LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 13, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 23
- +1 vs. Q4 2024
- Portfolio value
- $301.7M
- −$12.6M (−4.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 414,551 | $113.9M | 37.8% | −7,213−1.7% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 1,197,870 | $62.7M | 20.8% | +194,900+19.4% | Added | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 143,822 | $11.7M | 3.9% | +19,834+16.0% | Added | – |
| KRNTKornit Digital Ltd. | SHS | 532,545 | $10.2M | 3.4% | +78,581+17.3% | Added | History |
| NVONovo Nordisk A S | ADR | 138,451 | $9.73M | 3.2% | +138,451 | New | History |
| SNFCASecurity National Financial Corp | CL A NEW | 781,169 | $9.45M | 3.1% | −82,490−9.6% | Reduced | History |
| MUMicron Technology Inc | Stock | 91,341 | $7.95M | 2.6% | −9,824−9.7% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 225,733 | $7.88M | 2.6% | +29,586+15.1% | Added | – |
| CMAComerica Inc | COM | 129,898 | $7.76M | 2.6% | −5,354−4.0% | Reduced | History |
| WALWestern Alliance Bancorporation | COM | 98,783 | $7.59M | 2.5% | 00.0% | Unchanged | History |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 151,300 | $7.59M | 2.5% | −23,135−13.3% | Reduced | – |
| COHRCoherent Corp. | COM | 100,344 | $6.52M | 2.2% | +7,872+8.5% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 28,033 | $5.81M | 1.9% | +28,033 | New | History |
| IPGPIpg Photonics Corp | COM | 80,960 | $5.11M | 1.7% | +22,191+37.8% | Added | History |
| XPELXPEL, Inc. | COM | 165,511 | $4.86M | 1.6% | +43,158+35.3% | Added | History |
| WGOWinnebago Industries Inc | COM | 127,182 | $4.38M | 1.5% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 42,600 | $3.84M | 1.3% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 177,406 | $3.05M | 1.0% | +91,616+106.8% | Added | History |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 112,501 | $2.96M | 1.0% | 00.0% | Unchanged | – |
| SONYSony Group Corp | SPONSORED ADR | 106,899 | $2.71M | 0.9% | +106,899 | New | History |
| ACHAccendra Health Inc | Stock | 292,942 | $2.65M | 0.9% | +117,150+66.6% | Added | History |
| CIENCiena Corp | COM NEW | 42,386 | $2.56M | 0.8% | −27,759−39.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,594 | $765.1K | 0.3% | −2,528−35.5% | Reduced | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.