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LOM Asset Management Ltd

Q4 2025 · 13F-HR

LOM Asset Management Ltdholdings as filed

Filed 2026-01-23 · accession 0002071844-26-000116

$345.2M
Reported value
277
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
11135F101AVGOBROADCOM INC$16.0M4.63%46,205CommonNONE
02079K107GOOGALPHABET INC$15.2M4.41%48,478CommonNONE
594918104MSFTMICROSOFT CORP$11.2M3.23%23,082CommonNONE
67066G104NVDANVIDIA CORPORATION$11.0M3.19%58,976CommonNONE
922908363VOOVANGUARD INDEX FDS$8.2M2.37%13,061CommonNONE
023135106AMZNAMAZON COM INC$7.7M2.22%33,217CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$7.0M2.04%21,810CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$6.6M1.92%106,153CommonNONE
038222105AMATAPPLIED MATLS INC$6.3M1.82%24,489CommonNONE
032654105ADIANALOG DEVICES INC$6.2M1.81%23,022CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$6.1M1.77%1,139CommonNONE
30303M102METAMETA PLATFORMS INC$5.8M1.67%8,736CommonNONE
037833100AAPLAPPLE INC$5.7M1.66%21,138CommonNONE
57636Q104MAMASTERCARD INCORPORATED$5.6M1.62%9,780CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.1M1.49%10,218CommonNONE
92826C839VVISA INC$5.1M1.48%14,596CommonNONE
464287200IVVISHARES TR$4.8M1.39%6,995CommonNONE
872540109TJXTJX COS INC NEW$4.7M1.36%30,646CommonNONE
922908611VBRVANGUARD INDEX FDS$4.2M1.20%19,636CommonNONE
437076102HDHOME DEPOT INC$4.1M1.19%11,912CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$4.1M1.18%5,950CommonNONE
03073E105CORCENCORA INC$3.8M1.11%11,373CommonNONE
46090E103QQQINVESCO QQQ TR$3.8M1.10%6,205CommonNONE
464287507IJHISHARES TR$3.6M1.04%54,283CommonNONE
595112103MUMICRON TECHNOLOGY INC$3.5M1.01%12,273CommonNONE
166764100CVXCHEVRON CORP NEW$3.5M1.00%22,647CommonNONE
438516106HONHONEYWELL INTL INC$3.4M0.98%17,283CommonNONE
742718109PGPROCTER AND GAMBLE CO$3.3M0.96%23,071CommonNONE
75513E101RTXRTX CORPORATION$3.3M0.95%17,824CommonNONE
149123101CATCATERPILLAR INC$3.1M0.90%5,423CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$3.1M0.89%36,868CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$3.0M0.87%67,548CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.9M0.85%13,312CommonNONE
35671D857FCXFREEPORT-MCMORAN INC$2.9M0.83%56,504CommonNONE
617446448MSMORGAN STANLEY$2.9M0.83%16,162CommonNONE
464287762IYHISHARES TR$2.8M0.80%42,377CommonNONE
949746101WMT2WELLS FARGO CO NEW$2.6M0.77%28,343CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$2.6M0.76%28,781CommonNONE
92204A702VGTVANGUARD WORLD FD$2.6M0.76%3,475CommonNONE
464285204IAUISHARES GOLD TR$2.6M0.74%31,500CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$2.5M0.73%4,323CommonNONE
713448108PEPPEPSICO INC$2.5M0.72%17,358CommonNONE
46137V258RPVINVESCO EXCHANGE TRADED FD T$2.4M0.71%23,639CommonNONE
29364G103ETRENTERGY CORP NEW$2.4M0.70%26,111CommonNONE
464287465EFAISHARES TR$2.4M0.69%24,735CommonNONE
464287804IJRISHARES TR$2.4M0.69%19,754CommonNONE
46434G822EWJISHARES INC$2.3M0.67%28,724CommonNONE
191216100KOCOCA COLA CO$2.3M0.67%33,173CommonNONE
532457108LLYELI LILLY & CO$2.3M0.66%2,128CommonNONE
808513105SCHWSCHWAB CHARLES CORP$2.3M0.66%22,771CommonNONE
65339F101NEENEXTERA ENERGY INC$2.3M0.65%28,122CommonNONE
09290D101BLKBLACKROCK INC$2.2M0.65%2,084CommonNONE
78464A797KBESPDR SERIES TRUST$2.1M0.61%34,696CommonNONE
369550108GDGENERAL DYNAMICS CORP$2.1M0.60%6,191CommonNONE
478160104JNJJOHNSON & JOHNSON$2.1M0.60%10,056CommonNONE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$2.1M0.60%12,826CommonNONE
784730103SSRMSSR MINING IN$2.1M0.60%69,000CommonNONE
512807306LRCXLAM RESEARCH CORP$2.1M0.60%12,127CommonNONE
46429B663HDVISHARES TR$2.0M0.57%16,186CommonNONE
025537101AEPAMERICAN ELEC PWR CO INC$1.9M0.56%16,797CommonNONE
46266C105IQVIQVIA HLDGS INC$1.9M0.54%8,327CommonNONE
464287168DVYISHARES TR$1.9M0.54%13,177CommonNONE
911363109URIUNITED RENTALS INC$1.8M0.53%2,265CommonNONE
82835P103SVMSILVERCORP METALS INC$1.8M0.52%157,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.8M0.51%5,377CommonNONE
30231G102XOMEXXON MOBIL CORP$1.8M0.51%14,635CommonNONE
922908629VOVANGUARD INDEX FDS$1.7M0.51%6,027CommonNONE
56585A102MPCMARATHON PETE CORP$1.7M0.50%10,672CommonNONE
N07059210ASMLASML HOLDING N V$1.7M0.50%1,607CommonNONE
609207105MDLZMONDELEZ INTL INC$1.7M0.50%31,814CommonNONE
00287Y109ABBVABBVIE INC$1.7M0.48%7,234CommonNONE
747525103QCOMQUALCOMM INC$1.6M0.48%9,615CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.6M0.48%5,405CommonNONE
931142103WMTWALMART INC$1.6M0.47%14,558CommonNONE
502431109LHXL3HARRIS TECHNOLOGIES INC$1.6M0.47%5,515CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.46%13,681CommonNONE
697435105PANWPALO ALTO NETWORKS INC$1.6M0.46%8,591CommonNONE
89832Q109TFCTRUIST FINL CORP$1.5M0.44%31,023CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.5M0.42%1,655CommonNONE
904767803ULUNILEVER PLC$1.4M0.40%21,012CommonNONE
464287523SOXXISHARES TR$1.4M0.39%4,500CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.3M0.39%7,040CommonNONE
46138B103DBCINVESCO DB COMMDY INDX TRCK$1.3M0.38%58,700CommonNONE
00724F101ADBEADOBE INC$1.3M0.37%3,664CommonNONE
902973304USBUS BANCORP DEL$1.2M0.35%22,614CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.2M0.34%14,450CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.2M0.34%14,500CommonNONE
68389X105ORCLORACLE CORP$1.1M0.32%5,665CommonNONE
876030107TPRTAPESTRY INC$1.1M0.32%8,538CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.31%7,520CommonNONE
79466L302CRMSALESFORCE INC$1.1M0.31%4,008CommonNONE
254687106DISDISNEY WALT CO$1.1M0.31%9,317CommonNONE
37733W204GSKGSK PLC$1.1M0.30%21,430CommonNONE
58733R102MELIMERCADOLIBRE INC$1.0M0.30%520CommonNONE
464287333IXGISHARES TR$1.0M0.30%8,530CommonNONE
636274409NGGNATIONAL GRID PLC$991,9360.29%12,824CommonNONE
464288687PFFISHARES TR$980,8130.28%31,680CommonNONE
464286392URTHISHARES INC$973,4350.28%5,240CommonNONE
504922105LHLABCORP HOLDINGS INC$949,3300.28%3,784CommonNONE
464288810IHIISHARES TR$916,0910.27%14,740CommonNONE
372460105GPCGENUINE PARTS CO$880,0250.25%7,157CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$866,7190.25%1,520CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$855,9720.25%9,360CommonNONE
031162100AMGNAMGEN INC$837,2590.24%2,558CommonNONE
670100205NVONOVO-NORDISK A S$836,9760.24%16,450CommonNONE
17275R102CSCOCISCO SYS INC$792,3310.23%10,286CommonNONE
46434V738IEURISHARES TR$779,3600.23%10,980CommonNONE
09260D107BXBLACKSTONE INC$754,5150.22%4,895CommonNONE
780259305SHELSHELL PLC$738,4740.21%10,050CommonNONE
64110L106NFLXNETFLIX INC$721,9520.21%7,700CommonNONE
009158106APDAIR PRODS & CHEMS INC$720,5570.21%2,917CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$709,5080.21%1,565CommonNONE
02079K305GOOGLALPHABET INC$701,1200.20%2,240CommonNONE
92204A876VPUVANGUARD WORLD FD$699,4510.20%3,780CommonNONE
872590104TMUST-MOBILE US INC$696,4270.20%3,430CommonNONE
539830109LMTLOCKHEED MARTIN CORP$666,4970.19%1,378CommonNONE
036752103ELVELEVANCE HEALTH INC FORMERLY$659,3850.19%1,881CommonNONE
58933Y105MRKMERCK & CO INC$659,2430.19%6,263CommonNONE
464288711JXIISHARES TR$646,5790.19%8,221CommonNONE
464286806EWGISHARES INC$637,5000.18%15,000CommonNONE
907818108UNPUNION PAC CORP$637,2870.18%2,755CommonNONE
580135101MCDMCDONALDS CORP$585,2810.17%1,915CommonNONE
922475108VEEVVEEVA SYS INC$569,2370.16%2,550CommonNONE
681919106OMCOMNICOM GROUP INC$553,4610.16%6,854CommonNONE
337738108FISVFISERV INC$523,3890.15%7,792CommonNONE
871607107SNPSSYNOPSYS INC$497,9030.14%1,060CommonNONE
20825C104COPCONOCOPHILLIPS$497,3500.14%5,313CommonNONE
65473P105NINISOURCE INC$491,4730.14%11,769CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$446,8870.13%1,265CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$410,7260.12%7,640CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$408,6600.12%7,000CommonNONE
464288737KXIISHARES TR$387,9000.11%6,000CommonNONE
808524706SCHESCHWAB STRATEGIC TR$373,3500.11%11,400CommonNONE
97717W604DESWISDOMTREE TR$367,9500.11%11,000CommonNONE
30161N101EXCEXELON CORP$357,4380.10%8,200CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$353,1700.10%8,671CommonNONE
891160509TDTORONTO DOMINION BK ONT$353,0080.10%3,042CommonNONE
494368103KMBKIMBERLY-CLARK CORP$326,1770.09%3,233CommonNONE
651639106NEMNEWMONT CORP$319,5200.09%3,200CommonNONE
075887109BDXBECTON DICKINSON & CO$303,9140.09%1,566CommonNONE
35473P108DIVIFRANKLIN TEMPLETON ETF TR$291,2080.08%7,488CommonNONE
370334104GISGENERAL MLS INC$289,2300.08%6,220CommonNONE
882508104TXNTEXAS INSTRS INC$287,1260.08%1,655CommonNONE
842587107SOSOUTHERN CO$280,3480.08%3,215CommonNONE
46137V167RZVINVESCO EXCHANGE TRADED FD T$273,5240.08%2,300CommonNONE
064058100BKBANK NEW YORK MELLON CORP$268,1680.08%2,310CommonNONE
92204A504VHTVANGUARD WORLD FD$252,1570.07%876CommonNONE
337932107FEFIRSTENERGY CORP$241,3100.07%5,390CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$232,3320.07%8,470CommonNONE
88160R101TSLATESLA INC$220,3630.06%490CommonNONE
92206C649VTWVVANGUARD SCOTTSDALE FDS$217,8250.06%1,362CommonNONE
548661107LOWLOWES COS INC$207,3980.06%860CommonNONE
20030N101CMCSACOMCAST CORP NEW$206,9880.06%6,925CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$206,6580.06%1,335CommonNONE
28414H103ELANELANCO ANIMAL HEALTH INC$194,0300.06%8,574CommonNONE
46641Q308JPEMJ P MORGAN EXCHANGE TRADED F$185,5300.05%3,055CommonNONE
64782A107NEWPNEW PAC METALS CORP$182,4000.05%38,000CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$176,6230.05%1,006CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$175,6110.05%820CommonNONE
780087102RYROYAL BK CDA$170,8130.05%730CommonNONE
063671101BMOBANK MONTREAL QUE$165,7730.05%930CommonNONE
97717W851DXJWISDOMTREE TR$164,3420.05%1,140CommonNONE
46429B598INDAISHARES TR$159,7180.05%2,955CommonNONE
464287861IEVISHARES TR$156,7510.05%2,285CommonNONE
464286772EWYISHARES INC$143,8860.04%1,480CommonNONE
136069101CMCANADIAN IMPERIAL BANK OF CO$143,0950.04%1,150CommonNONE
25434V815DFSVDIMENSIONAL ETF TRUST$134,8490.04%4,100CommonNONE
086516101BBYBEST BUY INC$133,8600.04%2,000CommonNONE
25243Q205DEODIAGEO PLC$129,4050.04%1,500CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$128,5620.04%1,270CommonNONE
464287515IGVISHARES TR$126,8280.04%1,200CommonNONE
464287556IBBISHARES TR$124,8900.04%740CommonNONE
46434V381XTISHARES TR$118,5580.03%1,700CommonNONE
92204A405VFHVANGUARD WORLD FD$117,7380.03%882CommonNONE
922908553VNQVANGUARD INDEX FDS$112,5590.03%1,272CommonNONE
464287234EEMISHARES TR$112,1560.03%2,050CommonNONE
835699307SONYSONY GROUP CORP$102,4000.03%4,000CommonNONE
697900108PAASPAN AMERN SILVER CORP$102,3280.03%1,438CommonNONE
87807B107TRPTC ENERGY CORP$102,0330.03%1,350CommonNONE
46429B671MCHIISHARES TR$97,3130.03%1,620CommonNONE
918284100VSECVSE CORP$84,6570.02%490CommonNONE
78467X109DIASPDR DOW JONES INDL AVERAGE$84,1000.02%175CommonNONE
655844108NSCNORFOLK SOUTHN CORP$83,7290.02%290CommonNONE
49428J109KEKIMBALL ELECTRONICS INC$83,4600.02%3,000CommonNONE
82509L107SHOPSHOPIFY INC$80,4850.02%500CommonNONE
74624M102PPURE STORAGE INC$80,4120.02%1,200CommonNONE
98956P102ZBHZIMMER BIOMET HOLDINGS INC$74,6340.02%830CommonNONE
97717W315DEMWISDOMTREE TR$74,0350.02%1,585CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$72,8280.02%850CommonNONE
92189F676SMHVANECK ETF TRUST$72,0260.02%200CommonNONE
290876101EMAEMERA INC$69,6690.02%1,030CommonNONE
060505104BACBANK AMERICA CORP$68,7500.02%1,250CommonNONE
032095101APHAMPHENOL CORP NEW$67,5700.02%500CommonNONE
450913108IAGIAMGOLD CORP$66,9080.02%2,954CommonNONE
66987V109NVSNOVARTIS AG$65,4880.02%475CommonNONE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$64,2710.02%1,323CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$63,2830.02%135CommonNONE
464287598IWDISHARES TR$63,1020.02%300CommonNONE
92835K103VPGVISHAY PRECISION GROUP INC$61,6000.02%1,600CommonNONE
464288729EXIISHARES TR$60,1420.02%343CommonNONE
464287341IXCISHARES TR$59,9600.02%1,430CommonNONE
90138F102TWLOTWILIO INC$59,7410.02%420CommonNONE
461202103INTUINTUIT$59,6180.02%90CommonNONE
349553107FTSFORTIS INC$59,5860.02%835CommonNONE
56501R106MFCMANULIFE FINL CORP$59,3100.02%1,190CommonNONE
228368106CCKCROWN HLDGS INC$58,6930.02%570CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$58,5340.02%465CommonNONE
92537N108VRTVERTIV HOLDINGS CO$56,7040.02%350CommonNONE
34959E109FTNTFORTINET INC$55,5870.02%700CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$55,2370.02%650CommonNONE
344437405FONRFONAR CORP$51,9680.02%2,800CommonNONE
63886Q109NGSNATURAL GAS SVCS GROUP INC$51,7200.01%1,537CommonNONE
281020107EIXEDISON INTL$49,2160.01%820CommonNONE
Y27183600GSLGLOBAL SHIP LEASE INC NEW$49,0560.01%1,400CommonNONE
629579103NCNACCO INDS INC$49,0400.01%1,000CommonNONE
45104G104IBNICICI BANK LIMITED$47,6800.01%1,600CommonNONE
46138E297EELVINVESCO EXCH TRADED FD TR II$46,6310.01%1,700CommonNONE
136385101CNQCANADIAN NAT RES LTD$46,4900.01%1,000CommonNONE
37954Y673PAVEGLOBAL X FDS$44,9230.01%940CommonNONE
758932206RGSREGIS CORPORATION$44,4000.01%1,600CommonNONE
78468R556XOPSPDR SERIES TRUST$44,1910.01%350CommonNONE
22284P105CVLGCOVENANT LOGISTICS GROUP INC$44,0800.01%2,000CommonNONE
774515100RCKYROCKY BRANDS INC$43,9950.01%1,500CommonNONE
667746101NWPXNWPX INFRASTRUCTURE INC$43,7430.01%700CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$43,1400.01%600CommonNONE
358435105FRDFRIEDMAN INDS INC$42,9680.01%2,097CommonNONE
040413205ANETARISTA NETWORKS INC$41,9300.01%320CommonNONE
218683100CMTCORE MOLDING TECHNOLOGIES IN$40,1000.01%2,000CommonNONE
464287325IXJISHARES TR$39,6420.01%407CommonNONE
833445109SNOWSNOWFLAKE INC$39,4850.01%180CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$38,1880.01%385CommonNONE
301505707ROBOEXCHANGE TRADED CONCEPTS TRU$38,1210.01%550CommonNONE
60649T107MGMISTRAS GROUP INC$37,9500.01%3,000CommonNONE
89377M109TMDXTRANSMEDICS GROUP INC$36,4950.01%300CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$35,5500.01%200CommonNONE
Y81669106GASSSTEALTHGAS INC$35,1000.01%5,000CommonNONE
81141R100SESEA LTD$35,0820.01%275CommonNONE
172967424CCITIGROUP INC$35,0070.01%300CommonNONE
773121108RKLBROCKET LAB CORP$34,8800.01%500CommonNONE
291011104EMREMERSON ELEC CO$34,5070.01%260CommonNONE
G6891L105PANLPANGAEA LOGISTICS SOLUTION L$34,4000.01%5,000CommonNONE
75734B100RDDTREDDIT INC$33,3310.01%145CommonNONE
678026105OISOIL STS INTL INC$32,2860.01%4,769CommonNONE
64110W102NTESNETEASE INC$31,6530.01%230CommonNONE
92939U106WECWEC ENERGY GROUP INC$30,0560.01%285CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$29,3160.01%200CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$28,7940.01%200CommonNONE
23291C103BOOMDMC GLOBAL INC$28,7670.01%4,300CommonNONE
14040H105COFCAPITAL ONE FINL CORP$27,8710.01%115CommonNONE
293389102EBFENNIS INC$27,0150.01%1,500CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$26,6750.01%60CommonNONE
099406100BOOTBOOT BARN HLDGS INC$26,4710.01%150CommonNONE
07556Q881BZHBEAZER HOMES USA INC$26,3510.01%1,300CommonNONE
G6683N103NUNU HLDGS LTD$25,1100.01%1,500CommonNONE
46137V787PBEINVESCO EXCHANGE TRADED FD T$24,6450.01%300CommonNONE
03212B103AMPYAMPLIFY ENERGY CORP NEW$22,8500.01%5,000CommonNONE
500767306KWEBKRANESHARES TRUST$22,8140.01%670CommonNONE
464286780EZAISHARES INC$22,7040.01%330CommonNONE
852234103XYZBLOCK INC$22,1310.01%340CommonNONE
775109200RCIROGERS COMMUNICATIONS INC$20,9830.01%405CommonNONE
700666100PKOHPARK-OHIO HLDGS CORP$20,9400.01%1,000CommonNONE
15135U109CVECENOVUS ENERGY INC$19,7370.01%850CommonNONE
87971M103TUTELUS CORPORATION$19,7180.01%1,090CommonNONE
67077M108NTRNUTRIEN LTD$19,4860.01%230CommonNONE
37045V100GMGENERAL MTRS CO$18,7040.01%230CommonNONE
456788108INFYINFOSYS LTD$17,8200.01%1,000CommonNONE
216648501COOCOOPER COS INC$16,3920.00%200CommonNONE
98978V103ZTSZOETIS INC$16,3570.00%130CommonNONE
687793109OSCROSCAR HEALTH INC$15,8070.00%1,100CommonNONE
055622104BPBP PLC$11,8080.00%340CommonNONE
00206R102TAT&T INC$10,5570.00%425CommonNONE
828806109SPGSIMON PPTY GROUP INC NEW$10,1810.00%55CommonNONE
G7496G103RNRRENAISSANCERE HLDGS LTD$8,4350.00%30CommonNONE
58155Q103MCKMCKESSON CORP$8,2030.00%10CommonNONE
002824100ABTABBOTT LABS$7,5170.00%60CommonNONE
78464A698KRESPDR SERIES TRUST$7,1290.00%110CommonNONE
252131107DXCMDEXCOM INC$6,6370.00%100CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.