Lam Group, Inc. Portfolio Holdings

Lam Group, Inc.

$126 Million
Q3 2024

Lam Group, Inc. has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Million distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $7.77M, Vanguard Ftse All World Ex Us with a value of $7.68M, Dimensional ETF Tr U S Small C with a value of $7.21M, Amphastar Pharmaceuticals, Inc. with a value of $6.35M, and Dimensional ETF Tr Us Marketwi with a value of $5.5M.

Examining the 13F form we can see an decrease of $119B in the current position value, from $119B to 126M.

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 $126 Million

ETFs: $107 Million

Healthcare: $6.51 Million

Technology: $1.38 Million

Financial Services: $997,000

Industrials: $854,000

Communication Services: $606,000

Consumer Cyclical: $450,000

Consumer Defensive: $49,000

Other: $18,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ARL American Realty Investors Inc Real Estate	$238M	$0 0.0% of portfolio	10	Q4 2022 New

Summary

Portfolio
No. of Stocks 133
Current Value $126 Million
Prior Value $119 Billion
Filing
Period Q3 2024
Filing Date October 18, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 3 stocks
Additional Purchases 42 stocks
Sold out of 0 stocks
Reduced holdings in 23 stocks

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