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Portfolio (Quarterly) Guide ↗

LOM Asset Management Ltd

· CIK 0002077907
13F Portfolio $345M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 277 New
Page 9 of 14  ·  277 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BMO BANK MONTREAL QUE Financial Services 930.0 $166K 0.05% NEW $178.25 -4.2%
162 DXJ WISDOMTREE TR 1,140.0 $164K 0.05% NEW $144.16 +23.8%
163 INDA ISHARES TR 2,955.0 $160K 0.05% NEW $54.05 -8.3%
164 IEV ISHARES TR 2,285.0 $157K 0.04% NEW $68.60 +5.5%
165 EWY ISHARES INC 1,480.0 $144K 0.04% NEW $97.22 +125.5%
166 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,150.0 $143K 0.04% NEW $124.43 -10.2%
167 DFSV DIMENSIONAL ETF TRUST 4,100.0 $135K 0.04% NEW $32.89 +16.0%
168 BBY BEST BUY INC Consumer Cyclical 2,000.0 $134K 0.04% NEW $66.93 +11.7%
169 DEO DIAGEO PLC Consumer Defensive 1,500.0 $129K 0.04% NEW $86.27 -6.7%
170 BNS BANK NOVA SCOTIA HALIFAX Financial Services 1,270.0 $129K 0.04% NEW $101.23 -14.0%
171 IGV ISHARES TR 1,200.0 $127K 0.04% NEW $105.69 -15.7%
172 IBB ISHARES TR 740.0 $125K 0.04% NEW $168.77 +2.9%
173 XT ISHARES TR 1,700.0 $119K 0.03% NEW $69.74 +18.0%
174 VFH VANGUARD WORLD FD 882.0 $118K 0.03% NEW $133.49 -1.5%
175 VNQ VANGUARD INDEX FDS 1,272.0 $113K 0.03% NEW $88.49 +8.0%
176 EEM ISHARES TR 2,050.0 $112K 0.03% NEW $54.71 +29.4%
177 SONY SONY GROUP CORP Technology 4,000.0 $102K 0.03% NEW $25.60 -20.6%
178 PAAS PAN AMERN SILVER CORP Basic Materials 1,438.0 $102K 0.03% NEW $71.16 -31.1%
179 TRP TC ENERGY CORP Energy 1,350.0 $102K 0.03% NEW $75.58 -10.4%
180 MCHI ISHARES TR 1,620.0 $97K 0.03% NEW $60.07 -12.2%
Page 9 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 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%