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.
- Positions
- 24
- +2 vs. Q1 2026
- Portfolio value
- $293.1M
- +$39.1M (+15.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,959 | $935.6K | 0.3% | +1,959 | New | History |
| NVONovo Nordisk A S | ADR | 25,105 | $1.20M | 0.4% | −34,825−58.1% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 69,231 | $1.39M | 0.5% | +39,722+134.6% | Added | History |
| WHRWhirlpool Corp | Stock | 58,857 | $2.32M | 0.8% | 00.0% | Unchanged | History |
| WGOWinnebago Industries Inc | COM | 153,707 | $4.80M | 1.6% | 00.0% | Unchanged | History |
| SNFCASecurity National Financial Corp | CL A NEW | 601,188 | $5.55M | 1.9% | −116,320−16.2% | Reduced | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 231,364 | $5.66M | 1.9% | 00.0% | Unchanged | – |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 219,363 | $5.66M | 1.9% | 00.0% | Unchanged | History |
| WALWestern Alliance Bancorporation | COM | 77,910 | $6.40M | 2.2% | −20,765−21.0% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 13,274 | $6.41M | 2.2% | +13,274 | New | History |
| OLEDUniversal Display Corp | COM | 74,552 | $6.46M | 2.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 27,692 | $6.60M | 2.3% | +885+3.3% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 91,665 | $8.36M | 2.9% | −16,650−15.4% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 25,522 | $9.12M | 3.1% | +2,892+12.8% | Added | History |
| TXNTexas Instruments Inc | Stock | 30,665 | $9.14M | 3.1% | +366+1.2% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 58,514 | $9.26M | 3.2% | −15,246−20.7% | Reduced | – |
| IPGPIpg Photonics Corp | COM | 85,699 | $10.1M | 3.4% | +16,043+23.0% | Added | History |
| XPELXPEL, Inc. | COM | 203,010 | $10.1M | 3.4% | +12,346+6.5% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 207,384 | $10.9M | 3.7% | −12,600−5.7% | Reduced | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 412,593 | $10.9M | 3.7% | −25,100−5.7% | Reduced | – |
| TTWOTake Two Interactive Software Inc | COM | 45,385 | $11.3M | 3.9% | −3,363−6.9% | Reduced | History |
| KRNTKornit Digital Ltd. | SHS | 719,321 | $11.7M | 4.0% | +25,723+3.7% | Added | History |
| MRVLMarvell Technology, Inc. | COM | 44,680 | $13.3M | 4.5% | −55,177−55.3% | Reduced | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 339,336 | $125.6M | 42.8% | +2,440+0.7% | Added | – |