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Portfolio (Quarterly) Guide ↗

LAM GROUP, INC.

· CIK 0001961944
13F Portfolio $182M AUM 136 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 20 Added 24 Reduced
Page 7 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 Etfmg Prime Mobile 55.0 $2K 0.00% NEW $42.80
122 SPDR Barclays High-Yield 20.0 $2K 0.00% NEW $95.70
123 DFLV DFA US Large Cap Value ET 50.0 $2K 0.00% NEW $35.72 +9.3%
124 DUHP DFA US High Profitability 40.0 $1K 0.00% NEW $36.75 +11.4%
125 DFA US Micro Cap RTF 20.0 $1K 0.00% NEW $50.85
126 VTRS Viatris Inc Healthcare 59.0 $797.0 NEW $13.51 +20.4%
127 KD Kyndryl Hldgs Inc Technology 40.0 $525.0 NEW $13.12 -8.4%
128 BABA Alibaba Group Holding Ltd Consumer Cyclical 4.0 $502.0 NEW $125.50 +3.2%
129 AVIG Avantis Core Fixed Income 10.0 $415.0 NEW $41.50 -0.4%
130 AVUQ Avantis U S Quality ETF 5.0 $284.0 NEW $56.80 +17.0%
131 Gamestop Corp 12.0 $276.0 NEW $23.00
132 Astrazeneca Adr Eachrep 1 1.0 $197.0 NEW $197.00
133 ARL Amern Realty Invs Inc Real Estate 10.0 $155.0 NEW $15.50 +8.7%
134 UBER Uber Technologies Inc Technology 1.0 $72.0 NEW $72.00 -2.6%
135 Gamestop Corp New Wts Exp 1.0 $4.0 NEW $4.00
136 Link Motion Inc 200.0 NEW
Page 7 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.7%
Healthcare 19.8%
Technology 11.1%
Communication Services 5.3%
Consumer Cyclical 3.5%
Industrials 2.9%
Utilities 1.0%
Consumer Defensive 0.4%
Real Estate 0.1%