LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 21
- −2 vs. Q1 2025
- Portfolio value
- $301.8M
- +$137.0K (0.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 401,138 | $122.3M | 40.5% | −13,413−3.2% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 534,508 | $28.2M | 9.4% | −663,362−55.4% | Reduced | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 600,189 | $15.9M | 5.3% | +487,688+433.5% | Added | – |
| KRNTKornit Digital Ltd. | SHS | 634,075 | $12.6M | 4.2% | +101,530+19.1% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 142,966 | $11.9M | 3.9% | −856−0.6% | Reduced | – |
| COHRCoherent Corp. | COM | 123,479 | $11.0M | 3.6% | +23,135+23.1% | Added | History |
| NVONovo Nordisk A S | ADR | 141,487 | $9.77M | 3.2% | +3,036+2.2% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 40,064 | $9.73M | 3.2% | +12,031+42.9% | Added | History |
| OLEDUniversal Display Corp | COM | 55,788 | $8.62M | 2.9% | +55,788 | New | History |
| CMAComerica Inc | COM | 129,898 | $7.84M | 2.6% | 00.0% | Unchanged | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 226,630 | $7.78M | 2.6% | +897+0.4% | Added | – |
| WALWestern Alliance Bancorporation | COM | 98,783 | $7.70M | 2.6% | 00.0% | Unchanged | History |
| MRVLMarvell Technology, Inc. | COM | 97,215 | $7.52M | 2.5% | +97,215 | New | History |
| SNFCASecurity National Financial Corp | CL A NEW | 738,117 | $7.27M | 2.4% | −43,052−5.5% | Reduced | History |
| XPELXPEL, Inc. | COM | 200,576 | $7.20M | 2.4% | +35,065+21.2% | Added | History |
| IPGPIpg Photonics Corp | COM | 95,822 | $6.58M | 2.2% | +14,862+18.4% | Added | History |
| WHRWhirlpool Corp | Stock | 52,022 | $5.28M | 1.7% | +9,422+22.1% | Added | History |
| WGOWinnebago Industries Inc | COM | 169,937 | $4.93M | 1.6% | +42,755+33.6% | Added | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 188,880 | $3.51M | 1.2% | +11,474+6.5% | Added | History |
| ACHAccendra Health Inc | Stock | 368,988 | $3.36M | 1.1% | +76,046+26.0% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 106,899 | $2.78M | 0.9% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (4)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 91,341 | $7.95M | 2.6% | History |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 151,300 | $7.59M | 2.5% | – |
| CIENCiena Corp | COM NEW | 42,386 | $2.56M | 0.8% | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,594 | $765.1K | 0.3% | History |