LHM, INC.
- SEC CIK
- 0002009224
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 12, 2026.SEC
- Positions
- 24
- +2 vs. Q1 2026
- Total value
- $293.11M
- +$39.13M (+15.4%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 339,336 | $125.57M | 42.84% | +2,440+0.7% | Added | – |
| MRVLMARVELL TECHNOLOGY INC | COM | 44,680 | $13.31M | 4.54% | −55,177−55.3% | Reduced | View |
| KRNTKORNIT DIGITAL LTD | SHS | 719,321 | $11.69M | 3.99% | +25,723+3.7% | Added | View |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | COM | 45,385 | $11.35M | 3.87% | −3,363−6.9% | Reduced | View |
| PIMCO ETF TR72201R585 | MULTISECTOR BD | 412,593 | $10.94M | 3.73% | −25,100−5.7% | Reduced | – |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 207,384 | $10.85M | 3.70% | −12,600−5.7% | Reduced | – |
| XPELXPEL INC | COM | 203,010 | $10.07M | 3.44% | +12,346+6.5% | Added | View |
| IPGPIPG PHOTONICS CORP | COM | 85,699 | $10.05M | 3.43% | +16,043+23.0% | Added | View |
| STATE STREET SPDR S&P BIOTECH ETF78464A870 | ETF | 58,514 | $9.26M | 3.16% | −15,246−20.7% | Reduced | – |
| TXNTEXAS INSTRS INC COM | Stock | 30,665 | $9.14M | 3.12% | +366+1.2% | Added | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 25,522 | $9.12M | 3.11% | +2,892+12.8% | Added | View |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 91,665 | $8.36M | 2.85% | −16,650−15.4% | Reduced | View |
| AMZNAMAZON COM INC COM | Stock | 27,692 | $6.6M | 2.25% | +885+3.3% | Added | View |
| OLEDUNIVERSAL DISPLAY CORP | COM | 74,552 | $6.46M | 2.20% | 00.0% | Unchanged | View |
| ALABASTERA LABS INC COM | Stock | 13,274 | $6.41M | 2.19% | +13,274 | New | View |
| WALWESTERN ALLIANCE BANCORP | COM | 77,910 | $6.4M | 2.18% | −20,765−21.0% | Reduced | View |
| MCFTMASTERCRAFT BOAT HLDGS INC | COM | 219,363 | $5.66M | 1.93% | 00.0% | Unchanged | View |
| KRANESHARES TRUST500767306 | CSI CHI INTERNET | 231,364 | $5.66M | 1.93% | 00.0% | Unchanged | – |
| SNFCASECURITY NATL FINL CORP | CL A NEW | 601,188 | $5.55M | 1.89% | −116,320−16.2% | Reduced | View |
| WGOWINNEBAGO INDS INC | COM | 153,707 | $4.8M | 1.64% | 00.0% | Unchanged | View |
| WHRWHIRLPOOL CORP COM | Stock | 58,857 | $2.32M | 0.79% | 00.0% | Unchanged | View |
| SONYSONY GROUP CORP | SPONSORED ADR | 69,231 | $1.39M | 0.47% | +39,722+134.6% | Added | View |
| NVONOVO-NORDISK A S ADR | ADR | 25,105 | $1.2M | 0.41% | −34,825−58.1% | Reduced | View |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 1,959 | $935.56K | 0.32% | +1,959 | New | View |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 12, 2026 | 24 | $293.11M | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 22 | $253.98M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 10, 2026 | 22 | $268.8M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 13, 2025 | 22 | $302.33M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 14, 2025 | 21 | $301.82M | vs. Q1 2025 | SEC |
| Q1 2025 | May 13, 2025 | 23 | $301.68M | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 6, 2025 | 22 | $314.25M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 8, 2024 | 19 | $317.8M | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 22, 2024Amended | 16 | $236.97M | vs. Q1 2024 | SEC |
| Q1 2024 | Aug 12, 2024Amended | 15 | $141.58M | vs. Q4 2023 | SECSEC |
| Q4 2023 | Aug 12, 2024Amended | 8 | $120.62M | – | SECSEC |