompanyWFC | 0.6% | $2m | 29,313 | +2% |
| BlackRockBLK | 0.6% | $2m | 2,494 | +11% |
| American Electric PowerAEP | 0.6% | $2m | 17,277 | Held |
| Charles SchwabSCHW | 0.6% | $2m | 25,121 | +6% |
| Intercontinental ExchangeICE | 0.6% | $2m | 18,779 | +41% |
| Spdr Series TrustKBE | 0.6% | $2m | 33,175 | Held |
| ExxonMobil HoldingsXOM | 0.6% | $2m | 16,527 | +9% |
| Silvercorp MetalsSVM | 0.6% | $2m | 157,000 | Held |
| Ishares TRHDV | 0.6% | $2m | 81,234 | Held |
| UnitedHealth GroupUNH | 0.6% | $2m | 5,215 | Held |
| Thermo Fisher ScientificTMO | 0.5% | $2m | 4,170 | -3% |
| Goldman Sachs GroupGS | 0.5% | $2m | 2,056 | +8% |
| Vanguard Specialized FundsVIG | 0.5% | $2m | 8,765 | -35% |
| Ishares TRDVY | 0.5% | $2m | 13,111 | Held |
| Honeywell InternationalHON | 0.5% | $2m | 9,081 | New |
| PepsiCoPEP | 0.5% | $2m | 14,920 | -7% |
| Honeywell AerospaceHONA | 0.5% | $2m | 9,081 | New |
| Vanguard Index FDSVO | 0.5% | $2m | 24,873 | +5% |
| AbbVieABBV | 0.5% | $2m | 7,594 | +3% |
| WalmartWMT | 0.5% | $2m | 16,194 | +9% |
| L3harris TechnologiesLHX | 0.5% | $2m | 6,295 | +11% |
| QualcommQCOM | 0.4% | $2m | 9,341 | Held |
| Duke EnergyDUK | 0.4% | $2m | 13,600 | Held |
| Mondelez InternationalMDLZ | 0.4% | $2m | 29,657 | Held |
| US BancorpUSB | 0.4% | $2m | 26,582 | +6% |
| Truist FinancialTFC | 0.4% | $2m | 30,478 | -3% |
| Ishares TRIXG | 0.4% | $1m | 11,891 | +14% |
| NewmontNEM | 0.3% | $1m | 14,200 | +39% |
| National GridNGG | 0.3% | $1m | 15,904 | +20% |
| Invesco Exchange Traded FD TRPV | 0.3% | $1m | 11,535 | -56% |
| UnileverUL | 0.3% | $1m | 21,761 | Held |
| Ishares TRIHI | 0.3% | $1m | 26,120 | +75% |
| Spdr Series TrustSPYM | 0.3% | $1m | 14,500 | Held |
| TapestryTPR | 0.3% | $1m | 8,485 | -3% |
| IsharesURTH | 0.3% | $1m | 6,120 | Held |
| Vanguard Whitehall FDSVYM | 0.3% | $1m | 7,580 | Held |
| GSKGSK | 0.3% | $1m | 22,268 | +4% |
| Iqvia HoldingsIQV | 0.3% | $1m | 5,990 | -26% |
| Northrop GrummanNOC | 0.3% | $1m | 2,220 | +46% |
| WEC Energy GroupWEC | 0.3% | $1m | 9,451 | +4510% |
| Uber TechnologiesUBER | 0.3% | $1m | 14,450 | Held |
| MerckMRK | 0.3% | $1m | 8,021 | +21% |
| AmgenAMGN | 0.3% | $986,777 | 2,725 | +3% |
| Labcorp HoldingsLH | 0.3% | $973,000 | 3,475 | -6% |
| Ishares TRIVV | 0.2% | $945,848 | 1,263 | -82% |
| Genuine PartsGPC | 0.2% | $897,710 | 7,609 | Held |
| Vanguard Whitehall FDSVIGI | 0.2% | $885,242 | 9,480 | Held |
Showing the largest 100 of 279.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 30.9% since 30 June 2025.
Where the money is
Technology25.6%
Financial services11.9%
Industrials7.3%
Retail & consumer7.3%
Media & telecom7.0%
Health care5.9%
Utilities3.3%
Everyday goods3.3%
Energy2.5%
Materials2.3%
Real estate0.1%
Other23.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.