LAM GROUP, INC.

CIK 0001961944 · Q1 2026

13F Equity AUM

$182.0M

+4.1% QoQ

Positions

133

+58 QoQ

AUM Rank

#7,795

Top 63%

Skill Alpha (FF)

-5.5%/yr^ns

No Clear Edge

Rank #7,542 · Top 92%

vs S&P -10.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 24.5%Top 10: 41.2%Top 20: 66.0%

GLDM1USD7.1%

VXF4.9%

VEU4.7%

DFAS4.0%

DISV3.9%

IBND3.7%

DFUV3.5%

BWZ3.3%

AVRE3.2%

DFIV3.1%

Others (123)58.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services88.8%

Fund7.1%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 133Median: 0.21%Avg: 0.75%

0–0.5%

86(9.5%)

0.5–1%

18(12.4%)

1–3%

19(37.0%)

3–5%

9(34.1%)

5%+

1(7.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 115Unique: 18vs 20 funds

1.6%Low

133

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

2.3%

2.2%

2.8%

1.8%

1.5%

VANGUARD CAPITAL MANAGEMENT LLC

1.2%

GEODE CAPITAL MANAGEMENT, LLC

1.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New61Increased29Decreased26Exited0

New Positions

ARKK0.2%

+6K

VFVA0.1%

+1K

AMGN0.1%

+462

NFLX0.1%

+2K

NRA0.1%

+1K

NTAP0.1%

+1K

DEHP0.1%

+3K

V0.1%

+300

WFC0.0%

+900

ABBV0.0%

+293

Increased

BWZ3.3%

+172K(+357%)

AVRE3.2%

+29K(+28%)

LEMB3.0%

+11K(+9%)

AVSC0.9%

+7K(+34%)

AVDS0.8%

+6K(+40%)

AVDV1.1%

+4K(+25%)

VEA0.4%

+4K(+50%)

AVLV0.7%

+3K(+26%)

AVES0.5%

+3K(+21%)

AVUS0.9%

+2K(+17%)

Decreased

IBND3.7%

-110,456(-34%)

DFGR2.8%

-14,350(-7%)

VTIP0.0%

-8,313(-85%)

DFIS2.1%

-4,550(-4%)

DISV3.9%

-3,700(-2%)

BA0.2%

-3,573(-65%)

BNDX0.2%

-1,910(-18%)

DFAI0.7%

-1,625(-5%)

QLTY0.4%

-1,490(-7%)

DFGX0.4%

-1,465(-10%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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