LOM Asset Management Ltd

data from 30/09/2025

Capitalization

$ 327.888 M 10.94 %

Average holding period

1 ans

Performance

$ 22.247 M 7.53 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LOM Asset Management Ltd

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AVGO BROADCOM INC 4.96% 16.270 M $ 49315 2025/06/30 2.706 M $ 19.68 %
2025/09/30 GOOG ALPHABET INC 3.72% 12.184 M $ 50028 2025/06/30 3.218 M $ 37.30 %
2025/09/30 MSFT MICROSOFT CORP 3.68% 12.082 M $ 23326 2025/06/30 470.633 K $ 4.13 %
2025/09/30 NVDA NVIDIA CORPORATION 3.39% 11.110 M $ 59546 2025/06/30 1.575 M $ 18.10 %
2025/09/30 VOO VANGUARD INDEX FDS 2.51% 8.232 M $ 13442 2025/06/30 591.185 K $ 7.81 %
2025/09/30 AMZN AMAZON COM INC 2.15% 7.049 M $ 32104 2025/06/30 5.479 K $ 0.08 %
2025/09/30 JPM JPMORGAN CHASE & CO. 2.11% 6.918 M $ 21933 2025/06/30 548.220 K $ 8.80 %
2025/09/30 META META PLATFORMS INC 1.93% 6.330 M $ 8619 2025/06/30 -30.793 K $ -0.50 %
2025/09/30 ADI ANALOG DEVICES INC 1.72% 5.650 M $ 22997 2025/06/30 170.780 K $ 3.23 %
2025/09/30 MA MASTERCARD INCORPORATED 1.70% 5.575 M $ 9802 2025/06/30 64.392 K $ 1.22 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS VAN 1.68% 5.511 M $ 91968 2025/06/30 250.300 K $ 5.10 %
2025/09/30 AAPL APPLE INC 1.65% 5.400 M $ 21208 2025/06/30 1.027 M $ 24.11 %
2025/09/30 BKNG BOOKING HOLDINGS INC 1.63% 5.356 M $ 992 2025/06/30 -369.691 K $ -6.74 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.57% 5.149 M $ 10242 2025/06/30 159.772 K $ 3.49 %
2025/09/30 AMAT APPLIED MATLS INC 1.55% 5.072 M $ 24772 2025/06/30 484.129 K $ 11.84 %
2025/09/30 HD HOME DEPOT INC 1.47% 4.805 M $ 11859 2025/06/30 444.404 K $ 10.51 %
2025/09/30 IVV ISHARES TR 1.45% 4.742 M $ 7085 2025/06/30 345.091 K $ 7.80 %
2025/09/30 V VISA INC 1.43% 4.693 M $ 13747 2025/06/30 -178.502 K $ -3.85 %
2025/09/30 TJX TJX COS INC NEW 1.36% 4.458 M $ 30846 2025/06/30 621.606 K $ 17.04 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.22% 3.984 M $ 5980 2025/06/30 299.984 K $ 7.82 %
2025/09/30 VBR VANGUARD INDEX FDS 1.20% 3.922 M $ 18790 2025/06/30 258.108 K $ 7.03 %
2025/09/30 HON HONEYWELL INTL INC 1.10% 3.608 M $ 17140 2025/06/30 -357.699 K $ -9.61 %
2025/09/30 CVX CHEVRON CORP NEW 1.07% 3.502 M $ 22550 2025/06/30 261.251 K $ 8.45 %
2025/09/30 IJH ISHARES TR 1.07% 3.493 M $ 53531 2025/06/30 156.171 K $ 5.22 %
2025/09/30 QQQ INVESCO QQQ TR 1.05% 3.449 M $ 5744 2025/06/30 276.737 K $ 8.83 %
2025/09/30 PG PROCTER AND GAMBLE CO 1.02% 3.330 M $ 21671 2025/06/30 -107.214 K $ -3.56 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.98% 3.210 M $ 29770 2025/06/30 493.077 K $ 19.61 %
2025/09/30 ABC CENCORA INC 0.98% 3.202 M $ 10244 2025/06/30 0.000 $ 0.00 %
2025/09/30 FI FISERV INC 0.94% 3.094 M $ 23998 2025/06/30 -956.473 K $ -25.22 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.93% 3.047 M $ 34101 2025/06/30 155.483 K $ 5.34 %
2025/09/30 RTX RTX CORPORATION 0.90% 2.955 M $ 17660 2025/06/30 352.083 K $ 14.59 %
2025/09/30 VGK VANGUARD INTL EQUITY INDEX F 0.90% 2.942 M $ 36873 2025/06/30 78.609 K $ 2.97 %
2025/09/30 VIG VANGUARD SPECIALIZED FUNDS 0.88% 2.880 M $ 13344 2025/06/30 171.792 K $ 5.43 %
2025/09/30 VGT VANGUARD WORLD FD 0.83% 2.709 M $ 3628 2025/06/30 307.228 K $ 12.57 %
2025/09/30 PEP PEPSICO INC 0.81% 2.659 M $ 18930 2025/06/30 148.990 K $ 6.36 %
2025/09/30 CAT CATERPILLAR INC 0.79% 2.601 M $ 5452 2025/06/30 470.136 K $ 22.91 %
2025/09/30 ETR ENTERGY CORP NEW 0.79% 2.598 M $ 27879 2025/06/30 288.817 K $ 12.11 %
2025/09/30 MS MORGAN STANLEY 0.78% 2.550 M $ 16044 2025/06/30 263.101 K $ 12.85 %
2025/09/30 IYH ISHARES TR 0.77% 2.512 M $ 42775 2025/06/30 89.326 K $ 3.97 %
2025/09/30 VO VANGUARD INDEX FDS 0.74% 2.418 M $ 8232 2025/06/30 115.341 K $ 4.97 %
2025/09/30 BLK BLACKROCK INC 0.74% 2.415 M $ 2071 2025/06/30 240.820 K $ 11.11 %
2025/09/30 RPV INVESCO EXCHANGE TRADED FD T 0.72% 2.359 M $ 23735 2025/06/30 134.542 K $ 5.99 %
2025/09/30 IJR ISHARES TR 0.71% 2.315 M $ 19484 2025/06/30 169.602 K $ 8.73 %
2025/09/30 IAU ISHARES GOLD TR 0.70% 2.292 M $ 31500 2025/06/30 327.914 K $ 16.70 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.68% 2.227 M $ 56794 2025/06/30 -219.183 K $ -9.53 %
2025/09/30 KO COCA COLA CO 0.67% 2.181 M $ 32890 2025/06/30 -140.741 K $ -6.26 %
2025/09/30 EFA ISHARES TR 0.65% 2.130 M $ 22810 2025/06/30 89.510 K $ 4.45 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE IN 0.65% 2.127 M $ 12625 2025/06/30 -172.534 K $ -8.17 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.65% 2.121 M $ 4372 2025/06/30 377.114 K $ 19.62 %
2025/09/30 KBE SPDR SERIES TRUST 0.65% 2.116 M $ 35611 2025/06/30 130.848 K $ 6.56 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.65% 2.115 M $ 6201 2025/06/30 282.816 K $ 16.91 %
2025/09/30 URI UNITED RENTALS INC 0.65% 2.115 M $ 2215 2025/06/30 431.098 K $ 26.71 %
2025/09/30 HDV ISHARES TR 0.64% 2.113 M $ 17259 2025/06/30 90.282 K $ 4.51 %
2025/09/30 WFC WELLS FARGO CO NEW 0.64% 2.107 M $ 25137 2025/06/30 90.631 K $ 4.62 %
2025/09/30 NEE NEXTERA ENERGY INC 0.64% 2.098 M $ 27789 2025/06/30 161.559 K $ 8.74 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.64% 2.093 M $ 21921 2025/06/30 78.060 K $ 4.64 %
2025/09/30 MPC MARATHON PETE CORP 0.63% 2.079 M $ 10788 2025/06/30 298.202 K $ 16.03 %
2025/09/30 EWJ ISHARES INC 0.63% 2.055 M $ 25624 2025/06/30 93.240 K $ 6.99 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.61% 1.989 M $ 31835 2025/06/30 -157.623 K $ -7.37 %
2025/09/30 DVY ISHARES TR 0.58% 1.905 M $ 13404 2025/06/30 123.315 K $ 6.99 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.58% 1.888 M $ 16781 2025/06/30 148.719 K $ 8.42 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.57% 1.873 M $ 5424 2025/06/30 183.948 K $ 10.68 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.57% 1.869 M $ 10082 2025/06/30 332.482 K $ 21.38 %
2025/09/30 ORCL ORACLE CORP 0.55% 1.812 M $ 6443 2025/06/30 259.017 K $ 28.62 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.54% 1.776 M $ 10612 2025/06/30 386.361 K $ 35.74 %
2025/09/30 ABBV ABBVIE INC 0.52% 1.706 M $ 7367 2025/06/30 343.114 K $ 24.74 %
2025/09/30 LRCX LAM RESEARCH CORP 0.51% 1.687 M $ 12601 2025/06/30 448.079 K $ 37.56 %
2025/09/30 DUK DUKE ENERGY CORP NEW 0.51% 1.659 M $ 13406 2025/06/30 76.112 K $ 4.87 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.51% 1.656 M $ 5423 2025/06/30 279.889 K $ 21.75 %
2025/09/30 LLY ELI LILLY & CO 0.49% 1.615 M $ 2116 2025/06/30 -22.943 K $ -2.12 %
2025/09/30 XOM EXXON MOBIL CORP 0.49% 1.592 M $ 14121 2025/06/30 58.692 K $ 4.59 %
2025/09/30 QCOM QUALCOMM INC 0.48% 1.589 M $ 9554 2025/06/30 64.773 K $ 4.46 %
2025/09/30 IQV IQVIA HLDGS INC 0.48% 1.584 M $ 8342 2025/06/30 293.964 K $ 20.53 %
2025/09/30 ASML ASML HOLDING N V 0.48% 1.570 M $ 1622 2025/06/30 177.535 K $ 20.79 %
2025/09/30 ADBE ADOBE INC 0.48% 1.562 M $ 4429 2025/06/30 -213.687 K $ -8.82 %
2025/09/30 WMT WALMART INC 0.45% 1.476 M $ 14319 2025/06/30 72.573 K $ 5.40 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.45% 1.473 M $ 7234 2025/06/30 -6.854 K $ -0.50 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.43% 1.416 M $ 14450 2025/06/30 60.710 K $ 5.00 %
2025/09/30 UL UNILEVER PLC 0.43% 1.394 M $ 23513 2025/06/30 -44.203 K $ -3.09 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.41% 1.335 M $ 7040 2025/06/30 56.038 K $ 4.38 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.41% 1.331 M $ 1672 2025/06/30 138.393 K $ 12.51 %
2025/09/30 DBC INVESCO DB COMMDY INDX TRCK 0.40% 1.323 M $ 58700 2025/06/30 42.264 K $ 3.30 %
2025/09/30 SOXX ISHARES TR 0.40% 1.321 M $ 4873 2025/06/30 158.955 K $ 13.59 %
2025/09/30 USB US BANCORP DEL 0.37% 1.199 M $ 24815 2025/06/30 77.338 K $ 6.81 %
2025/09/30 DIS DISNEY WALT CO 0.36% 1.165 M $ 10179 2025/06/30 -80.587 K $ -7.67 %
2025/09/30 LH LABCORP HOLDINGS INC 0.33% 1.094 M $ 3810 2025/06/30 97.218 K $ 9.35 %
2025/09/30 TFC TRUIST FINL CORP 0.33% 1.088 M $ 23797 2025/06/30 62.413 K $ 6.35 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.32% 1.060 M $ 7520 2025/06/30 57.452 K $ 5.73 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.32% 1.035 M $ 3705 2025/06/30 195.624 K $ 23.32 %
2025/09/30 CRM SALESFORCE INC 0.31% 1.011 M $ 4264 2025/06/30 -221.813 K $ -13.09 %
2025/09/30 IXG ISHARES TR 0.30% 995.000 K $ 8530 2025/06/30 44.050 K $ 5.28 %
2025/09/30 GPC GENUINE PARTS CO 0.30% 988.000 K $ 7131 2025/06/30 121.998 K $ 14.25 %
2025/09/30 URTH ISHARES INC 0.30% 985.000 K $ 5425 2025/06/30 62.909 K $ 7.19 %
2025/09/30 MELI MERCADOLIBRE INC 0.30% 970.000 K $ 415 2025/06/30 -114.826 K $ -10.58 %
2025/09/30 TPR TAPESTRY INC 0.30% 970.000 K $ 8565 2025/06/30 222.464 K $ 28.93 %
2025/09/30 GSK GSK PLC 0.28% 931.000 K $ 21560 2025/06/30 96.447 K $ 12.40 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.28% 926.000 K $ 1520 2025/06/30 166.196 K $ 21.87 %
2025/09/30 NGG NATIONAL GRID PLC 0.28% 926.000 K $ 12740 2025/06/30 -22.654 K $ -2.34 %
2025/09/30 NFLX NETFLIX INC 0.28% 923.000 K $ 770 2025/06/30 -99.549 K $ -10.47 %
2025/09/30 NVO NOVO-NORDISK A S 0.28% 915.000 K $ 16490 2025/06/30 -14.409 K $ -19.47 %