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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
Page 10 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VSEC VSE CORP Industrials 490.0 $90K 0.03% $184.40 +18.9%
182 VRT VERTIV HOLDINGS CO Industrials 350.0 $88K 0.03% $250.58 +32.9%
183 SONY SONY GROUP CORP Technology 4,000.0 $83K 0.02% $20.70 -1.8%
184 DEM WISDOMTREE TR 1,585.0 $79K 0.02% $49.69 +12.1%
185 IAG IAMGOLD CORP Basic Materials 2,954.0 $77K 0.02% $26.16 -35.5%
186 SMH VANECK ETF TRUST 200.0 $77K 0.02% $383.40 +72.1%
187 DELL DELL TECHNOLOGIES INC Technology 465.0 $76K 0.02% $164.13 +149.5%
188 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 982.0 $75K 0.02% -341.0 -25.8% $76.16 +12.4%
189 EMERA INC 1,030.0 $74K 0.02% $72.11
190 SLF SUN LIFE FINANCIAL INC. Financial Services 850.0 $74K 0.02% $87.15 -9.4%
191 NVS NOVARTIS AG Healthcare 475.0 $73K 0.02% $152.75 -3.7%
192 KE KIMBALL ELECTRONICS INC Industrials 3,000.0 $71K 0.02% $23.69 +6.8%
193 DIA STATE STR SPDR DOW JONES IND Financial Services 153.0 $71K 0.02% -22.0 -12.6% $463.19 +11.3%
194 PSTG EVERPURE INC Technology 1,200.0 $71K 0.02% $59.04 +26.5%
195 VPG VISHAY PRECISION GROUP INC Technology 1,600.0 $69K 0.02% $43.42 +225.5%
196 CNQ CANADIAN NAT RES LTD MED TER Energy 1,000.0 $68K 0.02% $67.86 -39.5%
197 NSC NORFOLK SOUTHN CORP Industrials 230.0 $66K 0.02% -60.0 -20.7% $287.00 +4.6%
198 FTS FORTIS INC Utilities 835.0 $65K 0.02% $77.61 -27.7%
199 MRVL MARVELL TECHNOLOGY INC Technology 650.0 $64K 0.02% $99.05 +213.6%
200 IWD ISHARES TR 300.0 $64K 0.02% $213.67 +13.3%
Page 10 of 14  ·  277 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 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%