Lam Group, Inc.
Lam Group, Inc. reported 139 holdings worth US$201M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
Lam Group, Inc. reported 139 holdings worth US$201M as of Jun 30, 2026. Largest: Amphastar Pharmaceuticals, Inc., Apple Inc and Microsoft Corp. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 139
- Value as reported
- US$201M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amphastar Pharmaceuticals, Inc. | 131K | US$2.64M | 1.3% |
| Apple Inc | 3,548 | US$1.03M | 0.51% |
| Microsoft Corp. | 2,455 | US$916K | 0.45% |
| Berkshire Hathaway Inc. | 1,721 | US$861K | 0.43% |
| Meta Platforms, Inc. | 958 | US$540K | 0.27% |
| Amazon.com, Inc. | 2,140 | US$510K | 0.25% |
| Boeing Company (the) | 1,926 | US$417K | 0.21% |
| Amgen Inc. | 462 | US$167K | 0.08% |
| Nvidia Corporation | 807 | US$161K | 0.08% |
| Netapp, Inc. | 1,000 | US$155K | 0.08% |
| Nrg Energy, Inc. | 1,009 | US$147K | 0.07% |
| Tesla, Inc. | 290 | US$122K | 0.06% |
| Netflix, Inc. | 1,530 | US$109K | 0.05% |
| Visa Inc. | 300 | US$103K | 0.05% |
| Advanced Micro Devices Inc | 172 | US$99,917 | 0.05% |
| Wells Fargo & Company | 900 | US$74,376 | 0.04% |
| Abbvie Inc. | 293 | US$73,639 | 0.04% |
| International Business Machines Corporation | 202 | US$56,804 | 0.03% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 100 | US$47,757 | 0.02% |
| Palantir Technologies Inc. | 397 | US$46,318 | 0.02% |
| Caterpillar, Inc. | 37 | US$39,401 | 0.02% |
| Costco Wholesale Corporation | 38 | US$35,548 | 0.02% |
| Verizon Communications Inc. | 553 | US$23,414 | 0.01% |
| Walmart Inc. | 183 | US$20,727 | 0.01% |
| Rayonier Inc. Reit | 780 | US$16,598 | <0.01% |
| Etsy, Inc. | 186 | US$14,011 | <0.01% |
| Roku, Inc. | 100 | US$13,814 | <0.01% |
| Block, Inc. | 157 | US$11,932 | <0.01% |
| Pfizer, Inc. | 483 | US$11,631 | <0.01% |
| Walt Disney Company (the) | 100 | US$9,625 | <0.01% |
| Mcdonald's Corporation | 27 | US$7,298 | <0.01% |
| Shopify Inc. | 50 | US$5,709 | <0.01% |
| Cisco Systems, Inc. | 42 | US$4,933 | <0.01% |
| Bank Of America Corporation | 86 | US$4,900 | <0.01% |
| Home Depot, Inc. (the) | 12 | US$4,232 | <0.01% |
| Vertiv Holdings, Llc | 10 | US$3,348 | <0.01% |
| Cable One, Inc. | 50 | US$2,656 | <0.01% |
| The Hershey Company | 13 | US$2,281 | <0.01% |
| Quantumscape Corporation | 200 | US$1,512 | <0.01% |
| Viatris Inc. | 59 | US$937 | <0.01% |
| Rivian Automotive, Inc. | 52 | US$902 | <0.01% |
| Kyndryl Holdings, Inc. | 40 | US$452 | <0.01% |
| Gamestop Corporation | 12 | US$265 | <0.01% |
| American Realty Investors, Inc. | 10 | US$223 | <0.01% |
| Astrazeneca Plc | 1 | US$190 | <0.01% |
| Uber Technologies, Inc. | 1 | US$72 | <0.01% |
Source
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