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Latest LAM GROUP, INC. Stock Portfolio

$201Million | No. of Holdings #139

LAM GROUP, INC. Performance

2026 Q2+0.09%
YTD+0.67%
2025+17.33%

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

On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAM GROUP, INC. reported an equity portfolio of $201.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LAM GROUP, INC. are GLDM, VB, VEU. The fund has invested 5.5% of it's portfolio in SPDR GOLD MINI ETF and 5.2% of portfolio in VANGUARD EXTENDED MARKET . <br><br> They significantly reduced their stock positions in ARK INNOVATION ETF (ARKF), DFA ULTRA SHORT BOND ETF (DFAC) and FIDELITY HIGH YIELD FACTO (FBCG). LAM GROUP, INC. opened new stock positions in PALANTIR TECHNOLOGIES IN (PLTR), QUANTUMSCAPE CORP COM CL (QS) and RIVIAN AUTOMOTIVE INC COM (RIVN). The fund showed a lot of confidence in some stocks as they added substantially to AVANTIS CORE FIXED INCOME (AEMB), ABRDN PLATINUM ETF TRUST (PPLT) and VANGUARD INFORMATION TECH (VAW).
LAM GROUP, INC. Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$201Million
  as of Jul 10, 2026

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

Our best estimate is that LAM GROUP, INC. made a return of 0.09% in the last quarter. In trailing 12 months, it's portfolio return was 10.55%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
palantir technologies in 46,318
quantumscape corp com cl 1,512
rivian automotive inc com 902
New stocks bought by LAM GROUP, INC.

Additions

Ticker% Inc.
avantis core fixed income 17,750
abrdn platinum etf trust 900
vanguard information tech 697
avantis u s quality etf 400
ishares tr russell 1000 300
tesla motors inc 190
dfa us micro cap rtf 150
microsoft corp 128
Additions to existing portfolio by LAM GROUP, INC.

Reductions

Ticker% Reduced
ark innovation etf -94.58
dfa ultra short bond etf -89.76
fidelity high yield facto -45.1
ishares flexible income a -23.00
spdr doubleline total ret -22.58
dfa global ex us corporat -19.42
dfa us high profitability -12.5
dfa global real estate et -8.97
LAM GROUP, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by LAM GROUP, INC.

Sector Distribution

LAM GROUP, INC. has about 95.5% of it's holdings in Others sector.

  • Others
  • Healthcare
  • Technology
  • Communication Services
Sector%
Others95.5
Healthcare1.4
Technology1.3
Communication Services1.1

Market Cap. Distribution

LAM GROUP, INC. has about 2.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED95.5
MEGA-CAP2.7
SMALL-CAP1.3

Stocks belong to which Index?

About 4.4% 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%
Others95.5
S&P 5003.1
RUSSELL 20001.3
Top 5 Winners (%)%
AMD
advanced micro devices
105.7 %
CSCO
cisco systems inc
51.4 %
NTAP
network appliance inc
51.1 %
ETSY
etsy inc
50.7 %
CAT
caterpillar inc
50.3 %
Top 5 Winners ($)$
VB
vanguard extended market
1.7 M
QQQ
powershares nasdaq 100 in
1.2 M
DFAC
dfa us small cap etf
1.1 M
VEU
vanguard international eq
1.0 M
DFAC
dfa us equity value etf
0.8 M
Top 5 Losers (%)%
PPLT
abrdn platinum etf trust
-86.5 %
VAW
vanguard information tech
-73.1 %
IJR
ishares tr russell 1000
-60.3 %
CABO
cable one inc com
-41.8 %
NFLX
netflix inc
-25.7 %
Top 5 Losers ($)$
VAW
vanguard information tech
-12.9 M
GLDM
spdr gold mini etf
-1.9 M
IJR
ishares tr russell 1000
-1.5 M
PPLT
abrdn platinum etf trust
-0.2 M
GLD
spdr gold trust
-0.2 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 139 stocks in it's portfolio. About 39.7% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. VB was the most profitable stock for LAM GROUP, INC. last quarter.

$201.36MTotal Value
139Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of LAM GROUP, INC., last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Msci Internationa

Ishares Msci Internationa

AAXJ
LAM GROUP, INC.'s holding in Ishares Msci Internationa over time
0.37%9,155
$753.2K
0.37%
unchanged 0 percentunchanged
ACWV
Ishares Emerging Markets

Ishares Emerging Markets

ACWV
LAM GROUP, INC.'s holding in Ishares Emerging Markets over time
3%142,385
$6.04M
3%
increased 6.83 percentadded
AEMB
Avantis Global Real Estat

Avantis Global Real Estat

AEMB
LAM GROUP, INC.'s holding in Avantis Global Real Estat over time
3.17%134,940
$6.39M
3.17%
increased 1.97 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
2.1%33,855
$4.22M
2.1%
decreased 1.08 percentreduced
AEMB
Avantis International Val

Avantis International Val

AEMB
LAM GROUP, INC.'s holding in Avantis International Val over time
1.28%33,345
$2.58M
1.28%
increased 8.3 percentadded
AEMB
Avantis International Sma

Avantis International Sma

AEMB
LAM GROUP, INC.'s holding in Avantis International Sma over time
1.17%22,885
$2.36M
1.17%
increased 10.13 percentadded
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
LAM GROUP, INC.'s holding in Avantis Emerging Markets over time
1.1%22,865
$2.21M
1.1%
increased 5.71 percentadded
AEMB
Avantis International Cor

Avantis International Cor

AEMB
LAM GROUP, INC.'s holding in Avantis International Cor over time
1.09%24,665
$2.20M
1.09%
increased 9.38 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
0.98%15,450
$1.98M
0.98%
decreased 0.64 percentreduced
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
0.95%26,200
$1.92M
0.95%
increased 1.26 percentadded
AEMB
Avantis International Sma

Avantis International Sma

AEMB
LAM GROUP, INC.'s holding in Avantis International Sma over time
0.89%23,860
$1.80M
0.89%
increased 14.16 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
0.73%16,150
$1.47M
0.73%
increased 4.13 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%14,226
$1.41M
0.7%
increased 9.51 percentadded
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
LAM GROUP, INC.'s holding in Avantis Emerging Markets over time
0.55%16,910
$1.11M
0.55%
increased 3.36 percentadded
AEMB
Avantis Emerging Markets

Avantis Emerging Markets

AEMB
LAM GROUP, INC.'s holding in Avantis Emerging Markets over time
0.34%9,845
$682.5K
0.34%
increased 6.03 percentadded
AEMB
Avantis Core Fixed Income

Avantis Core Fixed Income

AEMB
LAM GROUP, INC.'s holding in Avantis Core Fixed Income over time
0.04%1,785
$73.9K
0.04%
increased 17750 percentadded
AEMB
Avantis Inflation Equity

Avantis Inflation Equity

AEMB
LAM GROUP, INC.'s holding in Avantis Inflation Equity over time
0.01%205
$15.2K
0.01%
increased 13.89 percentadded
AEMB
Avantis Short-Term Fixed

Avantis Short-Term Fixed

AEMB
LAM GROUP, INC.'s holding in Avantis Short-Term Fixed over time
0%90.00
$4.2K
0%
increased 5.88 percentadded