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Latest LAM GROUP, INC. Stock Portfolio

$198Million | No. of Holdings #137

LAM GROUP, INC. Performance

2026 Q3-0.14%
YTD+0.53%
2025+17.33%

About LAM GROUP, INC. and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAM GROUP, INC. reported an equity portfolio of $198.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of LAM GROUP, INC. are GLDM, VB, VEU. The fund has invested 5.6% of it's portfolio in SPDR GOLD MINI ETF and 5% of portfolio in VANGUARD EXTENDED MARKET . <br><br> The fund managers got completely rid off QUANTUMSCAPE CORP COM CL (QS) and RIVIAN AUTOMOTIVE INC COM (RIVN) stocks. They significantly reduced their stock positions in ISHARES FLEXIBLE INCOME A (HYMU), AVANTIS CORE FIXED INCOME (AEMB) and AVANTIS U S QUALITY ETF. The fund showed a lot of confidence in some stocks as they added substantially to AVANTIS SHORT-TERM FIXED (AEMB), DFA EMERGING MARKETS HIGH (DFAC) and SPDR BARCLAYS INTL CORP B (BIL).
LAM GROUP, INC. Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$198Million
  as of Oct 26, 2026

LAM GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that LAM GROUP, INC. made a return of -0.14% in the last quarter. In trailing 12 months, it's portfolio return was 3.06%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by LAM GROUP, INC.

Additions

Ticker% Inc.
avantis short-term fixed 150
dfa emerging markets high 102
dfa international high pr 77.41
avantis us micro cap equi 14.29
spdr barclays intl corp b 13.69
dfa ultra short bond etf 11.76
avantis emerging markets 10.52
vanguard emerging markets 7.57
Additions to existing portfolio by LAM GROUP, INC.

Reductions

Ticker% Reduced
ishares flexible income a -95.42
avantis core fixed income -93.56
avantis u s quality etf -40.00
spdr doubleline total ret -33.33
spdr short international -17.92
gmo us quality etf -17.9
dfa global ex us corporat -17.1
dfa us high profitability -14.29
LAM GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
quantumscape corp com cl -1,512
rivian automotive inc com -902
LAM GROUP, INC. got rid off the above stocks

Sector Distribution

LAM GROUP, INC. has about 94.8% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Communication Services
Sector%
Others94.8
Healthcare1.8
Technology1.6
Communication Services1.1

Market Cap. Distribution

LAM GROUP, INC. has about 3.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED94.8
MEGA-CAP3.1
SMALL-CAP1.7

Stocks belong to which Index?

About 5.2% of the stocks held by LAM GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others94.8
S&P 5003.5
RUSSELL 20001.7
Top 5 Winners (%)%
PLTR
palantir technologies in
60.3 %
MSFT
microsoft corp
37.5 %
NTAP
network appliance inc
35.8 %
SHOP
shopify inc
29.9 %
META
meta platforms inc class
28.7 %
Top 5 Winners ($)$
AMPH
amphastar pharma inc
0.7 M
DFAC
dfa international small c
0.6 M
GLDM
spdr gold mini etf
0.4 M
MSFT
microsoft corp
0.3 M
VAW
vanguard information tech
0.2 M
Top 5 Losers (%)%
CABO
cable one inc com
-79.3 %
NRG
nrg energy inc new
-34.5 %
GME
gamestop corp new wts exp
-33.3 %
VRT
vertiv hldgs co
-27.9 %
ARL
amern realty invs inc
-27.4 %
Top 5 Losers ($)$
VB
vanguard extended market
-0.6 M
DFAC
dfa us small cap etf
-0.5 M
AEMB
avantis global real estat
-0.4 M
DFAC
dfa global real estate et
-0.3 M
BIL
spdr barclays intl corp b
-0.3 M

LAM GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LAM GROUP, INC.

LAM GROUP, INC. has 137 stocks in it's portfolio. About 39.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMPH was the most profitable stock for LAM GROUP, INC. last quarter.

$198.58MTotal Value
139Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of LAM GROUP, INC., last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Internationa

Ishares Msci Internationa

AAXJ
LAM GROUP, INC.'s holding in Ishares Msci Internationa over time
0.39%9,155
$772.9K
0.39%
unchanged 0 percentunchanged
ACWV
Ishares Emerging Markets

Ishares Emerging Markets

ACWV
LAM GROUP, INC.'s holding in Ishares Emerging Markets over time
3.1%145,925
$6.17M
3.1%
increased 2.49 percentadded
AEMB
Avantis Global Real Estat

Avantis Global Real Estat

AEMB
LAM GROUP, INC.'s holding in Avantis Global Real Estat over time
3.16%141,500
$6.28M
3.16%
increased 4.86 percentadded
AEMB
Avantis Us Small Cap Valu

Avantis Us Small Cap Valu

AEMB
LAM GROUP, INC.'s holding in Avantis Us Small Cap Valu over time
2.03%34,265
$4.04M
2.03%
increased 1.21 percentadded
AEMB
Avantis International Val

Avantis International Val

AEMB
LAM GROUP, INC.'s holding in Avantis International Val over time
1.35%33,595
$2.68M
1.35%
increased 0.75 percentadded
AEMB
Avantis International Sma

Avantis International Sma

AEMB
LAM GROUP, INC.'s holding in Avantis International Sma over time
1.27%23,100
$2.53M
1.27%
increased 0.94 percentadded
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
LAM GROUP, INC.'s holding in Avantis Emerging Markets over time
1.2%25,270
$2.38M
1.2%
increased 10.52 percentadded
AEMB
Avantis International Cor

Avantis International Cor

AEMB
LAM GROUP, INC.'s holding in Avantis International Cor over time
1.16%25,450
$2.29M
1.16%
increased 3.18 percentadded
AEMB
Avantis Us Micro Cap Equi

Avantis Us Micro Cap Equi

AEMB
LAM GROUP, INC.'s holding in Avantis Us Micro Cap Equi over time
1.04%29,945
$2.07M
1.04%
increased 14.29 percentadded
AEMB
Avantis Us Large Cap Core

Avantis Us Large Cap Core

AEMB
LAM GROUP, INC.'s holding in Avantis Us Large Cap Core over time
1%15,450
$1.98M
1%
unchanged 0 percentunchanged
AEMB
Avantis International Sma

Avantis International Sma

AEMB
LAM GROUP, INC.'s holding in Avantis International Sma over time
0.99%25,060
$1.96M
0.99%
increased 5.03 percentadded
AEMB
Avantis Us Large Cap Valu

Avantis Us Large Cap Valu

AEMB
LAM GROUP, INC.'s holding in Avantis Us Large Cap Valu over time
0.76%16,655
$1.51M
0.76%
increased 3.13 percentadded
AEMB
Avantis All Equity Global

Avantis All Equity Global

AEMB
LAM GROUP, INC.'s holding in Avantis All Equity Global over time
0.7%14,162
$1.39M
0.7%
decreased 0.45 percentreduced
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
LAM GROUP, INC.'s holding in Avantis Emerging Markets over time
0.56%17,035
$1.11M
0.56%
increased 0.74 percentadded
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
LAM GROUP, INC.'s holding in Avantis Emerging Markets over time
0.34%9,795
$671.7K
0.34%
decreased 0.51 percentreduced
AEMB
Avantis Inflation Equity

Avantis Inflation Equity

AEMB
LAM GROUP, INC.'s holding in Avantis Inflation Equity over time
0.01%210
$16.2K
0.01%
increased 2.44 percentadded
AEMB
Avantis Short-Term Fixed

Avantis Short-Term Fixed

AEMB
LAM GROUP, INC.'s holding in Avantis Short-Term Fixed over time
0%225
$10.3K
0%
increased 150 percentadded
AEMB
Avantis Core Fixed Income

Avantis Core Fixed Income

AEMB
LAM GROUP, INC.'s holding in Avantis Core Fixed Income over time
0%115
$4.5K
0%
decreased 93.56 percentreduced