LOM Asset Management Ltd

13F filer · CIK 0002077907

Reported Aug 4, 2026

Net seller this quarter

13F portfolio value$387MU.S. long equity reported on 13F

Positions21011 new · 11 closed

Net flow last quarter-$1.89MBuys minus sells

Top 10 positions weight28.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026210 positions
AMATApplied Materials Inc	$16.6M	4.29%	0.00%	-3.2%	Q2 2025
GOOGAlphabet Inc.	$16.3M	4.22%	Not reported	-1.9%	Q2 2025
AVGOBroadcom Inc.	$16.1M	4.16%	0.00%	-3.1%	Q2 2025
NVDANvidia Corp	$11.9M	3.07%	0.00%	+1.0%	Q2 2025
MUMicron Technology Inc	$10.6M	2.74%	0.00%	-20.3%	Q2 2025
ADIAnalog Devices Inc	$8.9M	2.30%	0.00%	-2.3%	Q2 2025
MSFTMicrosoft Corp	$8.82M	2.28%	0.00%	+1.5%	Q2 2025
AMZNAmazon Com Inc	$8.27M	2.14%	0.00%	+1.3%	Q2 2025
JPMJPMorgan Chase & Co	$7.18M	1.86%	0.00%	+0.8%	Q2 2025
AAPLApple Inc.	$6.95M	1.80%	0.00%	+13.2%	Q2 2025
LRCXLam Research Corp	$5.48M	1.42%	0.00%	-2.3%	Q2 2025
BKNGBooking Holdings Inc.	$5.28M	1.36%	0.00%	+2.9%	Q2 2025
MAMastercard Inc	$5.17M	1.34%	0.00%	+3.9%	Q2 2025
BRK.BBerkshire Hathaway Inc	$5.16M	1.33%	Not reported	+2.2%	Q2 2025
VVisa Inc.	$5.13M	1.33%	0.00%	+3.4%	Q2 2025
METAMeta Platforms, Inc.	$4.96M	1.28%	Not reported	+2.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$4.85M	1.25%	Not reported	+6.7%	Q2 2025
CATCaterpillar Inc	$4.83M	1.25%	0.00%	-17.9%	Q2 2025
TJXTJX Companies Inc	$4.68M	1.21%	0.00%	+2.1%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$4.44M	1.15%	Not reported	+0.5%	Q2 2025
HDHome Depot, Inc.	$4.26M	1.10%	0.00%	+1.8%	Q2 2025
RTXRTX Corp	$4.14M	1.07%	0.00%	+19.2%	Q2 2025
PGPROCTER & GAMBLE Co	$3.9M	1.01%	0.00%	+12.5%	Q2 2025
MSMorgan Stanley	$3.87M	1.00%	0.00%	+3.9%	Q2 2025
CVXChevron Corp	$3.82M	0.99%	0.00%	+1.4%	Q2 2025
CORCencora, Inc.	$3.66M	0.94%	0.01%	+10.3%	Q2 2025
FCXFreeport-Mcmoran Inc	$3.64M	0.94%	0.00%	+2.1%	Q2 2025
ASMLAsml Holding NV	$3.43M	0.89%	0.00%	Not reported	Q2 2025
PANWPalo Alto Networks Inc	$3.07M	0.79%	0.00%	+3.0%	Q2 2025
KOCoca Cola Co	$2.93M	0.76%	0.00%	+7.9%	Q2 2025
URIUnited Rentals, Inc.	$2.89M	0.75%	0.00%	+2.8%	Q2 2025
ETREntergy Corp	$2.84M	0.73%	0.01%	-6.1%	Q2 2025
SSRMSSR Mining Inc.	$2.77M	0.72%	0.03%	Not reported	Q4 2025
NFLXNetflix Inc	$2.77M	0.71%	0.00%	+18.0%	Q2 2025
LLYELI LILLY & Co	$2.66M	0.69%	0.00%	+2.5%	Q2 2025
MPCMarathon Petroleum Corp	$2.59M	0.67%	0.00%	-3.4%	Q2 2025
NEENextera Energy Inc	$2.55M	0.66%	0.00%	+2.1%	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.55M	0.66%	0.00%	+1.4%	Q2 2025
GDGeneral Dynamics Corp	$2.54M	0.66%	0.00%	+6.9%	Q2 2025
ORLYO Reilly Automotive Inc	$2.45M	0.63%	0.00%	-5.7%	Q2 2025
JNJJohnson & Johnson	$2.44M	0.63%	0.00%	-2.1%	Q2 2025
WFCWells Fargo & Company	$2.42M	0.63%	0.00%	+2.1%	Q2 2025
BLKBlackRock, Inc.	$2.4M	0.62%	0.00%	+10.8%	Q2 2025
AEPAmerican Electric Power Co Inc	$2.36M	0.61%	0.00%	+1.2%	Q2 2025
SCHWSchwab Charles Corp	$2.32M	0.60%	0.00%	+6.4%	Q2 2025
ICEIntercontinental Exchange, Inc.	$2.31M	0.60%	0.00%	+40.9%	Q2 2025
XOMExxonMobil Holdings Corp	$2.26M	0.58%	0.00%	+9.3%	Q2 2025
SVMSilvercorp Metals Inc	$2.25M	0.58%	0.07%	Not reported	Q4 2025
UNHUnitedhealth Group Inc	$2.17M	0.56%	0.00%	+1.5%	Q2 2025
TMOThermo Fisher Scientific Inc.	$2.09M	0.54%	0.00%	-3.2%	Q2 2025

Q1 2026Reported May 5, 2026209 positions
AVGOBroadcom Inc.	$13.6M	3.91%	0.00%	-4.9%	Q2 2025
GOOGAlphabet Inc.	$13.5M	3.89%	Not reported	-2.8%	Q2 2025
NVDANvidia Corp	$10.3M	2.95%	0.00%	-0.3%	Q2 2025
MSFTMicrosoft Corp	$8.62M	2.48%	0.00%	+0.9%	Q2 2025
AMATApplied Materials Inc	$8.1M	2.33%	0.00%	-3.2%	Q2 2025
ADIAnalog Devices Inc	$7.3M	2.10%	0.00%	-0.4%	Q2 2025
AMZNAmazon Com Inc	$7.13M	2.05%	0.00%	+3.1%	Q2 2025
JPMJPMorgan Chase & Co	$6.4M	1.84%	0.00%	-0.2%	Q2 2025
AAPLApple Inc.	$5.39M	1.55%	0.00%	+0.5%	Q2 2025
METAMeta Platforms, Inc.	$4.94M	1.42%	Not reported	-1.2%	Q2 2025
BKNGBooking Holdings Inc.	$4.85M	1.39%	0.00%	+1.1%	Q2 2025
MAMastercard Inc	$4.84M	1.39%	0.00%	-0.9%	Q2 2025
BRK.BBerkshire Hathaway Inc	$4.83M	1.39%	Not reported	-1.3%	Q2 2025
TJXTJX Companies Inc	$4.83M	1.39%	0.00%	-1.3%	Q2 2025
CVXChevron Corp	$4.7M	1.35%	0.00%	+0.3%	Q2 2025
VVisa Inc.	$4.37M	1.26%	0.00%	-0.9%	Q2 2025
HONHoneywell International Inc	$3.96M	1.14%	0.00%	+1.2%	Q2 2025
CATCaterpillar Inc	$3.91M	1.12%	0.00%	+1.7%	Q2 2025
HDHome Depot, Inc.	$3.91M	1.12%	0.00%	-0.3%	Q2 2025
MUMicron Technology Inc	$3.89M	1.12%	0.00%	-6.3%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.84M	1.11%	Not reported	-0.6%	Q2 2025
CORCencora, Inc.	$3.68M	1.06%	0.01%	+3.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$3.56M	1.02%	Not reported	-0.5%	Q2 2025
RTXRTX Corp	$3.54M	1.02%	0.00%	+2.8%	Q2 2025
PGPROCTER & GAMBLE Co	$3.42M	0.98%	0.00%	+2.6%	Q2 2025
FCXFreeport-Mcmoran Inc	$3.33M	0.96%	0.00%	+0.4%	Q2 2025
NFLXNetflix Inc	$3.16M	0.91%	0.00%	+326.4%	Q2 2025
ETREntergy Corp	$2.96M	0.85%	0.01%	+0.8%	Q2 2025
MSMorgan Stanley	$2.93M	0.84%	0.00%	+10.3%	Q2 2025
SSRMSSR Mining Inc.	$2.82M	0.81%	0.03%	Not reported	Q4 2025
IAUIshares Gold Trust	$2.78M	0.80%	0.00%	Not reported	Q2 2025
LRCXLam Research Corp	$2.77M	0.79%	0.00%	+6.7%	Q2 2025
NEENextera Energy Inc	$2.65M	0.76%	0.00%	+1.3%	Q2 2025
ORLYO Reilly Automotive Inc	$2.6M	0.75%	0.00%	-2.0%	Q2 2025
XOMExxonMobil Holdings Corp	$2.57M	0.74%	0.00%	+3.3%	Q2 2025
MPCMarathon Petroleum Corp	$2.56M	0.74%	0.00%	-1.7%	Q2 2025
KOCoca Cola Co	$2.54M	0.73%	0.00%	+0.8%	Q2 2025
PEPPepsico Inc	$2.5M	0.72%	0.00%	-7.1%	Q2 2025
JNJJohnson & Johnson	$2.4M	0.69%	0.00%	-2.4%	Q2 2025
SVMSilvercorp Metals Inc	$2.35M	0.68%	0.07%	Not reported	Q4 2025
GDGeneral Dynamics Corp	$2.3M	0.66%	0.00%	+8.2%	Q2 2025
WFCWells Fargo & Company	$2.29M	0.66%	0.00%	+1.3%	Q2 2025
ASMLAsml Holding NV	$2.28M	0.65%	0.00%	+7.3%	Q2 2025
AEPAmerican Electric Power Co Inc	$2.24M	0.64%	0.00%	+1.7%	Q2 2025
SCHWSchwab Charles Corp	$2.22M	0.64%	0.00%	+3.7%	Q2 2025
BLKBlackRock, Inc.	$2.16M	0.62%	0.00%	+8.0%	Q2 2025
TMOThermo Fisher Scientific Inc.	$2.12M	0.61%	0.00%	-0.3%	Q2 2025
ICEIntercontinental Exchange, Inc.	$2.1M	0.60%	0.00%	+3.9%	Q2 2025
LLYELI LILLY & Co	$1.99M	0.57%	0.00%	+1.6%	Q2 2025
LHXL3harris Technologies, Inc.	$1.95M	0.56%	0.00%	+2.7%	Q2 2025

Q4 2025Reported Jan 23, 2026209 positions
AVGOBroadcom Inc.	$16M	4.63%	0.00%	-6.3%	Q2 2025
GOOGAlphabet Inc.	$15.2M	4.41%	Not reported	-3.1%	Q2 2025
MSFTMicrosoft Corp	$11.2M	3.23%	0.00%	-1.1%	Q2 2025
NVDANvidia Corp	$11M	3.19%	0.00%	-1.0%	Q2 2025
AMZNAmazon Com Inc	$7.67M	2.22%	0.00%	+3.5%	Q2 2025
JPMJPMorgan Chase & Co	$7.03M	2.04%	0.00%	-0.6%	Q2 2025
AMATApplied Materials Inc	$6.29M	1.82%	0.00%	-1.1%	Q2 2025
ADIAnalog Devices Inc	$6.24M	1.81%	0.00%	+0.1%	Q2 2025
BKNGBooking Holdings Inc.	$6.1M	1.77%	0.00%	+14.8%	Q2 2025
METAMeta Platforms, Inc.	$5.77M	1.67%	Not reported	+1.4%	Q2 2025
AAPLApple Inc.	$5.75M	1.66%	0.00%	-0.3%	Q2 2025
MAMastercard Inc	$5.58M	1.62%	0.00%	-0.2%	Q2 2025
BRK.BBerkshire Hathaway Inc	$5.14M	1.49%	Not reported	-0.2%	Q2 2025
VVisa Inc.	$5.12M	1.48%	0.00%	+6.2%	Q2 2025
TJXTJX Companies Inc	$4.71M	1.36%	0.00%	-0.7%	Q2 2025
HDHome Depot, Inc.	$4.1M	1.19%	0.00%	+0.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$4.06M	1.18%	Not reported	-0.5%	Q2 2025
CORCencora, Inc.	$3.84M	1.11%	0.01%	+11.0%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$3.81M	1.10%	Not reported	+8.0%	Q2 2025
MUMicron Technology Inc	$3.5M	1.01%	0.00%	+15.7%	Q2 2025
CVXChevron Corp	$3.45M	1.00%	0.00%	+0.4%	Q2 2025
HONHoneywell International Inc	$3.37M	0.98%	0.00%	+0.8%	Q2 2025
PGPROCTER & GAMBLE Co	$3.31M	0.96%	0.00%	+6.5%	Q2 2025
RTXRTX Corp	$3.27M	0.95%	0.00%	+0.9%	Q2 2025
CATCaterpillar Inc	$3.11M	0.90%	0.00%	-0.5%	Q2 2025
FCXFreeport-Mcmoran Inc	$2.87M	0.83%	0.00%	-0.5%	Q2 2025
MSMorgan Stanley	$2.87M	0.83%	0.00%	+0.7%	Q2 2025
WFCWells Fargo & Company	$2.64M	0.77%	0.00%	+12.8%	Q2 2025
ORLYO Reilly Automotive Inc	$2.63M	0.76%	0.00%	-3.3%	Q2 2025
IAUIshares Gold Trust	$2.56M	0.74%	0.00%	Not reported	Q2 2025
TMOThermo Fisher Scientific Inc.	$2.5M	0.73%	0.00%	-1.1%	Q2 2025
PEPPepsico Inc	$2.49M	0.72%	0.00%	-8.3%	Q2 2025
ETREntergy Corp	$2.41M	0.70%	0.01%	-6.3%	Q2 2025
KOCoca Cola Co	$2.32M	0.67%	0.00%	+0.9%	Q2 2025
LLYELI LILLY & Co	$2.29M	0.66%	0.00%	+0.6%	Q2 2025
SCHWSchwab Charles Corp	$2.28M	0.66%	0.00%	+3.9%	Q2 2025
NEENextera Energy Inc	$2.26M	0.65%	0.00%	+1.2%	Q2 2025
BLKBlackRock, Inc.	$2.23M	0.65%	0.00%	+0.6%	Q2 2025
GDGeneral Dynamics Corp	$2.08M	0.60%	0.00%	-0.2%	Q2 2025
JNJJohnson & Johnson	$2.08M	0.60%	0.00%	-0.3%	Q2 2025
ICEIntercontinental Exchange, Inc.	$2.08M	0.60%	0.00%	+1.6%	Q2 2025
SSRMSSR Mining Inc.	$2.08M	0.60%	0.03%	New	Q4 2025
LRCXLam Research Corp	$2.08M	0.60%	0.00%	-3.8%	Q2 2025
AEPAmerican Electric Power Co Inc	$1.94M	0.56%	0.00%	+0.1%	Q2 2025
IQVIqvia Holdings Inc.	$1.88M	0.54%	0.00%	-0.2%	Q2 2025
URIUnited Rentals, Inc.	$1.83M	0.53%	0.00%	+2.3%	Q2 2025
SVMSilvercorp Metals Inc	$1.8M	0.52%	0.07%	New	Q4 2025
UNHUnitedhealth Group Inc	$1.78M	0.51%	0.00%	-0.9%	Q2 2025
XOMExxonMobil Holdings Corp	$1.76M	0.51%	0.00%	+3.6%	Q2 2025
MPCMarathon Petroleum Corp	$1.74M	0.50%	0.00%	-1.1%	Q2 2025

Q3 2025Reported Nov 12, 2025181 positions
AVGOBroadcom Inc.	$16.3M	4.96%	0.00%	-1.1%	Q2 2025
GOOGAlphabet Inc.	$12.2M	3.72%	Not reported	+2.9%	Q2 2025
MSFTMicrosoft Corp	$12.1M	3.68%	0.00%	+1.8%	Q2 2025
NVDANvidia Corp	$11.1M	3.39%	0.00%	+8.1%	Q2 2025
AMZNAmazon Com Inc	$7.05M	2.15%	0.00%	+5.5%	Q2 2025
JPMJPMorgan Chase & Co	$6.92M	2.11%	0.00%	+2.1%	Q2 2025
METAMeta Platforms, Inc.	$6.33M	1.93%	Not reported	+3.8%	Q2 2025
ADIAnalog Devices Inc	$5.65M	1.72%	0.00%	+3.4%	Q2 2025
MAMastercard Inc	$5.58M	1.70%	0.00%	+4.6%	Q2 2025
AAPLApple Inc.	$5.4M	1.65%	0.00%	+2.1%	Q2 2025
BKNGBooking Holdings Inc.	$5.36M	1.63%	0.00%	+4.6%	Q2 2025
BRK.BBerkshire Hathaway Inc	$5.15M	1.57%	Not reported	+8.8%	Q2 2025
AMATApplied Materials Inc	$5.07M	1.55%	0.00%	+10.9%	Q2 2025
HDHome Depot, Inc.	$4.81M	1.47%	0.00%	+2.9%	Q2 2025
VVisa Inc.	$4.69M	1.43%	0.00%	+5.3%	Q2 2025
TJXTJX Companies Inc	$4.46M	1.36%	0.00%	+4.5%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$3.98M	1.22%	Not reported	-3.7%	Q2 2025
HONHoneywell International Inc	$3.61M	1.10%	0.00%	+7.2%	Q2 2025
CVXChevron Corp	$3.5M	1.07%	0.00%	+4.4%	Q2 2025
QQQInvesco QQQ Trust, Series 1	$3.45M	1.05%	Not reported	+1.1%	Q2 2025
PGPROCTER & GAMBLE Co	$3.33M	1.02%	0.00%	+14.6%	Q2 2025
ORLYO Reilly Automotive Inc	$3.21M	0.98%	0.00%	+6.7%	Q2 2025
CORCencora, Inc.	$3.2M	0.98%	0.01%	+8.1%	Q2 2025
FISVFiserv Inc	$3.09M	0.94%	0.00%	+9.1%	Q2 2025
RTXRTX Corp	$2.96M	0.90%	0.00%	+6.9%	Q2 2025
PEPPepsico Inc	$2.66M	0.81%	0.00%	+6.7%	Q2 2025
CATCaterpillar Inc	$2.6M	0.79%	0.00%	+3.1%	Q2 2025
ETREntergy Corp	$2.6M	0.79%	0.01%	-2.8%	Q2 2025
MSMorgan Stanley	$2.55M	0.78%	0.00%	+10.4%	Q2 2025
BLKBlackRock, Inc.	$2.42M	0.74%	0.00%	+0.3%	Q2 2025
IAUIshares Gold Trust	$2.29M	0.70%	0.00%	Not reported	Q2 2025
FCXFreeport-Mcmoran Inc	$2.23M	0.68%	0.00%	+7.0%	Q2 2025
KOCoca Cola Co	$2.18M	0.67%	0.00%	+3.5%	Q2 2025
ICEIntercontinental Exchange, Inc.	$2.13M	0.65%	0.00%	+9.7%	Q2 2025
TMOThermo Fisher Scientific Inc.	$2.12M	0.65%	0.00%	-7.8%	Q2 2025
GDGeneral Dynamics Corp	$2.12M	0.65%	0.00%	+8.2%	Q2 2025
URIUnited Rentals, Inc.	$2.12M	0.65%	0.00%	+3.4%	Q2 2025
WFCWells Fargo & Company	$2.11M	0.64%	0.00%	+2.6%	Q2 2025
NEENextera Energy Inc	$2.1M	0.64%	0.00%	+4.4%	Q2 2025
SCHWSchwab Charles Corp	$2.09M	0.64%	0.00%	+18.8%	Q2 2025
MPCMarathon Petroleum Corp	$2.08M	0.63%	0.00%	-3.7%	Q2 2025
MDLZMondelez International, Inc.	$1.99M	0.61%	0.00%	+0.4%	Q2 2025
AEPAmerican Electric Power Co Inc	$1.89M	0.58%	0.00%	-1.4%	Q2 2025
UNHUnitedhealth Group Inc	$1.87M	0.57%	0.00%	-1.7%	Q2 2025
JNJJohnson & Johnson	$1.87M	0.57%	0.00%	-0.9%	Q2 2025
ORCLOracle Corp	$1.81M	0.55%	0.00%	+55.7%	Q2 2025
MUMicron Technology Inc	$1.78M	0.54%	0.00%	+21.0%	Q2 2025
ABBVAbbVie Inc.	$1.71M	0.52%	0.00%	-1.4%	Q2 2025
LRCXLam Research Corp	$1.69M	0.51%	0.00%	+2.8%	Q2 2025
DUKDuke Energy CORP	$1.66M	0.51%	0.00%	+1.3%	Q2 2025

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