LOM Asset Management Ltd Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$295.5M

Holdings

252

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (252 positions)

StockValue
AVGOBROADCOM INC COM
$13.7M
MSFTMICROSOFT CORP COM
$11.4M
NVDANVIDIA CORPORATION COM
$8.7M
GOOGALPHABET INC CAP STK CL C
$8.6M
VOOVANGUARD INDEX FDS S&P 500 ETF SHS
$7.6M
AMZNAMAZON COM INC COM
$6.7M
JPMJPMORGAN CHASE & CO. COM
$6.2M
METAMETA PLATFORMS INC CL A
$6.1M
BKNGBOOKING HOLDINGS INC COM
$5.5M
ADIANALOG DEVICES INC COM
$5.3M
MAMASTERCARD INCORPORATED CL A
$5.3M
VEAVANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
$4.9M
VVISA INC COM CL A
$4.6M
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$4.6M
IVVISHARES TR CORE S&P500 ETF
$4.4M
AAPLAPPLE INC COM
$4.3M
HDHOME DEPOT INC COM
$4.2M
AMATAPPLIED MATLS INC COM
$4.1M
SPYSPDR S&P 500 ETF TR TR UNIT
$3.8M
FISVFISERV INC COM
$3.8M
HONHONEYWELL INTL INC COM
$3.7M
VBRVANGUARD INDEX FDS SM CP VAL ETF
$3.7M
TJXTJX COS INC NEW COM
$3.6M
VIGVANGUARD SPECIALIZED FUNDS DIV APP ETF
$3.2M
NDQINVESCO QQQ TR UNIT SER 1
$3.1M
CVXCHEVRON CORP NEW COM
$3.1M
PGPROCTER AND GAMBLE CO COM
$3.0M
IJHISHARES TR CORE S&P MCP ETF
$3.0M
XLESELECT SECTOR SPDR TR ENERGY
$2.9M
ABGCENCORA INC COM
$2.8M
VGKVANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
$2.6M
ORLYOREILLY AUTOMOTIVE INC COM
$2.5M
VGTVANGUARD WORLD FD INF TECH ETF
$2.4M
ADBEADOBE INC COM
$2.4M
RTXRTX CORPORATION COM
$2.4M
ETRENTERGY CORP NEW COM
$2.4M
PEPPEPSICO INC COM
$2.3M
VOVANGUARD INDEX FDS MID CAP ETF
$2.3M
FCXFREEPORT-MCMORAN INC CL B
$2.3M
IYHISHARES TR US HLTHCARE ETF
$2.3M
KOCOCA COLA CO COM
$2.2M
RPVINVESCO EXCHANGE TRADED FD T S&P500 PUR VAL
$2.2M
BLKBLACKROCK INC COM
$2.2M
MDLZMONDELEZ INTL INC CL A
$2.1M
ICEINTERCONTINENTAL EXCHANGE IN COM
$2.1M
CATCATERPILLAR INC COM
$2.1M
DWDMORGAN STANLEY COM NEW
$2.0M
EFAISHARES TR MSCI EAFE ETF
$2.0M
HDVISHARES TR CORE HIGH DV ETF
$2.0M
KBESPDR SERIES TRUST S&P BK ETF
$2.0M
IAU*ISHARES GOLD TR ISHARES NEW
$2.0M
WFCWELLS FARGO CO NEW COM
$2.0M
IJRISHARES TR CORE S&P SCP ETF
$1.9M
TMOTHERMO FISHER SCIENTIFIC INC COM
$1.9M
MPCMARATHON PETE CORP COM
$1.9M
NEENEXTERA ENERGY INC COM
$1.8M
AEPAMERICAN ELEC PWR CO INC COM
$1.8M
AQLTISHARES TR SELECT DIVID ETF
$1.8M
UNHUNITEDHEALTH GROUP INC COM
$1.7M
CRMSALESFORCE INC COM
$1.7M
SCHWSCHWAB CHARLES CORP COM
$1.7M
GDGENERAL DYNAMICS CORP COM
$1.7M
URIUNITED RENTALS INC COM
$1.6M
DUKDUKE ENERGY CORP NEW COM NEW
$1.6M
JNJJOHNSON & JOHNSON COM
$1.6M
QCOMQUALCOMM INC COM
$1.5M
IQVIQVIA HLDGS INC COM
$1.4M
ULUNILEVER PLC SPON ADR NEW
$1.4M
ABBVABBVIE INC COM
$1.4M
PANWPALO ALTO NETWORKS INC COM
$1.4M
WMTWALMART INC COM
$1.3M
EWJISHARES INC MSCI JPN ETF NEW
$1.3M
LHXL3HARRIS TECHNOLOGIES INC COM
$1.3M
DBCINVESCO DB COMMDY INDX TRCK UNIT
$1.3M
RSPINVESCO EXCHANGE TRADED FD T S&P500 EQL WGT
$1.3M
XOMEXXON MOBIL CORP COM
$1.3M
MRKMERCK & CO INC COM
$1.2M
UBERUBER TECHNOLOGIES INC COM
$1.2M
LRCXLAM RESEARCH CORP COM NEW
$1.2M
SOXXISHARES TR ISHARES SEMICDTR
$1.2M
USBUS BANCORP DEL COM NEW
$1.1M
GSGOLDMAN SACHS GROUP INC COM
$1.1M
MLB1MERCADOLIBRE INC COM
$1.1M
LLYELI LILLY & CO COM
$1.1M
MUMICRON TECHNOLOGY INC COM
$1.1M
DISDISNEY WALT CO COM
$1.1M
LHLABCORP HOLDINGS INC COM SHS
$1.0M
VYMVANGUARD WHITEHALL FDS HIGH DIV YLD
$1.0M
TFCTRUIST FINL CORP COM
$983K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$969K
NFLXNETFLIX INC COM
$951K
PFFISHARES TR PFD AND INCM SEC
$920K
IHIISHARES TR U.S. MED DVC ETF
$914K
ORCLORACLE CORP COM
$905K
TMUST-MOBILE US INC COM
$903K
URTHISHARES INC MSCI WORLD ETF
$875K
GPCGENUINE PARTS CO COM
$856K
ASMLASML HOLDING N V N Y REGISTRY SHS
$854K
VIGIVANGUARD WHITEHALL FDS INTL DVD ETF
$848K
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
$839K
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