StockDriftsStockDriftsTop 50 LOM Asset Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | 3.91% | 44.0K | $13.6M | -4.86%(-2.25K) | $222.38(+87.42%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.89% | 47.1K | $13.5M | -2.81%(-1.36K) | $167.90(+137.67%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.95% | 58.8K | $10.3M | -0.26%(-153) | $136.71(+65.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.48% | 23.3K | $8.6M | +0.93%(+215) | $439.22(-7.74%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC | 2.33% | 23.7K | $8.1M | -3.18%(-778) | $166.99(+161.45%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.23% | 13.0K | $7.8M | -0.49%(-64) | $539.84(+26.41%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 2.1% | 22.9K | $7.3M | -0.36%(-82) | $220.56(+96.04%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.08% | 112.7K | $7.2M | +6.21%(+6.59K) | $55.78(+26.63%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.05% | 34.3K | $7.1M | +3.13%(+1.04K) | $207.74(+30.03%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 1.84% | 21.8K | $6.4M | -0.23%(-50) | $267.13(+12.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.62% | +28.15% |
| Top 20 Holdings Unweighted | +7.20% | +23.20% |
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