LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 22
- 0 vs. Q3 2025
- Portfolio value
- $268.8M
- −$33.5M (−11.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 337,826 | $113.3M | 42.1% | −52,821−13.5% | Reduced | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 454,493 | $12.1M | 4.5% | −150,696−24.9% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 228,434 | $12.1M | 4.5% | −208,074−47.7% | Reduced | – |
| TTWOTake Two Interactive Software Inc | COM | 40,217 | $10.3M | 3.8% | −865−2.1% | Reduced | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 83,738 | $10.2M | 3.8% | −35,802−29.9% | Reduced | – |
| KRNTKornit Digital Ltd. | SHS | 693,598 | $9.97M | 3.7% | +7,648+1.1% | Added | History |
| XPELXPEL, Inc. | COM | 199,505 | $9.96M | 3.7% | −54,608−21.5% | Reduced | History |
| WALWestern Alliance Bancorporation | COM | 108,880 | $9.15M | 3.4% | −7,452−6.4% | Reduced | History |
| OLEDUniversal Display Corp | COM | 74,552 | $8.71M | 3.2% | +1,510+2.1% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 99,857 | $8.49M | 3.2% | −8,515−7.9% | Reduced | History |
| IPGPIpg Photonics Corp | COM | 108,085 | $7.74M | 2.9% | −11,255−9.4% | Reduced | History |
| NVONovo Nordisk A S | ADR | 141,487 | $7.20M | 2.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 22,630 | $7.08M | 2.6% | +22,630 | New | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 197,414 | $6.72M | 2.5% | −29,216−12.9% | Reduced | – |
| SNFCASecurity National Financial Corp | CL A NEW | 718,033 | $6.47M | 2.4% | −11,717−1.6% | Reduced | History |
| WGOWinnebago Industries Inc | COM | 146,629 | $5.94M | 2.2% | −23,308−13.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 23,026 | $5.31M | 2.0% | +23,026 | New | History |
| MCHPMicrochip Technology Inc | Stock | 82,086 | $5.23M | 1.9% | +82,086 | New | History |
| TXNTexas Instruments Inc | Stock | 25,062 | $4.35M | 1.6% | +6,059+31.9% | Added | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 212,361 | $4.02M | 1.5% | +10,550+5.2% | Added | History |
| WHRWhirlpool Corp | Stock | 52,022 | $3.75M | 1.4% | 00.0% | Unchanged | History |
| SONYSony Group Corp | SPONSORED ADR | 29,509 | $755.4K | 0.3% | −10,676−26.6% | Reduced | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.