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LHM, INC.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2009224
Institutional-grade research for retail investors

Sector Allocation

  • Other55.4%$162.3M
  • Technology26.9%$78.8M
  • Industrials11.0%$32.2M
  • Financials4.1%$12.0M
  • Consumer Discretionary2.3%$6.6M
  • Healthcare0.4%$1.2M

AUM History

13fpro.ai/research/fund/lhm-inc-2009224

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lhm-inc-2009224

LHM, INC. 13F holdings — Q2 2026

$293.1M portfolio (+15.4% QoQ) · 24 holdings · Q2 2026 13F · top 10 are 76% of the stock portfolio

All holdings — LHM, INC. (Q2 2026)

24 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GOOGL$GOOGLAlphabet Inc.$9.1M+13%
MCHP$MCHPMICROCHIP TECHNOLOGY INC$8.4M-15%
AMZN$AMZNAMAZON COM INC$6.6M+3%
OLED$OLEDUNIVERSAL DISPLAY CORP \PA\$6.5M—
ALAB$ALABAstera Labs, Inc.$6.4MNew
WAL$WALWESTERN ALLIANCE BANCORPORATION$6.4M-21%
MCFT$MCFTMasterCraft Boat Holdings, Inc.$5.7M—
— KRANESHARES TRUST - CSI CHI INTERNET$5.7M—
SNFCA$SNFCASECURITY NATIONAL FINANCIAL CORP$5.5M-16%
WGO$WGOWINNEBAGO INDUSTRIES INC$4.8M—
WHR$WHRWHIRLPOOL CORP /DE/$2.3M—
SONY$SONYSony Group Corpadr$1.4M+135%
NVO$NVONOVO NORDISK A Sadr$1.2M-58%
TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr$936KNew

What changed in Q2 2026

Against the previous quarter's 13F: 2 new, 8 added to, 9 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

  • ALAB$ALABAstera Labs, Inc.$6.4M

    first bought this quarter

  • TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$936K

    first bought this quarter

Added to (8)

  • IPGP$IPGPIPG PHOTONICS CORP+23%

    now $10.1M · held 4+ qtrs

  • GOOGL$GOOGLAlphabet Inc.+13%

    now $9.1M · held 3 qtrs

  • VANGUARD INDEX FDS - TOTAL STK MKT+0.7%

    now $125.6M

  • SONY$SONYSony Group Corp+135%

    now $1.4M · held 4+ qtrs

  • XPEL$XPELXPEL, Inc.+6%

    now $10.1M · held 4+ qtrs

  • KRNT$KRNTKornit Digital Ltd.+4%

    now $11.7M · held 4+ qtrs

+2 more in the Excel export

Trimmed (9)

  • MRVL$MRVLMarvell Technology, Inc.-55%

    now $13.3M · held 4+ qtrs

  • SPDR SERIES TRUST - STATE STREET SPD-21%

    now $9.3M

  • WAL$WALWESTERN ALLIANCE BANCORPORATION-21%

    now $6.4M · held 4+ qtrs, 3 trims in a row

  • NVO$NVONOVO NORDISK A S-58%

    now $1.2M · held 4+ qtrs, 2 trims in a row

  • MCHP$MCHPMICROCHIP TECHNOLOGY INC-15%

    now $8.4M · held 3 qtrs

  • SNFCA$SNFCASECURITY NATIONAL FINANCIAL CORP-16%

    now $5.5M · held 4+ qtrs

+3 more in the Excel export

Sold out (0)

No positions sold out this quarter.

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Holdings by quarter

Every 13F LHM, INC. has filed, 10 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Aug 12, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of LHM's top 20 holdings: 62/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-5.0%

Value-weighted move of the 10 largest stock positions

Turnover

5%

Last quarter

Top 10 weight

76%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

76%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

LHM, INC. disclosed 24 positions worth $293.1M in its Form 13F-HR for Q2 2026, followed by $MRVL and $KRNT. During the quarter the fund opened 2 new positions and exited 0 — including a new stake in $ALAB. The portfolio is most concentrated in Other (55.4% of disclosed assets). All figures are sourced directly from LHM, INC.’s Form 13F-HR filing with the SEC under CIK 2009224.

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Rafferty Asset Management, LLC$43.92B 13F book · 4 shared top holdingsMRVLTXNALABMCHPVAN ECK ASSOCIATES CORP$164.10B 13F book · 4 shared top holdingsMRVLTXNALABMCHPSORA INVESTORS LLC$1.30B 13F book · 3 shared top holdingsOLEDTTWOMCHPE Fund Management Co., Ltd.$4.46B 13F book · 3 shared top holdingsMRVLALABTXNProem Advisors LLC$1.87B 13F book · 3 shared top holdingsTXNMRVLMCHPDISCIPLINED GROWTH INVESTORS INC /MN$5.91B 13F book · 4 shared top holdingsTTWOIPGPKRNTMCHP

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AI-Powered Hedge Fund Analysis: LHM, INC.

13F Pro is an AI hedge fund tracker and stock research platform. For LHM, INC. (SEC CIK: 2009224), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LHM, INC.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.