Filed: 8/7/2025ACC: 0001137439-25-001006
📋 What this filing means
LOM ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 252 equity positions with a total reported market value of $295.5K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
252
Positions
$295.5K
Total AUM (reported)
2.11M
Total Shares
Allocation by class
COM$160.5K54.3%
CL A$18.6K6.3%
CAP STK CL C$8.6K2.9%
S&P 500 ETF SHS$7.6K2.6%
NEW COM$5.6K1.9%
VAN FTSE DEV MKT$4.9K1.7%
CL B NEW$4.6K1.5%
Portfolio Concentration
Top 3$33.9K11.5%
4–10$46.0K15.6%
11–25$61.4K20.8%
Rest$154.3K52.2%
Top 3 weight
11.5%
Top 10 weight
27.0%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole252
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings252
Rows:
BROADCOM INC COM
SOLEShares49.88K
TypeSH
Market value$13.7K
4.65%
Sole
0.00
Shared
0.00
None
49.88K
MICROSOFT CORP COM
SOLEShares22.91K
TypeSH
Market value$11.4K
3.86%
Sole
0.00
Shared
0.00
None
22.91K
NVIDIA CORPORATION COM
SOLEShares55.09K
TypeSH
Market value$8.7K
2.95%
Sole
0.00
Shared
0.00
None
55.09K
ALPHABET INC CAP STK CL C
SOLEShares48.63K
TypeSH
Market value$8.6K
2.92%
Sole
0.00
Shared
0.00
None
48.63K
VANGUARD INDEX FDS S&P 500 ETF SHS
SOLEShares13.33K
TypeSH
Market value$7.6K
2.56%
Sole
0.00
Shared
0.00
None
13.33K
AMAZON COM INC COM
SOLEShares30.44K
TypeSH
Market value$6.7K
2.26%
Sole
0.00
Shared
0.00
None
30.44K
JPMORGAN CHASE & CO. COM
SOLEShares21.48K
TypeSH
Market value$6.2K
2.11%
Sole
0.00
Shared
0.00
None
21.48K
META PLATFORMS INC CL A
SOLEShares8.30K
TypeSH
Market value$6.1K
2.07%
Sole
0.00
Shared
0.00
None
8.30K
BOOKING HOLDINGS INC COM
SOLEShares948.00
TypeSH
Market value$5.5K
1.86%
Sole
0.00
Shared
0.00
None
948.00
ANALOG DEVICES INC COM
SOLEShares22.24K
TypeSH
Market value$5.3K
1.79%
Sole
0.00
Shared
0.00
None
22.24K
MASTERCARD INCORPORATED CL A
SOLEShares9.37K
TypeSH
Market value$5.3K
1.78%
Sole
0.00
Shared
0.00
None
9.37K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
SOLEShares86.01K
TypeSH
Market value$4.9K
1.66%
Sole
0.00
Shared
0.00
None
86.01K
VISA INC COM CL A
SOLEShares13.06K
TypeSH
Market value$4.6K
1.57%
Sole
0.00
Shared
0.00
None
13.06K
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares9.41K
TypeSH
Market value$4.6K
1.55%
Sole
0.00
Shared
0.00
None
9.41K
ISHARES TR CORE S&P500 ETF
SOLEShares7.13K
TypeSH
Market value$4.4K
1.50%
Sole
0.00
Shared
0.00
None
7.13K
APPLE INC COM
SOLEShares20.77K
TypeSH
Market value$4.3K
1.44%
Sole
0.00
Shared
0.00
None
20.77K
HOME DEPOT INC COM
SOLEShares11.53K
TypeSH
Market value$4.2K
1.43%
Sole
0.00
Shared
0.00
None
11.53K
APPLIED MATLS INC COM
SOLEShares22.34K
TypeSH
Market value$4.1K
1.38%
Sole
0.00
Shared
0.00
None
22.34K
SPDR S&P 500 ETF TR TR UNIT
SOLEShares6.21K
TypeSH
Market value$3.8K
1.30%
Sole
0.00
Shared
0.00
None
6.21K
FISERV INC COM
SOLEShares22K
TypeSH
Market value$3.8K
1.28%
Sole
0.00
Shared
0.00
None
22K
HONEYWELL INTL INC COM
SOLEShares15.98K
TypeSH
Market value$3.7K
1.26%
Sole
0.00
Shared
0.00
None
15.98K
VANGUARD INDEX FDS SM CP VAL ETF
SOLEShares18.84K
TypeSH
Market value$3.7K
1.24%
Sole
0.00
Shared
0.00
None
18.84K
TJX COS INC NEW COM
SOLEShares29.53K
TypeSH
Market value$3.6K
1.23%
Sole
0.00
Shared
0.00
None
29.53K
VANGUARD SPECIALIZED FUNDS DIV APP ETF
SOLEShares15.45K
TypeSH
Market value$3.2K
1.07%
Sole
0.00
Shared
0.00
None
15.45K
INVESCO QQQ TR UNIT SER 1
SOLEShares5.68K
TypeSH
Market value$3.1K
1.06%
Sole
0.00
Shared
0.00
None
5.68K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INC COMSOLE | COM | 49.88K | SH | $13.7K 4.65% | 0.00 | 0.00 | 49.88K |
MICROSOFT CORP COMSOLE | COM | 22.91K | SH | $11.4K 3.86% | 0.00 | 0.00 | 22.91K |
NVIDIA CORPORATION COMSOLE | COM | 55.09K | SH | $8.7K 2.95% | 0.00 | 0.00 | 55.09K |
ALPHABET INC CAP STK CL CSOLE | CAP STK CL C | 48.63K | SH | $8.6K 2.92% | 0.00 | 0.00 | 48.63K |
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE | S&P 500 ETF SHS | 13.33K | SH | $7.6K 2.56% | 0.00 | 0.00 | 13.33K |
AMAZON COM INC COMSOLE | COM | 30.44K | SH | $6.7K 2.26% | 0.00 | 0.00 | 30.44K |
JPMORGAN CHASE & CO. COMSOLE | COM | 21.48K | SH | $6.2K 2.11% | 0.00 | 0.00 | 21.48K |
META PLATFORMS INC CL ASOLE | CL A | 8.30K | SH | $6.1K 2.07% | 0.00 | 0.00 | 8.30K |
BOOKING HOLDINGS INC COMSOLE | COM | 948.00 | SH | $5.5K 1.86% | 0.00 | 0.00 | 948.00 |
ANALOG DEVICES INC COMSOLE | COM | 22.24K | SH | $5.3K 1.79% | 0.00 | 0.00 | 22.24K |
MASTERCARD INCORPORATED CL ASOLE | CL A | 9.37K | SH | $5.3K 1.78% | 0.00 | 0.00 | 9.37K |
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKTSOLE | VAN FTSE DEV MKT | 86.01K | SH | $4.9K 1.66% | 0.00 | 0.00 | 86.01K |
VISA INC COM CL ASOLE | CL A | 13.06K | SH | $4.6K 1.57% | 0.00 | 0.00 | 13.06K |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 9.41K | SH | $4.6K 1.55% | 0.00 | 0.00 | 9.41K |
ISHARES TR CORE S&P500 ETFSOLE | CORE S&P500 ETF | 7.13K | SH | $4.4K 1.50% | 0.00 | 0.00 | 7.13K |
APPLE INC COMSOLE | COM | 20.77K | SH | $4.3K 1.44% | 0.00 | 0.00 | 20.77K |
HOME DEPOT INC COMSOLE | COM | 11.53K | SH | $4.2K 1.43% | 0.00 | 0.00 | 11.53K |
APPLIED MATLS INC COMSOLE | COM | 22.34K | SH | $4.1K 1.38% | 0.00 | 0.00 | 22.34K |
SPDR S&P 500 ETF TR TR UNITSOLE | TR UNIT | 6.21K | SH | $3.8K 1.30% | 0.00 | 0.00 | 6.21K |
FISERV INC COMSOLE | COM | 22K | SH | $3.8K 1.28% | 0.00 | 0.00 | 22K |
HONEYWELL INTL INC COMSOLE | COM | 15.98K | SH | $3.7K 1.26% | 0.00 | 0.00 | 15.98K |
VANGUARD INDEX FDS SM CP VAL ETFSOLE | SM CP VAL ETF | 18.84K | SH | $3.7K 1.24% | 0.00 | 0.00 | 18.84K |
TJX COS INC NEW COMSOLE | NEW COM | 29.53K | SH | $3.6K 1.23% | 0.00 | 0.00 | 29.53K |
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE | DIV APP ETF | 15.45K | SH | $3.2K 1.07% | 0.00 | 0.00 | 15.45K |
INVESCO QQQ TR UNIT SER 1SOLE | UNIT SER 1 | 5.68K | SH | $3.1K 1.06% | 0.00 | 0.00 | 5.68K |
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