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 | AVGO | BROADCOM INC | Technology | 46,205.0 | $16.0M | 4.63% | NEW | — | $346.10 | +18.9% |
| 2 | GOOG | ALPHABET INC | Communication Services | 48,478.0 | $15.2M | 4.41% | NEW | — | $313.80 | +17.1% |
| 3 | MSFT | MICROSOFT CORP | Technology | 23,082.0 | $11.2M | 3.23% | NEW | — | $483.62 | -21.5% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 58,976.0 | $11.0M | 3.19% | NEW | — | $186.50 | +13.0% |
| 5 | VOO | VANGUARD INDEX FDS | — | 13,061.0 | $8.2M | 2.37% | NEW | — | $627.13 | +9.7% |
| 6 | AMZN | AMAZON COM INC | Consumer Cyclical | 33,217.0 | $7.7M | 2.22% | NEW | — | $230.82 | +5.9% |
| 7 | JPM | JPMORGAN CHASE & CO. | Financial Services | 21,810.0 | $7.0M | 2.04% | NEW | — | $322.22 | +0.9% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | — | 106,153.0 | $6.6M | 1.92% | NEW | — | $62.47 | +15.8% |
| 9 | AMAT | APPLIED MATLS INC | Technology | 24,489.0 | $6.3M | 1.82% | NEW | — | $256.99 | +140.1% |
| 10 | ADI | ANALOG DEVICES INC | Technology | 23,022.0 | $6.2M | 1.81% | NEW | — | $271.20 | +60.2% |
| 11 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,139.0 | $6.1M | 1.77% | NEW | — | $5355.33 | -96.8% |
| 12 | META | META PLATFORMS INC | Communication Services | 8,736.0 | $5.8M | 1.67% | NEW | — | $660.09 | -12.6% |
| 13 | AAPL | APPLE INC | Technology | 21,138.0 | $5.7M | 1.67% | NEW | — | $271.86 | +9.6% |
| 14 | MA | MASTERCARD INCORPORATED | Financial Services | 9,780.0 | $5.6M | 1.62% | NEW | — | $570.88 | -14.2% |
| 15 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,218.0 | $5.1M | 1.49% | NEW | — | $502.65 | — |
| 16 | V | VISA INC | Financial Services | 14,596.0 | $5.1M | 1.48% | NEW | — | $350.71 | -6.7% |
| 17 | IVV | ISHARES TR | — | 6,995.0 | $4.8M | 1.39% | NEW | — | $684.94 | +9.5% |
| 18 | TJX | TJX COS INC NEW | Consumer Cyclical | 30,646.0 | $4.7M | 1.36% | NEW | — | $153.61 | +6.6% |
| 19 | VBR | VANGUARD INDEX FDS | — | 19,636.0 | $4.2M | 1.21% | NEW | — | $211.79 | +12.6% |
| 20 | HD | HOME DEPOT INC | Consumer Cyclical | 11,912.0 | $4.1M | 1.19% | NEW | — | $344.10 | -2.9% |
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
11.7%
Communication Services
10.0%
Industrials
7.2%
Healthcare
6.8%
Consumer Defensive
4.8%
Utilities
3.5%
Energy
3.4%
Basic Materials
3.3%