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)
| Stock | Value |
|---|---|
IXGISHARES TR GLOBAL FINLS ETF | $835K |
SHELSHELL PLC SPON ADS | $795K |
BXBLACKSTONE INC COM | $779K |
GSKGSK PLC SPONSORED ADR | $778K |
ELVELEVANCE HEALTH INC COM | $776K |
TPRTAPESTRY INC COM | $769K |
NOCNORTHROP GRUMMAN CORP COM | $760K |
BDXBECTON DICKINSON & CO COM | $756K |
VPUVANGUARD WORLD FD UTILITIES ETF | $738K |
APDAIR PRODS & CHEMS INC COM | $734K |
IEURISHARES TR CORE MSCI EURO | $727K |
AMGNAMGEN INC COM | $705K |
VRTXVERTEX PHARMACEUTICALS INC COM | $697K |
EWGISHARES INC MSCI GERMANY ETF | $635K |
UNPUNION PAC CORP COM | $622K |
SPYMSPDR SERIES TRUST PORTFOLIO S&P500 | $582K |
JXIISHARES TR GLOB UTILITS ETF | $567K |
MCDMCDONALDS CORP COM | $564K |
CSCOCISCO SYS INC COM | $560K |
LMTLOCKHEED MARTIN CORP COM | $557K |
SNPSSYNOPSYS INC COM | $543K |
CPRTCOPART INC COM | $491K |
GOOGLALPHABET INC CAP STK CL A | $476K |
PNWPINNACLE WEST CAP CORP COM | $456K |
COPCONOCOPHILLIPS COM | $451K |
KMBKIMBERLY-CLARK CORP COM | $434K |
NINISOURCE INC COM | $433K |
CEGCONSTELLATION ENERGY CORP COM | $415K |
KXIISHARES TR GLB CNSM STP ETF | $392K |
OMCOMNICOM GROUP INC COM | $387K |
PEOEXELON CORP COM | $376K |
GISGENERAL MLS INC COM | $367K |
BACVERIZON COMMUNICATIONS INC COM | $350K |
DESWISDOMTREE TR US SMALLCAP DIVD | $349K |
TXNTEXAS INSTRS INC COM | $344K |
CMCSACOMCAST CORP NEW CL A | $330K |
SOSOUTHERN CO COM | $300K |
FEFIRSTENERGY CORP COM | $298K |
INDAISHARES TR MSCI INDIA ETF | $284K |
DIVIFRANKLIN TEMPLETON ETF TR INTL COR DIV TIL | $255K |
UPSUNITED PARCEL SERVICE INC CL B | $250K |
VHTVANGUARD WORLD FD HEALTH CAR ETF | $218K |
BKBANK NEW YORK MELLON CORP COM | $217K |
LOWLOWES COS INC COM | $214K |
SCHDSCHWAB STRATEGIC TR US DIVIDEND EQ | $205K |
RZVINVESCO EXCHANGE TRADED FD T S&P SML600 VAL | $200K |
AMTAMERICAN TOWER CORP NEW COM | $180K |
XLVSELECT SECTOR SPDR TR SBI HEALTHCARE | $180K |
XLKSELECT SECTOR SPDR TR TECHNOLOGY | $179K |
TSLATESLA INC COM | $176K |
DEODIAGEO PLC SPON ADR NEW | $171K |
VNQVANGUARD INDEX FDS REAL ESTATE ETF | $169K |
IEVISHARES TR EUROPE ETF | $145K |
EIXEDISON INTL COM | $134K |
BBYBEST BUY INC COM | $134K |
DXJWISDOMTREE TR JAPN HEDGE EQT | $130K |
VWOVANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $119K |
AMDADVANCED MICRO DEVICES INC COM | $116K |
VFHVANGUARD WORLD FD FINANCIALS ETF | $112K |
XOPSPDR SERIES TRUST S&P OILGAS EXP | $111K |
SONYSONY GROUP CORP SPONSORED ADR | $104K |
DFSVDIMENSIONAL ETF TRUST US SMALL CAP VAL | $103K |
IBBISHARES TR ISHARES BIOTECH | $99K |
TDTORONTO DOMINION BK ONT COM NEW | $92K |
NSCNORFOLK SOUTHN CORP COM | $83K |
DONSPDR DOW JONES INDL AVERAGE UT SER 1 | $82K |
XTISHARES TR EXPONENTIAL TECH | $78K |
IGVISHARES TR EXPANDED TECH | $77K |
FTNTFORTINET INC COM | $74K |
NVONOVO-NORDISK A S ADR | $74K |
SCHESCHWAB STRATEGIC TR EMRG MKTEQ ETF | $73K |
DEMWISDOMTREE TR EMER MKT HIGH FD | $72K |
PSTGPURE STORAGE INC CL A | $69K |
AFRMAFFIRM HLDGS INC COM CL A | $69K |
CRWDCROWDSTRIKE HLDGS INC CL A | $69K |
VSECVSE CORP COM | $64K |
BACBANK AMERICA CORP COM | $59K |
CCKCROWN HLDGS INC COM | $59K |
IWDISHARES TR RUS 1000 VAL ETF | $58K |
KEKIMBALL ELECTRONICS INC COM | $58K |
EXIISHARES TR GLOB INDSTRL ETF | $57K |
IXCISHARES TR GLOBAL ENERG ETF | $56K |
EEMISHARES TR MSCI EMG MKT ETF | $56K |
SMHVANECK ETF TRUST SEMICONDUCTR ETF | $56K |
IBNICICI BANK LIMITED ADR | $54K |
TWLOTWILIO INC CL A | $52K |
MRVLMARVELL TECHNOLOGY INC COM | $50K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $48K |
CVLGCOVENANT LOGISTICS GROUP INC CL A | $48K |
3TYTITAN MACHY INC COM | $48K |
BOOTBOOT BARN HLDGS INC COM | $46K |
SHOPSHOPIFY INC CL A SUB VTG SHS | $46K |
VPGVISHAY PRECISION GROUP INC COM | $45K |
NCNACCO INDS INC CL A | $44K |
INTUINTUIT COM | $43K |
APHAMPHENOL CORP NEW CL A | $43K |
FONRFONAR CORP COM NEW | $42K |
NWPXNWPX INFRASTRUCTURE INC COM | $41K |
BCCCGLOBAL X FDS US INFR DEV ETF | $41K |
SNOWSNOWFLAKE INC CL A | $40K |