BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

LAM GROUP, INC.

· CIK 0001961944
13F Portfolio $201M AUM 139 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 41 Added 17 Reduced
Page 2 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFSV DFA US Small Cap Value ET 95,240.0 $3.7M 1.83% -3K -2.8% $38.79 +1.8%
22 DFEV DFA Emerging Markets Valu 82,260.0 $3.5M 1.74% $42.67 -0.1%
23 DFUS DFA US Equity ETF 39,042.0 $3.2M 1.59% $81.94 +1.3%
24 AMPH Amphastar Pharma Inc Healthcare 130,800.0 $2.6M 1.31% $20.18 +13.7%
25 AVIV Avantis International Val 33,345.0 $2.6M 1.28% +3K +8.3% $77.42 +6.3%
26 AVDV Avantis International Sma 22,885.0 $2.4M 1.17% +2K +10.1% $103.05 +8.1%
27 DFAX DFA World ex US Core 2 ET 63,131.0 $2.3M 1.16% $36.84 +2.8%
28 DFAT DFA US Targeted Value ETF 31,603.0 $2.2M 1.10% $69.90 +0.6%
29 AVEM Avantis Emerging Markets 22,865.0 $2.2M 1.10% +1K +5.7% $96.49 -2.4%
30 AVDE Avantis International Cor 24,665.0 $2.2M 1.09% +2K +9.4% $89.20 +4.1%
31 AVUS Avantis US Large Cap Core 15,450.0 $2.0M 0.98% -100.0 -0.6% $128.08 +0.9%
32 AVSC Avantis US Micro Cap Equi 26,200.0 $1.9M 0.95% +325.0 +1.3% $73.34 -1.9%
33 AVDS Avantis International Sma 23,860.0 $1.8M 0.89% +3K +14.2% $75.26 +5.9%
34 VB Vanguard US Small Cap Equ 5,750.0 $1.7M 0.87% $303.12 -2.3%
35 SPY S&P 500 SPDR Financial Services 2,028.0 $1.5M 0.75% +28.0 +1.4% $746.77 +2.0%
36 AVLV Avantis US Large Cap Valu 16,150.0 $1.5M 0.73% +640.0 +4.1% $91.21 +2.5%
37 AVGE Avantis All Equity Global 14,226.0 $1.4M 0.70% +1K +9.5% $99.10 +1.5%
38 DFAC DFA US Core ETF 29,806.0 $1.3M 0.66% $44.36 +1.6%
39 DFAI DFA International Core ET 31,255.0 $1.3M 0.64% $41.25 +3.4%
40 DFAE DFA Emerging Markets Core 31,385.0 $1.3M 0.63% $40.21 -1.6%
Page 2 of 7  ·  139 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.4%
Healthcare 17.3%
Technology 15.1%
Communication Services 4.2%
Consumer Cyclical 3.9%
Industrials 2.8%
Utilities 0.9%
Consumer Defensive 0.4%
Real Estate 0.1%