LAM GROUP, INC.

Q1 2026 13F-HR Holdings

Location
Lake Oswego, OR
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$181,954
Net value change ($000)
+7,223 (4.1%)
New positions
61
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BWZ 4,596 349.2%
AVRE 1,325 29.4%
World Gold TR 1,057 8.9%
AVDV 515 33.0%
AVSC 476 41.9%
AVUV 459 13.8%
AVDS 457 43.7%
ALPHABET INC CL C 428 170.5%
ARKK 380 NEW
LEMB 359 7.1%
Top Reduces (Value $000, Stocks/ETFs)
IBND -3,769 -36.0%
AMPH -941 -26.9%
BA -811 -67.9%
VTIP -410 -84.5%
DFGR -349 -6.5%
VGT -298 -7.9%
QQQ -278 -6.1%
VXF -242 -2.7%
DFUS -128 -4.4%
ARKW -108 -23.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type