LAM GROUP, INC.

CIK 0001961944 · Q2 2026

13F Equity AUM

$201.4M

+10.7% QoQ

Positions

136

+3 QoQ

AUM Rank

#8,079

Top 64%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,205 · Top 63%

vs S&P -6.3%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 23.2%Top 10: 39.7%Top 20: 65.0%

GLDM1USD5.5%

VXF5.3%

VEU4.8%

DFAS4.1%

DISV3.5%

DFUV3.5%

BWZ3.5%

IBND3.3%

AVRE3.2%

LEMB3.0%

Others (126)60.3%

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

Sector Allocation

Financial Services90.0%

Fund5.5%

Other4.5%

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

Position Sizing

Positions: 136Median: 0.21%Avg: 0.74%

0–0.5%

88(9.4%)

0.5–1%

18(12.2%)

1–3%

20(38.7%)

3–5%

8(28.9%)

5%+

2(10.8%)

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

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Portfolio Overlap

Shared: 0Unique: 136vs 20 funds

0%Low

136

Fund positions

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.

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Position Changes This Quarter

New3Increased49Decreased23Exited0

New Positions

PLTR0.0%

+397

RIVN0.0%

+52

QS0.0%

+200

Increased

BWZ3.5%

+45K(+20%)

VGT2.4%

+35K(+698%)

LEMB3.0%

+9K(+7%)

IWF0.5%

+6K(+300%)

ARKW0.5%

+4K(+126%)

AVDS0.9%

+3K(+14%)

DFCF0.2%

+3K(+36%)

AVRE3.2%

+3K(+2%)

AVIV1.3%

+3K(+8%)

PPLT0.0%

+2K(+900%)

Decreased

DFGR2.5%

-16,870(-9%)

ARKK0.0%

-5,320(-95%)

DFSV1.8%

-2,755(-3%)

IBND3.3%

-2,750(-1%)

DFGX0.3%

-2,460(-19%)

BINC0.1%

-1,565(-23%)

DUSB0.0%

-745(-90%)

QLTY0.4%

-485(-2%)

VWO0.5%

-480(-3%)

AVUV2.1%

-370(-1%)

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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