LHM, INC. — 13F Holdings & Portfolio
CIK 2009224 · latest 13F-HR filed 2026-08-12
LHM, INC. manages $293.1M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (42.84%), MRVL (4.54%), KRNT (3.99%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 12, and trimmed 6.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
STE 900
SANDY, UT 84070
$293.1M
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-08-12
+2 / −0 / ↑12 / ↓6
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$17.5M +16.2%
- MARVELL TECHNOLOGY, INC.$3.4M +34.6%
- TEXAS INSTRUMENTS INC.$3.3M +55.4%
- ALPHABET INC.$2.6M +40.2%
- IPG PHOTONICS CORPORATION$2.1M +26.0%
Top Trims
- SECURITY NATIONAL FINL CORP-$1.3M -18.4%
- NOVO-NORDISK A/S-$1.1M -46.6%
- KRANESHARES TRUST-$916.2K -13.9%
- WHIRLPOOL CORP.-$853.4K -26.9%
- WESTERN ALLIANCE BANCORP-$586.9K -8.4%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VTI | 922908769 | $125.6M | 42.84% | 339,336 | SH |
| 2 | MARVELL TECHNOLOGY, INC. | MRVL | 573874104 | $13.3M | 4.54% | 44,680 | SH |
| 3 | KORNIT DIGITAL LTD. | KRNT | M6372Q113 | $11.7M | 3.99% | 719,321 | SH |
| 4 | TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | 874054109 | $11.3M | 3.87% | 45,385 | SH |
| 5 | PIMCO ETF TR | PYLD | 72201R585 | $10.9M | 3.73% | 412,593 | SH |
| 6 | BLACKROCK ETF TRUST II | BINC | 092528603 | $10.9M | 3.70% | 207,384 | SH |
| 7 | XPEL INC | XPEL | 98379L100 | $10.1M | 3.44% | 203,010 | SH |
| 8 | IPG PHOTONICS CORPORATION | IPGP | 44980X109 | $10.1M | 3.43% | 85,699 | SH |
| 9 | SPDR SERIES TRUST | XBI | 78464A870 | $9.3M | 3.16% | 58,514 | SH |
| 10 | TEXAS INSTRUMENTS INC. | TXN | 882508104 | $9.1M | 3.12% | 30,665 | SH |
| 11 | ALPHABET INC. | GOOGL | 02079K305 | $9.1M | 3.11% | 25,522 | SH |
| 12 | MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | $8.4M | 2.85% | 91,665 | SH |
| 13 | AMAZON.COM INC | AMZN | 023135106 | $6.6M | 2.25% | 27,692 | SH |
| 14 | UNIVERSAL DISPLAY CORPORATION | OLED | 91347P105 | $6.5M | 2.20% | 74,552 | SH |
| 15 | ASTERA LABS INC | ALAB | 04626A103 | $6.4M | 2.19% | 13,274 | SH |
| 16 | WESTERN ALLIANCE BANCORP | WAL | 957638109 | $6.4M | 2.18% | 77,910 | SH |
| 17 | MASTERCRAFT BOAT HOLDINGS INC | MCFT | 57637H103 | $5.7M | 1.93% | 219,363 | SH |
| 18 | KRANESHARES TRUST | KWEB | 500767306 | $5.7M | 1.93% | 231,364 | SH |
| 19 | SECURITY NATIONAL FINL CORP | SNFCA | 814785309 | $5.5M | 1.89% | 601,188 | SH |
| 20 | WINNEBAGO INDUSTRIES INC | WGO | 974637100 | $4.8M | 1.64% | 153,707 | SH |
| 21 | WHIRLPOOL CORP. | WHR | 963320106 | $2.3M | 0.79% | 58,857 | SH |
| 22 | SONY GROUP CORPORATION | SONY | 835699307 | $1.4M | 0.47% | 69,231 | SH |
| 23 | NOVO-NORDISK A/S | NVO | 670100205 | $1.2M | 0.41% | 25,105 | SH |
| 24 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $935.6K | 0.32% | 1,959 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $293.1M | 24 | 0001213900-26-088051 |
| 2026-03-31 | 2026-05-14 | $254.0M | 22 | 0001213900-26-056183 |
| 2025-12-31 | 2026-02-10 | $268.8M | 22 | 0001213900-26-013899 |
| 2025-09-30 | 2025-11-13 | $302.3M | 22 | 0001213900-25-109823 |