LOM Asset Management Ltd

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CIK 2077907

13F portfolio (2026-Q1)

$348M

Positions

277

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

277

Top 5

15.6%

Top 10

25.9%

Effective N

77.5

HHI

0.013

This quarter

5 new · 0 exit →

By sector

Unclassified26.5%

Information Technology19.8%

Financials12.5%

Industrials9.3%

Consumer Discretionary7.8%

Communication Services7.0%

Health Care4.0%

Materials3.8%

Other9.2%

By market cap

Mega (>$200B)43.6%

Unknown29.5%

Large ($10–200B)25.0%

Mid ($2–10B)1.6%

Small ($300M–2B)0.2%

Micro (<$300M)0.1%

By region

North America71.3%

Other26.5%

Europe1.6%

Asia-Pacific0.6%

Latin America0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	27.91%	81
Semiconductors & Semiconductor Equipment	13.16%	13
Specialty Retail	5.91%	7
Software & IT Services	5.48%	6
Capital Markets	4.15%	8
Aerospace & Defense	3.92%	7
Commercial Services & Supplies	3.77%	9
Utilities	3.77%	15
Banks	3.69%	14
Software	3.41%	14
Oil, Gas & Consumable Fuels	3.38%	10
Pharmaceuticals & Biotechnology	3.02%	11
Technology Hardware & Equipment	2.87%	8
Machinery	2.61%	6
Metals & Mining	2.10%	9
Chemicals	1.63%	6
Beverages	1.45%	2
Transportation Infrastructure	1.39%	1
Distributors	1.29%	3
Media & Entertainment	1.12%	4
Insurance	0.58%	5
Food Products	0.56%	2
Life Sciences Tools & Services	0.40%	2
Textiles, Apparel & Luxury Goods	0.37%	2
Communications Equipment	0.35%	1
Diversified Telecommunication Services	0.34%	4
Health Care Equipment & Supplies	0.29%	6
Health Care Providers & Services	0.28%	1
Road & Rail	0.24%	4
Hotels, Restaurants & Leisure	0.17%	1
Paper & Forest Products	0.09%	1
Equity Real Estate Investment Trusts (REITs)	0.06%	2
Automobiles & Components	0.06%	2
Entertainment	0.06%	1
Professional Services	0.04%	2
Household Durables	0.02%	1
Coal & Consumable Fuels	0.01%	1
Diversified Consumer Services	0.01%	1
Marine	0.01%	1
Electrical Equipment & Components	0.01%	1
Media & Publishing	0.01%	1
Construction & Engineering	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AVGO	Broadcom Inc.	Information Technology	3.91%
2	GOOG	Alphabet Inc.	Communication Services	3.89%
3	NVDA	NVIDIA CORP	Information Technology	2.95%
4	MSFT	MICROSOFT CORP	Information Technology	2.48%
5	AMAT	APPLIED MATERIALS INC /DE	Information Technology	2.33%
6	VOO	VANGUARD INDEX FDS	Unclassified	2.23%
7	ADI	ANALOG DEVICES INC	Information Technology	2.10%
8	VEA	VANGUARD TAX-MANAGED FDS	Unclassified	2.08%
9	AMZN	AMAZON COM INC	Consumer Discretionary	2.05%
10	JPM	JPMORGAN CHASE & CO	Financials	1.84%

197/277 names classified · sector 73.5% of weight · industry 72.1% · mkt cap 70.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 4 quarters

Information TechnologyAVGO, MSFT, NVDA, ADI, AMAT · other

FinancialsJPM, MA, BRK.B, V, MS · other

IndustrialsBKNG, HON, RTX, CAT, FISV · other

Consumer DiscretionaryAMZN, TJX, HD, COR, ORLY · other

Communication ServicesGOOG, META, NFLX, DIS, TMUS · other

Health CareJNJ, LLY, ABBV, IQV, MRK · other

UtilitiesETR, NEE, AEP, DUK, NGG · other

MaterialsPG, FCX, SVM, UL, NEM · other

EnergyCVX, MPC, XOM, SHEL, COP · other

Consumer StaplesPEP, KO, MDLZ, GIS, DEO · other

Real EstateAMT, SPG

UnclassifiedVOO, VEA, IVV, VBR, SPY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 73.5% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (153 classified)LOM Asset Management Ltd centroid (Large Core)

Information TechnologyFinancialsIndustrialsConsumer DiscretionaryCommunication ServicesHealth CareUtilitiesEnergyMaterialsConsumer StaplesReal Estate

Style box summary for LOM Asset Management Ltd: centroid Large Core. Heaviest cells: Large Growth 29.5%, Large Core 19.5%, Large Value 11.0%.

Classified: 68.0% of book weight (153/277 names) · unclassified 32.0%: VOO, VEA, BRK.B, IVV, VBR, XLE, SPY, IJH, QQQ, VGK +114 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 277 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AVGOBROADCOM INC	43,959	$14M	3.9%	TRIM −5%
2	GOOGALPHABET INC	47,114	$14M	3.9%	TRIM −3%
3	NVDANVIDIA CORPORATION	58,823	$10M	2.9%	HOLD
4	MSFTMICROSOFT CORP	23,297	$9M	2.5%	HOLD
5	AMATAPPLIED MATLS INC	23,711	$8M	2.3%	TRIM −3%
6	VOOVANGUARD INDEX FDS	12,997	$8M	2.2%	HOLD
7	ADIANALOG DEVICES INC	22,940	$7M	2.1%	HOLD
8	VEAVANGUARD TAX-MANAGED FDS	112,747	$7M	2.1%	ADD 6%
9	AMZNAMAZON COM INC	34,257	$7M	2.1%	ADD 3%
10	JPMJPMORGAN CHASE & CO	21,760	$6M	1.8%	HOLD
11	AAPLAPPLE INC	21,235	$5M	1.5%	HOLD
12	METAMETA PLATFORMS INC	8,631	$5M	1.4%	HOLD
13	BKNGBOOKING HOLDINGS INC	1,152	$5M	1.4%	HOLD
14	MAMASTERCARD INCORPORATED	9,696	$5M	1.4%	HOLD
15	BRK.BBERKSHIRE HATHAWAY INC DEL	10,088	$5M	1.4%	HOLD
16	TJXTJX COS INC NEW	30,252	$5M	1.4%	HOLD
17	CVXCHEVRON CORP NEW	22,714	$5M	1.4%	HOLD
18	IVVISHARES TR	6,865	$4M	1.3%	HOLD
19	VVISA INC	14,459	$4M	1.3%	HOLD
20	VBRVANGUARD INDEX FDS	19,880	$4M	1.2%	HOLD
21	XLESELECT SECTOR SPDR TR	66,528	$4M	1.2%	HOLD
22	HONHONEYWELL INTL INC	17,498	$4M	1.1%	HOLD
23	CATCATERPILLAR INC	5,516	$4M	1.1%	HOLD
24	HDHOME DEPOT INC	11,877	$4M	1.1%	HOLD
25	MUMICRON TECHNOLOGY INC	11,503	$4M	1.1%	TRIM −6%
26	SPYSTATE STR SPDR S&P 500 ETF T	5,912	$4M	1.1%	HOLD
27	IJHISHARES TR	55,774	$4M	1.1%	ADD 3%
28	CORCENCORA INC	11,715	$4M	1.1%	ADD 3%
29	QQQINVESCO QQQ TR	6,174	$4M	1.0%	HOLD
30	RTXRTX CORPORATION	18,329	$4M	1.0%	ADD 3%
31	PGPROCTER AND GAMBLE CO	23,679	$3M	1.0%	ADD 3%
32	FCXFREEPORT MCMORAN INC	56,702	$3M	1.0%	HOLD
33	VGKVANGUARD INTL EQUITY INDEX F	39,498	$3M	0.9%	ADD 7%
34	NFLXNETFLIX INC	32,836	$3M	0.9%	ADD 326%
35	ETRENTERGY CORP NEW	26,326	$3M	0.9%	HOLD
36	MSMORGAN STANLEY	17,819	$3M	0.8%	ADD 10%
37	VIGVANGUARD SPECIALIZED FUNDS	13,487	$3M	0.8%	HOLD
38	SSRMSSR MINING IN	69,000	$3M	0.8%	HOLD
39	RPVINVESCO EXCHANGE TRADED FD T	26,010	$3M	0.8%	ADD 10%
40	IAUISHARES GOLD TR	31,500	$3M	0.8%	HOLD
41	LRCXLAM RESEARCH CORP	12,943	$3M	0.8%	ADD 7%
42	NEENEXTERA ENERGY INC	28,488	$3M	0.8%	HOLD
43	ORLYOREILLY AUTOMOTIVE INC	28,196	$3M	0.7%	TRIM −2%
44	IYHISHARES TR	41,822	$3M	0.7%	HOLD
45	XOMEXXON MOBIL CORP	15,121	$3M	0.7%	ADD 3%
46	MPCMARATHON PETE CORP	10,494	$3M	0.7%	HOLD
47	KOCOCA COLA CO	33,426	$3M	0.7%	HOLD
48	IJRISHARES TR	20,226	$3M	0.7%	ADD 2%
49	PEPPEPSICO INC	16,119	$3M	0.7%	TRIM −7%
50	EWJISHARES INC	28,784	$2M	0.7%	HOLD
51	JNJJOHNSON & JOHNSON	9,811	$2M	0.7%	TRIM −2%
52	EFAISHARES TR	24,670	$2M	0.7%	HOLD
53	VGTVANGUARD WORLD FD	3,405	$2M	0.7%	TRIM −2%
54	SVMSILVERCORP METALS INC	157,000	$2M	0.7%	HOLD
55	GDGENERAL DYNAMICS CORP	6,698	$2M	0.7%	ADD 8%
56	WFCWELLS FARGO CO NEW	28,710	$2M	0.7%	HOLD
57	ASMLASML HOLDING N V	1,724	$2M	0.7%	ADD 7%
58	AEPAMERICAN ELEC PWR CO INC	17,076	$2M	0.6%	HOLD
59	SCHWSCHWAB CHARLES CORP	23,611	$2M	0.6%	ADD 4%
60	HDVISHARES TR	16,132	$2M	0.6%	HOLD
61	BLKBLACKROCK INC	2,250	$2M	0.6%	ADD 8%
62	TMOTHERMO FISHER SCIENTIFIC INC	4,309	$2M	0.6%	HOLD
63	ICEINTERCONTINENTAL EXCHANGE IN	13,325	$2M	0.6%	ADD 4%
64	DVYISHARES TR	13,318	$2M	0.6%	HOLD
65	LLYELI LILLY & CO	2,161	$2M	0.6%	HOLD
66	KBESPDR SERIES TRUST	33,250	$2M	0.6%	TRIM −4%
67	LHXL3HARRIS TECHNOLOGIES INC	5,663	$2M	0.6%	ADD 3%
68	WMTWALMART INC	14,819	$2M	0.5%	HOLD
69	URIUNITED RENTALS INC	2,481	$2M	0.5%	ADD 10%
70	DUKDUKE ENERGY CORP NEW	13,743	$2M	0.5%	HOLD
71	TSMTAIWAN SEMICONDUCTOR MFG LTD	5,270	$2M	0.5%	TRIM −2%
72	MDLZMONDELEZ INTL INC	29,910	$2M	0.5%	TRIM −6%
73	DBCINVESCO DB COMMDY INDX TRCK	58,700	$2M	0.5%	HOLD
74	VOVANGUARD INDEX FDS	5,914	$2M	0.5%	HOLD
75	GSGOLDMAN SACHS GROUP INC	1,902	$2M	0.5%	ADD 15%
76	ABBVABBVIE INC	7,359	$2M	0.5%	HOLD
77	SOXXISHARES TR	4,500	$1M	0.4%	HOLD
78	TFCTRUIST FINL CORP	31,515	$1M	0.4%	HOLD
79	PANWPALO ALTO NETWORKS INC	8,749	$1M	0.4%	HOLD
80	UNHUNITEDHEALTH GROUP INC	5,140	$1M	0.4%	TRIM −4%
81	IQVIQVIA HLDGS INC	8,107	$1M	0.4%	TRIM −3%
82	RSPINVESCO EXCHANGE TRADED FD T	7,040	$1M	0.4%	HOLD
83	USBUS BANCORP	25,149	$1M	0.4%	ADD 11%
84	ULUNILEVER PLC	21,686	$1M	0.4%	ADD 3%
85	TPRTAPESTRY INC	8,719	$1M	0.4%	ADD 2%
86	QCOMQUALCOMM INC	9,371	$1M	0.3%	TRIM −3%
87	IXGISHARES TR	10,430	$1M	0.3%	ADD 22%
88	GSKGSK PLC	21,402	$1M	0.3%	HOLD
89	URTHISHARES INC	6,240	$1M	0.3%	ADD 19%
90	NGGNATIONAL GRID PLC	13,249	$1M	0.3%	ADD 3%
91	VYMVANGUARD WHITEHALL FDS	7,520	$1M	0.3%	HOLD
92	SPYMSPDR SERIES TRUST	14,500	$1M	0.3%	HOLD
93	NEMNEWMONT CORP	10,200	$1M	0.3%	ADD 219%
94	UBERUBER TECHNOLOGIES INC	14,450	$1M	0.3%	HOLD
95	NOCNORTHROP GRUMMAN CORP	1,520	$1M	0.3%	HOLD
96	LHLABCORP HOLDINGS INC	3,684	$982,928	0.3%	TRIM −3%
97	SHELSHELL PLC	10,050	$934,650	0.3%	HOLD
98	AMGNAMGEN INC	2,638	$928,180	0.3%	ADD 3%
99	APDAIR PRODS & CHEMS INC	2,997	$870,599	0.3%	ADD 3%
100	ORCLORACLE CORP	5,753	$846,324	0.2%	HOLD
101	CSCOCISCO SYS INC	10,741	$833,394	0.2%	ADD 4%
102	VIGIVanguard Whitehall Int'l Div. Apprec. ETF	9,415	$832,851	0.2%	HOLD
103	LMTLOCKHEED MARTIN CORP	1,363	$823,784	0.2%	HOLD
104	PFFISHARES TR	26,680	$808,938	0.2%	TRIM −16%
105	MRKMERCK & CO INC	6,635	$798,124	0.2%	ADD 6%
106	IHIISHARES TR	14,940	$797,049	0.2%	HOLD
107	COPCONOCOPHILLIPS	5,996	$791,472	0.2%	ADD 13%
108	GPCGENUINE PARTS CO	7,476	$790,587	0.2%	ADD 4%
109	IEURISHARES TR	10,980	$771,565	0.2%	HOLD
110	VPUVANGUARD WORLD FD	3,780	$748,969	0.2%	HOLD
111	JXIISHARES TR	8,438	$728,537	0.2%	ADD 3%
112	MELIMERCADOLIBRE INC	420	$726,188	0.2%	TRIM −19%
113	TMUST-MOBILE US INC	3,430	$720,403	0.2%	HOLD
114	VRTXVERTEX PHARMACEUTICALS INC	1,565	$698,835	0.2%	HOLD
115	NINISOURCE INC	14,741	$687,815	0.2%	ADD 25%
116	UNPUNION PAC CORP	2,755	$668,418	0.2%	HOLD
117	CRMSALESFORCE INC	3,326	$620,864	0.2%	TRIM −17%
118	IXCISHARES TR	10,430	$600,872	0.2%	ADD 629%
119	NVONOVO-NORDISK A S	16,350	$600,863	0.2%	HOLD
120	EWGISHARES INC MSCI GERMANY ETF	15,000	$595,050	0.2%	HOLD
121	MCDMCDONALDS CORP	1,880	$584,285	0.2%	HOLD
122	ADBEADOBE INC	2,322	$564,432	0.2%	TRIM −37%
123	BXBLACKSTONE INC	4,855	$558,276	0.2%	HOLD
124	GOOGLALPHABET INC	1,925	$553,553	0.2%	TRIM −14%
125	OMCOMNICOM GROUP INC	6,929	$521,823	0.2%	HOLD
126	VWOVANGUARD INTL EQUITY INDEX F	9,565	$516,988	0.1%	ADD 25%
127	ELVELEVANCE HEALTH INC FORMERLY	1,631	$477,475	0.1%	TRIM −13%
128	BSXBOSTON SCIENTIFIC CORP	7,530	$472,508	0.1%	NEW
129	SCHESCHWAB STRATEGIC TR	14,335	$472,338	0.1%	ADD 26%
130	VEEVVEEVA SYS INC	2,550	$447,933	0.1%	HOLD
131	VZVERIZON COMMUNICATIONS INC	8,761	$439,802	0.1%	HOLD
132	SNPSSYNOPSYS INC	1,075	$426,216	0.1%	HOLD
133	BDXBECTON DICKINSON & CO	2,566	$403,452	0.1%	ADD 64%
134	KXIISHARES TR	6,000	$402,060	0.1%	HOLD
135	EXCEXELON CORP	8,200	$401,964	0.1%	HOLD
136	DESWISDOMTREE TR	11,000	$395,340	0.1%	HOLD
137	CEGCONSTELLATION ENERGY CORP	1,265	$353,251	0.1%	HOLD
138	TDTORONTO DOMINION BK ONT	3,042	$353,042	0.1%	HOLD
139	TXNTEXAS INSTRS INC	1,655	$321,302	0.1%	HOLD
140	DIVIFRANKLIN TEMPLETON ETF TR	8,048	$320,391	0.1%	ADD 7%
141	KMBKIMBERLY-CLARK CORP	3,278	$316,229	0.1%	HOLD
142	SOSOUTHERN CO	3,115	$300,660	0.1%	TRIM −3%
143	SCHDSCHWAB STRATEGIC TR	9,680	$296,982	0.1%	ADD 14%
144	RZVINVESCO EXCHANGE TRADED FD T	2,300	$286,128	0.1%	HOLD
145	BNYBANK NEW YORK MELLON CORP	2,310	$274,035	0.1%	HOLD
146	FEFIRSTENERGY CORP	5,390	$273,057	0.1%	HOLD
147	JPEMJ P MORGAN EXCHANGE TRADED F	4,255	$264,349	0.1%	ADD 39%
148	VHTVANGUARD WORLD FD	876	$238,561	0.1%	HOLD
149	GISGENERAL MILLS INC	6,220	$231,508	0.1%	HOLD
150	VTWVVANGUARD SCOTTSDALE FDS	1,362	$227,754	0.1%	HOLD
151	IGVISHARES TR	2,830	$226,542	0.1%	ADD 136%
152	ELANELANCO ANIMAL HEALTH INC	9,251	$221,376	0.1%	ADD 8%
153	NEWPNEW PAC METALS CORP	38,000	$219,260	0.1%	HOLD
154	EEMISHARES TR	3,820	$216,938	0.1%	ADD 86%
155	LOWLOWES COS INC	860	$203,201	0.1%	HOLD
156	CMCSACOMCAST CORP NEW	6,925	$198,817	0.1%	HOLD
157	AMTAMERICAN TOWER CORP	1,152	$198,812	0.1%	ADD 15%
158	DISDISNEY WALT CO	2,061	$198,639	0.1%	TRIM −78%
159	XLVSELECT SECTOR SPDR TR	1,335	$195,724	0.1%	HOLD
160	FISVFISERV INC	3,481	$194,240	0.1%	TRIM −55%
161	TSLATESLA INC	490	$182,158	0.1%	HOLD
162	EWYISHARES INC MSCI STH KOR ETF	1,480	$182,055	0.1%	HOLD
163	DXJWISDOMTREE TR	1,140	$180,781	0.1%	HOLD
164	BMOBANK MONTREAL MEDIUM	930	$175,231	0.1%	HOLD
165	AMDADVANCED MICRO DEVICES INC	820	$166,813	0.0%	HOLD
166	RYROYAL BK CDA	730	$164,162	0.0%	HOLD
167	IEVISHARES TR	2,285	$155,243	0.0%	HOLD
168	CMCANADIAN IMPERIAL BANK OF CO	1,150	$151,616	0.0%	HOLD
169	DFSVDIMENSIONAL ETF TRUST	4,100	$143,664	0.0%	HOLD
170	INDAISHARES TR	2,955	$138,412	0.0%	HOLD
171	IBBISHARES TR	740	$124,949	0.0%	HOLD
172	BNSBANK NOVA SCOTIA B C	1,270	$122,517	0.0%	HOLD
173	TRPTC ENERGY CORP	1,350	$117,599	0.0%	HOLD
174	XTISHARES TR	1,700	$115,854	0.0%	HOLD
175	VNQVANGUARD INDEX FDS	1,272	$112,826	0.0%	HOLD
176	PAASPAN AMERN SILVER CORP	1,438	$109,432	0.0%	HOLD
177	VFHVANGUARD WORLD FD	882	$106,554	0.0%	HOLD
178	ZBHZIMMER BIOMET HOLDINGS INC	1,094	$98,919	0.0%	ADD 32%
179	ROLROLLINS INC	1,740	$92,933	0.0%	NEW
180	MCHIISHARES TR MSCI CHINA ETF	1,620	$91,012	0.0%	HOLD
181	VSECVSE CORP	490	$90,356	0.0%	HOLD
182	VRTVERTIV HOLDINGS CO	350	$87,703	0.0%	HOLD
183	SONYSONY GROUP CORP	4,000	$82,800	0.0%	HOLD
184	DEMWISDOMTREE TR	1,585	$78,759	0.0%	HOLD
185	IAGIAMGOLD CORP	2,954	$77,277	0.0%	HOLD
186	SMHVANECK ETF TRUST	200	$76,680	0.0%	HOLD
187	DELLDELL TECHNOLOGIES INC	465	$76,320	0.0%	HOLD
188	SOLSSOLSTICE ADVANCED MATLS INC	982	$74,789	0.0%	TRIM −26%
189	EMAEMERA INC	1,030	$74,273	0.0%	HOLD
190	SLFSUN LIFE FINANCIAL INC.	850	$74,078	0.0%	HOLD
191	NVSNOVARTIS AG	475	$72,556	0.0%	HOLD
192	KEKIMBALL ELECTRONICS INC	3,000	$71,070	0.0%	HOLD
193	DIASPDR DOW JONES INDL AVERAGE	153	$70,868	0.0%	TRIM −13%
194	PEVERPURE INC	1,200	$70,848	0.0%	HOLD
195	VPGVISHAY PRECISION GROUP INC	1,600	$69,472	0.0%	HOLD
196	CNQCANADIAN NAT RES LTD	1,000	$67,860	0.0%	HOLD
197	NSCNORFOLK SOUTHN CORP	230	$66,010	0.0%	TRIM −21%
198	FTSFORTIS INC	835	$64,804	0.0%	HOLD
199	MRVLMARVELL TECHNOLOGY INC	650	$64,383	0.0%	HOLD
200	IWDISHARES TR	300	$64,101	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AVGOBROADCOM INC

—

50K

49K

46K

44K

$14M

GOOGALPHABET INC

—

49K

50K

48K

47K

$14M

NVDANVIDIA CORPORATION

—

55K

60K

59K

$10M

MSFTMICROSOFT CORP

—

23K

$9M

AMATAPPLIED MATLS INC

—

22K

25K

24K

$8M

VOOVANGUARD INDEX FDS

—

13K

$8M

ADIANALOG DEVICES INC

—

22K

23K

$7M

VEAVANGUARD TAX-MANAGED FDS

—

86K

92K

106K

113K

$7M

AMZNAMAZON COM INC

—

30K

32K

33K

34K

$7M

JPMJPMORGAN CHASE & CO

—

21K

22K

$6M

AAPLAPPLE INC

—

21K

$5M

METAMETA PLATFORMS INC

—

$5M

BKNGBOOKING HOLDINGS INC

—

948

992

$5M

MAMASTERCARD INCORPORATED

—

10K

$5M

BRK.BBERKSHIRE HATHAWAY INC DEL

—

10K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆LOM Asset Management Ltd