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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 11 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWD ISHARES TR 300.0 $73K 0.02% $242.43 +6.6%
202 NSC NORFOLK SOUTHN CORP Industrials 230.0 $72K 0.02% $314.59 +10.8%
203 BAC BANK OF AMER CORP Financial Services 1,250.0 $71K 0.02% $56.98 +9.4%
204 EXI ISHARES TR 343.0 $69K 0.02% $200.50 -0.4%
205 MFC MANULIFE FINL CORP Financial Services 1,190.0 $68K 0.02% $57.52 -25.7%
206 FTS FORTIS INC Utilities 835.0 $68K 0.02% $81.25 -32.7%
207 IAG IAMGOLD CORP Basic Materials 2,954.0 $66K 0.02% $22.51 -8.5%
208 NGS NATURAL GAS SVCS GROUP INC Energy 1,537.0 $66K 0.02% $43.14 -19.6%
209 RCKY ROCKY BRANDS INC Consumer Cyclical 1,500.0 $62K 0.02% $41.24 +10.7%
210 EIX EDISON INTL Utilities 820.0 $61K 0.02% $74.45 -5.7%
211 SHOP SHOPIFY INC Technology 500.0 $57K 0.01% $114.18 +33.9%
212 SYK STRYKER CORPORATION Healthcare 180.0 $57K 0.01% NEW $314.84 +5.0%
213 ANET ARISTA NETWORKS INC Technology 320.0 $54K 0.01% $169.88 +15.0%
214 RGS REGIS CORPORATION Consumer Cyclical 1,900.0 $53K 0.01% +300.0 +18.8% $28.00 -3.1%
215 GSL GLOBAL SHIP LEASE INC Industrials 1,400.0 $53K 0.01% $37.60 +18.4%
216 MG MISTRAS GROUP INC Industrials 3,000.0 $52K 0.01% $17.47 +5.8%
217 RKLB ROCKET LAB CORP Industrials 500.0 $51K 0.01% $101.65 -36.7%
218 RDDT REDDIT INC Communication Services 275.0 $48K 0.01% +55.0 +25.0% $173.58 -11.9%
219 BROOKFIELD ASSET MANAGMT LTD 750.0 $48K 0.01% +150.0 +25.0% $63.62
220 EELV INVESCO EXCH TRADED FD TR II 1,700.0 $47K 0.01% $27.80 +3.9%
Page 11 of 14  ·  279 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%