LAM GROUP, INC.
All 13F Filings
- Location
- Lake Oswego, OR
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 181,954
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 8.439 K | 4.6% | 0 | 407 | -407 |
| ETFs | 173.5 K | 95.4% | 7.624 K | 0 | 7.624 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
181,954
Holdings
136
QoQ value change ($000)
7,223
(4.1%)
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.