Lam-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "AVDE", null, null, null, "AVEM", null, null, null, null, null, null, null, null, null, "META", null, "IJH", null, null, null, null, "MSFT", "IJR", null, "IWF", "IEMG", "AAPL", "SPY", null, "GLD", "VNQ", "VXF", "VOE", "AMPH", null, "VWO", "VSS", null, null, null, null, null, null, null, "AMZN", null, null, "VEU", "VGT", "VEA", "VNQI", null, "BNDX", "VBR", "VB", "VOO", "VTV", null, null, "BRK-B", "BA", null, null, null, null, "DFAX", "DFAC", "QQQ", "MDY", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 73
- Total Value
- 135912909
- Accession Number
- 0001961944-25-000002
- Form Type
- 13F-HR
- CIK
- lam-group
- Manager Name
- Lam-Group
Data Enrichment
47% identified34 identified39 unidentified
Holdings
73 positions • $135.9M total value
Manager:
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Page 4 of 4
025072141
Shares:7.5K
Value:$396.3K
% of Portfolio:0.3% ($396.3K/$135.9M)
25434V864
Shares:7.9K
Value:$374.2K
% of Portfolio:0.3% ($374.2K/$135.9M)
25434V872
Shares:8.4K
Value:$353.3K
% of Portfolio:0.3% ($353.3K/$135.9M)
025072372
Shares:7.0K
Value:$328.2K
% of Portfolio:0.2% ($328.2K/$135.9M)
025072190
Shares:5.3K
Value:$290.5K
% of Portfolio:0.2% ($290.5K/$135.9M)
00214Q401
Shares:2.7K
Value:$254.7K
% of Portfolio:0.2% ($254.7K/$135.9M)
38259P508
Shares:1.6K
Value:$249.0K
% of Portfolio:0.2% ($249.0K/$135.9M)
922020805
Shares:4.6K
Value:$230.6K
% of Portfolio:0.2% ($230.6K/$135.9M)
921935805
Shares:2.0K
Value:$228.0K
% of Portfolio:0.2% ($228.0K/$135.9M)
25434V617
Shares:3.5K
Value:$213.5K
% of Portfolio:0.2% ($213.5K/$135.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 7.9K | QoQ +0.13% (+11)YoY +0.24% (+19) | All Managers (Combined) | $400.2K | 0.3% ($400.2K/$135.9M) | ||
(cusip025072141)✕ | 7.5K | All Managers (Combined) | $396.3K | 0.3% ($396.3K/$135.9M) | ||
| 4.3K | All Managers (Combined) | $389.3K | 0.3% ($389.3K/$135.9M) | |||
(cusip25434V864)✕ | 7.9K | QoQ 0.00% (+0) | All Managers (Combined) | $374.2K | 0.3% ($374.2K/$135.9M) | |
(cusip25434V872)✕ | 8.4K | All Managers (Combined) | $353.3K | 0.3% ($353.3K/$135.9M) | ||
MICROSOFT CORP(MSFTcusip594918104) | 925 | QoQ +1.31% (-12)YoY +2.89% (-26) | All Managers (Combined) | $347.2K | 0.3% ($347.2K/$135.9M) | |
(cusip025072372)✕ | 7.0K | All Managers (Combined) | $328.2K | 0.2% ($328.2K/$135.9M) | ||
(cusip025072190)✕ | 5.3K | All Managers (Combined) | $290.5K | 0.2% ($290.5K/$135.9M) | ||
(cusip00214Q401)✕ | 2.7K | All Managers (Combined) | $254.7K | 0.2% ($254.7K/$135.9M) | ||
(cusip38259P508)✕ | 1.6K | QoQ +0.62% (-10)YoY +0.62% (+10) | All Managers (Combined) | $249.0K | 0.2% ($249.0K/$135.9M) | |
(cusip922020805)✕ | 4.6K | All Managers (Combined) | $230.6K | 0.2% ($230.6K/$135.9M) | ||
(cusip921935805)✕ | 2.0K | QoQ 0.00% (-0) | All Managers (Combined) | $228.0K | 0.2% ($228.0K/$135.9M) | |
(cusip25434V617)✕ | 3.5K | All Managers (Combined) | $213.5K | 0.2% ($213.5K/$135.9M) |