LAM GROUP, INC.
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 174,731
- 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 |
|---|---|---|---|---|---|
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 8.846 K | 5.1% | 342 | 0 | 342 |
| ETFs | 165.9 K | 94.9% | 13.06 K | 0 | 13.06 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
174,731
Holdings
75
QoQ value change ($000)
13,399
(8.3%)
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.