LHM, INC.
13F Reported Value
ⓘ$254.0M
Holdings
22
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LHM, INC. disclosed 22 positions worth $254.0M in its Form 13F-HR for Q1 2026. The portfolio is most concentrated in Other (57.9% of disclosed assets). All figures are sourced directly from LHM, INC.’s Form 13F-HR filing with the SEC under CIK 2009224.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
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VANGUARD INDEX FDS
—Quality
$108.1M336,896 shPIMCO ETF TR
—Quality
$11.5M437,693 shBLACKROCK ETF TRUST II
—Quality
$11.4M219,984 sh- —
Quality
$10.2M693,598 sh - 77.3
Quality
$9.9M99,857 sh - 47.2
Quality
$9.6M48,748 sh SPDR SERIES TRUST
—Quality
$9.4M73,760 sh- 65.3
Quality
$8.4M190,664 sh - 34.9
Quality
$8.0M69,656 sh - 40.0
Quality
$7.0M108,315 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $108.1M | 336,896 |
| PIMCO ETF TR | — | $11.5M | 437,693 |
| BLACKROCK ETF TRUST II | — | $11.4M | 219,984 |
 Kornit Digital Ltd.$KRNT | — | $10.2M | 693,598 |
 Marvell Technology, Inc.$MRVL | 77.3 | $9.9M | 99,857 |
 TAKE TWO INTERACTIVE SOFTWARE INC$TTWO | 47.2 | $9.6M | 48,748 |
| SPDR SERIES TRUST | — | $9.4M | 73,760 |
 XPEL, Inc.$XPEL | 65.3 | $8.4M | 190,664 |
 IPG PHOTONICS CORP$IPGP | 34.9 | $8.0M | 69,656 |
 MICROCHIP TECHNOLOGY INC$MCHP | 40.0 | $7.0M | 108,315 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LHM, INC.'s 22 positions.
Showing top 10 of 22 holdings.
Sector Allocation
Other
$147.0M
Technology
$57.5M
Industrials
$27.9M
Financials
$13.8M
Consumer Discretionary
$5.6M
Healthcare
$2.3M
Full Holdings — LHM, INC. (Q1 2026)
All 22 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $108.1M | 42.5% | -0% | — |
| 2 | — | PIMCO ETF TR | $11.5M | 4.5% | -4% | — |
| 3 | — | BLACKROCK ETF TRUST II | $11.4M | 4.5% | -4% | — |
| 4 | $KRNT | Kornit Digital Ltd. | $10.2M | 4.0% | +0% | — |
| 5 | $MRVL | Marvell Technology, Inc. | $9.9M | 3.9% | +0% | 77.3 |
| 6 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $9.6M | 3.8% | +21% | 47.2 |
| 7 | — | SPDR SERIES TRUST | $9.4M | 3.7% | -12% | — |
| 8 | $XPEL | XPEL, Inc. | $8.4M | 3.3% | -4% | 65.3 |
| 9 | $IPGP | IPG PHOTONICS CORP | $8.0M | 3.1% | -36% | 34.9 |
| 10 | $MCHP | MICROCHIP TECHNOLOGY INC | $7.0M | 2.8% | +32% | 40 |
| 11 |  $WAL | WESTERN ALLIANCE BANCORPORATION | $7.0M | 2.8% | -9% | 56.1 |
| 12 |  $OLED | UNIVERSAL DISPLAY CORP \PA\ | $6.8M | 2.7% | +0% | 64.7 |
| 13 |  $SNFCA | SECURITY NATIONAL FINANCIAL CORP | $6.8M | 2.7% | -0% | 50.4 |
| 14 | — | KRANESHARES TRUST | $6.6M | 2.6% | +17% | — |
| 15 |  $GOOG | Alphabet Inc. | $6.5M | 2.6% | +0% | 80.2 |
| 16 |  $TXN | TEXAS INSTRUMENTS INC | $5.9M | 2.3% | +21% | 70.4 |
| 17 |  $AMZN | AMAZON COM INC | $5.6M | 2.2% | +16% | 74.6 |
| 18 |  $WGO | WINNEBAGO INDUSTRIES INC | $4.8M | 1.9% | +5% | 46.6 |
| 19 |  $MCFT | MasterCraft Boat Holdings, Inc. | $4.5M | 1.8% | +3% | 32.6 |
| 20 |  $WHR | WHIRLPOOL CORP /DE/ | $3.2M | 1.3% | +13% | 40.6 |
| 21 |  $NVO | NOVO NORDISK A S | $2.3M | 0.9% | -58% | — |
| 22 |  $SONY | Sony Group Corp | $610,836 | 0.2% | +0% | — |
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