Filed: 5/5/2026ACC: 0002071844-26-000466
📋 What this filing means
LOM ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 277 equity positions with a total reported market value of $347.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
277
Positions
$347.85M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$196.24M56.4%
CAP STK CL C$13.52M3.9%
CL A$12.17M3.5%
COM NEW$9.27M2.7%
S&P 500 ETF SHS$7.77M2.2%
VAN FTSE DEV MKT$7.22M2.1%
CL B NEW$4.83M1.4%
Portfolio Concentration
Top 3$37.38M10.7%
4–10$52.55M15.1%
11–25$67.29M19.3%
Rest$190.63M54.8%
Top 3 weight
10.7%
Top 10 weight
25.9%
Voting Authority Distribution
Total shares with voting rights: 2.60M
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
2.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole277
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings277
Rows:
BROADCOM INC
SOLEShares43.96K
TypeSH
Market value$13.61M
3.91%
Sole
0.00
Shared
0.00
None
43.96K
ALPHABET INC
SOLEShares47.11K
TypeSH
Market value$13.52M
3.89%
Sole
0.00
Shared
0.00
None
47.11K
NVIDIA CORPORATION
SOLEShares58.82K
TypeSH
Market value$10.26M
2.95%
Sole
0.00
Shared
0.00
None
58.82K
MICROSOFT CORP
SOLEShares23.30K
TypeSH
Market value$8.62M
2.48%
Sole
0.00
Shared
0.00
None
23.30K
APPLIED MATLS INC
SOLEShares23.71K
TypeSH
Market value$8.10M
2.33%
Sole
0.00
Shared
0.00
None
23.71K
VANGUARD INDEX FDS
SOLEShares13K
TypeSH
Market value$7.77M
2.23%
Sole
0.00
Shared
0.00
None
13K
ANALOG DEVICES INC
SOLEShares22.94K
TypeSH
Market value$7.30M
2.10%
Sole
0.00
Shared
0.00
None
22.94K
VANGUARD TAX-MANAGED FDS
SOLEShares112.75K
TypeSH
Market value$7.22M
2.08%
Sole
0.00
Shared
0.00
None
112.75K
AMAZON COM INC
SOLEShares34.26K
TypeSH
Market value$7.13M
2.05%
Sole
0.00
Shared
0.00
None
34.26K
JPMORGAN CHASE & CO
SOLEShares21.76K
TypeSH
Market value$6.40M
1.84%
Sole
0.00
Shared
0.00
None
21.76K
APPLE INC
SOLEShares21.23K
TypeSH
Market value$5.39M
1.55%
Sole
0.00
Shared
0.00
None
21.23K
META PLATFORMS INC
SOLEShares8.63K
TypeSH
Market value$4.94M
1.42%
Sole
0.00
Shared
0.00
None
8.63K
BOOKING HOLDINGS INC
SOLEShares1.15K
TypeSH
Market value$4.85M
1.39%
Sole
0.00
Shared
0.00
None
1.15K
MASTERCARD INCORPORATED
SOLEShares9.70K
TypeSH
Market value$4.84M
1.39%
Sole
0.00
Shared
0.00
None
9.70K
BERKSHIRE HATHAWAY INC DEL
SOLEShares10.09K
TypeSH
Market value$4.83M
1.39%
Sole
0.00
Shared
0.00
None
10.09K
TJX COS INC NEW
SOLEShares30.25K
TypeSH
Market value$4.83M
1.39%
Sole
0.00
Shared
0.00
None
30.25K
CHEVRON CORPORATION
SOLEShares22.71K
TypeSH
Market value$4.70M
1.35%
Sole
0.00
Shared
0.00
None
22.71K
ISHARES TR
SOLEShares6.87K
TypeSH
Market value$4.48M
1.29%
Sole
0.00
Shared
0.00
None
6.87K
VISA INC
SOLEShares14.46K
TypeSH
Market value$4.37M
1.26%
Sole
0.00
Shared
0.00
None
14.46K
VANGUARD INDEX FDS
SOLEShares19.88K
TypeSH
Market value$4.32M
1.24%
Sole
0.00
Shared
0.00
None
19.88K
SELECT SECTOR SPDR TR
SOLEShares66.53K
TypeSH
Market value$4.08M
1.17%
Sole
0.00
Shared
0.00
None
66.53K
HONEYWELL INTL INC
SOLEShares17.50K
TypeSH
Market value$3.96M
1.14%
Sole
0.00
Shared
0.00
None
17.50K
CATERPILLAR INC
SOLEShares5.52K
TypeSH
Market value$3.91M
1.12%
Sole
0.00
Shared
0.00
None
5.52K
HOME DEPOT INC
SOLEShares11.88K
TypeSH
Market value$3.91M
1.12%
Sole
0.00
Shared
0.00
None
11.88K
MICRON TECHNOLOGY INC
SOLEShares11.50K
TypeSH
Market value$3.89M
1.12%
Sole
0.00
Shared
0.00
None
11.50K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 43.96K | SH | $13.61M 3.91% | 0.00 | 0.00 | 43.96K |
ALPHABET INCSOLE | CAP STK CL C | 47.11K | SH | $13.52M 3.89% | 0.00 | 0.00 | 47.11K |
NVIDIA CORPORATIONSOLE | COM | 58.82K | SH | $10.26M 2.95% | 0.00 | 0.00 | 58.82K |
MICROSOFT CORPSOLE | COM | 23.30K | SH | $8.62M 2.48% | 0.00 | 0.00 | 23.30K |
APPLIED MATLS INCSOLE | COM | 23.71K | SH | $8.10M 2.33% | 0.00 | 0.00 | 23.71K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13K | SH | $7.77M 2.23% | 0.00 | 0.00 | 13K |
ANALOG DEVICES INCSOLE | COM | 22.94K | SH | $7.30M 2.10% | 0.00 | 0.00 | 22.94K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 112.75K | SH | $7.22M 2.08% | 0.00 | 0.00 | 112.75K |
AMAZON COM INCSOLE | COM | 34.26K | SH | $7.13M 2.05% | 0.00 | 0.00 | 34.26K |
JPMORGAN CHASE & COSOLE | COM | 21.76K | SH | $6.40M 1.84% | 0.00 | 0.00 | 21.76K |
APPLE INCSOLE | COM | 21.23K | SH | $5.39M 1.55% | 0.00 | 0.00 | 21.23K |
META PLATFORMS INCSOLE | CL A | 8.63K | SH | $4.94M 1.42% | 0.00 | 0.00 | 8.63K |
BOOKING HOLDINGS INCSOLE | COM | 1.15K | SH | $4.85M 1.39% | 0.00 | 0.00 | 1.15K |
MASTERCARD INCORPORATEDSOLE | CL A | 9.70K | SH | $4.84M 1.39% | 0.00 | 0.00 | 9.70K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.09K | SH | $4.83M 1.39% | 0.00 | 0.00 | 10.09K |
TJX COS INC NEWSOLE | COM | 30.25K | SH | $4.83M 1.39% | 0.00 | 0.00 | 30.25K |
CHEVRON CORPORATIONSOLE | COM | 22.71K | SH | $4.70M 1.35% | 0.00 | 0.00 | 22.71K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.87K | SH | $4.48M 1.29% | 0.00 | 0.00 | 6.87K |
VISA INCSOLE | COM CL A | 14.46K | SH | $4.37M 1.26% | 0.00 | 0.00 | 14.46K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 19.88K | SH | $4.32M 1.24% | 0.00 | 0.00 | 19.88K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 66.53K | SH | $4.08M 1.17% | 0.00 | 0.00 | 66.53K |
HONEYWELL INTL INCSOLE | COM | 17.50K | SH | $3.96M 1.14% | 0.00 | 0.00 | 17.50K |
CATERPILLAR INCSOLE | COM | 5.52K | SH | $3.91M 1.12% | 0.00 | 0.00 | 5.52K |
HOME DEPOT INCSOLE | COM | 11.88K | SH | $3.91M 1.12% | 0.00 | 0.00 | 11.88K |
MICRON TECHNOLOGY INCSOLE | COM | 11.50K | SH | $3.89M 1.12% | 0.00 | 0.00 | 11.50K |
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