LHM, INC. — 13F Holdings & Portfolio
CIK 2009224 · latest 13F-HR filed 2026-05-14
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.
$254.0M
Long-equity book
22
Distinct positions
2026-03-31
Filed 2026-05-14
+0 / −0 / ↑6 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MICROCHIP TECHNOLOGY INCORPORATED$1.8M +33.8%
- TEXAS INSTRUMENTS INC.$1.5M +35.3%
- MARVELL TECHNOLOGY, INC.$1.4M +16.6%
- MASTERCRAFT BOAT HOLDINGS INC$483.4K +12.0%
- SECURITY NATIONAL FINL CORP$332.5K +5.1%
Top Trims
- NOVO-NORDISK A/S-$4.9M -68.7%
- WESTERN ALLIANCE BANCORP-$2.2M -23.6%
- UNIVERSAL DISPLAY CORPORATION-$1.9M -21.5%
- XPEL INC-$1.5M -15.3%
- WINNEBAGO INDUSTRIES INC-$1.2M -19.8%
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 | $108.1M | 42.55% | 336,896 | SH |
| 2 | PIMCO ETF TR | PYLD | 72201R585 | $11.5M | 4.52% | 437,693 | SH |
| 3 | BLACKROCK ETF TRUST II | BINC | 092528603 | $11.4M | 4.50% | 219,984 | SH |
| 4 | KORNIT DIGITAL LTD. | KRNT | M6372Q113 | $10.2M | 4.00% | 693,598 | SH |
| 5 | MARVELL TECHNOLOGY, INC. | MRVL | 573874104 | $9.9M | 3.89% | 99,857 | SH |
| 6 | TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | 874054109 | $9.6M | 3.79% | 48,748 | SH |
| 7 | SPDR SERIES TRUST | XBI | 78464A870 | $9.4M | 3.71% | 73,760 | SH |
| 8 | XPEL INC | XPEL | 98379L100 | $8.4M | 3.32% | 190,664 | SH |
| 9 | IPG PHOTONICS CORPORATION | IPGP | 44980X109 | $8.0M | 3.14% | 69,656 | SH |
| 10 | MICROCHIP TECHNOLOGY INCORPORATED | MCHP | 595017104 | $7.0M | 2.76% | 108,315 | SH |
| 11 | WESTERN ALLIANCE BANCORP | WAL | 957638109 | $7.0M | 2.75% | 98,675 | SH |
| 12 | UNIVERSAL DISPLAY CORPORATION | OLED | 91347P105 | $6.8M | 2.69% | 74,552 | SH |
| 13 | SECURITY NATIONAL FINL CORP | SNFCA | 814785309 | $6.8M | 2.68% | 717,508 | SH |
| 14 | KRANESHARES TRUST | KWEB | 500767306 | $6.6M | 2.59% | 231,364 | SH |
| 15 | ALPHABET INC. | GOOGL | 02079K305 | $6.5M | 2.56% | 22,630 | SH |
| 16 | TEXAS INSTRUMENTS INC. | TXN | 882508104 | $5.9M | 2.32% | 30,299 | SH |
| 17 | AMAZON.COM INC | AMZN | 023135106 | $5.6M | 2.20% | 26,807 | SH |
| 18 | WINNEBAGO INDUSTRIES INC | WGO | 974637100 | $4.8M | 1.88% | 153,707 | SH |
| 19 | MASTERCRAFT BOAT HOLDINGS INC | MCFT | 57637H103 | $4.5M | 1.77% | 219,363 | SH |
| 20 | WHIRLPOOL CORP. | WHR | 963320106 | $3.2M | 1.25% | 58,857 | SH |
| 21 | NOVO-NORDISK A/S | NVO | 670100205 | $2.3M | 0.89% | 59,930 | SH |
| 22 | SONY GROUP CORPORATION | SONY | 835699307 | $610.8K | 0.24% | 29,509 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |