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 | 43,959.0 | $13.6M | 3.91% | -2K | -4.9% | $309.51 | +32.9% |
| 2 | GOOG | ALPHABET INC | Communication Services | 47,114.0 | $13.5M | 3.88% | -1K | -2.8% | $286.86 | +28.1% |
| 3 | NVDA | NVIDIA CORPORATION | Technology | 58,823.0 | $10.3M | 2.95% | — | — | $174.40 | +20.8% |
| 4 | MSFT | MICROSOFT CORP | Technology | 23,297.0 | $8.6M | 2.48% | +215.0 | +0.9% | $370.17 | +2.5% |
| 5 | AMAT | APPLIED MATLS INC | Technology | 23,711.0 | $8.1M | 2.33% | -778.0 | -3.2% | $341.79 | +80.6% |
| 6 | VOO | VANGUARD INDEX FDS | — | 12,997.0 | $7.8M | 2.23% | — | — | $597.55 | +15.2% |
| 7 | ADI | ANALOG DEVICES INC | Technology | 22,940.0 | $7.3M | 2.10% | — | — | $318.14 | +36.6% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | — | 112,747.0 | $7.2M | 2.08% | +7K | +6.2% | $64.08 | +12.8% |
| 9 | AMZN | AMAZON COM INC | Consumer Cyclical | 34,257.0 | $7.1M | 2.05% | +1K | +3.1% | $208.27 | +17.3% |
| 10 | JPM | JPMORGAN CHASE & CO | Financial Services | 21,760.0 | $6.4M | 1.84% | — | — | $294.16 | +10.6% |
| 11 | AAPL | APPLE INC | Technology | 21,235.0 | $5.4M | 1.55% | — | — | $253.79 | +17.4% |
| 12 | META | META PLATFORMS INC | Communication Services | 8,631.0 | $4.9M | 1.42% | -105.0 | -1.2% | $572.13 | +0.9% |
| 13 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 1,152.0 | $4.9M | 1.39% | +13.0 | +1.1% | $4210.32 | -95.9% |
| 14 | MA | MASTERCARD INCORPORATED | Financial Services | 9,696.0 | $4.8M | 1.39% | -84.0 | -0.9% | $499.66 | -2.0% |
| 15 | — | BERKSHIRE HATHAWAY INC DEL | — | 10,088.0 | $4.8M | 1.39% | -130.0 | -1.3% | $479.20 | — |
| 16 | TJX | TJX COS INC NEW | Consumer Cyclical | 30,252.0 | $4.8M | 1.39% | -394.0 | -1.3% | $159.70 | +2.6% |
| 17 | CVX | CHEVRON CORPORATION | Energy | 22,714.0 | $4.7M | 1.35% | — | — | $206.90 | -16.1% |
| 18 | IVV | ISHARES TR | — | 6,865.0 | $4.5M | 1.29% | -130.0 | -1.9% | $653.21 | +14.8% |
| 19 | V | VISA INC | Financial Services | 14,459.0 | $4.4M | 1.26% | -137.0 | -0.9% | $302.24 | +8.3% |
| 20 | VBR | VANGUARD INDEX FDS | — | 19,880.0 | $4.3M | 1.24% | +244.0 | +1.2% | $217.25 | +9.7% |
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
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%