Portfolio (Quarterly) Guide ↗

LOM Asset Management Ltd

· CIK 0002077907

13F Portfolio $348M AUM 278 positions Filed May 5, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 76 Added 45 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	PYPL	PAYPAL HLDGS INC	Financial Services	7,000	$409K	0.12%	SOLD
2	BBY	BEST BUY INC	Consumer Cyclical	2,000	$134K	0.04%	SOLD
3	DEO	DIAGEO PLC	Consumer Defensive	1,500	$129K	0.04%	SOLD
4	RNR	RENAISSANCERE HLDGS LTD	Financial Services	30	$8K	0.00%	SOLD
5	ABT	ABBOTT LABS	Healthcare	60	$8K	0.00%	SOLD

Sector Allocation

Technology 28.5%

Financial Services 18.0%

Consumer Cyclical 10.8%

Communication Services 9.6%

Industrials 8.2%

Healthcare 6.7%

Consumer Defensive 5.0%

Energy 4.7%

Basic Materials 4.4%

Utilities 3.9%