Fund HoldingsLOM Asset Management Ltd

Total Portfolio Value
$345.16M
Total Bought
$38.67M
Total Sold
$33.88M
Net Transaction
+$4.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD TAX-MANAGED FDS0106,153+106,15306,6311.92%+6,631
ALPHABET INC(GOOG)50,02848,478-1,55012,18415,2124.41%+3,028
SELECT SECTOR SPDR TR
ST STR ENERG ETF
067,548+67,54803,0200.87%+3,020
ISHARES INC
MSCI JAPAN ETF
028,724+28,72402,3190.67%+2,319
SPDR SERIES TRUST
ST STR SP BANK
034,696+34,69602,1060.61%+2,106
SSR MINING IN(SSRM)069,000+69,00002,0760.60%+2,076
SILVERCORP METALS INC(SVM)0157,000+157,00001,8020.52%+1,802
MICRON TECHNOLOGY INC(MU)10,61212,273+1,6611,7763,5031.01%+1,727
UNILEVER PLC(UL)021,012+21,01201,3740.40%+1,374
APPLIED MATLS INC24,77224,489-2835,0726,2931.82%+1,221
SPDR SERIES TRUST
ST STR P500ETF
014,500+14,50001,1630.34%+1,163
BOOKING HOLDINGS INC(BKNG)01,139+1,13906,1001.77%+6,100
ELI LILLY & CO(LLY)2,1162,128+121,6152,2870.66%+672
FREEPORT-MCMORAN INC(FCX)056,504+56,50402,8700.83%+2,870
CENCORA INC10,24411,373+1,1293,2023,8411.11%+639
AMAZON COM INC(AMZN)32,10433,217+1,1137,0497,6672.22%+618
TAIWAN SEMICONDUCTOR MFG LTD(TSM)3,7055,405+1,7001,0351,6430.48%+608
ANALOG DEVICES INC(ADI)22,99723,022+255,6506,2441.81%+594
WELLS FARGO CO NEW(WFC)25,13728,343+3,2062,1072,6420.77%+535
VEEVA SYS INC(VEEV)02,550+2,55005690.16%+569
CATERPILLAR INC(CAT)5,4525,423-292,6013,1070.90%+506
TRUIST FINL CORP(TFC)23,79731,023+7,2261,0881,5270.44%+439
VISA INC(V)13,74714,596+8494,6935,1191.48%+426
PAYPAL HLDGS INC(PYPL)07,000+7,00004090.12%+409
LAM RESEARCH CORP(LRCX)12,60112,127-4741,6872,0760.60%+389
THERMO FISHER SCIENTIFIC INC(TMO)4,3724,323-492,1212,5050.73%+384
INVESCO QQQ TR5,7446,205+4613,4493,8121.10%+363
TORONTO DOMINION BK ONT(TD)03,042+3,04203530.10%+353
APPLE INC(AAPL)21,20821,138-705,4005,7471.66%+347
MORGAN STANLEY(MS)16,04416,162+1182,5502,8690.83%+319
RTX CORPORATION(RTX)17,66017,824+1642,9553,2690.95%+314
IQVIA HLDGS INC(IQV)8,3428,327-151,5841,8770.54%+293
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
07,488+7,48802910.08%+291
ISHARES GOLD TR(IAU)31,50031,50002,2922,5570.74%+265
ISHARES TR031,680+31,68009810.28%+981
TJX COS INC NEW(TJX)30,84630,646-2004,4584,7081.36%+250
ISHARES TR42,77542,377-3982,5122,7590.80%+247
ISHARES TR22,81024,735+1,9252,1302,3750.69%+245
VANGUARD INDEX FDS18,79019,636+8463,9224,1591.20%+237
VANGUARD SCOTTSDALE FDS
VNG RUS2000VAL
01,362+1,36202180.06%+218
JOHNSON & JOHNSON(JNJ)10,08210,056-261,8692,0810.60%+212
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,335+1,33502070.06%+207
ELANCO ANIMAL HEALTH INC(ELAN)08,574+8,57401940.06%+194
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
03,055+3,05501860.05%+186
NEW PAC METALS CORP038,000+38,00001820.05%+182
SCHWAB CHARLES CORP(SCHW)21,92122,771+8502,0932,2750.66%+182
ROYAL BK CDA(RY)0730+73001710.05%+171
EXXON MOBIL CORP14,12114,635+5141,5921,7610.51%+169
BANK MONTREAL QUE0930+93001660.05%+166
NEXTERA ENERGY INC(NEE)27,78928,122+3332,0982,2580.65%+160
ASML HOLDING N V
N Y REGISTRY SHS
1,6221,607-151,5701,7190.50%+149
WALMART INC(WMT)14,31914,558+2391,4761,6220.47%+146
CANADIAN IMPERIAL BANK OF CO(CM)01,150+1,15001430.04%+143
VANGUARD INTL EQUITY INDEX F36,87336,868-52,9423,0830.89%+141
MERCK & CO INC(MRK)06,263+6,26306590.19%+659
COCA COLA CO(KO)033,173+33,17302,3190.67%+2,319
CISCO SYS INC(CSCO)9,58310,286+7036567920.23%+136
BANK NOVA SCOTIA HALIFAX01,270+1,27001290.04%+129
GOLDMAN SACHS GROUP INC(GS)1,6721,655-171,3311,4550.42%+124
VANGUARD INTL EQUITY INDEX F5,3407,640+2,3002894110.12%+122
TAPESTRY INC(TPR)8,5658,538-279701,0910.32%+121
GSK PLC(GSK)21,56021,430-1309311,0510.30%+120
AMGEN INC(AMGN)02,558+2,55808370.24%+837
OMNICOM GROUP INC(OMC)06,854+6,85405530.16%+553
JPMORGAN CHASE & CO.(JPM)21,93321,810-1236,9187,0282.04%+110
PALO ALTO NETWORKS INC(PANW)7,2348,591+1,3571,4731,5820.46%+109
SCHWAB STRATEGIC TR8,00011,400+3,4002673730.11%+106
ISHARES INC01,480+1,48001440.04%+144
PAN AMERN SILVER CORP(PAAS)01,438+1,43801020.03%+102
TC ENERGY CORP(TRP)01,350+1,35001020.03%+102
VERTEX PHARMACEUTICALS INC(VRTX)01,565+1,56507100.21%+710
ISHARES TR53,53154,283+7523,4933,5831.04%+90
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
23,73523,639-962,3592,4430.71%+84
SHOPIFY INC(SHOP)0500+5000800.02%+80
MERCADOLIBRE INC(MELI)0520+52001,0470.30%+1,047
SPDR S&P 500 ETF TR(SPY)5,9805,950-303,9844,0571.18%+73
SUN LIFE FINANCIAL INC.(SLF)0850+8500730.02%+73
EMERA INC(EMA)01,030+1,0300700.02%+70
IAMGOLD CORP(IAG)02,954+2,9540670.02%+67
NATIONAL GRID PLC(NGG)012,824+12,82409920.29%+992
SOLSTICE ADVANCED MATLS INC(SOLS)01,323+1,3230640.02%+64
FORTIS INC(FTS)0835+8350600.02%+60
MANULIFE FINL CORP(MFC)01,190+1,1900590.02%+59
ISHARES TR19,48419,754+2702,3152,3740.69%+59
QUALCOMM INC(QCOM)9,5549,615+611,5891,6450.48%+56
SALESFORCE INC(CRM)04,008+4,00801,0620.31%+1,062
ISHARES TR7,0856,995-904,7424,7911.39%+49
GLOBAL SHIP LEASE INC NEW
COM CL A
01,400+1,4000490.01%+49
AMERICAN ELEC PWR CO INC16,78116,797+161,8881,9370.56%+49
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
02,300+2,30002740.08%+274
CANADIAN NAT RES LTD(CNQ)01,000+1,0000460.01%+46
ISHARES TR01,200+1,20001270.04%+127
VANGUARD SPECIALIZED FUNDS013,312+13,31202,9260.85%+2,926
SPDR SERIES TRUST
SP O&G EXPL PRO
0350+3500440.01%+44
BROOKFIELD ASSET MANAGMT LTD(BAM)0600+6000430.01%+43
ADVANCED MICRO DEVICES INC(AMD)0820+82001760.05%+176
ALPHABET INC(GOOG)2,7202,240-4806617010.20%+40
ISHARES TR014,740+14,74009160.27%+916
ISHARES TR8,5308,53009951,0300.30%+35
STEALTHGAS INC05,000+5,0000350.01%+35
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