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Portfolio (Quarterly) Guide ↗

LOM Asset Management Ltd

· CIK 0002077907
13F Portfolio $387M AUM 279 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 95 Added 63 Reduced 14 Exited
Page 4 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BNS BANK NOVA SCOTIA B C Financial Services 102.0 $9K 0.00% -1K -92.0% $86.84 +7.5%
62 GIS GENERAL MILLS INC Consumer Defensive 155.0 $5K 0.00% -6K -97.5% $34.80 +18.8%
63 VSNT VERSANT MEDIA GROUP INC Industrials 11.0 $396.0 -58.0 -84.1% $36.00 +13.1%
Page 4 of 4  ·  63 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
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%