LOM Asset Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed November 19, 2025), LOM Asset Management Ltd reported 252 stock positions worth $295.5 million. Its top holding was Broadcom (AVGO) at 4.7% of the portfolio, followed by Microsoft (MSFT, 3.9%) and Nvidia (NVDA, 2.9%).
- Most Recent 13F
- Q2 2026
- Location
- Hamilton, D0
- CIK
- 0002077907
- Portfolio Value
- $295.5M (Q2 2025)
- SEC Filing
- 0002071844-25-000489 ↗ filed Nov 19, 2025
Holdings Value
Holdings 252 stocks · $295.5M
| AVGO Broadcom Inc. | 4.65% | 49,877 | $13.7M | — |
| MSFT Microsoft Corp. | 3.86% | 22,913 | $11.4M | — |
| NVDA Nvidia Corp. | 2.95% | 55,093 | $8.7M | — |
| GOOG Alphabet Inc. Class C | 2.92% | 48,635 | $8.6M | — |
| VOO Vanguard S&P 500 ETF | 2.56% | 13,330 | $7.6M | — |
| AMZN Amazon.com Inc. | 2.26% | 30,442 | $6.7M | — |
| JPM JPMorgan Chase & Co. | 2.11% | 21,482 | $6.2M | — |
| META Meta Platforms Inc. Class A | 2.07% | 8,300 | $6.1M | — |
| BKNG Booking Holdings Inc. | 1.86% | 948 | $5.5M | — |
| ADI Analog Devices Inc. | 1.79% | 22,237 | $5.3M | — |
| MA Mastercard Inc. Class A | 1.78% | 9,373 | $5.3M | — |
| VEA Vanguard Ftse Developed ETF | 1.66% | 86,014 | $4.9M | — |
| V Visa Inc. Class A | 1.57% | 13,058 | $4.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.55% | 9,415 | $4.6M | — |
| IVV iShares Core S&P 500 ETF | 1.50% | 7,130 | $4.4M | — |
| AAPL Apple Inc. | 1.44% | 20,768 | $4.3M | — |
| HD Home Depot Inc. | 1.43% | 11,528 | $4.2M | — |
| AMAT Applied Materials Inc. | 1.38% | 22,341 | $4.1M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.30% | 6,207 | $3.8M | — |
| FISV Fiserv Inc. | 1.28% | 21,998 | $3.8M | — |
| HON Honeywell International Inc. | 1.26% | 15,983 | $3.7M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.24% | 18,840 | $3.7M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.23% | 29,530 | $3.6M | — |
| VIG Vanguard Dividend Apprec ETF | 1.07% | 15,449 | $3.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 1.06% | 5,679 | $3.1M | — |
| CVX Chevron Corp. | 1.05% | 21,591 | $3.1M | — |
| PG The Procter & Gamble Co. | 1.02% | 18,909 | $3.0M | — |
| IJH iShares Core S&P Midcap ETF | 1.01% | 48,201 | $3.0M | — |
| XLE SS Energy Select Sector | 0.98% | 34,323 | $2.9M | — |
| COR Cencora Inc. | 0.96% | 9,475 | $2.8M | — |
| VGK Vanguard Ftse Europe ETF | 0.90% | 34,178 | $2.6M | — |
| ORLY O'reilly Automotive Inc. | 0.85% | 27,889 | $2.5M | — |
| VGT Vanguard Info Tech ETF | 0.83% | 3,686 | $2.4M | — |
| ADBE Adobe Inc. | 0.82% | 6,261 | $2.4M | — |
| RTX RTX Corp. | 0.82% | 16,522 | $2.4M | — |
| ETR Entergy Corp. | 0.81% | 28,681 | $2.4M | — |
| PEP Pepsico Inc. | 0.79% | 17,737 | $2.3M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.79% | 8,292 | $2.3M | — |
| FCX Freeport-McMoran Inc. | 0.78% | 53,071 | $2.3M | — |
| IYH iShares U.S. Healthcare ETF | 0.76% | 39,878 | $2.3M | — |
| KO The Coca-Cola Co. | 0.76% | 31,770 | $2.2M | — |
| RPV Invesco S&P 500 Pure Value E | 0.76% | 23,940 | $2.2M | — |
| BLK BlackRock Inc. | 0.73% | 2,065 | $2.2M | — |
| MDLZ Mondelez International Inc. Class A | 0.72% | 31,715 | $2.1M | — |
| ICE Intercontinental Exchange Inc. | 0.71% | 11,510 | $2.1M | — |
| CAT Caterpillar Inc. | 0.69% | 5,286 | $2.1M | — |
| MS Morgan Stanley | 0.69% | 14,536 | $2.0M | — |
| EFA iShares MSCI Eafe ETF | 0.68% | 22,490 | $2.0M | — |
| HDV iShares Core High Dividend E | 0.68% | 17,099 | $2.0M | — |
| KBE SS SPDR S&P Bank ETF | 0.67% | 35,751 | $2.0M | — |
| IAU iShares Gold Trust | 0.66% | 31,500 | $2.0M | — |
| WFC Wells Fargo & Co. | 0.66% | 24,495 | $2.0M | — |
| IJR iShares Core S&P Small-Cap E | 0.66% | 17,778 | $1.9M | — |
| TMO Thermo Fisher Scientific Inc. | 0.65% | 4,740 | $1.9M | — |
| MPC Marathon Petroleum Corp. | 0.63% | 11,198 | $1.9M | — |
| NEE Nextera Energy Inc. | 0.63% | 26,616 | $1.8M | — |
| AEP American Electric Power | 0.60% | 17,016 | $1.8M | — |
| DVY iShares Select Dividend ETF | 0.60% | 13,274 | $1.8M | — |
| UNH Unitedhealth Group Inc. | 0.58% | 5,519 | $1.7M | — |
| CRM Salesforce Inc. | 0.57% | 6,215 | $1.7M | — |
| SCHW Schwab (charles) Corp. | 0.57% | 18,454 | $1.7M | — |
| GD General Dynamics Corp. | 0.57% | 5,732 | $1.7M | — |
| URI United Rentals Inc. | 0.55% | 2,142 | $1.6M | — |
| DUK Duke Energy Corp. | 0.53% | 13,237 | $1.6M | — |
| JNJ Johnson & Johnson | 0.53% | 10,177 | $1.6M | — |
| QCOM Qualcomm Inc. | 0.49% | 9,123 | $1.5M | — |
| IQV Iqvia Holdings Inc. | 0.48% | 9,087 | $1.4M | — |
| UL Unilever PLC | 0.48% | 23,388 | $1.4M | — |
| ABBV Abbvie Inc. | 0.47% | 7,472 | $1.4M | — |
| PANW Palo Alto Networks Inc. | 0.47% | 6,720 | $1.4M | — |
| WMT Walmart Inc. | 0.45% | 13,745 | $1.3M | — |
| EWJ iShares MSCI Japan ETF | 0.45% | 17,794 | $1.3M | — |
| LHX L3HARRIS Technologies Inc. | 0.44% | 5,129 | $1.3M | — |
| DBC Invesco DB Commodity Index T | 0.43% | 58,700 | $1.3M | — |
| RSP Invesco S&P 500 Equal Weight | 0.43% | 7,040 | $1.3M | — |
| XOM Exxon Mobil Corp. | 0.43% | 11,857 | $1.3M | — |
| MRK Merck & Co. Inc. | 0.41% | 15,400 | $1.2M | — |
| UBER Uber Technologies Inc. | 0.41% | 13,000 | $1.2M | — |
| LRCX Lam Research Corp. | 0.40% | 12,256 | $1.2M | — |
| SOXX iShares Semiconductor ETF | 0.40% | 4,903 | $1.2M | — |
| USB US Bancorp | 0.38% | 25,110 | $1.1M | — |
| GS Goldman Sachs Group Inc. | 0.37% | 1,562 | $1.1M | — |
| MELI MercadoLibre Inc. | 0.37% | 415 | $1.1M | — |
| LLY Eli Lilly & Co. | 0.37% | 1,388 | $1.1M | — |
| MU Micron Technology Inc. | 0.37% | 8,767 | $1.1M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 8,474 | $1.1M | — |
| LH Labcorp Holdings Inc. | 0.35% | 3,960 | $1.0M | — |
| VYM Vanguard High DVD Yield ETF | 0.34% | 7,520 | $1.0M | — |
| TFC Truist Financial Corp. | 0.33% | 22,862 | $983K | — |
| NGG National Grid PLC-SP ADR | 0.33% | 13,020 | $969K | — |
| NFLX Netflix Inc. | 0.32% | 710 | $951K | — |
| PFF iShares Preferred & Income S | 0.31% | 29,990 | $920K | — |
| IHI iShares U.S. Medical Devices | 0.31% | 14,590 | $914K | — |
| ORCL Oracle Corp. | 0.31% | 4,137 | $905K | — |
| TMUS T-Mobile US Inc. | 0.31% | 3,790 | $903K | — |
| URTH iShares MSCI World ETF | 0.30% | 5,165 | $875K | — |
| GPC Genuine Parts Co. | 0.29% | 7,056 | $856K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.29% | 1,065 | $854K | — |
| VIGI Vanguard Int Div App Indx FD | 0.29% | 9,410 | $848K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.28% | 3,705 | $839K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.