LAM GROUP, INC.
CIK 1961944 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $182.0M
- Posisi
- 136
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#6.770 dari 9.443 berdasarkan nilai 13F · top 71.7%
Nilai portofolio QoQ: +4.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 41,17%
- Bobot 25 kepemilikan teratas
- 73,70%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 36,4
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 3,45% Perkiraan pembelian $12.352.328 · penjualan $6.144.681
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 92,5% masih dipegang
- Posisi baru
- 61
- Meningkat
- 29
- Menurun
- 26
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Healthcare
1,5%
Technology
0,9%
Communication Services
0,4%
Retail
0,3%
Industrials
0,2%
Utilities
0,1%
Financial Services
0,1%
Financials
0,0%
Consumer Discretionary
0,0%
Telecommunication
0,0%
Real Estate
0,0%
Communications
0,0%
Consumer Staples
0,0%
Lainnya/Tidak terpetakan
96,5%
Portofolio lengkap 136 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| GLDMXXXX | $12.918.669 | 7,10% | 139.375 | $1.056.934 | Naik ×5 | ||
| VXF | $8.836.023 | 4,86% | 42.935 | $-241.876 | Turun ×1 | ||
| VEU | $8.575.819 | 4,71% | 114.192 | $175.855 | |||
| DFAS | $7.203.351 | 3,96% | 101.270 | $104.088 | Turun ×5 | ||
| DISV | $7.018.348 | 3,86% | 177.950 | $115.648 | Turun ×5 | ||
| IBND | $6.710.185 | 3,69% | 215.900 | $-3.769.107 | Turun ×1 | ||
| DFUV | $6.272.208 | 3,45% | 129.431 | $197.564 | Turun ×1 | ||
| BWZ | $5.911.632 | 3,25% | 219.600 | $4.595.267 | Naik ×1 | ||
| AVRE | $5.825.387 | 3,20% | 132.335 | $1.325.691 | Naik ×3 | ||
| DFIV | $5.644.188 | 3,10% | 106.938 | $334.429 | Naik ×1 | ||
| LEMB | $5.437.824 | 2,99% | 133.280 | $359.217 | Naik ×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 | Naik ×1 | ||
| DFGR | $4.999.964 | 2,75% | 188.110 | $-349.029 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $4.314.421 | 2,37% | 7.475 | $-277.546 | |||
| DFIS | $3.846.292 | 2,11% | 114.235 | $-66.486 | Turun ×5 | ||
| AVUV | $3.780.836 | 2,08% | 34.225 | $458.837 | Naik ×4 | ||
| IEMG | $3.711.746 | 2,04% | 53.215 | $111.107 | Turun ×1 | ||
| VGT | $3.476.862 | 1,91% | 4.983 | $-298.181 | Turun ×1 | ||
| DFSV | $3.433.745 | 1,89% | 97.995 | $177.964 | Turun ×3 | ||
| DFEV | $2.943.263 | 1,62% | 82.260 | $168.654 | Naik ×1 | ||
| DFUS | $2.768.468 | 1,52% | 39.042 | $-127.277 | |||
| AMPH Amphastar Pharmaceuticals, Inc. - Common Stock | $2.562.372 | 1,41% | 130.800 | $-940.452 | |||
| AVIV | $2.304.016 | 1,27% | 30.790 | $86.982 | Turun ×1 | ||
| DFAX | $2.144.573 | 1,18% | 63.131 | $78.283 | |||
| AVDV | $2.075.091 | 1,14% | 20.780 | $514.719 | Naik ×2 | ||
| DFAT | $1.973.142 | 1,08% | 31.596 | $202.714 | Naik ×1 | ||
| AVDE | $1.913.142 | 1,05% | 22.550 | $-38.254 | Turun ×1 | ||
| AVEM | $1.742.945 | 0,96% | 21.630 | $47.735 | Turun ×1 | ||
| AVUS | $1.728.849 | 0,95% | 15.550 | $247.205 | Naik ×2 | ||
| AVSC | $1.612.013 | 0,89% | 25.875 | $476.275 | Naik ×4 | ||
| VB | $1.506.040 | 0,83% | 5.750 | $22.827 | |||
| AVDS | $1.501.665 | 0,83% | 20.900 | $456.260 | Naik ×2 | ||
| SPY SPY | $1.300.680 | 0,71% | 2.000 | $-63.160 | |||
| AVLV | $1.250.261 | 0,69% | 15.510 | $318.669 | Naik ×2 | ||
| DFAI | $1.217.695 | 0,67% | 31.255 | $-35.362 | Turun ×5 | ||
| GLD | $1.185.449 | 0,65% | 2.755 | $65.873 | Turun ×1 | ||
| DFAC | $1.158.153 | 0,64% | 29.803 | $-21.640 | Naik ×1 | ||
| AVGE | $1.143.463 | 0,63% | 12.991 | $72.400 | Naik ×5 | ||
| VTV | $1.099.195 | 0,60% | 5.602 | $282.713 | Naik ×1 | ||
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $1.082.358 | 0,59% | 24.350 | $-29.720 | Naik ×1 | ||
| DFAE | $1.066.251 | 0,59% | 31.490 | $40.296 | Turun ×3 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $1.030.348 | 0,57% | 15.685 | $-97.419 | Turun ×1 | ||
| AVES | $981.273 | 0,54% | 16.360 | $190.589 | Naik ×4 | ||
| VOE | $972.077 | 0,53% | 5.275 | $36.450 | |||
| VWO | $913.285 | 0,50% | 16.897 | $106.616 | Naik ×1 | ||
| VOO | $881.386 | 0,48% | 1.475 | $-43.631 | |||
| AAPL Apple Inc. - Common Stock | $877.606 | 0,48% | 3.458 | $-62.486 | |||
| MDY | $863.464 | 0,47% | 1.400 | $18.872 | |||
| BRKB | $824.703 | 0,45% | 1.721 | $-65.490 | Turun ×4 | ||
| IWF | $820.820 | 0,45% | 1.925 | $-90.283 | |||
| QLTY | $775.699 | 0,43% | 21.440 | $-106.189 | Turun ×1 | ||
| VEA | $740.508 | 0,41% | 11.556 | $258.693 | Naik ×2 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $717.844 | 0,39% | 9.155 | $8.057 | |||
| GOOGXXXX | $678.568 | 0,37% | 2.366 | $427.528 | Naik ×1 | ||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $664.286 | 0,37% | 12.665 | $-79.447 | Turun ×5 | ||
| IJH | $624.653 | 0,34% | 9.250 | $14.153 | |||
| AVEE | $588.948 | 0,32% | 9.285 | $37.244 | Naik ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $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 | Naik ×2 | ||
| GOOGLXXXX | $460.096 | 0,25% | 1.600 | $-40.704 | |||
| AMZN Amazon.com, Inc. - Common Stock | $445.698 | 0,24% | 2.140 | $-48.257 | |||
| BNDX Vanguard Total International Bond ETF | $419.717 | 0,23% | 8.735 | $-94.649 | Turun ×5 | ||
| MSFT Microsoft Corporation - Common Stock | $398.095 | 0,22% | 1.075 | $-42.966 | Naik ×1 | ||
| BA Boeing Company (The) Common Stock | $383.332 | 0,21% | 1.926 | $-810.611 | Turun ×1 | ||
| ARKK | $380.194 | 0,21% | 5.625 | Naik ×1 | |||
| VNQ | $361.009 | 0,20% | 4.070 | $-17.728 | Turun ×2 | ||
| BINC | $353.384 | 0,19% | 6.805 | $77.397 | Naik ×1 | ||
| ARKW | $349.769 | 0,19% | 2.900 | $-108.194 | Turun ×1 | ||
| DFAU | $341.107 | 0,19% | 7.560 | $-12.467 | Naik ×1 | ||
| DFCF | $326.783 | 0,18% | 7.740 | $-37.318 | Turun ×2 | ||
| DFSD | $267.410 | 0,15% | 5.585 | $89 | Naik ×1 | ||
| DFAW | $257.975 | 0,14% | 3.497 | $-627 | Naik ×4 | ||
| VFVA | $194.511 | 0,11% | 1.445 | ||||
| AMGN Amgen Inc. - Common Stock | $162.555 | 0,09% | 462 | ||||
| NRG NRG Energy, Inc. Common Stock | $147.440 | 0,08% | 1.009 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $147.110 | 0,08% | 1.530 | ||||
| DEHP | $117.082 | 0,06% | 3.465 | ||||
| NTAP NetApp, Inc. - Common Stock | $102.390 | 0,06% | 1.000 | Naik ×1 | |||
| V Visa Inc. | $90.672 | 0,05% | 300 | ||||
| NVDA NVIDIA Corporation - Common Stock | $76.736 | 0,04% | 440 | ||||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $74.925 | 0,04% | 1.500 | $-410.442 | Turun ×1 | ||
| WFC Wells Fargo & Company Common Stock | $71.649 | 0,04% | 900 | ||||
| ABBV AbbVie Inc. Common Stock | $63.645 | 0,03% | 293 | Naik ×1 | |||
| DFIP | $58.408 | 0,03% | 1.400 | ||||
| DIHP | $55.096 | 0,03% | 1.710 | ||||
| IBM International Business Machines Corporation Common Stock | $48.963 | 0,03% | 202 | ||||
| PPLT | $44.558 | 0,02% | 250 | Naik ×1 | |||
| DUSB | $42.089 | 0,02% | 830 | ||||
| COST Costco Wholesale Corporation - Common Stock | $37.864 | 0,02% | 38 | ||||
| TSLA Tesla, Inc. - Common Stock | $37.175 | 0,02% | 100 | ||||
| AVGOXXXX | $34.046 | 0,02% | 110 | ||||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $33.795 | 0,02% | 100 | ||||
| VZ Verizon Communications Inc. Common Stock | $27.761 | 0,02% | 553 | ||||
| CAT Caterpillar, Inc. Common Stock | $26.213 | 0,01% | 37 | ||||
| WMT Walmart Inc. - Common Stock | $22.743 | 0,01% | 183 | ||||
| VUSB | $21.787 | 0,01% | 438 | ||||
| AMD Advanced Micro Devices, Inc. - Common Stock | $20.343 | 0,01% | 100 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| GLDMXXXX | $12.918.669 | 7,10% | naik ×5 |
| AVRE | $5.825.387 | 3,20% | naik ×3 |
| LEMB | $5.437.824 | 2,99% | naik ×5 |
| AVUV | $3.780.836 | 2,08% | naik ×4 |
| AVSC | $1.612.013 | 0,89% | naik ×4 |
| AVGE | $1.143.463 | 0,63% | naik ×5 |
| AVES | $981.273 | 0,54% | naik ×4 |
| AVEE | $588.948 | 0,32% | naik ×3 |
| DFAW | $257.975 | 0,14% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| BWZ | Beli lebih banyak | +172K | +$4.6M |
| IBND | Dipangkas | -110K | -$3.8M |
| AVRE | Beli lebih banyak | +29K | +$1.3M |
| GLDMXXXX | Beli lebih banyak | +430 | +$1.1M |
| AMPH | Hanya pergerakan harga | +0 | -$940K |
| BA | Dipangkas | -4K | -$811K |
| AVDV | Beli lebih banyak | +4K | +$515K |
| AVSC | Beli lebih banyak | +7K | +$476K |
| AVUV | Beli lebih banyak | +2K | +$459K |
| AVDS | Beli lebih banyak | +6K | +$456K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VFVA | 31 Des. 2025 | 1.980 | $252.529 | Tidak lagi dilacak |
| DFIP | 31 Maret 2025 | 6.185 | $250.436 | Tidak lagi dilacak |
| VTIP | 30 Juni 2025 | 4.622 | $230.643 | |
| NFLX | 30 Sep. 2025 | 150 | $200.870 | -93,3% |
| AVIE | 31 Maret 2025 | 3.035 | $182.537 | Tidak lagi dilacak |
| DUSB | 31 Maret 2025 | 3.130 | $158.347 | Tidak lagi dilacak |
| GOOGXXXX | 31 Maret 2025 | 800 | $152.352 | Tidak lagi dilacak |
| NFLX | 31 Maret 2025 | 150 | $133.698 | -91,4% |
| AMGN | 31 Maret 2025 | 462 | $120.416 | 40,9% |
| V | 31 Maret 2025 | 300 | $94.812 | 5,1% |
| DEHP | 31 Maret 2025 | 3.825 | $94.631 | Tidak lagi dilacak |
| WFC | 31 Maret 2025 | 900 | $63.216 | 21,4% |
| NVDA | 31 Maret 2025 | 440 | $59.088 | 101,7% |
| IBM | 31 Maret 2025 | 202 | $44.406 | -5,5% |
| TSLA | 31 Maret 2025 | 100 | $40.384 | 30,5% |
| DUHP | 31 Maret 2025 | 1.195 | $40.379 | Tidak lagi dilacak |
| DIHP | 31 Maret 2025 | 1.550 | $39.107 | Tidak lagi dilacak |
| COST | 31 Maret 2025 | 38 | $34.818 | 3,0% |
| AVGOXXXX | 31 Maret 2025 | 110 | $25.502 | Tidak lagi dilacak |
| VZ | 31 Maret 2025 | 553 | $22.114 | 9,0% |
| VUSB | 31 Maret 2025 | 403 | $19.980 | Tidak lagi dilacak |
| TSM | 31 Maret 2025 | 100 | $19.749 | 146,2% |
| DFLV | 31 Maret 2025 | 610 | $18.318 | Tidak lagi dilacak |
| CABO | 31 Maret 2025 | 50 | $18.106 | -89,3% |
| WMT | 31 Maret 2025 | 183 | $16.534 | 32,8% |
| RYN | 31 Maret 2025 | 585 | $15.269 | -23,7% |
| CAT | 31 Maret 2025 | 37 | $13.422 | 145,4% |
| XYZ | 31 Maret 2025 | 157 | $13.343 | 48,3% |
| PFE | 31 Maret 2025 | 483 | $12.814 | 11,6% |
| FDHY | 31 Maret 2025 | 265 | $12.786 | Tidak lagi dilacak |
| DIS | 31 Maret 2025 | 100 | $11.135 | 7,8% |
| ETSY | 31 Maret 2025 | 186 | $9.838 | 73,8% |
| MCD | 31 Maret 2025 | 27 | $7.827 | -13,1% |
| ROKU | 31 Maret 2025 | 100 | $7.434 | 124,4% |
| SHOP | 31 Maret 2025 | 50 | $5.317 | 55,3% |
| BWZ | 31 Maret 2025 | 190 | $4.814 | Tidak lagi dilacak |
| HD | 31 Maret 2025 | 12 | $4.668 | -5,3% |
| UPS | 31 Maret 2025 | 34 | $4.287 | -5,6% |
| BAC | 31 Maret 2025 | 86 | $3.780 | 53,5% |
| AVSF | 31 Maret 2025 | 75 | $3.461 | Tidak lagi dilacak |
| IPAYXXXX | 31 Maret 2025 | 55 | $3.189 | Tidak lagi dilacak |
| COMT | 31 Maret 2025 | 115 | $2.911 | |
| PDBC | 31 Maret 2025 | 220 | $2.858 | |
| INTC | 31 Maret 2025 | 125 | $2.506 | 305,8% |
| CSCO | 31 Maret 2025 | 42 | $2.486 | 80,1% |
| JNKXXXX | 31 Maret 2025 | 25 | $2.387 | Tidak lagi dilacak |
| HSY | 31 Maret 2025 | 13 | $2.202 | 9,6% |
| GEAR | 31 Maret 2025 | 100 | $1.923 | Tidak lagi dilacak |
| KD | 31 Maret 2025 | 40 | $1.384 | -60,1% |
| IBUY | 31 Maret 2025 | 20 | $1.293 | Tidak lagi dilacak |
| YETI | 31 Maret 2025 | 25 | $963 | 31,7% |
| VTRS | 31 Maret 2025 | 59 | $735 | 89,1% |
| PYPL | 31 Maret 2025 | 7 | $597 | -5,5% |
| RIVN | 31 Maret 2025 | 40 | $532 | 22,2% |
| GME | 31 Maret 2025 | 12 | $376 | -19,3% |
| BABA | 31 Maret 2025 | 4 | $339 | -3,3% |
| ZM | 31 Maret 2025 | 3 | $245 | 45,0% |
| ARL | 31 Maret 2025 | 10 | $147 | 38,5% |
| AZN | 31 Maret 2025 | 2 | $131 | 124,3% |
| PLUG | 31 Maret 2025 | 40 | $85 | 59,6% |
| TDOC | 31 Maret 2025 | 9 | $82 | -16,4% |
| UBER | 31 Maret 2025 | 1 | $60 | 4,3% |
| MRNA | 31 Maret 2025 | 1 | $42 | 375,9% |
| LKM | 31 Maret 2025 | 200 | $0 | Tidak lagi dilacak |