LAM GROUP, INC.
CIK: 0001961944SEC EDGAR →
Portfolio Value
$174.7B
Holdings
75
As of
Q4 2025
New Positions
75
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR Gold Mini ETF | 138,945 | $11.9B | 6.79% |
| 2 | SPDR Barclays Intl Corp B | 326,356 | $10.5B | 6.00% |
| 3 | Vanguard Extended Market | 43,410 | $9.1B | 5.19% |
| 4 | Vanguard International Eq | 114,192 | $8.4B | 4.81% |
| 5 | DFA US Small Cap ETF | 101,898 | $7.1B | 4.06% |
| 6 | DFA International Small C | 181,650 | $6.9B | 3.95% |
| 7 | DFA US Equity Value ETF | 130,385 | $6.1B | 3.48% |
| 8 | DFA Global Real Estate ET | 202,460 | $5.3B | 3.06% |
| 9 | DFA International Value E | 106,408 | $5.3B | 3.04% |
| 10 | Vanguard US Small Cap Val | 24,520 | $5.2B | 2.97% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (75)
$11.9B · 139K shares
$10.5B · 326K shares
$9.1B · 43K shares
$8.4B · 114K shares
$7.1B · 102K shares
$6.9B · 182K shares
$6.1B · 130K shares
$5.3B · 202K shares
$5.3B · 106K shares
$5.2B · 25K shares
$5.1B · 15K shares
$5.1B · 36K shares
$5.1B · 122K shares
$4.6B · 7K shares
$4.5B · 103K shares
$3.9B · 119K shares
$3.8B · 5K shares
$3.6B · 54K shares
$3.5B · 131K shares
$3.3B · 33K shares
$3.3B · 99K shares
$2.9B · 39K shares
$2.8B · 82K shares
$2.2B · 31K shares
$2.1B · 63K shares
$2.0B · 24K shares
$1.8B · 30K shares
$1.7B · 22K shares
$1.6B · 17K shares
$1.5B · 6K shares
$1.5B · 13K shares
$1.4B · 2K shares
$1.3B · 48K shares
$1.3B · 33K shares
$1.2B · 5K shares
$1.2B · 30K shares
$1.1B · 19K shares
$1.1B · 17K shares
$1.1B · 3K shares
$1.1B · 24K shares
$1.1B · 12K shares
$1.0B · 15K shares
$1.0B · 32K shares
$940.0M · 3K shares
$935.0M · 5K shares
$931.0M · 12K shares
$925.0M · 1K shares
$911.0M · 2K shares
$890.0M · 2K shares
$881.0M · 23K shares
$844.0M · 1K shares
$816.0M · 4K shares
$806.0M · 15K shares
$790.0M · 14K shares
$743.0M · 14K shares
$709.0M · 9K shares
$632.0M · 958 shares
$610.0M · 9K shares
$551.0M · 9K shares
$514.0M · 11K shares
$500.0M · 2K shares
$493.0M · 2K shares
$485.0M · 10K shares
$481.0M · 8K shares
$480.0M · 4K shares
$473.0M · 14K shares
$457.0M · 3K shares
$441.0M · 912 shares
$378.0M · 4K shares
$364.0M · 9K shares
$353.0M · 8K shares
$275.0M · 5K shares
$267.0M · 6K shares
$258.0M · 3K shares
Google Inc Class C
$251.0M · 800 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $147.8B | 84.6% |
| Unknown | 6 | $19.2B | 11.0% |
| Healthcare | 1 | $3.5B | 2.0% |
| Technology | 2 | $1.4B | 0.8% |
| Industrials | 1 | $1.2B | 0.7% |
| Communication Services | 2 | $1.1B | 0.6% |
| Consumer Cyclical | 1 | $493.0M | 0.3% |