LOM Asset Management Ltd 13F Holdings

CIK 0002077907 · HAMILTON, D0

As of Sep 30, 2025, LOM Asset Management Ltd reported 247 positions worth $326.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BROADCOM INCAVGOTechnology49,315 6.3M4.98%
ALPHABET INCGOOGEquity50,028 2.2M3.73%
MICROSOFT CORPMSFTTechnology23,326 2.1M3.70%
NVIDIA CORPNVDATechnology59,546 1.1M3.40%
VANGUARD 500 INDEX FUNDVOO—13,442$8.2M2.52%
AMAZON.COM INCAMZNEquity32,104$7.0M2.16%
JPMORGAN CHASE & COJPMFinancial Services21,933$6.9M2.12%
META PLATFORMS INCMETACommunication Services8,619$6.3M1.94%
ANALOG DEVICES INCADITechnology22,997$5.7M1.73%
MASTERCARD INCMAFinancial Services9,802$5.6M1.71%
VANGUARD TAX-MANAGED FUNDSVEA—91,968$5.5M1.69%
APPLE INCAAPLTechnology21,208$5.4M1.65%
BOOKING HOLDINGS INCBKNGIndustrials992$5.4M1.64%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services10,242$5.1M1.58%
APPLIED MATERIALS INCAMATTechnology24,772$5.1M1.55%
HOME DEPOT INCHDConsumer Cyclical11,859$4.8M1.47%
ISHARES CORE S&P 500 ETFIVV—7,085$4.7M1.45%
VISA INC-CLASS A SHARESVFinancial Services13,747$4.7M1.44%
TJX COMPANIES INCTJXConsumer Cyclical30,846$4.5M1.36%
SPDR S&P 500 ETF TRUSTSPY—5,980$4.0M1.22%
VANGUARD SMALL-CAP VALUE INDEX FUNDVBR—18,790$3.9M1.20%
HONEYWELL INTERNATIONAL INCHONIndustrials17,140$3.6M1.10%
CHEVRON CORPCHVEnergy22,550$3.5M1.07%
ISHARES CORE S&P MID-CAP ETFIJH—53,531$3.5M1.07%
INVESCO QQQ TRUST SERIES 1QQQ—5,744$3.4M1.06%