LA
LOM Asset Management Ltd Investment Portfolio — 13F Data
LOM Asset Management LtdCIK: 0002077907
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$347.9M
Reporting period: 2026-03-31 · Number of holdings: 278
LOM Asset Management Ltd disclosed 278 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $347.9M and a quarterly turnover rate of 14.5%.
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Personality snowflake
- Concentration
- 5.16
- Portfolio Stability
- 14.48
- Momentum/Contrarian
- 100
- Sector conviction
- 44.44
- Diversification
- 100
- Sizing Uniformity
- 83.92
LOM Asset Management Ltd's disclosed holdings carry a Herfindahl concentration index of 0.013 — mathematically equivalent to about 77 equally-sized positions, well below its 278 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.61), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Trim MSFT
+0.9% -$2.5M
Trim AVGO
-4.9% -$2.4M
Add NFLX
+326.4% $2.4M
Trim GOOG
-2.8% -$1.7M
Add AMAT
-3.2% $1.8M
Trim BKNG
+1.1% -$1.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 278 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | Stock-Tech | 3.91% | -0.72% | -4.86% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.89% | -0.52% | -2.81% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.95% | -0.24% | -0.26% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | -0.75% | +0.93% | |
| 5 | AMAT | Applied Materials INC | Stock-Tech | 2.33% | +0.51% | -3.18% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | -0.14% | -0.49% | |
| 7 | ADI | Analog Devices INC | Stock-Tech | 2.10% | +0.29% | -0.36% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.08% | +0.16% | +6.21% | |
| 9 | AMZN | Amazon.com INC | Stock-Consumer Disc | 2.05% | -0.17% | +3.13% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.20% | -0.23% | |
| 11 | AAPL | Apple INC | Stock-Tech | 1.55% | -0.11% | +0.46% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.42% | -0.25% | -1.20% | |
| 13 | BKNG | Booking Holdings INC | Stock-Consumer Disc | 1.39% | -0.38% | +1.14% | |
| 14 | MA | Mastercard INC - A | Stock-Financials | 1.39% | -0.23% | -0.86% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.10% | -1.27% | |
| 16 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.39% | — | -1.29% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.35% | +0.35% | +0.30% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | -0.10% | -1.86% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | -0.22% | -0.94% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.24% | — | +1.24% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 1.17% | +0.29% | -1.51% | |
| 22 | HON | Honeywell International INC | Stock-Industrials | 1.14% | +0.16% | +1.24% | |
| 23 | CAT | Caterpillar INC | Stock-Industrials | 1.12% | +0.22% | +1.71% | |
| 24 | HD | Home Depot INC | Stock-Consumer Disc | 1.12% | — | -0.29% | |
| 25 | MU | Micron Technology INC | Stock-Tech | 1.12% | +0.11% | -6.27% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | — | -0.64% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.08% | — | +2.75% | |
| 28 | COR | Cencora INC | Stock-Healthcare | 1.06% | — | +3.01% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.02% | — | -0.50% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 1.02% | — | +2.83% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | — | +2.64% | |
| 32 | FCX | Freeport-mcmoran INC | Stock-Materials | 0.96% | +0.13% | +0.35% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.94% | — | +7.13% | |
| 34 | NFLX | Netflix INC | Stock-Comm Services | 0.91% | +0.70% | +326.44% | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 0.85% | +0.15% | +0.82% | |
| 36 | MS | Morgan Stanley | Stock-Financials | 0.84% | — | +10.25% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.83% | — | +1.31% | |
| 38 | SSRM | Ssr Mining INC | Stock-Materials | 0.81% | +0.21% | — | |
| 39 | RPV | Invesco S&p 500 Pure Value E | ETF-Large Cap & Growth | 0.80% | +0.09% | +10.03% | |
| 40 | IAU | Ishares Gold Trust | ETF-Commodities | 0.80% | — | — | |
| 41 | LRCX | Lam Research CORP | Stock-Tech | 0.79% | +0.20% | +6.73% | |
| 42 | NEE | Nextera Energy INC | Stock-Utilities | 0.76% | +0.11% | +1.30% | |
| 43 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.75% | — | -2.03% | |
| 44 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.74% | — | -1.31% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | +0.23% | +3.32% | |
| 46 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.74% | +0.24% | -1.67% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.73% | — | +0.76% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | — | +2.39% | |
| 49 | PEP | Pepsico INC | Stock-Consumer Staples | 0.72% | — | -7.14% | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.70% | — | +0.21% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+3.7%
Performance Last 4 Quarters
+26%
Based on 74% of reported portfolio value with available pricing
- Stdev
- +15.5%
- Beta
- +1.04
- Alpha
- +8%
- Max Drawdown
- -5.4%
- Annualized Perf
- +28.7%
- Batting Avg vs S&P
- +63.6%
- Sortino
- +4.25
- Stutzer
- +0.54
- Treynor
- +0.25
- Sterling
- —
- Calmar
- +5.33
- Information Ratio
- +1.57
- Tracking Error
- +5.6%
- Stdev Down
- +6.2%
- Winning Months %
- +72.7%
- Losing Months %
- +27.3%
- Best 12 Months
- —
- Worst 12 Months
- —
- Efficiency Ratio
- +0.64
- Sharpe
- +1.71
- Stdev Sectors
- +7.2%
- Skewness
- +0.41
- Kurtosis
- +0.37
- Upside Potential
- +5.66
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
LOM Asset Management Ltd's most significant position changes for 2026-03-31: New buy: Boston Scientific CORP (BSX); Sold out: Paypal Holdings INC (PYPL); Add: Microsoft CORP (MSFT) — shares +0.93%; Trim: Broadcom INC (AVGO) — shares -4.86%; Add: Netflix INC (NFLX) — shares +326.44%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +0.7% | +326.44% | Add |
| 2 | AMAT | Applied Materials INC | +0.5% | -3.18% | Trim |
| 3 | CVX | Chevron CORP | +0.4% | +0.30% | Add |
| 4 | XLE | Ss Energy Select Sector | +0.3% | -1.51% | Trim |
| 5 | ADI | Analog Devices INC | +0.3% | -0.36% | Trim |
| 6 | MPC | Marathon Petroleum CORP | +0.2% | -1.67% | Trim |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +3.32% | Add |
| 8 | NEM | Newmont CORP | +0.2% | +218.75% | Add |
| 9 | CAT | Caterpillar INC | +0.2% | +1.71% | Add |
| 10 | SSRM | Ssr Mining INC | +0.2% | — | Unchanged |
| 11 | LRCX | Lam Research CORP | +0.2% | +6.73% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +6.21% | Add |
| 13 | HON | Honeywell International INC | +0.2% | +1.24% | Add |
| 14 | SVM | Silvercorp Metals INC | +0.2% | — | Unchanged |
| 15 | ASML | ASML Holding N.V. | +0.2% | +7.28% | Add |
| 16 | ETR | Entergy CORP | +0.2% | +0.82% | Add |
| 17 | IXC | Ishares Global Energy ETF | +0.2% | +629.37% | Add |
| 18 | FCX | Freeport-mcmoran INC | +0.1% | +0.35% | Add |
| 19 | NEE | Nextera Energy INC | +0.1% | +1.30% | Add |
| 20 | DBC | Invesco Db Commodity Index T | +0.1% | — | Unchanged |
| 21 | MU | Micron Technology INC | +0.1% | -6.27% | Trim |
| 22 | RPV | Invesco S&p 500 Pure Value E | +0.1% | +10.03% | Add |
| 23 | LHX | L3harris Technologies INC | +0.1% | +2.68% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | -2.44% | Trim |
| 25 | FISV | Fiserv INC | -0.1% | -55.33% | Trim |
| 26 | MELI | Mercadolibre INC | -0.1% | -19.23% | Trim |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.86% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.27% | Trim |
| 29 | UNH | Unitedhealth Group INC | -0.1% | -4.41% | Trim |
| 30 | AAPL | Apple INC | -0.1% | +0.46% | Add |
| 31 | WFC | Wells Fargo & Co | -0.1% | +1.29% | Add |
| 32 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.32% | Trim |
| 33 | CRM | Salesforce INC | -0.1% | -17.02% | Trim |
| 34 | QCOM | Qualcomm INC | -0.1% | -2.54% | Trim |
| 35 | IQV | Iqvia Holdings INC | -0.1% | -2.64% | Trim |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | -0.49% | Trim |
| 37 | AMZN | Amazon.com INC | -0.2% | +3.13% | Add |
| 38 | JPM | Jpmorgan Chase & Co | -0.2% | -0.23% | Trim |
| 39 | ADBE | Adobe INC | -0.2% | -36.63% | Trim |
| 40 | V | Visa Inc-class A Shares | -0.2% | -0.94% | Trim |
| 41 | MA | Mastercard INC - A | -0.2% | -0.86% | Trim |
| 42 | NVDA | Nvidia CORP | -0.2% | -0.26% | Trim |
| 43 | DIS | Walt Disney Co/the | -0.3% | -77.88% | Trim |
| 44 | META | Meta Platforms Inc-class A | -0.3% | -1.20% | Trim |
| 45 | BKNG | Booking Holdings INC | -0.4% | +1.14% | Add |
| 46 | GOOG | Alphabet Inc-cl C | -0.5% | -2.81% | Trim |
| 47 | AVGO | Broadcom INC | -0.7% | -4.86% | Trim |
| 48 | MSFT | Microsoft CORP | -0.8% | +0.93% | Add |
| 49 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 50 | PYPL | Paypal Holdings INC | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-01-23 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-12 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-11-19 | Amendment | View on EDGAR |
| 2025-06-30 | 2025-08-07 | 13F-HR | View on EDGAR |
FAQ
What is LOM Asset Management Ltd and what type of investor is it?
LOM Asset Management Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $347.9M, spread across 278 disclosed positions.
What are LOM Asset Management Ltd's largest equity positions?
Based on the latest 13F filing, LOM Asset Management Ltd's top holdings by market value are:
1. Broadcom INC (AVGO) — $13.6M (3.9%)
2. Alphabet Inc-cl C (GOOG) — $13.5M (3.9%)
3. Nvidia CORP (NVDA) — $10.3M (3.0%)
4. Microsoft CORP (MSFT) — $8.6M (2.5%)
5. Applied Materials INC (AMAT) — $8.1M (2.3%)
What changes did LOM Asset Management Ltd make in its most recent portfolio filing?
In the latest reported quarter, LOM Asset Management Ltd made 47 notable position adjustments: 1 new positions were initiated, 20 existing holdings were added to, 25 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Boston Scientific CORP (BSX); Sold out: Paypal Holdings INC (PYPL); Add: Microsoft CORP (MSFT) — shares +0.93%; Trim: Broadcom INC (AVGO) — shares -4.86%; Add: Netflix INC (NFLX) — shares +326.44%
What sectors does LOM Asset Management Ltd focus on?
LOM Asset Management Ltd is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 28.2%
• Financials: 15.3%
• Consumer Discretionary: 10.8%
• Communication Services: 9.7%
• Health Care: 8.8%
• Industrials: 8.5%
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