Lam Group, Inc. Portfolio Holdings

Lam Group, Inc.

  • $148 Million
  • Q4 2025

Lam Group, Inc. has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $148 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg International C with a value of $10.4M, Vanguard Extended Market ETF with a value of $8.87M, Vanguard Ftse All World Ex Us with a value of $8.34M, Dimensional ETF Tr U S Small C with a value of $6.84M, and Dimensional ETF Tr Dimensional with a value of $6.52M.

Examining the 13F form we can see an increase of $5.87M in the current position value, from $142M to 148M.

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 $148 Million
ETFs: $129 Million
Healthcare: $3.41 Million
Technology: $1.39 Million
Industrials: $1.05 Million
Financial Services: $901,000
Communication Services: $583,000
Consumer Cyclical: $502,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.28B
$3.41 Million 2.3% of portfolio
130,800
Q4 2023 Added 2.19%
$114B
$1.05 Million 0.71% of portfolio
5,499
Q2 2025 Reduced 0.02%
$4.3T
$924,000 0.62% of portfolio
3,458
Q2 2025 Reduced 0.77%
$662B
$901,000 0.61% of portfolio
1,771
Q4 2025 Reduced 2.75%
$1.37T
$583,000 0.39% of portfolio
958
Q2 2025 Added 14.59%
$2.39T
$502,000 0.34% of portfolio
2,140
Q2 2025 Reduced 0.65%
$3.78T
$462,000 0.31% of portfolio
912
Q2 2025 Reduced 1.41%
-
$0 0.0% of portfolio
-
Q4 2025 Added 0.78%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $148 Million
  • Prior Value $142 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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