LOM Asset Management Ltd Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$345.2M

Holdings

277

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (277 positions)

StockValue
AVGOBROADCOM INC
$16.0M
GOOGALPHABET INC
$15.2M
MSFTMICROSOFT CORP
$11.2M
NVDANVIDIA CORPORATION
$11.0M
VOOVANGUARD INDEX FDS
$8.2M
AMZNAMAZON COM INC
$7.7M
JPMJPMORGAN CHASE & CO.
$7.0M
VEAVANGUARD TAX-MANAGED FDS
$6.6M
AMATAPPLIED MATLS INC
$6.3M
ADIANALOG DEVICES INC
$6.2M
BKNGBOOKING HOLDINGS INC
$6.1M
METAMETA PLATFORMS INC
$5.8M
AAPLAPPLE INC
$5.7M
MAMASTERCARD INCORPORATED
$5.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$5.1M
VVISA INC
$5.1M
IVVISHARES TR
$4.8M
TJXTJX COS INC NEW
$4.7M
VBRVANGUARD INDEX FDS
$4.2M
HDHOME DEPOT INC
$4.1M
SPYSPDR S&P 500 ETF TR
$4.1M
ABGCENCORA INC
$3.8M
NDQINVESCO QQQ TR
$3.8M
IJHISHARES TR
$3.6M
MUMICRON TECHNOLOGY INC
$3.5M
CVXCHEVRON CORP NEW
$3.5M
HONHONEYWELL INTL INC
$3.4M
PGPROCTER AND GAMBLE CO
$3.3M
RTXRTX CORPORATION
$3.3M
CATCATERPILLAR INC
$3.1M
VGKVANGUARD INTL EQUITY INDEX F
$3.1M
XLESELECT SECTOR SPDR TR
$3.0M
VIGVANGUARD SPECIALIZED FUNDS
$2.9M
FCXFREEPORT-MCMORAN INC
$2.9M
DWDMORGAN STANLEY
$2.9M
IYHISHARES TR
$2.8M
WFCWELLS FARGO CO NEW
$2.6M
ORLYOREILLY AUTOMOTIVE INC
$2.6M
VGTVANGUARD WORLD FD
$2.6M
IAU*ISHARES GOLD TR
$2.6M
TMOTHERMO FISHER SCIENTIFIC INC
$2.5M
PEPPEPSICO INC
$2.5M
RPVINVESCO EXCHANGE TRADED FD T
$2.4M
ETRENTERGY CORP NEW
$2.4M
EFAISHARES TR
$2.4M
IJRISHARES TR
$2.4M
KOCOCA COLA CO
$2.3M
EWJISHARES INC
$2.3M
LLYELI LILLY & CO
$2.3M
SCHWSCHWAB CHARLES CORP
$2.3M
NEENEXTERA ENERGY INC
$2.3M
BLKBLACKROCK INC
$2.2M
KBESPDR SERIES TRUST
$2.1M
GDGENERAL DYNAMICS CORP
$2.1M
JNJJOHNSON & JOHNSON
$2.1M
ICEINTERCONTINENTAL EXCHANGE IN
$2.1M
SSRMSSR MINING IN
$2.1M
LRCXLAM RESEARCH CORP
$2.1M
HDVISHARES TR
$2.0M
AEPAMERICAN ELEC PWR CO INC
$1.9M
IQVIQVIA HLDGS INC
$1.9M
AQLTISHARES TR
$1.9M
URIUNITED RENTALS INC
$1.8M
SVMSILVERCORP METALS INC
$1.8M
UNHUNITEDHEALTH GROUP INC
$1.8M
XOMEXXON MOBIL CORP
$1.8M
VOVANGUARD INDEX FDS
$1.7M
MPCMARATHON PETE CORP
$1.7M
ASMLASML HOLDING N V
$1.7M
MDLZMONDELEZ INTL INC
$1.7M
ABBVABBVIE INC
$1.7M
QCOMQUALCOMM INC
$1.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.6M
WMTWALMART INC
$1.6M
LHXL3HARRIS TECHNOLOGIES INC
$1.6M
DUKDUKE ENERGY CORP NEW
$1.6M
PANWPALO ALTO NETWORKS INC
$1.6M
TFCTRUIST FINL CORP
$1.5M
GSGOLDMAN SACHS GROUP INC
$1.5M
ULUNILEVER PLC
$1.4M
SOXXISHARES TR
$1.4M
RSPINVESCO EXCHANGE TRADED FD T
$1.3M
DBCINVESCO DB COMMDY INDX TRCK
$1.3M
ADBEADOBE INC
$1.3M
USBUS BANCORP DEL
$1.2M
UBERUBER TECHNOLOGIES INC
$1.2M
SPYMSPDR SERIES TRUST
$1.2M
ORCLORACLE CORP
$1.1M
TPRTAPESTRY INC
$1.1M
VYMVANGUARD WHITEHALL FDS
$1.1M
CRMSALESFORCE INC
$1.1M
DISDISNEY WALT CO
$1.1M
GSKGSK PLC
$1.1M
MLB1MERCADOLIBRE INC
$1.0M
IXGISHARES TR
$1.0M
NGGNATIONAL GRID PLC
$991K
PFFISHARES TR
$980K
URTHISHARES INC
$973K
LHLABCORP HOLDINGS INC
$949K
IHIISHARES TR
$916K
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