LAM GROUP, INC.
Portfolio value QoQ: +4.1% 13F does not disclose cash
Top 10 holdings weight41.17%
Top 25 holdings weight73.70%
Positions above 1%29
Effective number of positions36.4
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 3.45% Est. buys $12,352,328 · sells $6,144,681
Median holding: 5.0 quarters Tracked Q1 2025–Q1 2026 · 100.0% still held
New positions61
Increased29
Decreased26
Closed1
Portfolio value
$182.0M
Positions
136
As of
March 31, 2026 Data as of Q1 2026
Sector breakdown
Full portfolio 136 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| GLDM | $12,918,669 | 7.10% | 139,375 | $1,056,934 | Up ×5 | ||
| VXF | $8,836,023 | 4.86% | 42,935 | $-241,876 | Down ×1 | ||
| VEU | $8,575,819 | 4.71% | 114,192 | $175,855 | |||
| DFAS | $7,203,351 | 3.96% | 101,270 | $104,088 | Down ×5 | ||
| DISV | $7,018,348 | 3.86% | 177,950 | $115,648 | Down ×5 | ||
| IBND | $6,710,185 | 3.69% | 215,900 | $-3,769,107 | Down ×1 | ||
| DFUV | $6,272,208 | 3.45% | 129,431 | $197,564 | Down ×1 | ||
| BWZ | $5,911,632 | 3.25% | 219,600 | $4,595,267 | Up ×1 | ||
| AVRE | $5,825,387 | 3.20% | 132,335 | $1,325,691 | Up ×3 | ||
| DFIV | $5,644,188 | 3.10% | 106,938 | $334,429 | Up ×1 | ||
| LEMB | $5,437,824 | 2.99% | 133,280 | $359,217 | Up ×5 | ||
| VBR | $5,326,970 | 2.93% | 24,520 | $133,879 | |||
| VSS | $5,175,589 | 2.84% | 35,500 | $87,331 | |||
| VTI | $5,097,861 | 2.80% | 15,891 | $-17,353 | Up ×1 | ||
| DFGR | $4,999,964 | 2.75% | 188,110 | $-349,029 | Down ×1 | ||
| QQQ | $4,314,421 | 2.37% | 7,475 | $-277,546 | |||
| DFIS | $3,846,292 | 2.11% | 114,235 | $-66,486 | Down ×5 | ||
| AVUV | $3,780,836 | 2.08% | 34,225 | $458,837 | Up ×4 | ||
| IEMG | $3,711,746 | 2.04% | 53,215 | $111,107 | Down ×1 | ||
| VGT | $3,476,862 | 1.91% | 4,983 | $-298,181 | Down ×1 | ||
| DFSV | $3,433,745 | 1.89% | 97,995 | $177,964 | Down ×3 | ||
| DFEV | $2,943,263 | 1.62% | 82,260 | $168,654 | Up ×1 | ||
| DFUS | $2,768,468 | 1.52% | 39,042 | $-127,277 | |||
| AMPH | $2,562,372 | 1.41% | 130,800 | $-940,452 | |||
| AVIV | $2,304,016 | 1.27% | 30,790 | $86,982 | Down ×1 | ||
| DFAX | $2,144,573 | 1.18% | 63,131 | $78,283 | |||
| AVDV | $2,075,091 | 1.14% | 20,780 | $514,719 | Up ×2 | ||
| DFAT | $1,973,142 | 1.08% | 31,596 | $202,714 | Up ×1 | ||
| AVDE | $1,913,142 | 1.05% | 22,550 | $-38,254 | Down ×1 | ||
| AVEM | $1,742,945 | 0.96% | 21,630 | $47,735 | Down ×1 | ||
| AVUS | $1,728,849 | 0.95% | 15,550 | $247,205 | Up ×2 | ||
| AVSC | $1,612,013 | 0.89% | 25,875 | $476,275 | Up ×4 | ||
| VB | $1,506,040 | 0.83% | 5,750 | $22,827 | |||
| AVDS | $1,501,665 | 0.83% | 20,900 | $456,260 | Up ×2 | ||
| SPY | $1,300,680 | 0.71% | 2,000 | $-63,160 | |||
| AVLV | $1,250,261 | 0.69% | 15,510 | $318,669 | Up ×2 | ||
| DFAI | $1,217,695 | 0.67% | 31,255 | $-35,362 | Down ×5 | ||
| GLD | $1,185,449 | 0.65% | 2,755 | $65,873 | Down ×1 | ||
| DFAC | $1,158,153 | 0.64% | 29,803 | $-21,640 | Up ×1 | ||
| AVGE | $1,143,463 | 0.63% | 12,991 | $72,400 | Up ×5 | ||
| VTV | $1,099,195 | 0.60% | 5,602 | $282,713 | Up ×1 | ||
| VNQI | $1,082,358 | 0.59% | 24,350 | $-29,720 | Up ×1 | ||
| DFAE | $1,066,251 | 0.59% | 31,490 | $40,296 | Down ×3 | ||
| VWOB | $1,030,348 | 0.57% | 15,685 | $-97,419 | Down ×1 | ||
| AVES | $981,273 | 0.54% | 16,360 | $190,589 | Up ×4 | ||
| VOE | $972,077 | 0.53% | 5,275 | $36,450 | |||
| VWO | $913,285 | 0.50% | 16,897 | $106,616 | Up ×1 | ||
| VOO | $881,386 | 0.48% | 1,475 | $-43,631 | |||
| AAPL | $877,606 | 0.48% | 3,458 | $-62,486 | |||
| MDY | $863,464 | 0.47% | 1,400 | $18,872 | |||
| BRK-B | $824,703 | 0.45% | 1,721 | $-65,490 | Down ×4 | ||
| IWF | $820,820 | 0.45% | 1,925 | $-90,283 | |||
| QLTY | $775,699 | 0.43% | 21,440 | $-106,189 | Down ×1 | ||
| VEA | $740,508 | 0.41% | 11,556 | $258,693 | Up ×2 | ||
| SCZ | $717,844 | 0.39% | 9,155 | $8,057 | |||
| GOOG | $678,568 | 0.37% | 2,366 | $427,528 | Up ×1 | ||
| DFGX | $664,286 | 0.37% | 12,665 | $-79,447 | Down ×5 | ||
| IJH | $624,653 | 0.34% | 9,250 | $14,153 | |||
| AVEE | $588,948 | 0.32% | 9,285 | $37,244 | Up ×3 | ||
| META | $548,101 | 0.30% | 958 | $-84,265 | |||
| IJR | $497,240 | 0.27% | 4,000 | $16,520 | |||
| DFEM | $494,238 | 0.27% | 14,305 | $21,194 | Up ×2 | ||
| GOOGL | $460,096 | 0.25% | 1,600 | $-40,704 | |||
| AMZN | $445,698 | 0.24% | 2,140 | $-48,257 | |||
| BNDX | $419,717 | 0.23% | 8,735 | $-94,649 | Down ×5 | ||
| MSFT | $398,095 | 0.22% | 1,075 | $-42,966 | Up ×1 | ||
| BA | $383,332 | 0.21% | 1,926 | $-810,611 | Down ×1 | ||
| ARKK | $380,194 | 0.21% | 5,625 | Up ×1 | |||
| VNQ | $361,009 | 0.20% | 4,070 | $-17,728 | Down ×2 | ||
| BINC | $353,384 | 0.19% | 6,805 | $77,397 | Up ×1 | ||
| ARKW | $349,769 | 0.19% | 2,900 | $-108,194 | Down ×1 | ||
| DFAU | $341,107 | 0.19% | 7,560 | $-12,467 | Up ×1 | ||
| DFCF | $326,783 | 0.18% | 7,740 | $-37,318 | Down ×2 | ||
| DFSD | $267,410 | 0.15% | 5,585 | $89 | Up ×1 | ||
| DFAW | $257,975 | 0.14% | 3,497 | $-627 | Up ×4 | ||
| VFVA | $194,511 | 0.11% | 1,445 | ||||
| AMGN | $162,555 | 0.09% | 462 | Up ×1 | |||
| NRG | $147,440 | 0.08% | 1,009 | Up ×1 | |||
| NFLX | $147,110 | 0.08% | 1,530 | ||||
| DEHP | $117,082 | 0.06% | 3,465 | Up ×1 | |||
| NTAP | $102,390 | 0.06% | 1,000 | Up ×1 | |||
| V | $90,672 | 0.05% | 300 | Up ×1 | |||
| NVDA | $76,736 | 0.04% | 440 | Up ×1 | |||
| VTIP | $74,925 | 0.04% | 1,500 | $-410,442 | Down ×1 | ||
| WFC | $71,649 | 0.04% | 900 | Up ×1 | |||
| ABBV | $63,645 | 0.03% | 293 | Up ×1 | |||
| DFIP | $58,408 | 0.03% | 1,400 | Up ×1 | |||
| DIHP | $55,096 | 0.03% | 1,710 | Up ×1 | |||
| IBM | $48,963 | 0.03% | 202 | Up ×1 | |||
| PPLT | $44,558 | 0.02% | 250 | Up ×1 | |||
| DUSB | $42,089 | 0.02% | 830 | Up ×1 | |||
| COST | $37,864 | 0.02% | 38 | Up ×1 | |||
| TSLA | $37,175 | 0.02% | 100 | Up ×1 | |||
| AVGO | $34,046 | 0.02% | 110 | Up ×1 | |||
| TSM | $33,795 | 0.02% | 100 | Up ×1 | |||
| VZ | $27,761 | 0.02% | 553 | Up ×1 | |||
| CAT | $26,213 | 0.01% | 37 | Up ×1 | |||
| WMT | $22,743 | 0.01% | 183 | Up ×1 | |||
| VUSB | $21,787 | 0.01% | 438 | Up ×1 | |||
| AMD | $20,343 | 0.01% | 100 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ARKK | $380,194 | 5,625 | 0.21% |
| VFVA | $194,511 | 1,445 | 0.11% |
| AMGN | $162,555 | 462 | 0.09% |
| NRG | $147,440 | 1,009 | 0.08% |
| NFLX | $147,110 | 1,530 | 0.08% |
| DEHP | $117,082 | 3,465 | 0.06% |
| NTAP | $102,390 | 1,000 | 0.06% |
| V | $90,672 | 300 | 0.05% |
| NVDA | $76,736 | 440 | 0.04% |
| WFC | $71,649 | 900 | 0.04% |
| ABBV | $63,645 | 293 | 0.03% |
| DFIP | $58,408 | 1,400 | 0.03% |
| DIHP | $55,096 | 1,710 | 0.03% |
| IBM | $48,963 | 202 | 0.03% |
| PPLT | $44,558 | 250 | 0.02% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| BWZ | Bought more | +172K | +$4.6M |
| IBND | Trimmed | -110K | -$3.8M |
| AVRE | Bought more | +29K | +$1.3M |
| GLDM | Bought more | +430 | +$1.1M |
| AMPH | Price move only | +0 | -$940K |
| BA | Trimmed | -4K | -$811K |
| AVDV | Bought more | +4K | +$515K |
| AVSC | Bought more | +7K | +$476K |
| AVUV | Bought more | +2K | +$459K |
| AVDS | Bought more | +6K | +$456K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.