Holdings
Lifestyle Asset Management, Inc.
As of Jun 30, 2026, Lifestyle Asset Management, Inc. reported 78 positions worth US$108M. Largest: Exxon Mobil Corporation, Western Digital Corporation and Micron Technology, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Exxon Mobil Corporation | 64,039 | US$8.76M | −262 | Jun 30, 2026 |
| Western Digital Corporation | 9,474 | US$6.05M | −3,975 | Jun 30, 2026 |
| Micron Technology, Inc. | 3,730 | US$4.31M | −103 | Jun 30, 2026 |
| Comfort Systems Usa, Inc. | 2,170 | US$4.3M | −605 | Jun 30, 2026 |
| Apple Inc | 14,539 | US$4.21M | +235 | Jun 30, 2026 |
| Fortinet, Inc. | 27,226 | US$4.18M | −75 | Jun 30, 2026 |
| Nvidia Corporation | 20,063 | US$4.01M | +175 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 9,589 | US$3.43M | −219 | Jun 30, 2026 |
| Amazon.com, Inc. | 12,627 | US$3.01M | +269 | Jun 30, 2026 |
| Celestica Inc. | 8,246 | US$3.01M | −57 | Jun 30, 2026 |