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Latest LAM GROUP, INC. Stock Portfolio

LAM GROUP, INC. Performance:
2025 Q4: 2.52%YTD: 17.33%2024: 4.55%
Performance for 2025 Q4 is 2.52%, and YTD is 17.33%, and 2024 is 4.55%.

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

In it's latest 13F Holdings report, LAM GROUP, INC. reported an equity portfolio of $174.7 Millions as of 31 Dec, 2025.

The top stock holdings of LAM GROUP, INC. are GLDM, BIL, VB. The fund has invested 6.8% of it's portfolio in SPDR GOLD MINI ETF and 6% of portfolio in SPDR BARCLAYS INTL CORP B .

The fund managers got completely rid off VANGUARD US VALUE FACTOR (VFLQ) stocks. They significantly reduced their stock positions in DFA US CORE ETF (DFAC), VANGUARD TOTAL INTERNATIO (BNDX) and VANGUARD VALUE INDEX ETF (VB). LAM GROUP, INC. opened new stock positions in SPDR SHORT INTERNATIONAL (BIL), VANGUARD ST INFLATION-PRO (VTIP) and ISHARES FLEXIBLE INCOME A (HYMU). The fund showed a lot of confidence in some stocks as they added substantially to AVANTIS INTERNATIONALL SM (AEMB), DFA GLOBAL REAL ESTATE ET (DFAC) and ISHARES EMERGING MARKETS (ACWV).

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

Our best estimate is that LAM GROUP, INC. made a return of 2.52% in the last quarter. In trailing 12 months, it's portfolio return was 17.33%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
spdr short international 1,316,360
vanguard st inflation-pro 485,367
ishares flexible income a 275,987
google inc class c 251,040
New stocks bought by LAM GROUP, INC.

Additions

Ticker% Inc.
avantis internationall sm 166
avantis us micro cap equi 90.4
avantis international sma 64.41
avantis emerging markets 57.5
avantis international val 50.91
dfa global real estate et 40.07
avantis us large cap valu 31.29
avantis emerging markets 31.08
Additions to existing portfolio by LAM GROUP, INC.

Reductions

Ticker% Reduced
dfa us core etf -41.00
vanguard total internatio -34.65
dfa core fixed income etf -34.39
dfa short duration bond e -28.75
dfa global ex us corporat -21.15
dfa us core etf -18.53
dfa international core et -10.49
dfa emerging markets core -7.49
LAM GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
vanguard us value factor -252,529
LAM GROUP, INC. got rid off the above stocks

Sector Distribution

LAM GROUP, INC. has about 95.4% of it's holdings in Others sector.

Sector%
Others95.4
Healthcare2

Market Cap. Distribution

LAM GROUP, INC. has about 1.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED95.4
MID-CAP2
MEGA-CAP1.9

Stocks belong to which Index?

About 4.5% of the stocks held by LAM GROUP, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others95.4
S&P 5002.5
RUSSELL 20002
Top 5 Winners (%)%
GOOG
google inc class a
28.8 %
GLD
spdr gold trust
11.5 %
GLDM
spdr gold mini etf
11.4 %
DFAC
dfa international value e
8.1 %
AAPL
apple computer inc
6.8 %
Top 5 Winners ($)$
GLDM
spdr gold mini etf
1.2 M
DFAC
dfa international small c
0.4 M
DFAC
dfa international value e
0.4 M
VEU
vanguard international eq
0.3 M
DFAC
dfa us equity value etf
0.2 M
Top 5 Losers (%)%
ARKF
ark next generation
-14.6 %
META
meta platforms inc class
-10.1 %
MSFT
microsoft corp
-6.6 %
VEU
vanguard global reit ex-u
-4.0 %
VB
vanguard reit index etf
-3.2 %
Top 5 Losers ($)$
DFAC
dfa global real estate et
-0.2 M
AEMB
avantis global real estat
-0.1 M
ARKF
ark next generation
-0.1 M
META
meta platforms inc class
-0.1 M
BIL
spdr barclays intl corp b
-0.1 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 75 stocks in it's portfolio. About 43.4% of the portfolio is in top 10 stocks. DFAC 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: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions