Portfolio (Quarterly)
Guide ↗
LOM Asset Management Ltd
· CIK 0002077907| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 8,761.0 | $440K | 0.13% | +90.0 | +1.0% | $50.20 | -0.2% |
| 62 | SNPS | SYNOPSYS INC | Technology | 1,075.0 | $426K | 0.12% | +15.0 | +1.4% | $396.48 | +11.6% |
| 63 | BDX | BECTON DICKINSON & CO | Healthcare | 2,566.0 | $403K | 0.12% | +1K | +63.9% | $157.23 | +20.5% |
| 64 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 8,048.0 | $320K | 0.09% | +560.0 | +7.5% | $39.81 | +11.4% |
| 65 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 3,278.0 | $316K | 0.09% | +45.0 | +1.4% | $96.47 | +13.6% |
| 66 | SCHD | SCHWAB STRATEGIC TR | — | 9,680.0 | $297K | 0.09% | +1K | +14.3% | $30.68 | +13.8% |
| 67 | JPEM | J P MORGAN EXCHANGE TRADED F | — | 4,255.0 | $264K | 0.08% | +1K | +39.3% | $62.13 | +6.6% |
| 68 | IGV | ISHARES TR | — | 2,830.0 | $227K | 0.07% | +2K | +135.8% | $80.05 | +36.8% |
| 69 | ELAN | ELANCO ANIMAL HEALTH INC | Healthcare | 9,251.0 | $221K | 0.06% | +677.0 | +7.9% | $23.93 | +0.8% |
| 70 | EEM | ISHARES TR | — | 3,820.0 | $217K | 0.06% | +2K | +86.3% | $56.79 | +18.2% |
| 71 | AMT | AMERICAN TOWER CORP | Real Estate | 1,152.0 | $199K | 0.06% | +146.0 | +14.5% | $172.58 | +2.1% |
| 72 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 1,094.0 | $99K | 0.03% | +264.0 | +31.8% | $90.42 | +11.6% |
| 73 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 160.0 | $62K | 0.02% | +25.0 | +18.5% | $97.60 | +123.8% |
| 74 | INTU | INTUIT | Technology | 120.0 | $52K | 0.01% | +30.0 | +33.3% | $432.38 | -17.2% |
| 75 | EZA | ISHARES INC | — | 660.0 | $45K | 0.01% | +330.0 | +100.0% | $67.80 | +4.3% |
| 76 | RDDT | REDDIT INC | Communication Services | 220.0 | $30K | 0.01% | +75.0 | +51.7% | $134.65 | +13.6% |
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
30.1%
Financial Services
19.1%
Consumer Cyclical
11.4%
Industrials
8.7%
Healthcare
7.1%
Consumer Defensive
5.2%
Energy
5.0%
Basic Materials
4.6%
Communication Services
4.5%
Utilities
4.2%