Lam Group, Inc. Portfolio Holdings

Lam Group, Inc.

  • $142 Million
  • Q3 2025

Lam Group, Inc. has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $142 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg International C with a value of $9.07M, Vanguard Extended Market ETF with a value of $8.96M, Vanguard Ftse All World Ex Us with a value of $8.21M, Dimensional ETF Tr U S Small C with a value of $7.21M, and Dimensional ETF Tr Dimensional with a value of $6.6M.

Examining the 13F form we can see an increase of $9.3M in the current position value, from $133M to 142M.

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 $142 Million
ETFs: $125 Million
Healthcare: $3.49 Million
Technology: $1.35 Million
Industrials: $1.19 Million
Financial Services: $915,000
Communication Services: $703,000
Consumer Cyclical: $469,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $142 Million
  • Prior Value $133 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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