Lam Group, Inc. Portfolio Holdings

Lam Group, Inc.

  • $120 Million
  • Q1 2025

Lam Group, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $120 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $7.45M, Vanguard Ftse All World Ex Us with a value of $7.42M, Dimensional ETF Tr U S Small C with a value of $6.7M, Dimensional ETF Tr Dimensional with a value of $5.58M, and Dimensional ETF Tr Us Marketwi with a value of $5.37M.

Examining the 13F form we can see an decrease of $3.46M in the current position value, from $123M to 120M.

Lam Group, Inc. is based out at Lake Oswego, OR

Below you can find more details about Lam Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $120 Million
ETFs: $104 Million
Healthcare: $3.79 Million
Technology: $1.12 Million
Financial Services: $988,000
Industrials: $938,000
Communication Services: $481,000
Consumer Cyclical: $409,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.14B
$3.79 Million 3.17% of portfolio
130,800
Q4 2023 Added 2.19%
$687B
$988,000 0.83% of portfolio
1,856
Q1 2025 Added 0.16%
$96.5B
$938,000 0.78% of portfolio
5,500
Q1 2025 Added 0.02%
$3.17T
$774,000 0.65% of portfolio
3,485
Q1 2025 Added 0.75%
$1.17T
$481,000 0.4% of portfolio
836
Q1 2025 Reduced 7.11%
$1.76T
$409,000 0.34% of portfolio
2,154
Q1 2025 Added 0.65%
$2.74T
$347,000 0.29% of portfolio
925
Q1 2025 Added 1.31%
-
$0 0.0% of portfolio
-
Q1 2025 Added 1.89%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $120 Million
  • Prior Value $123 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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