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LHM, Inc.

SEC CIK
0002009224
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
24
+2 vs. Q1 2026
Portfolio value
$293.1M
+$39.1M (+15.4%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of LHM, Inc. in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF339,336$125.6M42.8%+2,440+0.7%Added–
MRVLMarvell Technology, Inc.COM44,680$13.3M4.5%−55,177−55.3%ReducedHistory
KRNTKornit Digital Ltd.SHS719,321$11.7M4.0%+25,723+3.7%AddedHistory
TTWOTake Two Interactive Software IncCOM45,385$11.3M3.9%−3,363−6.9%ReducedHistory
PIMCO ETF Tr72201R585MULTISECTOR BD412,593$10.9M3.7%−25,100−5.7%Reduced–
iShares Flexible Income Active ETF092528603ETF207,384$10.9M3.7%−12,600−5.7%Reduced–
XPELXPEL, Inc.COM203,010$10.1M3.4%+12,346+6.5%AddedHistory
IPGPIpg Photonics CorpCOM85,699$10.1M3.4%+16,043+23.0%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF58,514$9.26M3.2%−15,246−20.7%Reduced–
TXNTexas Instruments IncStock30,665$9.14M3.1%+366+1.2%AddedHistory
GOOGLAlphabet Inc.Stock25,522$9.12M3.1%+2,892+12.8%AddedHistory
MCHPMicrochip Technology IncStock91,665$8.36M2.9%−16,650−15.4%ReducedHistory
AMZNAmazon Com IncStock27,692$6.60M2.3%+885+3.3%AddedHistory
OLEDUniversal Display CorpCOM74,552$6.46M2.2%00.0%UnchangedHistory
ALABAstera Labs, Inc.Stock13,274$6.41M2.2%+13,274NewHistory
WALWestern Alliance BancorporationCOM77,910$6.40M2.2%−20,765−21.0%ReducedHistory
MCFTMasterCraft Boat Holdings, Inc.COM219,363$5.66M1.9%00.0%UnchangedHistory
Kraneshares Trust500767306CSI CHI INTERNET231,364$5.66M1.9%00.0%Unchanged–
SNFCASecurity National Financial CorpCL A NEW601,188$5.55M1.9%−116,320−16.2%ReducedHistory
WGOWinnebago Industries IncCOM153,707$4.80M1.6%00.0%UnchangedHistory
WHRWhirlpool CorpStock58,857$2.32M0.8%00.0%UnchangedHistory
SONYSony Group CorpSPONSORED ADR69,231$1.39M0.5%+39,722+134.6%AddedHistory
NVONovo Nordisk A SADR25,105$1.20M0.4%−34,825−58.1%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,959$935.6K0.3%+1,959NewHistory