LAM
LOM Asset Management Ltd. Portfolio
Invests via LOM Asset Management Ltd. | Managed by Bryan Dooley, CFA
Invests via LOM Asset Management Ltd.
Managed by Bryan Dooley, CFA
Automatically Tracked
Company Profile
Specialist provider of asset management services focused on fixed income and multi-asset solutions for institutional and high-net-worth clients, LOM Asset Management Ltd. manages discretionary mandates and pooled funds across emerging-market and European strategies. The firm emphasizes risk-adjusted returns, institutional-grade reporting, and distribution through private banks and wealth platforms.
Specialist provider of asset management services focused on fixed income and multi-asset solutions for institutional and high-net-worth clients, LOM Asset Management Ltd. manages discretionary mandates and pooled funds across emerging-market and European strategies. The firm emphasizes risk-adjusted returns, institutional-grade reporting, and distribution through private banks and wealth platforms.
Investment Philosophy & Strategy
Pursues disciplined, income-oriented fixed-income and multi-asset strategies that prioritize risk-adjusted returns for institutional and HNW clients. Allocates capital across sovereign, corporate and emerging-market debt with emphasis on credit selection, duration management and liquidity preservation. Employs bottom-up credit underwriting complemented by macro top-down overlays to navigate market cycles. Favors diversified pooled funds and bespoke mandates distributed via private banks, balancing yield enhancement and capital protection through active risk controls, transparent reporting and conservative leverage limits to preserve long-term real returns.
Pursues disciplined, income-oriented fixed-income and multi-asset strategies that prioritize risk-adjusted returns for institutional and HNW clients. Allocates capital across sovereign, corporate and emerging-market debt with emphasis on credit selection, duration management and liquidity preservation. Employs bottom-up credit underwriting complemented by macro top-down overlays to navigate market cycles. Favors diversified pooled funds and bespoke mandates distributed via private banks, balancing yield enhancement and capital protection through active risk controls, transparent reporting and conservative leverage limits to preserve long-term real returns.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
-0.46%
Gain
Monthly
-0.04%
Yearly
-0.44%
Drawdown
22.39%
$389.25M
Equity
Holdings
$389.25M
Investment
$313.3M
$74.6M
Profit -$2.27M
Realized
-$1.35M
Unrealized
$75.95M
Dividends
$5.19M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.27M
Win %
74%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$3.09M
Win %
74%
This Month
Compared to last month
Gain
-1.42%
Profit
-$5.62M
Win %
74%
This Year
Compared to last year
Gain
13.12%
Profit
$45.15M
Win %
73%
NEWP New Pacific Metals Corp.
+4.18%
+$6,270 
MU Micron Technology, Inc.
+3.74%
+$366,715.64 
RKLB Rocket Lab Corporation
+2.82%
+$950.05 
ORCL Oracle Corporation
+2.68%
+$19,128.72 
CSCO Cisco Systems, Inc.
+2.33%
+$27,496.96 
PANW Palo Alto Networks, Inc.
+2.33%
+$72,179.25 
UNH UnitedHealth Group Incorporated
+2.23%
+$48,572.95 
SHEL Shell plc
+2.07%
+$17,688 
EWY iShares MSCI South Korea ETF
+2.01%
+$4,854.4 
NGG National Grid plc Sponsored ADR
+2.01%
+$21,927.1 
NOC Northrop Grumman Corporation
+1.93%
+$15,199.97 
VPG Vishay Precision Group Inc.
+1.9%
+$3,056 
DBC Invesco DB Commodity Index Tracking Fund
+1.79%
+$29,937 
XOM Exxon Mobil Corporation
+1.7%
+$37,575.68 
PBE Invesco Biotechnology & Genome ETF
+1.66%
+$446.22 
CVE Cenovus Energy Inc.
+1.65%
+$382.67 
SVM Silvercorp Metals Inc.
+1.64%
+$22,765 
P Everpure Inc.
+1.62%
+$1,326 
CNQ Canadian Natural Resources Limited
+1.49%
+$640 
BP BP p.l.c. Sponsored ADR
+1.47%
+$205.7 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.46%
+$850.5 
CVX Chevron Corporation
+1.4%
+$58,261.41 
JNJ Johnson & Johnson
+1.37%
+$33,553.62 
CM Canadian Imperial Bank of Commerce
+1.26%
+$1,748 
IXC iShares Global Energy ETF
+1.24%
+$6,831.65 
ABBV AbbVie Inc.
+1.23%
+$23,071.2 
DELL Dell Technologies Inc.
+1.17%
+$2,134.35 
MPC Marathon Petroleum Corporation
+1.11%
+$35,784.54 
RTX RTX Corporation
+1.08%
+$38,490.9 
SOLS Sollensys Corp
+1.06%
+$608.84 
IAU iShares Gold Trust
+1.03%
+$24,255 
CRWD CrowdStrike Holdings, Inc.
+1.01%
+$1,312 
NTES NetEase, Inc. American Depositary Receipt
+1%
+$301.3 
CAT Caterpillar Inc.
+0.99%
+$47,878.88 
COP ConocoPhillips
+0.96%
+$6,505.66 
EMR Emerson Electric Co.
+0.95%
+$343.2 
XLE Energy Select Sector SPDR Fund
+0.94%
+$35,592.48 
MRVL Marvell Technology, Inc.
+0.92%
+$1,131 
OIS Oil States International Inc.
+0.89%
+$357.68 
VSEC VSE Corporation
+0.89%
+$857.5 
NVS Novartis AG Sponsored ADR
+0.81%
+$589 
LMT Lockheed Martin Corporation
+0.8%
+$5,599.75 
LLY Eli Lilly and Company
+0.79%
+$19,881.2 
FTNT Fortinet Inc.
+0.77%
+$868 
OSCR Oscar Health, Inc.
+0.66%
+$209 
AMT American Tower Corporation
+0.61%
+$1,186.56 
NSC Norfolk Southern Corporation
+0.59%
+$457.7 
INDA ISHARES MSCI INDIA ETF
+0.58%
+$842.17 
SQ Block, Inc.
+0.57%
+$159.8 
MCK McKesson Corporation
+0.52%
+$43.85 
JXI iShares Global Utilities ETF
+0.49%
+$3,501.77 
LHX L3Harris Technologies, Inc.
+0.48%
+$7,814.94 
FCX Freeport-McMoRan Inc.
+0.48%
+$15,876.56 
SLF Sun Life Financial Inc.
+0.47%
+$327.25 
LH Labcorp Holdings Inc.
+0.44%
+$4,568.16 
UNP Union Pacific Corporation
+0.43%
+$3,540.15 
BNS Bank of Nova Scotia
+0.42%
+$476.25 
GD General Dynamics Corporation
+0.38%
+$9,377.2 
RY Royal Bank of Canada
+0.37%
+$584 
MRK Merck & Co., Inc.
+0.36%
+$3,052.1 
APD Air Products and Chemicals, Inc.
+0.34%
+$3,056.94 
BMO Bank of Montreal
+0.34%
+$576.6 
MFC Manulife Financial Corporation
+0.33%
+$172.55 
CMT Core Molding Technologies, Inc.
+0.32%
+$160 
CEG Constellation Energy Corporation
+0.3%
+$961.4 
JPM JPMorgan Chase & Co.
+0.3%
+$22,195.42 
COR Cencora, Inc.
+0.29%
+$10,543.62 
IAG Iamgold Corporation
+0.25%
+$103.39 
IBN ICICI Bank Limited Sponsored ADR
+0.22%
+$104 
TD The Toronto-Dominion Bank
+0.21%
+$790.92 
RPV Invesco S&P 500 Pure Value ETF
+0.19%
+$5,722.2 
IBB iShares Biotechnology ETF
+0.18%
+$251.6 
BAC Bank of America Corporation
+0.17%
+$131.25 
PAAS Pan American Silver Corp.
+0.14%
+$86.28 
AMPY Amplify Energy Corp.
+0.13%
+$25 
VRT Vertiv Holdings Co
+0.12%
+$122.36 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$5,851.14 
VZ Verizon Communications Inc.
+0.09%
+$351.32 
TWLO Twilio Inc.
+0.09%
+$75.6 
RCI Rogers Communications Inc.
+0.09%
+$12.15 
HON Honeywell International Inc.
+0.08%
+$1,618.57 
PFF iShares Preferred and Income Securities ETF
+0.08%
+$667 
SSRM Ssr Mining Inc.
+0.08%
+$1,380 
HDV iShares Core High Dividend ETF
+0.05%
+$1,209.9 
WFC Wells Fargo & Company
+0.05%
+$1,291.95 
IEV iShares Europe ETF
+0.01%
+$22.85 
ADBE Adobe Inc.
+0.01%
+$46.44 
BAM
0%
$0 
EMRAF Emera Incorporated
0%
$0 
FONR Fonar Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNPS Synopsys, Inc.
-8.39%
-$37,625 
NFLX Netflix, Inc.
-7.42%
-$181,254.72 
RGS Regis Corporation
-4.37%
-$2,112 
BIDU Baidu Inc.
-4.21%
-$950 
META Meta Platforms Inc Class A
-3.16%
-$181,423.62 
AMAT Applied Materials, Inc.
-3.09%
-$410,674.76 
KO The Coca-Cola Company
-3.08%
-$87,408.99 
IHI iShares U.S. Medical Devices ETF
-3.06%
-$23,904 
CVLG Covenant Logistics Group Inc.
-2.84%
-$2,740 
UBER Uber Technologies, Inc.
-2.71%
-$29,044.5 
GSL Global Ship Lease Inc.
-2.71%
-$1,582 
OMC Omnicom Group Inc.
-2.7%
-$15,728.83 
GSK GSK plc Sponsored ADR
-2.66%
-$30,069.81 
PANL Pangaea Logistics Solutions Ltd.
-2.6%
-$943.5 
TMDX TransMedics Group Inc.
-2.53%
-$576 
WAT Waters Corporation
-2.41%
-$264.48 
KWEB KraneShares CSI China Internet ETF
-2.37%
-$435.5 
MCHI iShares MSCI China ETF
-2.21%
-$1,935.9 
MELI MercadoLibre, Inc.
-2.2%
-$17,144.4 
DXCM DexCom, Inc.
-2.18%
-$170 
GOOG Alphabet Inc
-2.16%
-$360,422.1 
TSLA Tesla, Inc.
-2.16%
-$4,140.5 
BKNG Booking Holdings Inc.
-2.15%
-$114,192 
DXJ WisdomTree Japan Hedged Equity Fund
-2.12%
-$4,246.5 
MSFT Microsoft Corp.
-2.11%
-$197,325.59 
GOOGL Alphabet Inc
-2.11%
-$14,399.02 
DIS The Walt Disney Company
-2.1%
-$4,307.49 
FISV Fiserv, Inc.
-2.07%
-$3,724.67 
BNY BlackRock New York Municipal Income Trust
-2.06%
-$7,646.1 
ZBH Zimmer Biomet Holdings, Inc.
-1.96%
-$2,012.96 
URI United Rentals, Inc.
-1.84%
-$48,850.89 
SHOP Shopify Inc.
-1.77%
-$1,110 
NGS Natural Gas Services Group, Inc.
-1.77%
-$1,075.9 
IQV IQVIA Holdings Inc.
-1.76%
-$29,995.9 
NVO Novo Nordisk A/S Sponsored ADR
-1.76%
-$14,796.75 
KRE SPDR S&P Regional Banking ETF
-1.73%
-$147.95 
V Visa Inc. Class A
-1.72%
-$90,874.67 
LOW Lowe's Companies Inc.
-1.71%
-$3,173.4 
COO The Cooper Companies, Inc.
-1.7%
-$249 
TMO Thermo Fisher Scientific Inc.
-1.69%
-$39,556.66 
ROBO ROBO Global Robotics & Automation Index ETF
-1.67%
-$728.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$9,373.7 
EWJ iShares MSCI Japan ETF
-1.64%
-$43,319.92 
TXN Texas Instruments Inc
-1.63%
-$7,844.7 
MA Mastercard Incorporated
-1.6%
-$85,421.76 
BSX Boston Scientific Corporation
-1.59%
-$5,346.3 
ZTS Zoetis Inc.
-1.56%
-$156 
BABA Alibaba Group Holding Limited SP ADR
-1.55%
-$364 
ICE Intercontinental Exchange, Inc.
-1.54%
-$29,181.75 
SCHE Schwab Emerging Markets Equity ETF
-1.52%
-$7,812.57 
COF Capital One Financial Corporation
-1.5%
-$365.7 
ELV Elevance Health, Inc.
-1.5%
-$9,100.98 
KE Kimball Electronics Inc.
-1.48%
-$1,080 
KBE SPDR S&P Bank ETF
-1.46%
-$34,580 
PEP PepsiCo, Inc.
-1.42%
-$31,915.62 
SE Sea Ltd.
-1.41%
-$412.5 
PLTR Palantir Technologies Inc.
-1.38%
-$372 
BZH Beazer Homes USA Inc.
-1.35%
-$585 
INTU Intuit Inc.
-1.34%
-$474 
SMH VanEck Semiconductor ETF
-1.26%
-$1,438 
INFY Infosys Limited
-1.26%
-$145 
BDX Becton, Dickinson and Company
-1.24%
-$5,080.68 
NVDA NVIDIA Corporation
-1.23%
-$149,704.54 
GS The Goldman Sachs Group, Inc.
-1.2%
-$25,049.26 
MCD McDonald's Corporation
-1.2%
-$6,157 
BX Blackstone Inc.
-1.19%
-$7,452.43 
GIS General Mills, Inc.
-1.18%
-$2,830.1 
HD The Home Depot, Inc.
-1.17%
-$48,220.86 
CRM Salesforce Inc
-1.16%
-$6,685.26 
ADI Analog Devices, Inc.
-1.15%
-$100,706.37 
C Citigroup Inc.
-1.13%
-$447 
EBF Ennis Inc.
-1.1%
-$360 
VEEV Veeva Systems Inc.
-1.09%
-$5,482.47 
TU TELUS Corporation
-1.09%
-$125.35 
CMCSA Comcast Corp
-1.08%
-$1,800.5 
SNOW Snowflake Inc.
-1.08%
-$523.8 
FRD Friedman Industries, Incorporated
-1.07%
-$786.37 
AMGN Amgen Inc.
-1.05%
-$10,314.53 
LRCX Lam Research Corporation
-0.97%
-$40,382.16 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$42,106.68 
QCOM QUALCOMM Incorporated
-0.96%
-$15,321.58 
IXG iShares Global Financials ETF
-0.95%
-$13,089.65 
NU Nu Holdings Ltd.
-0.94%
-$195 
MG Mistras Group Inc
-0.91%
-$435 
VOOG Vanguard S&P 500 Growth ETF
-0.91%
-$268.2 
EEM iShares MSCI Emerging Markets ETF
-0.9%
-$2,215.6 
EZA iShares MSCI South Africa ETF
-0.87%
-$363 
DFSV Dimensional US Small Cap Value ETF
-0.87%
-$1,414.5 
BLK BlackRock, Inc.
-0.84%
-$20,677.5 
TFC Truist Financial Corporation
-0.81%
-$13,551.45 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.8%
-$3,630 
BOOM DMC Global Inc.
-0.8%
-$215 
ELAN Elanco Animal Health Incorporated
-0.79%
-$1,896.45 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$23,462.16 
GM General Motors Company
-0.79%
-$140.3 
IGV iShares Expanded Tech-Software Sector ETF
-0.77%
-$2,051.75 
RZV Invesco S&P SmallCap 600 Pure Value ETF
-0.76%
-$2,656.52 
RCKY Rocky Brands Inc.
-0.75%
-$465 
GASS StealthGas Inc.
-0.75%
-$325 
VTWV Vanguard Russell 2000 Value Index Fund
-0.74%
-$1,995.33 
NC NACCO Industries Inc.
-0.74%
-$360 
FE FirstEnergy Corp.
-0.73%
-$1,940.4 
SOXX iShares Semiconductor ETF
-0.72%
-$17,189.96 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$21,610.41 
RDDT Reddit Inc Class A
-0.69%
-$281.6 
NWPX NWPX Infrastructure, Inc.
-0.69%
-$671.99 
URTH iShares MSCI World ETF
-0.67%
-$8,486.4 
VSNT Versant Media Group, Inc.
-0.66%
-$16.56 
IVV iShares Core S&P 500 ETF
-0.65%
-$33,569.58 
TMUS T-Mobile US, Inc.
-0.65%
-$4,287.5 
VOO Vanguard S&P 500 ETF
-0.65%
-$57,836.65 
NEM Newmont Corporation
-0.64%
-$5,967 
AMZN Amazon.com Inc
-0.64%
-$54,811.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$8,192.5 
CCK Crown Holdings Inc.
-0.64%
-$424.65 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.63%
-$1,705.4 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.63%
-$539.6 
TPR Tapestry Inc.
-0.63%
-$7,934.29 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$27,845.46 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$30,217.6 
SCHW Charles Schwab Corporation
-0.61%
-$14,874.93 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.58%
-$491.35 
ROL Rollins, Inc.
-0.57%
-$452.4 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.56%
-$1,931.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.54%
-$661.5 
XLK State Street Technology Select Sector SPDR ETF
-0.53%
-$188 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$7,990.4 
AVGO Broadcom Inc.
-0.52%
-$85,280.02 
VGT Vanguard Information Technology ETF
-0.51%
-$15,799.2 
WEC WEC Energy Group Inc.
-0.48%
-$111.72 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$20,078.64 
AAPL Apple Inc.
-0.46%
-$32,277.41 
ORLY O'Reilly Automotive Inc.
-0.44%
-$10,714.48 
XT iShares Future Exponential Technologies ETF
-0.44%
-$603.5 
ANET Arista Networks, Inc.
-0.43%
-$233.6 
EFA iShares MSCI EAFE ETF
-0.43%
-$11,101.5 
PAVE Global X U.S. Infrastructure Development ETF
-0.43%
-$181.3 
EXC Exelon Corporation
-0.42%
-$1,598.18 
GPC Genuine Parts Company
-0.41%
-$3,887.52 
UPS United Parcel Service, Inc.
-0.4%
-$180.95 
PKOH Park-Ohio Holdings Corp.
-0.39%
-$150 
UL Unilever PLC Sponsored American Depositary Receipt
-0.37%
-$4,987.78 
NI NiSource Inc.
-0.36%
-$2,432.26 
USB U.S. Bancorp
-0.35%
-$5,658.52 
IWD iShares Russell 1000 Value ETF
-0.34%
-$258 
MDLZ Mondelez International, Inc.
-0.34%
-$6,281.1 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$10,924.47 
VRTX Vertex Pharmaceuticals Incorporated
-0.34%
-$2,582.28 
WMT Walmart Inc.
-0.34%
-$5,764.59 
DUK Duke Energy Corporation
-0.33%
-$5,634.63 
KXI iShares Global Consumer Staples ETF
-0.31%
-$1,290 
AMD Advanced Micro Devices, Inc.
-0.31%
-$1,258.7 
T AT&T Inc.
-0.3%
-$27.62 
APH Amphenol Corporation
-0.29%
-$225 
ETR Entergy Corporation
-0.29%
-$8,687.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$229.5 
PG Procter & Gamble Co
-0.28%
-$10,181.97 
MS Morgan Stanley
-0.28%
-$10,869.77 
KMB Kimberly-Clark Corporation
-0.26%
-$941.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$20,294.46 
VO Vanguard Mid-Cap ETF
-0.24%
-$4,612.92 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.24%
-$2,165.45 
FTS Fortis Inc.
-0.22%
-$108.55 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.21%
-$102 
SO The Southern Company
-0.2%
-$591.85 
SCHD Schwab U.S. Dividend Equity ETF
-0.2%
-$629.2 
IEUR iShares Core MSCI Europe ETF
-0.18%
-$1,482.3 
EWG iShares MSCI Germany ETF
-0.14%
-$900 
IYH iShares U.S. Healthcare ETF
-0.14%
-$3,973.09 
VPU Vanguard Utilities ETF
-0.13%
-$982.8 
IXJ iShares Global Healthcare ETF
-0.12%
-$44.87 
VGK Vanguard FTSE Europe ETF
-0.12%
-$4,344.78 
AEP American Electric Power Company, Inc.
-0.12%
-$2,732.16 
DVY iShares Select Dividend ETF
-0.11%
-$2,397.24 
XLV Health Care Select Sector SPDR Fund
-0.1%
-$226.95 
NEE NextEra Energy, Inc.
-0.09%
-$2,279.04 
VYM Vanguard High Dividend Yield ETF
-0.07%
-$902.4 
TJX The TJX Companies, Inc.
-0.07%
-$3,478.98 
EIX Edison International
-0.06%
-$41 
VNQ Vanguard Real Estate ETF
-0.06%
-$76.32 
TRP TC Energy Corporation
-0.06%
-$54 
VHT Vanguard Health Care ETF
-0.05%
-$127.02 
EXI iShares Global Industrials ETF
-0.04%
-$24.01 
SPG Simon Property Group, Inc.
-0.01%
-$1.93 
BOOT Boot Barn Holdings, Inc.
0%
-$0.75 Events
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Dividends
Dividend Analysis
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| Trades 727 | Longs Won 521/727 71% | Profit Factor 5.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,723.78 |
| Average Win $175,142.97 | Best Trade (Jul 13) $8.92M | Sharpe Ratio -10.53 |
| Average Loss -$80,812.84 | Worst Trade (Jul 10) -$2.56M | Z-Score 14.65 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 4d | Expectancy $102,616.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 4,808 | 4,327 | 3,846 | 3,365 | 2,885 | 2,404 | 1,923 | 1,442 | 962 | 481 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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