Portfolio (Quarterly)
Guide ↗
LOM Asset Management Ltd
· CIK 0002077907| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 17,498 | $4.0M | 1.14% | SOLD |
| 2 | IAU | ISHARES GOLD TR | Financial Services | 31,500 | $2.8M | 0.80% | SOLD |
| 3 | DBC | INVESCO DB COMMDY INDX TRCK | Financial Services | 58,700 | $1.7M | 0.49% | SOLD |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | — | 7,040 | $1.4M | 0.39% | SOLD |
| 5 | SONY | SONY GROUP CORP | Technology | 4,000 | $83K | 0.02% | SOLD |
| 6 | CCK | CROWN HLDGS INC | Consumer Cyclical | 570 | $57K | 0.02% | SOLD |
| 7 | FONR | FONAR CORP | Healthcare | 2,800 | $52K | 0.01% | SOLD |
| 8 | EMR | EMERSON ELEC CO | Industrials | 260 | $34K | 0.01% | SOLD |
| 9 | PBE | INVESCO EXCHANGE TRADED FD T | — | 300 | $24K | 0.01% | SOLD |
| 10 | — | BLOCK INC | — | 340 | $20K | 0.01% | SOLD |
| 11 | ZTS | ZOETIS INC | Healthcare | 130 | $15K | 0.00% | SOLD |
| 12 | — | COOPER COS INC | — | 200 | $14K | 0.00% | SOLD |
| 13 | INFY | INFOSYS LTD | Technology | 1,000 | $14K | 0.00% | SOLD |
| 14 | WAT | WATERS CORP | Healthcare | 29 | $9K | 0.00% | SOLD |
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%