Ownership history in LAM GROUP, INC. Β· 11 quarters on record
This page tracks every 13F SEC filing in which LAM GROUP, INC. reported a position in SPDR SER TR (IBND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π LAM GROUP, INC. underperformed the S&P 500 by β11.2% annually on this IBND position. Timing score: 30% (3/10 decisions correct). Average cost basis: $30.19. Maximum drawdown during holding period: β6.5%.
β Significantly underperformed the S&P 500 by 11.2% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $25.46 (2023 Q3) Β· Worst: $31.98 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 2 trims. Bought during 3 of 5 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π LAM GROUP, INC. has been actively increasing its IBND allocation β a bullish signal from insiders.
Currently 6.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size