Latest LAM GROUP, INC. Stock Portfolio

LAM GROUP, INC. Performance:

2026 Q1: 0.58%YTD: 0.58%2025: 17.33%

Performance for 2026 Q1 is 0.58%, and YTD is 0.58%, and 2025 is 17.33%.

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

On 2026-04-22, the fund reported it's updated stock portfolio. In the 13F Holdings report, LAM GROUP, INC. reported an equity portfolio of $182 Millions as of 31 Mar, 2026.

The top stock holdings of LAM GROUP, INC. are GLDM, VB, VEU. The fund has invested 7.1% of it's portfolio in SPDR GOLD MINI ETF and 4.9% of portfolio in VANGUARD EXTENDED MARKET .

They significantly reduced their stock positions in VANGUARD ST INFLATION-PRO (VTIP), BOEING CO (BA) and SPDR BARCLAYS INTL CORP B (BIL). LAM GROUP, INC. opened new stock positions in ARK INNOVATION ETF (ARKF), VANGUARD US VALUE FACTOR (VFLQ) and AMGEN INCORPORATED (AMGN). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SHORT INTERNATIONAL (BIL), GOOGLE INC CLASS C (GOOG) and VANGUARD MSCI EAFE ETF (VEA).

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

Our best estimate is that LAM GROUP, INC. made a return of 0.58% in the last quarter. In trailing 12 months, it's portfolio return was 19.24%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ark innovation etf	380,194
vanguard us value factor	194,511
amgen incorporated	162,555
nrg energy inc new	147,440
netflix inc	147,110
dfa emerging markets high	117,082
network appliance inc	102,390
visa inc cl a	90,672

New stocks bought by LAM GROUP, INC.

Additions

Ticker	% Inc.
spdr short international	357
google inc class c	195
vanguard msci eafe etf	49.82
avantis internationall sm	39.57
avantis us micro cap equi	33.82
vanguard value index etf	31.04
ishares flexible income a	30.11
avantis global real estat	28.02

Additions to existing portfolio by LAM GROUP, INC.

Reductions

Ticker	% Reduced
vanguard st inflation-pro	-84.71
boeing co	-64.98
spdr barclays intl corp b	-33.85
vanguard total internatio	-17.94
dfa global ex us corporat	-10.37
dfa core fixed income etf	-9.53
dfa global real estate et	-7.09
gmo us quality etf	-6.5

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 95.8% of it's holdings in Others sector.

Sector	%
Others	95.8
Healthcare	1.5

Market Cap. Distribution

LAM GROUP, INC. has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	95.8
MEGA-CAP	2.3
SMALL-CAP	1.4

Stocks belong to which Index?

About 4.1% of the stocks held by LAM GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.9
S&P 500	2.7
RUSSELL 2000	1.4

Top 5 Winners (%)		%
GLDM	spdr gold mini etf	8.6 %
GLD	spdr gold trust	8.5 %
AEMB	avantis us small cap valu	8.1 %
DFAC	dfa us small cap value et	6.5 %
DFAC	dfa emerging markets valu	6.0 %

Top 5 Winners ($)		$
GLDM	spdr gold mini etf	1.0 M
DFAC	dfa international value e	0.3 M
AEMB	avantis us small cap valu	0.3 M
DFAC	dfa international small c	0.3 M
DFAC	dfa us equity value etf	0.2 M

Top 5 Losers (%)		%
AMPH	amphastar pharma inc	-26.9 %
MSFT	microsoft corp	-22.0 %
ARKF	ark next generation	-17.8 %
META	meta platforms inc class	-13.3 %
IJR	ishares tr russell 1000	-9.9 %

Top 5 Losers ($)		$
AMPH	amphastar pharma inc	-0.9 M
VAW	vanguard information tech	-0.3 M
BIL	spdr barclays intl corp b	-0.3 M
QQQ	powershares nasdaq 100 in	-0.3 M
VB	vanguard total stock mark	-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 136 stocks in it's portfolio. About 41.2% of the portfolio is in top 10 stocks. AMPH proved to be the most loss making stock for the portfolio. GLDM was the most profitable stock for LAM GROUP, INC. last quarter.

Last Reported on: 22 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple computer inc	0.48	3,458	877,606	unchanged	0.00

AAXJ	ishares msci internationa	0.40	9,155	717,844	unchanged	0.00

ABBV	abbvie inc	0.04	293	63,645	new

ACWV	ishares emerging markets	2.99	133,280	5,437,820	added	9.09

AEMB	avantis global real estat	3.20	132,335	5,825,390	added	28.02

AEMB	avantis us small cap valu	2.08	34,225	3,780,840	added	5.07

AEMB	avantis international val	1.27	30,790	2,304,020	reduced	-1.08

AEMB	avantis international sma	1.14	20,780	2,075,090	added	25.14

AEMB	avantis international cor	1.05	22,550	1,913,140	reduced	-4.87

AEMB	avantis emerging markets	0.96	21,630	1,742,940	reduced	-1.73

AEMB	avantis us large cap core	0.95	15,550	1,728,850	added	17.31

AEMB	avantis us micro cap equi	0.89	25,875	1,612,010	added	33.82

AEMB	avantis internationall sm	0.82	20,900	1,501,660	added	39.57

AEMB	avantis us large cap valu	0.69	15,510	1,250,260	added	26.15

AEMB	avantis all equity global	0.63	12,991	1,143,460	added	4.2

AEMB	avantis emerging markets	0.54	16,360	981,273	added	20.65

AEMB	avantis emerging markets	0.32	9,285	588,948	added	5.03

AEMB	avantis inflation equity	0.01	180	13,135	new

AEMB	avantis short-term fixed	0.00	85.00	3,978	new

AEMB	avantis core fixed income	0.00	10.00	415	new