LOM Asset Management Ltd

Hamilton, D0 · CIK 2077907 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHamilton

$386.9m reported value +11.2% vs Q1 2026

279positions

28.8%in top 10

16 new 96 added 68 reduced 14 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLIED MATLS INC COM AMAT	AMAT	22,964	$16.6m4.29%	4.29%	Reduced -747	-747 -3.1%
2	ALPHABET INC CAP STK CL C GOOG	GOOG	46,214	$16.3m4.22%	4.22%	Reduced -900	-900 -1.9%
3	BROADCOM INC COM AVGO	AVGO	42,601	$16.1m4.16%	4.16%	Reduced -1.4k	-1,358 -3.1%
4	NVIDIA CORPORATION COM NVDA	NVDA	59,414	$11.9m3.07%	3.07%	Added +591	+591 1.0%
5	MICRON TECHNOLOGY INC COM MU	MU	9,168	$10.6m2.74%	2.74%	Reduced -2.3k	-2,335 -20.3%
6	ANALOG DEVICES INC COM ADI	ADI	22,410	$8.9m2.30%	2.30%	Reduced -530	-530 -2.3%
7	MICROSOFT CORP COM MSFT	MSFT	23,651	$8.8m2.28%	2.28%	Added +354	+354 1.5%
8	AMAZON COM INC COM AMZN	AMZN	34,686	$8.3m2.14%	2.14%	Added +429	+429 1.2%
9	JPMORGAN CHASE & CO COM JPM	JPM	21,938	$7.2m1.86%	1.86%	Added +178	+178 0.8%
10	APPLE INC COM AAPL	AAPL	24,030	$7.0m1.80%	1.80%	Added +2.8k	+2,795 13.2%
11	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	91,372	$6.5m1.68%	1.68%	Reduced -21.4k	-21,375 -19.0%
12	LAM RESEARCH CORP COM NEW LRCX	LRCX	12,650	$5.5m1.42%	1.42%	Reduced -293	-293 -2.3%
13	BOOKING HOLDINGS INC COM BKNG	BKNG	29,622	$5.3m1.36%	1.36%	Added +822	+822 2.9%
14	MASTERCARD INCORPORATED CL A MA	MA	10,074	$5.2m1.34%	1.34%	Added +378	+378 3.9%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	10,311	$5.2m1.33%	1.33%	Added +223	+223 2.2%
16	VISA INC COM CL A V	V	14,953	$5.1m1.33%	1.33%	Added +494	+494 3.4%
17	META PLATFORMS INC CL A META	META	8,805	$5.0m1.28%	1.28%	Added +174	+174 2.0%
18	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,587	$4.9m1.25%	1.25%	Added +413	+413 6.7%
19	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	7,035	$4.8m1.25%	1.25%	Reduced -6.0k	-5,962 -45.9%
20	CATERPILLAR INC COM CAT	CAT	4,531	$4.8m1.25%	1.25%	Reduced -985	-985 -17.9%
21	TJX COS INC NEW COM TJX	TJX	30,895	$4.7m1.21%	1.21%	Added +643	+643 2.1%
22	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,939	$4.4m1.15%	1.15%	Added +27	+27 0.5%
23	HOME DEPOT INC COM HD	HD	12,085	$4.3m1.10%	1.10%	Added +208	+208 1.8%
24	RTX CORPORATION COM RTX	RTX	21,846	$4.1m1.07%	1.07%	Added +3.5k	+3,517 19.2%
25	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	16,392	$4.0m1.03%	1.03%	Reduced -3.5k	-3,488 -17.6%
26	PROCTER AND GAMBLE CO COM PG	PG	26,626	$3.9m1.01%	1.01%	Added +2.9k	+2,947 12.4%
27	MORGAN STANLEY COM NEW MS	MS	18,511	$3.9m1.00%	1.00%	Added +692	+692 3.9%
28	CHEVRON CORP NEW COM CVX	CVX	23,041	$3.8m0.99%	0.99%	Added +327	+327 1.4%
29	ISHARES TR CORE S&P MCP ETF IJH	IJH	48,714	$3.8m0.97%	0.97%	Reduced -7.1k	-7,060 -12.7%
30	CENCORA INC COM COR	COR	12,921	$3.7m0.94%	0.94%	Added +1.2k	+1,206 10.3%
31	FREEPORT-MCMORAN INC CL B FCX	FCX	57,873	$3.6m0.94%	0.94%	Added +1.2k	+1,171 2.1%
32	SELECT SECTOR SPDR TR ENERGY XLE	XLE	67,552	$3.6m0.93%	0.93%	Added +1.0k	+1,024 1.5%
33	ISHARES TR CORE S&P SCP ETF IJR	IJR	23,703	$3.5m0.91%	0.91%	Added +3.5k	+3,477 17.2%
34	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	39,605	$3.5m0.91%	0.91%	Added +107	+107 0.3%
35	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,724	$3.4m0.89%	0.89%	Unchanged
36	VANGUARD WORLD FD INF TECH ETF VGT	VGT	26,816	$3.2m0.83%	0.83%	Reduced -424	-424 -1.6%
37	PALO ALTO NETWORKS INC COM PANW	PANW	9,011	$3.1m0.79%	0.79%	Added +262	+262 3.0%
38	COCA COLA CO COM KO	KO	36,080	$2.9m0.76%	0.76%	Added +2.7k	+2,654 7.9%
39	UNITED RENTALS INC COM URI	URI	2,550	$2.9m0.75%	0.75%	Added +69	+69 2.8%
40	ISHARES TR US HLTHCARE ETF IYH	IYH	42,439	$2.8m0.73%	0.73%	Added +617	+617 1.5%
41	ENTERGY CORP NEW COM ETR	ETR	24,721	$2.8m0.73%	0.73%	Reduced -1.6k	-1,605 -6.1%
42	SSR MINING IN COM SSRM	SSRM	69,000	$2.8m0.72%	0.72%	Unchanged
43	NETFLIX INC COM NFLX	NFLX	38,732	$2.8m0.71%	0.71%	Added +5.9k	+5,896 18.0%
44	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	4,300	$2.8m0.71%	0.71%	Reduced -200	-200 -4.4%
45	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	29,269	$2.7m0.71%	0.71%	Added +485	+485 1.7%
46	ELI LILLY & CO COM LLY	LLY	2,215	$2.7m0.69%	0.69%	Added +54	+54 2.5%
47	MARATHON PETE CORP COM MPC	MPC	10,142	$2.6m0.67%	0.67%	Reduced -352	-352 -3.4%
48	NEXTERA ENERGY INC COM NEE	NEE	29,081	$2.6m0.66%	0.66%	Added +593	+593 2.1%
49	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	5,343	$2.6m0.66%	0.66%	Added +73	+73 1.4%
50	GENERAL DYNAMICS CORP COM GD	GD	7,158	$2.5m0.66%	0.66%	Added +460	+460 6.9%
51	ISHARES TR MSCI EAFE ETF EFA	EFA	24,175	$2.5m0.65%	0.65%	Reduced -495	-495 -2.0%
52	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	26,589	$2.4m0.63%	0.63%	Reduced -1.6k	-1,607 -5.7%
53	JOHNSON & JOHNSON COM JNJ	JNJ	9,610	$2.4m0.63%	0.63%	Reduced -201	-201 -2.0%
54	WELLS FARGO CO NEW COM WFC	WFC	29,313	$2.4m0.63%	0.63%	Added +603	+603 2.1%
55	BLACKROCK INC COM BLK	BLK	2,494	$2.4m0.62%	0.62%	Added +244	+244 10.8%
56	AMERICAN ELEC PWR CO INC COM AEP	AEP	17,277	$2.4m0.61%	0.61%	Added +201	+201 1.2%
57	SCHWAB CHARLES CORP COM SCHW	SCHW	25,121	$2.3m0.60%	0.60%	Added +1.5k	+1,510 6.4%
58	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	18,779	$2.3m0.60%	0.60%	Added +5.5k	+5,454 40.9%
59	SPDR SER TR S&P BK ETF KBE	KBE	33,175	$2.3m0.58%	0.58%	Reduced -75	-75 -0.2%
60	EXXON MOBIL CORP COM XOM	XOM	16,527	$2.3m0.58%	0.58%	Added +1.4k	+1,406 9.3%
61	SILVERCORP METALS INC COM SVM	SVM	157,000	$2.3m0.58%	0.58%	Unchanged
62	ISHARES TR CORE HIGH DV ETF HDV	HDV	81,234	$2.2m0.58%	0.58%	Added +574	+574 0.7%
63	UNITEDHEALTH GROUP INC COM UNH	UNH	5,215	$2.2m0.56%	0.56%	Added +75	+75 1.5%
64	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	4,170	$2.1m0.54%	0.54%	Reduced -139	-139 -3.2%
65	GOLDMAN SACHS GROUP INC COM GS	GS	2,056	$2.1m0.54%	0.54%	Added +154	+154 8.1%
66	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	8,765	$2.1m0.54%	0.54%	Reduced -4.7k	-4,722 -35.0%
67	ISHARES TR SELECT DIVID ETF DVY	DVY	13,111	$2.0m0.53%	0.53%	Reduced -207	-207 -1.6%
68	HONEYWELL INTL INC COM HON	HON	9,081	$2.0m0.53%	0.53%	New
69	PEPSICO INC COM PEP	PEP	14,920	$2.0m0.52%	0.52%	Reduced -1.2k	-1,199 -7.4%
70	HONEYWELL AEROSPACE INC COM HONA	HONA	9,081	$2.0m0.52%	0.52%	New
71	VANGUARD INDEX FDS MID CAP ETF VO	VO	24,873	$2.0m0.52%	0.52%	Added +1.2k	+1,217 5.1%
72	ABBVIE INC COM ABBV	ABBV	7,594	$1.9m0.49%	0.49%	Added +235	+235 3.2%
73	WALMART INC COM WMT	WMT	16,194	$1.8m0.47%	0.47%	Added +1.4k	+1,375 9.3%
74	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	6,295	$1.8m0.47%	0.47%	Added +632	+632 11.2%
75	QUALCOMM INC COM QCOM	QCOM	9,341	$1.7m0.45%	0.45%	Reduced -30	-30 -0.3%
76	DUKE ENERGY CORP NEW COM NEW DUK	DUK	13,600	$1.7m0.44%	0.44%	Reduced -143	-143 -1.0%
77	MONDELEZ INTL INC CL A MDLZ	MDLZ	29,657	$1.7m0.44%	0.44%	Reduced -253	-253 -0.8%
78	US BANCORP DEL COM NEW USB	USB	26,582	$1.6m0.41%	0.41%	Added +1.4k	+1,433 5.7%
79	TRUIST FINL CORP COM TFC	TFC	30,478	$1.5m0.39%	0.39%	Reduced -1.0k	-1,037 -3.3%
80	ISHARES TR GLOBAL FINLS ETF IXG	IXG	11,891	$1.5m0.38%	0.38%	Added +1.5k	+1,461 14.0%
81	NEWMONT CORP COM NEM	NEM	14,200	$1.3m0.34%	0.34%	Added +4.0k	+4,000 39.2%
82	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	15,904	$1.3m0.34%	0.34%	Added +2.7k	+2,655 20.0%
83	INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL RPV	RPV	11,535	$1.3m0.34%	0.34%	Reduced -14.5k	-14,475 -55.6%
84	UNILEVER PLC SPON ADR NEW UL	UL	21,761	$1.3m0.34%	0.34%	Added +75	+75 0.3%
85	ISHARES TR U.S. MED DVC ETF IHI	IHI	26,120	$1.3m0.33%	0.33%	Added +11.2k	+11,180 74.8%
86	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	14,500	$1.3m0.33%	0.33%	Unchanged
87	TAPESTRY INC COM TPR	TPR	8,485	$1.2m0.32%	0.32%	Reduced -234	-234 -2.7%
88	ISHARES INC MSCI WORLD ETF URTH	URTH	6,120	$1.2m0.32%	0.32%	Reduced -120	-120 -1.9%
89	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	7,580	$1.2m0.31%	0.31%	Added +60	+60 0.8%
90	GSK PLC SPONSORED ADR GSK	GSK	22,268	$1.2m0.30%	0.30%	Added +866	+866 4.0%
91	IQVIA HLDGS INC COM IQV	IQV	5,990	$1.2m0.30%	0.30%	Reduced -2.1k	-2,117 -26.1%
92	NORTHROP GRUMMAN CORP COM NOC	NOC	2,220	$1.1m0.29%	0.29%	Added +700	+700 46.0%
93	WEC ENERGY GROUP INC COM WEC	WEC	9,451	$1.1m0.29%	0.29%	Added +9.2k	+9,246 4510.2%
94	UBER TECHNOLOGIES INC COM UBER	UBER	14,450	$1.0m0.27%	0.27%	Unchanged
95	MERCK & CO INC COM MRK	MRK	8,021	$1.0m0.27%	0.27%	Added +1.4k	+1,386 20.9%
96	AMGEN INC COM AMGN	AMGN	2,725	$986.8k0.26%	0.26%	Added +87	+87 3.3%
97	LABCORP HOLDINGS INC COM SHS LH	LH	3,475	$973.0k0.25%	0.25%	Reduced -209	-209 -5.7%
98	ISHARES TR CORE S&P500 ETF IVV	IVV	1,263	$945.8k0.24%	0.24%	Reduced -5.6k	-5,602 -81.6%
99	GENUINE PARTS CO COM GPC	GPC	7,609	$897.7k0.23%	0.23%	Added +133	+133 1.8%
100	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	9,480	$885.2k0.23%	0.23%	Added +65	+65 0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		8,749	$4.0m8.7k shares
ISHARES GOLD TR IAU	IAU	31,500	$2.8m31.5k shares
INVESCO DB COMMDY INDX TRCK DBC	DBC	58,700	$1.7m58.7k shares
INVESCO EXCHANGE TRADED FD T RSP	RSP	7,040	$1.4m7.0k shares
SONY GROUP CORP SONY	SONY	4,000	$82.8k4.0k shares
CROWN HLDGS INC CCK	CCK	570	$57.1k570 shares
FONAR CORP FONR	FONR	2,800	$52.0k2.8k shares
EMERSON ELEC CO EMR	EMR	260	$34.1k260 shares
INVESCO EXCHANGE TRADED FD T PBE	PBE	300	$23.8k300 shares
BLOCK INC XYZ	XYZ	340	$20.5k340 shares
ZOETIS INC ZTS	ZTS	130	$15.4k130 shares
COOPER COS INC COO	COO	200	$14.3k200 shares
INFOSYS LTD INFY	INFY	1,000	$13.5k1.0k shares
WATERS CORP WAT	WAT	29	$8.6k29 shares