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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 12 of 14  ·  279 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CMT CORE MOLDING TECHNOLOGIES IN Basic Materials 2,000.0 $47K 0.01% $23.60 +7.7%
222 ROBO EXCHANGE TRADED CONCEPTS TRU 550.0 $47K 0.01% $85.66 -5.8%
223 ICICI BANK LIMITED 1,600.0 $46K 0.01% $29.03
224 NTR NUTRIEN LTD Basic Materials 515.0 $46K 0.01% +285.0 +123.9% $89.35 -17.6%
225 SNOW SNOWFLAKE INC Technology 180.0 $46K 0.01% $254.50 +29.4%
226 OIS OIL STS INTL INC Energy 5,659.0 $45K 0.01% +890.0 +18.7% $8.01 +8.8%
227 CNQ CANADIAN NAT RES LTD MED TER Energy 800.0 $45K 0.01% -200.0 -20.0% $56.12 -12.7%
228 YOU CLEAR SECURE INC Technology 800.0 $45K 0.01% NEW $55.73 -22.0%
229 PAVE GLOBAL X FDS 740.0 $44K 0.01% $58.92 -6.3%
230 C CITIGROUP INC Financial Services 300.0 $42K 0.01% $139.96 -5.3%
231 EZA ISHARES INC 660.0 $42K 0.01% $63.19 +12.0%
232 DIA STATE STR SPDR DOW JONES IND Financial Services 78.0 $41K 0.01% -75.0 -49.0% $522.38 +2.4%
233 GASS STEALTHGAS INC Industrials 5,000.0 $40K 0.01% $7.90 +19.9%
234 PKOH PARK-OHIO HLDGS CORP Industrials 1,000.0 $38K 0.01% $38.45 +21.0%
235 BZH BEAZER HOMES USA INC Consumer Cyclical 1,300.0 $36K 0.01% $28.05 +18.5%
236 AMPY AMPLIFY ENERGY CORP NEW Energy 9,000.0 $36K 0.01% +4K +80.0% $3.98 +20.1%
237 JD JD.COM INC Consumer Cyclical 1,400.0 $36K 0.01% NEW $25.48 +12.2%
238 PLTR PALANTIR TECHNOLOGIES INC Technology 300.0 $35K 0.01% +100.0 +50.0% $116.67 +59.2%
239 USNA USANA HEALTH SCIENCES INC Consumer Defensive 1,600.0 $34K 0.01% NEW $21.35 -33.7%
240 KWEB KRANESHARES TRUST 1,340.0 $33K 0.01% +670.0 +100.0% $24.47 +7.3%
Page 12 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%