Lam Group, Inc. Portfolio Holdings

Lam Group, Inc.

$133 Million
Q2 2025

Lam Group, Inc. has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 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 $8.56M, Vanguard Ftse All World Ex Us with a value of $8.12M, Spdr Bloomberg International C with a value of $7.44M, Dimensional ETF Tr U S Small C with a value of $6.88M, and Dimensional ETF Tr Dimensional with a value of $6.2M.

Examining the 13F form we can see an increase of $13.1M in the current position value, from $120M to 133M.

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 $133 Million

ETFs: $117 Million

Healthcare: $3 Million

Technology: $1.16 Million

Industrials: $1.15 Million

Communication Services: $907,000

Financial Services: $900,000

Consumer Cyclical: $469,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BA Boeing CO Industrials	$136B	$1.15 Million 0.87% of portfolio	5,499	Q2 2025 Reduced 0.02%

Summary

Portfolio
No. of Stocks 73
Current Value $133 Million
Prior Value $120 Million
Filing
Period Q2 2025
Filing Date July 03, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 1 stocks
Additional Purchases 25 stocks
Sold out of 0 stocks
Reduced holdings in 29 stocks

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