Portfolio (Quarterly)
Guide ↗
LOM Asset Management Ltd
· CIK 0002077907| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | Technology | 59,414.0 | $11.9M | 3.07% | +591.0 | +1.0% | $200.09 | +13.9% |
| 2 | MSFT | MICROSOFT CORP | Technology | 23,651.0 | $8.8M | 2.28% | +354.0 | +1.5% | $373.02 | +35.4% |
| 3 | AMZN | AMAZON COM INC | Consumer Cyclical | 34,686.0 | $8.3M | 2.14% | +429.0 | +1.2% | $238.34 | +7.5% |
| 4 | JPM | JPMORGAN CHASE & CO | Financial Services | 21,938.0 | $7.2M | 1.86% | +178.0 | +0.8% | $327.33 | +8.2% |
| 5 | AAPL | APPLE INC | Technology | 24,030.0 | $7.0M | 1.80% | +3K | +13.2% | $289.36 | +8.7% |
| 6 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 29,622.0 | $5.3M | 1.36% | +28K | +2471.3% | $178.24 | +13.6% |
| 7 | MA | MASTERCARD INCORPORATED | Financial Services | 10,074.0 | $5.2M | 1.34% | +378.0 | +3.9% | $513.60 | +15.2% |
| 8 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,311.0 | $5.2M | 1.33% | +223.0 | +2.2% | $500.39 | — |
| 9 | V | VISA INC | Financial Services | 14,953.0 | $5.1M | 1.33% | +494.0 | +3.4% | $343.09 | +10.7% |
| 10 | META | META PLATFORMS INC | Communication Services | 8,805.0 | $5.0M | 1.28% | +174.0 | +2.0% | $563.29 | +1.4% |
| 11 | QQQ | INVESCO QQQ TR | Financial Services | 6,587.0 | $4.9M | 1.25% | +413.0 | +6.7% | $736.40 | -2.1% |
| 12 | TJX | TJX COS INC NEW | Consumer Cyclical | 30,895.0 | $4.7M | 1.21% | +643.0 | +2.1% | $151.50 | -11.4% |
| 13 | HD | HOME DEPOT INC | Consumer Cyclical | 12,085.0 | $4.3M | 1.10% | +208.0 | +1.8% | $352.68 | -6.8% |
| 14 | RTX | RTX CORPORATION | Industrials | 21,846.0 | $4.1M | 1.07% | +4K | +19.2% | $189.73 | +11.8% |
| 15 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 26,626.0 | $3.9M | 1.01% | +3K | +12.4% | $146.64 | -2.4% |
| 16 | MS | MORGAN STANLEY | Financial Services | 18,511.0 | $3.9M | 1.00% | +692.0 | +3.9% | $209.04 | +2.8% |
| 17 | CVX | CHEVRON CORPORATION | Energy | 23,041.0 | $3.8M | 0.99% | +327.0 | +1.4% | $165.76 | +20.4% |
| 18 | — | CENCORA INC | — | 12,921.0 | $3.7M | 0.94% | +1K | +10.3% | $282.98 | — |
| 19 | FCX | FREEPORT MCMORAN INC | Basic Materials | 57,873.0 | $3.6M | 0.94% | +1K | +2.1% | $62.89 | +24.7% |
| 20 | XLE | SELECT SECTOR SPDR TR | — | 67,552.0 | $3.6M | 0.93% | +1K | +1.5% | $53.11 | +17.3% |
① 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
Technology
37.3%
Financial Services
17.2%
Consumer Cyclical
10.6%
Industrials
7.2%
Healthcare
7.0%
Consumer Defensive
4.6%
Basic Materials
4.2%
Utilities
4.1%
Communication Services
3.9%
Energy
3.9%