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 | — |
| IXG iShares Global Financials Et | 0.28% | 7,530 | $835K | — |
| SHEL Shell PLC-ADR | 0.27% | 11,295 | $795K | — |
| BX Blackstone Inc. | 0.26% | 5,205 | $779K | — |
| GSK GSK PLC-Spon ADR | 0.26% | 20,262 | $778K | — |
| ELV Elevance Health Inc. | 0.26% | 1,996 | $776K | — |
| TPR Tapestry Inc. | 0.26% | 8,755 | $769K | — |
| NOC Northrop Grumman Corp. | 0.26% | 1,520 | $760K | — |
| BDX Becton Dickinson and Co. | 0.26% | 4,391 | $756K | — |
| VPU Vanguard Utilities ETF | 0.25% | 4,180 | $738K | — |
| APD Air Products & Chemicals Inc. | 0.25% | 2,603 | $734K | — |
| IEUR iShares Core MSCI Europe ETF | 0.25% | 10,980 | $727K | — |
| AMGN Amgen Inc. | 0.24% | 2,524 | $705K | — |
| VRTX Vertex Pharmaceuticals Inc. | 0.24% | 1,565 | $697K | — |
| EWG iShares MSCI Germany ETF | 0.21% | 15,000 | $635K | — |
| UNP Union Pacific Corp. | 0.21% | 2,705 | $622K | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.20% | 8,000 | $582K | — |
| JXI iShares Global Utilities ETF | 0.19% | 7,692 | $567K | — |
| MCD McDonald's Corp. | 0.19% | 1,930 | $564K | — |
| CSCO Cisco Systems Inc. | 0.19% | 8,073 | $560K | — |
| LMT Lockheed Martin Corp. | 0.19% | 1,203 | $557K | — |
| SNPS Synopsys Inc. | 0.18% | 1,060 | $543K | — |
| CPRT Copart Inc. | 0.17% | 10,000 | $491K | — |
| GOOGL Alphabet Inc. Class A | 0.16% | 2,700 | $476K | — |
| PNW Pinnacle West Capital | 0.15% | 5,100 | $456K | — |
| COP Conocophillips | 0.15% | 5,023 | $451K | — |
| KMB Kimberly-Clark Corp. | 0.15% | 3,368 | $434K | — |
| NI Nisource Inc. | 0.15% | 10,721 | $433K | — |
| CEG Constellation Energy | 0.14% | 1,285 | $415K | — |
| KXI iShares Global Consumer Stap | 0.13% | 6,000 | $392K | — |
| OMC Omnicom Group | 0.13% | 5,374 | $387K | — |
| EXC Exelon Corp. | 0.13% | 8,650 | $376K | — |
| GIS General Mills Inc. | 0.12% | 7,092 | $367K | — |
| VZ Verizon Communications Inc. | 0.12% | 8,095 | $350K | — |
| DES Wisdomtree US Smallcap Divid | 0.12% | 11,000 | $349K | — |
| TXN Texas Instruments Inc. | 0.12% | 1,655 | $344K | — |
| CMCSA Comcast Corp. Class A | 0.11% | 9,235 | $330K | — |
| SO The Southern Co. | 0.10% | 3,265 | $300K | — |
| FE Firstenergy Corp. | 0.10% | 7,390 | $298K | — |
| INDA iShares MSCI India ETF | 0.10% | 5,093 | $284K | — |
| DIVI Franklin International Core | 0.09% | 7,155 | $255K | — |
| UPS United Parcel Service Class B | 0.08% | 2,477 | $250K | — |
| VHT Vanguard Health Care ETF | 0.07% | 876 | $218K | — |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.07% | 2,380 | $217K | — |
| LOW Lowe's Cos Inc. | 0.07% | 965 | $214K | — |
| SCHD Schwab US DVD Equity ETF | 0.07% | 7,750 | $205K | — |
| RZV Invesco S&P Smallcap 600 Pur | 0.07% | 1,905 | $200K | — |
| AMT American Tower Corp. | 0.06% | 813 | $180K | — |
| XLV SS Health Care Select Sector | 0.06% | 1,335 | $180K | — |
| XLK SS Technology Select Sector | 0.06% | 705 | $179K | — |
| TSLA Tesla Inc. | 0.06% | 555 | $176K | — |
| DEO Diageo PLC-Sponsored ADR | 0.06% | 1,700 | $171K | — |
| VNQ Vanguard Real Estate ETF | 0.06% | 1,897 | $169K | — |
| IEV iShares Europe ETF | 0.05% | 2,285 | $145K | — |
| BBY Best Buy Co. Inc. | 0.05% | 2,000 | $134K | — |
| EIX Edison International | 0.05% | 2,595 | $134K | — |
| DXJ Wisdomtree Japan Hedged Eq | 0.04% | 1,140 | $130K | — |
| VWO Vanguard Ftse Emerging Marke | 0.04% | 2,400 | $119K | — |
| AMD Advanced Micro Devices | 0.04% | 820 | $116K | — |
| VFH Vanguard Financials ETF | 0.04% | 882 | $112K | — |
| XOP SS SPDR S&P Og Exp & Prod | 0.04% | 880 | $111K | — |
| SONY Sony Group Corp. - SP ADR | 0.04% | 4,000 | $104K | — |
| DFSV Dimensional US Small Cap Val | 0.03% | 3,500 | $103K | — |
| IBB iShares Biotechnology ETF | 0.03% | 780 | $99K | — |
| TD Toronto-Dominion Bank | 0.03% | 1,252 | $92K | — |
| NSC Norfolk Southern Corp. | 0.03% | 325 | $83K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.03% | 185 | $82K | — |
| XT Ishar Fture Exp Tech ETF-Usd | 0.03% | 1,200 | $78K | — |
| IGV iShares Expanded Tech-Softwa | 0.03% | 700 | $77K | — |
| FTNT Fortinet Inc. | 0.03% | 700 | $74K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.03% | 1,065 | $74K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.02% | 2,410 | $73K | — |
| DEM Wisdomtree Emerging Markets | 0.02% | 1,585 | $72K | — |
| AFRM Affirm Holdings Inc. | 0.02% | 1,000 | $69K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 135 | $69K | — |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.02% | 1,200 | $69K | — |
| VSEC Vse Corp. | 0.02% | 490 | $64K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 1,250 | $59K | — |
| CCK Crown Holdings Inc. | 0.02% | 570 | $59K | — |
| IWD iShares Russell 1000 Value E | 0.02% | 300 | $58K | — |
| KE Kimball Electronics Inc. | 0.02% | 3,000 | $58K | — |
| EXI iShares Global Industrials E | 0.02% | 343 | $57K | — |
| EEM iShares MSCI Emerging Market | 0.02% | 1,150 | $56K | — |
| IXC iShares Global Energy ETF | 0.02% | 1,430 | $56K | — |
| SMH Vaneck Semiconductor ETF | 0.02% | 200 | $56K | — |
| IBN Icici Bank Ltd.-Spon ADR | 0.02% | 1,600 | $54K | — |
| TWLO Twilio Inc. Class A | 0.02% | 420 | $52K | — |
| MRVL Marvell Technology Inc. | 0.02% | 650 | $50K | — |
| CVLG Covenant Logistics Group Inc. | 0.02% | 2,000 | $48K | — |
| TITN Titan Machinery Inc. | 0.02% | 2,400 | $48K | — |
| ZBH Zimmer Biomet Holdings Inc. | 0.02% | 530 | $48K | — |
| BOOT Boot Barn Holdings Inc. | 0.02% | 300 | $46K | — |
| SHOP Shopify Inc. Class A | 0.02% | 400 | $46K | — |
| VPG Vishay Precision Group | 0.02% | 1,600 | $45K | — |
| NC Nacco Industries Class A | 0.01% | 1,000 | $44K | — |
| APH Amphenol Corp. Class A | 0.01% | 430 | $43K | — |
| INTU Intuit Inc. | 0.01% | 55 | $43K | — |
| FONR Fonar Corp. | 0.01% | 2,800 | $42K | — |
| PAVE Global X US Infrastructure | 0.01% | 940 | $41K | — |
| NWPX NWPX Infrastructure Inc. | 0.01% | 1,000 | $41K | — |
| NGS Natural Gas Services Group | 0.01% | 1,537 | $40K | — |
| SNOW Snowflake Inc. | 0.01% | 180 | $40K | — |
| EWY iShares MSCI South Korea ETF | 0.01% | 510 | $37K | — |
| GSL Global Ship Lease Inc. Class A | 0.01% | 1,400 | $37K | — |
| RGS Regis Corp. | 0.01% | 1,600 | $36K | — |
| BOOM DMC Global Inc. | 0.01% | 4,300 | $35K | — |
| EMR Emerson Electric Co. | 0.01% | 260 | $35K | — |
| FRD Friedman Industries | 0.01% | 2,097 | $35K | — |
| EELV Invesco S&P Emerging Markets | 0.01% | 1,300 | $34K | — |
| ANET Arista Networks Inc. | 0.01% | 320 | $33K | — |
| CMT Core Molding Technologies Inc. | 0.01% | 2,000 | $33K | — |
| DELL Dell Technologies -C | 0.01% | 265 | $33K | — |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.01% | 550 | $33K | — |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 585 | $33K | — |
| RCKY Rocky Brands Inc. | 0.01% | 1,500 | $33K | — |
| SE Sea Ltd.-ADR | 0.01% | 200 | $32K | — |
| GASS Stealthgas Inc. | 0.01% | 5,000 | $32K | — |
| COO The Cooper Cos Inc. | 0.01% | 440 | $31K | — |
| NTES Netease Inc.-ADR | 0.01% | 230 | $31K | — |
| COF Capital One Financial Corp. | 0.01% | 140 | $30K | — |
| BZH Beazer Homes USA Inc. | 0.01% | 1,300 | $29K | — |
| CTGO Contango Silver & Gold Inc. | 0.01% | 1,487 | $29K | — |
| KRE SS SPDR S&P Regional Bank | 0.01% | 485 | $29K | — |
| CVS CVS Health Corp. | 0.01% | 400 | $28K | — |
| WEC WEC Energy Group Inc. | 0.01% | 265 | $28K | — |
| EBF Ennis Inc. | 0.01% | 1,500 | $27K | — |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 200 | $27K | — |
| ZTS Zoetis Inc. | 0.01% | 170 | $27K | — |
| C Citigroup Inc. | 0.01% | 300 | $26K | — |
| BP BP PLC-Spons ADR | 0.01% | 810 | $24K | — |
| MG Mistras Group Inc. | 0.01% | 3,000 | $24K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.01% | 60 | $24K | — |
| PANL Pangaea Logistics Solutions | 0.01% | 5,000 | $24K | — |
| BABA Alibaba Group Holding-SP ADR | 0.01% | 200 | $23K | — |
| KWEB Kranesh Csi China Internet | 0.01% | 670 | $23K | — |
| XYZ Block Inc. | 0.01% | 340 | $23K | — |
| GM General Motors Co. | 0.01% | 450 | $22K | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.01% | 1,500 | $21K | — |
| MET Metlife Inc. | 0.01% | 250 | $20K | — |
| INFY Infosys Ltd.-SP ADR | 0.01% | 1,000 | $19K | — |
| PBE Invesco Biotechnology & Geno | 0.01% | 300 | $19K | — |
| VRT Vertiv Holdings Co. Class A | 0.01% | 150 | $19K | — |
| PKOH Park-Ohio Holdings Corp. | 0.01% | 1,000 | $18K | — |
| AMPY Amplify Energy Corp. | 0.01% | 5,000 | $16K | — |
| SPG Simon Property Group Inc. | 0.01% | 100 | $16K | — |
| RNR Renaissancere Holdings Ltd. | 0.01% | 65 | $16K | — |
| TTE Totalenergies SE -Spon ADR | 0.00% | 210 | $13K | — |
| T AT&T Inc. | 0.00% | 425 | $12K | — |
| MCK McKesson Corp. | 0.00% | 15 | $11K | — |
| DXCM Dexcom Inc. | 0.00% | 100 | $9K | — |
| SBUX Starbucks Corp. | 0.00% | 100 | $9K | — |
| ABT Abbott Laboratories | 0.00% | 60 | $8K | — |
| FIS Fidelity National Info Serv | 0.00% | 100 | $8K | — |
Portfolio Sells Q2 2025
No earlier filing to compare with.
Portfolio Buys Q2 2025
No earlier filing to compare with.