Skip to main content

Lam Group, Inc.

13F filer · CIK 0001961944
Reported Jul 10, 2026
Net buyer this quarter
13F portfolio value$201MU.S. long equity reported on 13F
Positions593 new · 0 closed
Net flow last quarter+$1.08MBuys minus sells
Top 10 positions weight14.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 10, 202659 positions
GLDMWorld Gold Trust$11.2M5.55%0.04%+0.9%Q2 2023
QQQInvesco QQQ Trust, Series 1$5.5M2.73%Not reportedNot reportedQ4 2022
AMPHAmphastar Pharmaceuticals, Inc.$2.64M1.31%0.31%Not reportedQ4 2022
AVIVAviv REIT, Inc.$2.58M1.28%0.07%+8.3%Q4 2022
DFAXGulf Resources, Inc.$2.33M1.16%Not reportedNot reportedQ4 2022
SPYSPDR S&P 500 ETF Trust$1.51M0.75%Not reported+1.4%Q4 2022
AAPLApple Inc.$1.03M0.51%0.00%+2.6%Q4 2022
GLDSPDR Gold Trust$1.01M0.50%0.00%Not reportedQ4 2022
MDYSPDR S&P Midcap 400 ETF Trust$985K0.49%Not reportedNot reportedQ4 2022
MSFTMicrosoft Corp$916K0.45%0.00%+128.4%Q4 2022
QLTYQuality Distribution Inc$872K0.43%0.07%-2.3%Q1 2024
BRK.BBerkshire Hathaway Inc$861K0.43%Not reportedNot reportedQ4 2022
SCZNXG NextGen Infrastructure Income Fund$753K0.37%Not reportedNot reportedQ4 2022
METAMeta Platforms, Inc.$540K0.27%Not reportedNot reportedQ4 2022
AMZNAmazon Com Inc$510K0.25%0.00%Not reportedQ4 2022
BABoeing Co$417K0.21%0.00%Not reportedQ4 2022
AMGNAmgen Inc$167K0.08%0.00%Not reportedQ4 2022
NVDANvidia Corp$161K0.08%0.00%+83.4%Q4 2022
NTAPNetApp, Inc.$155K0.08%0.00%Not reportedQ1 2026
NRGNRG Energy, Inc.$147K0.07%0.00%Not reportedQ1 2026
TSLATesla, Inc.$122K0.06%0.00%+190.0%Q4 2023
NFLXNetflix Inc$109K0.05%0.00%Not reportedQ4 2022
VVisa Inc.$103K0.05%0.00%Not reportedQ4 2022
AMDAdvanced Micro Devices Inc$99.9K0.05%0.00%+72.0%Q1 2026
WFCWells Fargo & Company$74.4K0.04%0.00%Not reportedQ4 2022
ABBVAbbVie Inc.$73.6K0.04%0.00%Not reportedQ1 2026
IBMInternational Business Machines Corp$56.8K0.03%0.00%Not reportedQ4 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd$47.8K0.02%0.00%Not reportedQ4 2022
PLTRPalantir Technologies Inc.$46.3K0.02%0.00%NewQ2 2026
AVGOBroadcom Inc.$41.6K0.02%0.00%Not reportedQ1 2023
CATCaterpillar Inc$39.4K0.02%0.00%Not reportedQ4 2022
COSTCostco Wholesale Corp$35.5K0.02%0.00%Not reportedQ4 2022
PPLTabrdn Platinum ETF Trust$35.3K0.02%0.00%Not reportedQ1 2026
VZVerizon Communications Inc$23.4K0.01%0.00%Not reportedQ4 2022
WMTWalmart Inc.$20.7K0.01%0.00%Not reportedQ4 2022
RYNRayonier Inc$16.6K0.01%0.00%Not reportedQ4 2022
ETSYEtsy Inc$14K0.01%0.00%Not reportedQ4 2022
ROKURoku, Inc$13.8K0.01%0.00%Not reportedQ4 2022
XYZBlock, Inc.$11.9K0.01%Not reportedNot reportedQ4 2022
PFEPfizer Inc$11.6K0.01%0.00%Not reportedQ4 2022
DISWalt Disney Co$9.63K0.00%0.00%Not reportedQ4 2022
MCDMcdonalds Corp$7.3K0.00%0.00%Not reportedQ4 2022
SHOPShopify Inc.$5.71K0.00%0.00%Not reportedQ4 2022
CSCOCisco Systems, Inc.$4.93K0.00%0.00%Not reportedQ4 2022
BACBank of America Corp$4.9K0.00%0.00%Not reportedQ4 2022
HDHome Depot, Inc.$4.23K0.00%0.00%Not reportedQ4 2022
COMTChina Sky One Medical, Inc.$3.49K0.00%0.00%+4.6%Q4 2022
VRTVertiv Holdings Co$3.35K0.00%0.00%Not reportedQ1 2026
CABOCable One, Inc.$2.66K0.00%0.00%Not reportedQ4 2022
HSYHershey Co$2.28K0.00%0.00%Not reportedQ4 2022
Q1 2026Reported Apr 22, 202656 positions
GLDMWorld Gold Trust$12.9M7.10%0.04%+0.3%Q2 2023
QQQInvesco QQQ Trust, Series 1$4.31M2.37%Not reportedNot reportedQ4 2022
AMPHAmphastar Pharmaceuticals, Inc.$2.56M1.41%0.29%Not reportedQ4 2022
AVIVAviv REIT, Inc.$2.3M1.27%0.06%-1.1%Q4 2022
DFAXGulf Resources, Inc.$2.14M1.18%Not reportedNot reportedQ4 2022
SPYSPDR S&P 500 ETF Trust$1.3M0.71%Not reportedNot reportedQ4 2022
GLDSPDR Gold Trust$1.19M0.65%0.00%-2.5%Q4 2022
AAPLApple Inc.$878K0.48%0.00%Not reportedQ4 2022
MDYSPDR S&P Midcap 400 ETF Trust$863K0.47%Not reportedNot reportedQ4 2022
BRK.BBerkshire Hathaway Inc$825K0.45%Not reported-2.8%Q4 2022
QLTYQuality Distribution Inc$776K0.43%0.08%-6.5%Q1 2024
SCZNXG NextGen Infrastructure Income Fund$718K0.39%Not reportedNot reportedQ4 2022
METAMeta Platforms, Inc.$548K0.30%Not reportedNot reportedQ4 2022
AMZNAmazon Com Inc$446K0.24%0.00%Not reportedQ4 2022
MSFTMicrosoft Corp$398K0.22%0.00%+17.9%Q4 2022
BABoeing Co$383K0.21%0.00%-65.0%Q4 2022
AMGNAmgen Inc$163K0.09%0.00%Not reportedQ4 2022
NRGNRG Energy, Inc.$147K0.08%0.00%NewQ1 2026
NFLXNetflix Inc$147K0.08%0.00%Not reportedQ4 2022
NTAPNetApp, Inc.$102K0.06%0.00%NewQ1 2026
VVisa Inc.$90.7K0.05%0.00%Not reportedQ4 2022
NVDANvidia Corp$76.7K0.04%0.00%Not reportedQ4 2022
WFCWells Fargo & Company$71.6K0.04%0.00%Not reportedQ4 2022
ABBVAbbVie Inc.$63.6K0.03%0.00%NewQ1 2026
IBMInternational Business Machines Corp$49K0.03%0.00%Not reportedQ4 2022
PPLTabrdn Platinum ETF Trust$44.6K0.02%0.00%NewQ1 2026
COSTCostco Wholesale Corp$37.9K0.02%0.00%Not reportedQ4 2022
TSLATesla, Inc.$37.2K0.02%0.00%Not reportedQ4 2023
AVGOBroadcom Inc.$34K0.02%0.00%Not reportedQ1 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd$33.8K0.02%0.00%Not reportedQ4 2022
VZVerizon Communications Inc$27.8K0.02%0.00%Not reportedQ4 2022
CATCaterpillar Inc$26.2K0.01%0.00%Not reportedQ4 2022
WMTWalmart Inc.$22.7K0.01%0.00%Not reportedQ4 2022
AMDAdvanced Micro Devices Inc$20.3K0.01%0.00%NewQ1 2026
RYNRayonier Inc$16.1K0.01%0.00%Not reportedQ4 2022
PFEPfizer Inc$13.6K0.01%0.00%Not reportedQ4 2022
DISWalt Disney Co$9.64K0.01%0.00%Not reportedQ4 2022
ROKURoku, Inc$9.46K0.01%0.00%Not reportedQ4 2022
XYZBlock, Inc.$9.45K0.01%Not reportedNot reportedQ4 2022
ETSYEtsy Inc$9.3K0.01%0.00%Not reportedQ4 2022
MCDMcdonalds Corp$8.39K0.00%0.00%Not reportedQ4 2022
SHOPShopify Inc.$5.93K0.00%0.00%Not reportedQ4 2022
CABOCable One, Inc.$4.56K0.00%0.00%Not reportedQ4 2022
BACBank of America Corp$4.19K0.00%0.00%Not reportedQ4 2022
HDHome Depot, Inc.$3.95K0.00%0.00%Not reportedQ4 2022
COMTChina Sky One Medical, Inc.$3.72K0.00%0.00%Not reportedQ4 2022
CSCOCisco Systems, Inc.$3.26K0.00%0.00%Not reportedQ4 2022
HSYHershey Co$2.7K0.00%0.00%Not reportedQ4 2022
VRTVertiv Holdings Co$2.51K0.00%0.00%NewQ1 2026
VTRSViatris Inc$7970.00%0.00%Not reportedQ4 2022
Q4 2025Reported Jan 23, 202616 positions
GLDMWorld Gold Trust$11.9M6.79%0.05%+3.7%Q2 2023
QQQInvesco QQQ Trust, Series 1$4.59M2.63%Not reportedNot reportedQ4 2022
AMPHAmphastar Pharmaceuticals, Inc.$3.5M2.00%0.29%Not reportedQ4 2022
AVIVAviv REIT, Inc.$2.22M1.27%0.06%+50.9%Q4 2022
DFAXGulf Resources, Inc.$2.07M1.18%Not reported-2.3%Q4 2022
SPYSPDR S&P 500 ETF Trust$1.36M0.78%Not reportedNot reportedQ4 2022
BABoeing Co$1.19M0.68%0.00%Not reportedQ4 2022
GLDSPDR Gold Trust$1.12M0.64%0.00%+0.2%Q4 2022
AAPLApple Inc.$940K0.54%0.00%Not reportedQ4 2022
BRK.BBerkshire Hathaway Inc$890K0.51%Not reported-2.8%Q4 2022
QLTYQuality Distribution Inc$882K0.50%0.08%+16.8%Q1 2024
MDYSPDR S&P Midcap 400 ETF Trust$845K0.48%Not reportedNot reportedQ4 2022
SCZNXG NextGen Infrastructure Income Fund$710K0.41%Not reportedNot reportedQ4 2022
METAMeta Platforms, Inc.$632K0.36%Not reportedNot reportedQ4 2022
AMZNAmazon Com Inc$494K0.28%0.00%Not reportedQ4 2022
MSFTMicrosoft Corp$441K0.25%0.00%Not reportedQ4 2022
Q3 2025Reported Oct 23, 202516 positions
GLDMWorld Gold Trust$10.2M6.35%0.05%+3.2%Q2 2023
QQQInvesco QQQ Trust, Series 1$4.49M2.78%Not reportedNot reportedQ4 2022
AMPHAmphastar Pharmaceuticals, Inc.$3.49M2.16%0.28%Not reportedQ4 2022
DFAXGulf Resources, Inc.$2.03M1.26%Not reported-2.9%Q4 2022
AVIVAviv REIT, Inc.$1.39M0.86%0.04%+2.6%Q4 2022
SPYSPDR S&P 500 ETF Trust$1.33M0.83%Not reportedNot reportedQ4 2022
BABoeing Co$1.19M0.74%0.00%Not reportedQ4 2022
GLDSPDR Gold Trust$1M0.62%0.00%-2.4%Q4 2022
BRK.BBerkshire Hathaway Inc$915K0.57%Not reported-1.7%Q4 2022
AAPLApple Inc.$881K0.55%0.00%Not reportedQ4 2022
MDYSPDR S&P Midcap 400 ETF Trust$834K0.52%Not reportedNot reportedQ4 2022
QLTYQuality Distribution Inc$710K0.44%0.07%-4.7%Q1 2024
METAMeta Platforms, Inc.$704K0.44%Not reportedNot reportedQ4 2022
SCZNXG NextGen Infrastructure Income Fund$702K0.44%Not reportedNot reportedQ4 2022
MSFTMicrosoft Corp$472K0.29%0.00%Not reportedQ4 2022
AMZNAmazon Com Inc$470K0.29%0.00%Not reportedQ4 2022
Premium opens every quarter this fund has filed
SpoorBase

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.