Filed: 11/12/2025ACC: 0002071844-25-000446
📋 What this filing means
LOM ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 247 equity positions with a total reported market value of $327.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
247
Positions
$327.89M
Total AUM (reported)
2.17M
Total Shares
Allocation by class
COM$186.82M57.0%
CL A$14.61M4.5%
CAP STK CL C$12.18M3.7%
S&P 500 ETF SHS$8.23M2.5%
COM NEW$7.20M2.2%
FTSE DEV MKT$5.51M1.7%
CL B NEW$5.15M1.6%
Portfolio Concentration
Top 3$40.54M12.4%
4–10$50.86M15.5%
11–25$67.14M20.5%
Rest$169.34M51.6%
Top 3 weight
12.4%
Top 10 weight
27.9%
Voting Authority Distribution
Total shares with voting rights: 2.17M
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
2.17M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole247
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings247
Rows:
BROADCOM INC
SOLEShares49.31K
TypeSH
Market value$16.27M
4.96%
Sole
0.00
Shared
0.00
None
49.31K
ALPHABET INC
SOLEShares50.03K
TypeSH
Market value$12.18M
3.72%
Sole
0.00
Shared
0.00
None
50.03K
MICROSOFT CORP
SOLEShares23.33K
TypeSH
Market value$12.08M
3.68%
Sole
0.00
Shared
0.00
None
23.33K
NVIDIA CORPORATION
SOLEShares59.55K
TypeSH
Market value$11.11M
3.39%
Sole
0.00
Shared
0.00
None
59.55K
VANGUARD INDEX FDS
SOLEShares13.44K
TypeSH
Market value$8.23M
2.51%
Sole
0.00
Shared
0.00
None
13.44K
AMAZON COM INC
SOLEShares32.10K
TypeSH
Market value$7.05M
2.15%
Sole
0.00
Shared
0.00
None
32.10K
JPMORGAN CHASE & CO.
SOLEShares21.93K
TypeSH
Market value$6.92M
2.11%
Sole
0.00
Shared
0.00
None
21.93K
META PLATFORMS INC
SOLEShares8.62K
TypeSH
Market value$6.33M
1.93%
Sole
0.00
Shared
0.00
None
8.62K
ANALOG DEVICES INC
SOLEShares23K
TypeSH
Market value$5.65M
1.72%
Sole
0.00
Shared
0.00
None
23K
MASTERCARD INCORPORATED
SOLEShares9.80K
TypeSH
Market value$5.58M
1.70%
Sole
0.00
Shared
0.00
None
9.80K
VANGUARD TAX-MANAGED FDS VAN
SOLEShares91.97K
TypeSH
Market value$5.51M
1.68%
Sole
0.00
Shared
0.00
None
91.97K
APPLE INC
SOLEShares21.21K
TypeSH
Market value$5.40M
1.65%
Sole
0.00
Shared
0.00
None
21.21K
BOOKING HOLDINGS INC
SOLEShares992.00
TypeSH
Market value$5.36M
1.63%
Sole
0.00
Shared
0.00
None
992.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.24K
TypeSH
Market value$5.15M
1.57%
Sole
0.00
Shared
0.00
None
10.24K
APPLIED MATLS INC
SOLEShares24.77K
TypeSH
Market value$5.07M
1.55%
Sole
0.00
Shared
0.00
None
24.77K
HOME DEPOT INC
SOLEShares11.86K
TypeSH
Market value$4.80M
1.47%
Sole
0.00
Shared
0.00
None
11.86K
ISHARES TR
SOLEShares7.08K
TypeSH
Market value$4.74M
1.45%
Sole
0.00
Shared
0.00
None
7.08K
VISA INC
SOLEShares13.75K
TypeSH
Market value$4.69M
1.43%
Sole
0.00
Shared
0.00
None
13.75K
TJX COS INC NEW
SOLEShares30.85K
TypeSH
Market value$4.46M
1.36%
Sole
0.00
Shared
0.00
None
30.85K
SPDR S&P 500 ETF TR
SOLEShares5.98K
TypeSH
Market value$3.98M
1.22%
Sole
0.00
Shared
0.00
None
5.98K
VANGUARD INDEX FDS
SOLEShares18.79K
TypeSH
Market value$3.92M
1.20%
Sole
0.00
Shared
0.00
None
18.79K
HONEYWELL INTL INC
SOLEShares17.14K
TypeSH
Market value$3.61M
1.10%
Sole
0.00
Shared
0.00
None
17.14K
CHEVRON CORP NEW
SOLEShares22.55K
TypeSH
Market value$3.50M
1.07%
Sole
0.00
Shared
0.00
None
22.55K
ISHARES TR
SOLEShares53.53K
TypeSH
Market value$3.49M
1.07%
Sole
0.00
Shared
0.00
None
53.53K
INVESCO QQQ TR
SOLEShares5.74K
TypeSH
Market value$3.45M
1.05%
Sole
0.00
Shared
0.00
None
5.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 49.31K | SH | $16.27M 4.96% | 0.00 | 0.00 | 49.31K |
ALPHABET INCSOLE | CAP STK CL C | 50.03K | SH | $12.18M 3.72% | 0.00 | 0.00 | 50.03K |
MICROSOFT CORPSOLE | COM | 23.33K | SH | $12.08M 3.68% | 0.00 | 0.00 | 23.33K |
NVIDIA CORPORATIONSOLE | COM | 59.55K | SH | $11.11M 3.39% | 0.00 | 0.00 | 59.55K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.44K | SH | $8.23M 2.51% | 0.00 | 0.00 | 13.44K |
AMAZON COM INCSOLE | COM | 32.10K | SH | $7.05M 2.15% | 0.00 | 0.00 | 32.10K |
JPMORGAN CHASE & CO.SOLE | COM | 21.93K | SH | $6.92M 2.11% | 0.00 | 0.00 | 21.93K |
META PLATFORMS INCSOLE | CL A | 8.62K | SH | $6.33M 1.93% | 0.00 | 0.00 | 8.62K |
ANALOG DEVICES INCSOLE | COM | 23K | SH | $5.65M 1.72% | 0.00 | 0.00 | 23K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.80K | SH | $5.58M 1.70% | 0.00 | 0.00 | 9.80K |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 91.97K | SH | $5.51M 1.68% | 0.00 | 0.00 | 91.97K |
APPLE INCSOLE | COM | 21.21K | SH | $5.40M 1.65% | 0.00 | 0.00 | 21.21K |
BOOKING HOLDINGS INCSOLE | COM | 992.00 | SH | $5.36M 1.63% | 0.00 | 0.00 | 992.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.24K | SH | $5.15M 1.57% | 0.00 | 0.00 | 10.24K |
APPLIED MATLS INCSOLE | COM | 24.77K | SH | $5.07M 1.55% | 0.00 | 0.00 | 24.77K |
HOME DEPOT INCSOLE | COM | 11.86K | SH | $4.80M 1.47% | 0.00 | 0.00 | 11.86K |
ISHARES TRSOLE | CORE S&P500 ETF | 7.08K | SH | $4.74M 1.45% | 0.00 | 0.00 | 7.08K |
VISA INCSOLE | COM CL A | 13.75K | SH | $4.69M 1.43% | 0.00 | 0.00 | 13.75K |
TJX COS INC NEWSOLE | COM | 30.85K | SH | $4.46M 1.36% | 0.00 | 0.00 | 30.85K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.98K | SH | $3.98M 1.22% | 0.00 | 0.00 | 5.98K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 18.79K | SH | $3.92M 1.20% | 0.00 | 0.00 | 18.79K |
HONEYWELL INTL INCSOLE | COM | 17.14K | SH | $3.61M 1.10% | 0.00 | 0.00 | 17.14K |
CHEVRON CORP NEWSOLE | COM | 22.55K | SH | $3.50M 1.07% | 0.00 | 0.00 | 22.55K |
ISHARES TRSOLE | CORE S&P MCP ETF | 53.53K | SH | $3.49M 1.07% | 0.00 | 0.00 | 53.53K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.74K | SH | $3.45M 1.05% | 0.00 | 0.00 | 5.74K |
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