LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, PYLD, BINC, TTWO, XBI, and represent 58.76% of LHM's stock portfolio.
- Added to shares of these 7 stocks: GOOGL (+$7.1M), AMZN (+$5.3M), MCHP (+$5.2M), TXN, MCFT, OLED, KRNT.
- Started 3 new stock positions in MCHP, GOOGL, AMZN.
- Reduced shares in these 10 stocks: VTI (-$18M), BINC (-$11M), Comerica Incorporated (-$5.3M), COHR, XBI, PYLD, XPEL, ACH, KWEB, WGO.
- Sold out of its positions in COHR, Comerica Incorporated, ACH.
- LHM was a net seller of stock by $-38M.
- LHM has $269M in assets under management (AUM), dropping by -11.09%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.1 | $113M | -13% | 338k | 335.27 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 4.5 | $12M | -24% | 455k | 26.68 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 4.5 | $12M | -47% | 228k | 52.77 |
|
| Take-Two Interactive Software (TTWO) | 3.8 | $10M | -2% | 40k | 256.03 |
|
| Spdr Series Trust State Street Spd (XBI) | 3.8 | $10M | -29% | 84k | 121.93 |
|
| Kornit Digital SHS (KRNT) | 3.7 | $10M | 694k | 14.38 |
|
|
| Xpel (XPEL) | 3.7 | $10M | -21% | 200k | 49.91 |
|
| Western Alliance Bancorporation (WAL) | 3.4 | $9.2M | -6% | 109k | 84.07 |
|
| Universal Display Corporation (OLED) | 3.2 | $8.7M | +2% | 75k | 116.78 |
|
| Marvell Technology (MRVL) | 3.2 | $8.5M | -7% | 100k | 84.98 |
|
| IPG Photonics Corporation (IPGP) | 2.9 | $7.7M | -9% | 108k | 71.60 |
|
| Novo-nordisk A S Adr (NVO) | 2.7 | $7.2M | 142k | 50.88 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $7.1M | NEW | 23k | 313.00 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.5 | $6.7M | -12% | 197k | 34.05 |
|
| Security Natl Finl Corp Cl A New (SNFCA) | 2.4 | $6.5M | 718k | 9.01 |
|
|
| Winnebago Industries (WGO) | 2.2 | $5.9M | -13% | 147k | 40.52 |
|
| Amazon (AMZN) | 2.0 | $5.3M | NEW | 23k | 230.82 |
|
| Microchip Technology (MCHP) | 1.9 | $5.2M | NEW | 82k | 63.72 |
|
| Texas Instruments Incorporated (TXN) | 1.6 | $4.3M | +31% | 25k | 173.49 |
|
| Mastercraft Boat Holdings (MCFT) | 1.5 | $4.0M | +5% | 212k | 18.91 |
|
| Whirlpool Corporation (WHR) | 1.4 | $3.8M | 52k | 72.14 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.3 | $755k | -26% | 30k | 25.60 |
|
Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- LHM 2025 Q4 filed Feb. 10, 2026
- LHM 2025 Q3 filed Nov. 13, 2025
- LHM 2025 Q2 filed Aug. 14, 2025
- LHM 2025 Q1 filed May 13, 2025
- LHM 2024 Q4 filed Feb. 6, 2025
- LHM 2024 Q3 filed Nov. 8, 2024
- LHM 2024 Q2 restated filed Aug. 22, 2024
- LHM 2023 Q4 amended filed Aug. 12, 2024
- LHM 2024 Q1 amended filed Aug. 12, 2024
- LHM 2024 Q2 filed Aug. 12, 2024
- LHM 2024 Q1 filed April 24, 2024
- LHM 2023 Q4 filed Feb. 2, 2024