LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 22
- +1 vs. Q2 2025
- Portfolio value
- $302.3M
- +$510.3K (+0.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SONYSony Group Corp | SPONSORED ADR | 40,185 | $1.16M | 0.4% | −66,714−62.4% | Reduced | History |
| ACHAccendra Health Inc | Stock | 495,832 | $2.38M | 0.8% | +126,844+34.4% | Added | History |
| TXNTexas Instruments Inc | Stock | 19,003 | $3.49M | 1.2% | +19,003 | New | History |
| WHRWhirlpool Corp | Stock | 52,022 | $4.09M | 1.4% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 201,811 | $4.33M | 1.4% | +12,931+6.8% | Added | History |
| COHRCoherent Corp. | COM | 43,884 | $4.73M | 1.6% | −79,595−64.5% | Reduced | History |
| CMAComerica Inc | COM | 77,099 | $5.34M | 1.8% | −52,799−40.6% | Reduced | History |
| WGOWinnebago Industries Inc | COM | 169,937 | $5.68M | 1.9% | 00.0% | Unchanged | History |
| SNFCASecurity National Financial Corp | CL A NEW | 729,750 | $6.33M | 2.1% | −8,367−1.1% | Reduced | History |
| NVONovo Nordisk A S | ADR | 141,487 | $7.85M | 2.6% | 00.0% | Unchanged | History |
| XPELXPEL, Inc. | COM | 254,113 | $8.40M | 2.8% | +53,537+26.7% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 108,372 | $9.11M | 3.0% | +11,157+11.5% | Added | History |
| KRNTKornit Digital Ltd. | SHS | 685,950 | $9.26M | 3.1% | +51,875+8.2% | Added | History |
| IPGPIpg Photonics Corp | COM | 119,340 | $9.45M | 3.1% | +23,518+24.5% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 226,630 | $9.52M | 3.1% | 00.0% | Unchanged | – |
| WALWestern Alliance Bancorporation | COM | 116,332 | $10.1M | 3.3% | +17,549+17.8% | Added | History |
| OLEDUniversal Display Corp | COM | 73,042 | $10.5M | 3.5% | +17,254+30.9% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 41,082 | $10.6M | 3.5% | +1,018+2.5% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 119,540 | $12.0M | 4.0% | −23,426−16.4% | Reduced | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 605,189 | $16.2M | 5.4% | +5,000+0.8% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 436,508 | $23.2M | 7.7% | −98,000−18.3% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 390,647 | $128.6M | 42.5% | −10,491−2.6% | Reduced | – |