Lam Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001961944

Type: FundHoldings: 73Value: $135.9MLatest: 2025Q1

LAM GROUP, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 73 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AVDE",
  null,
  null,
  null,
  "AVEM",
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  null,
  null,
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  "META",
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  "IJH",
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  "MSFT",
  "IJR",
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  "IWF",
  "IEMG",
  "AAPL",
  "SPY",
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  "GLD",
  "VNQ",
  "VXF",
  "VOE",
  "AMPH",
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  "VWO",
  "VSS",
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  "AMZN",
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  "VEU",
  "VGT",
  "VEA",
  "VNQI",
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  "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

SEC FilingSEC DataHachi Filing

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% identified

34 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $135.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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922908652

VXF|922908652

Shares:43.0K

Value:$7.4M

% of Portfolio:5.5% ($7.4M/$135.9M)

922042775

VEU|922042775

Shares:121.6K

Value:$7.4M

% of Portfolio:5.4% ($7.4M/$135.9M)

25434V500

Shares:112.2K

Value:$6.7M

% of Portfolio:4.9% ($6.7M/$135.9M)

98149E204

Shares:107.5K

Value:$6.7M

% of Portfolio:4.9% ($6.7M/$135.9M)

25434V781

Shares:191.5K

Value:$5.6M

% of Portfolio:4.1% ($5.6M/$135.9M)

25434V724

Shares:130.3K

Value:$5.4M

% of Portfolio:3.9% ($5.4M/$135.9M)

25434V658

Shares:180.8K

Value:$4.7M

% of Portfolio:3.5% ($4.7M/$135.9M)

922908611

VBR|922908611

Shares:25.5K

Value:$4.7M

% of Portfolio:3.5% ($4.7M/$135.9M)

025072356

Shares:105.2K

Value:$4.5M

% of Portfolio:3.3% ($4.5M/$135.9M)

922908769

VTI|922908769

Shares:16.2K

Value:$4.5M

% of Portfolio:3.3% ($4.5M/$135.9M)

25434V807

Shares:110.5K

Value:$4.3M

% of Portfolio:3.2% ($4.3M/$135.9M)

922042718

VSS|922042718

Shares:35.5K

Value:$4.1M

% of Portfolio:3.0% ($4.1M/$135.9M)

78464A151

Shares:133.9K

Value:$3.9M

% of Portfolio:2.9% ($3.9M/$135.9M)

Amphastar Pharmaceuticals, Inc.

AMPH|03209R103

Shares:130.8K

Value:$3.8M

% of Portfolio:2.8% ($3.8M/$135.9M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:7.5K

Value:$3.5M

% of Portfolio:2.6% ($3.5M/$135.9M)

25434V773

Shares:127.4K

Value:$3.3M

% of Portfolio:2.4% ($3.3M/$135.9M)

92204A702

VGT|92204A702

Shares:5.5K

Value:$3.0M

% of Portfolio:2.2% ($3.0M/$135.9M)

25434V815

Shares:102.8K

Value:$2.9M

% of Portfolio:2.1% ($2.9M/$135.9M)

46434G103

IEMG|46434G103

Shares:53.6K

Value:$2.9M

% of Portfolio:2.1% ($2.9M/$135.9M)

25434V401

Shares:39.0K

Value:$2.4M

% of Portfolio:1.7% ($2.4M/$135.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VXFcusip922908652)	43.0K	QoQ +1.10% (-472) YoY +0.99% (-422)	All Managers (Combined)	$7.4M	5.5% ($7.4M/$135.9M)	QoQ -8.32% (-$673.1K) YoY -0.74% (-$55.6K)
(VEUcusip922042775)	121.6K	QoQ -0.21% (-260) YoY -0.31% (-385)	All Managers (Combined)	$7.4M	5.4% ($7.4M/$135.9M)	QoQ +5.43% (-$380.4K) YoY +3.10% (-$221.9K)
(cusip25434V500)✕	112.2K	QoQ -0.07% (-85) YoY +1.65% (-1.8K)	All Managers (Combined)	$6.7M	4.9% ($6.7M/$135.9M)	QoQ -8.25% (-$603.6K) YoY -2.57% (-$177.0K)
(cusip98149E204)✕	107.5K	QoQ +15.38% (+14.3K) YoY NEW(+107.5K)	All Managers (Combined)	$6.7M	4.9% ($6.7M/$135.9M)	QoQ +37.35% (+$1.8M) YoY NEW(+$6.7M)
(cusip25434V781)✕	191.5K	QoQ -4.51% (-9.1K) YoY +9.75% (+17.0K)	All Managers (Combined)	$5.6M	4.1% ($5.6M/$135.9M)	QoQ +4.64% (-$247.7K) YoY +17.54% (+$832.4K)
(cusip25434V724)✕	130.3K	QoQ -1.21% (-1.6K) YoY -1.20% (-1.6K)	All Managers (Combined)	$5.4M	3.9% ($5.4M/$135.9M)	QoQ -0.51% (-$27.8K) YoY -0.45% (-$24.5K)
(cusip25434V658)✕	180.8K	QoQ -17.03% (-37.1K) YoY +7.64% (+12.8K)	All Managers (Combined)	$4.7M	3.5% ($4.7M/$135.9M)	QoQ -14.69% (-$817.5K) YoY +10.72% (+$459.6K)
(VBRcusip922908611)	25.5K	QoQ -0.19% (-50) YoY -1.29% (-335)	All Managers (Combined)	$4.7M	3.5% ($4.7M/$135.9M)	QoQ -6.18% (-$312.7K) YoY -4.17% (-$206.7K)
(cusip025072356)✕	105.2K	QoQ +41.46% (+30.8K) YoY +149.88% (+63.1K)	All Managers (Combined)	$4.5M	3.3% ($4.5M/$135.9M)	QoQ +45.14% (+$1.4M) YoY +154.20% (+$2.7M)
(VTIcusip922908769)	16.2K	QoQ -0.33% (-55) YoY +0.77% (+125)	All Managers (Combined)	$4.5M	3.3% ($4.5M/$135.9M)	QoQ -5.48% (-$258.6K) YoY +6.57% (+$274.6K)
(cusip25434V807)✕	110.5K	QoQ -1.75% (-2.0K) YoY +12.54% (+12.3K)	All Managers (Combined)	$4.3M	3.2% ($4.3M/$135.9M)	QoQ +8.98% (-$358.6K) YoY +20.54% (+$741.1K)
(VSScusip922042718)	35.5K	QoQ +0.04% (+17) YoY -1.16% (-420)	All Managers (Combined)	$4.1M	3.0% ($4.1M/$135.9M)	QoQ +1.02% (+$41.6K) YoY -2.21% (-$93.1K)
(cusip78464A151)✕	133.9K	QoQ +326.18% (+102.5K) YoY +165.99% (+83.6K)	All Managers (Combined)	$3.9M	2.9% ($3.9M/$135.9M)	QoQ +343.17% (+$3.1M) YoY +169.47% (+$2.5M)
Amphastar Pharmaceuticals, Inc.(AMPHcusip03209R103)	130.8K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$3.8M	2.8% ($3.8M/$135.9M)	QoQ -21.92% (-$1.1M) YoY -33.97% (-$2.0M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	7.5K	QoQ 0.00% (-0) YoY -43.47% (-5.8K)	All Managers (Combined)	$3.5M	2.6% ($3.5M/$135.9M)	QoQ -8.27% (-$316.3K) YoY -40.30% (-$2.4M)
(cusip25434V773)✕	127.4K	QoQ -6.62% (-9.0K) YoY +24.95% (+25.4K)	All Managers (Combined)	$3.3M	2.4% ($3.3M/$135.9M)	QoQ -1.74% (-$58.3K) YoY +28.84% (+$736.8K)
(VGTcusip92204A702)	5.5K	QoQ -7.28% (-435) YoY +4.19% (+223)	All Managers (Combined)	$3.0M	2.2% ($3.0M/$135.9M)	QoQ -19.12% (-$710.0K) YoY +7.78% (+$216.8K)
(cusip25434V815)✕	102.8K	QoQ +10.82% (+10.0K) YoY +10.23% (+9.5K)	All Managers (Combined)	$2.9M	2.1% ($2.9M/$135.9M)	QoQ +1.35% (+$38.7K) YoY +3.09% (+$86.8K)
(IEMGcusip46434G103)	53.6K	QoQ 0.00% (-5) YoY -2.13% (-1.2K)	All Managers (Combined)	$2.9M	2.1% ($2.9M/$135.9M)	QoQ +3.34% (-$93.5K) YoY +2.35% (-$66.6K)
(cusip25434V401)✕	39.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	1.7% ($2.4M/$135.9M)	QoQ -5.12% (-$127.7K) YoY +6.14% (+$136.6K)