LAM GROUP, INC.
•CIK: 1961944•Filing: Q4 2025
LAM GROUP, INC. manages $175M across a portfolio of 75 distinct positions. The fund exhibits a notable allocation to commodities and fixed income, with GLDM1USD representing the largest holding at $11.9M. Significant exposure is also maintained in core asset classes, including IBND ($10.5M) and a diversified mix of international and domestic equity vehicles. This structure suggests a tactical approach balancing precious metals exposure with broad market and income-generating strategies.
Total AUM
$174.7M
QoQ Performance
+8.3%
Positions
70
Top 10 Concentration
43.4%
Latest Filing
Q4 2025
Top Holdings Allocation
GLDM1USD
IBND
VXF
GLDM1USD6.8%
IBND6.0%
VXF5.2%
VEU4.8%
DFAS4.1%
DISV4.0%
DFUV3.5%
DFGR3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.1%
ETF1.3%
Technology1.2%
Industrial0.7%
Financial0.5%
Consumer0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑28 increased
↓22 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023