LAM GROUP, INC.
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 201,358
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/10/2026 | 139 | 201,358 | 13F-HR | LAM GROUP, INC. |
| Q1 2026 | 4/22/2026 | 136 | 181,954 | 13F-HR | LAM GROUP, INC. |
| Q4 2025 | 1/23/2026 | 75 | 174,731 | 13F-HR | LAM GROUP, INC. |
| Q3 2025 | 10/23/2025 | 72 | 161,332 | 13F-HR | LAM GROUP, INC. |
| Q2 2025 | 7/3/2025 | 73 | 149,606 | 13F-HR | LAM GROUP, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 9.982 K | 5.0% | 1.543 K | 0 | 1.543 K |
| ETFs | 191.4 K | 95.0% | 17.86 K | 0 | 17.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/10/2026
Total value ($000)
201,358
Holdings
139
QoQ value change ($000)
19,404
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.