LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BINC, PYLD, XBI, TTWO, and represent 63.05% of LHM's stock portfolio.
- Added to shares of these 10 stocks: TXN, OLED, IPGP, XPEL, WAL, MRVL, KRNT, OMI, MCFT, TTWO.
- Started 1 new stock position in TXN.
- Reduced shares in these 7 stocks: COHR (-$8.6M), BINC (-$5.2M), CMA, VTI, XBI, SONY, SNFCA.
- LHM was a net seller of stock by $-11M.
- LHM has $302M in assets under management (AUM), dropping by 0.17%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.5 | $129M | -2% | 391k | 329.08 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 7.7 | $23M | -18% | 437k | 53.24 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 5.4 | $16M | 605k | 26.84 |
|
|
| Spdr Series Trust S&p Biotech (XBI) | 4.0 | $12M | -16% | 120k | 100.20 |
|
| Take-Two Interactive Software (TTWO) | 3.5 | $11M | +2% | 41k | 258.36 |
|
| Universal Display Corporation (OLED) | 3.5 | $11M | +30% | 73k | 143.63 |
|
| Western Alliance Bancorporation (WAL) | 3.3 | $10M | +17% | 116k | 86.72 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 3.1 | $9.5M | 227k | 42.01 |
|
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| IPG Photonics Corporation (IPGP) | 3.1 | $9.5M | +24% | 119k | 79.19 |
|
| Kornit Digital SHS (KRNT) | 3.1 | $9.3M | +8% | 686k | 13.50 |
|
| Marvell Technology (MRVL) | 3.0 | $9.1M | +11% | 108k | 84.07 |
|
| Xpel (XPEL) | 2.8 | $8.4M | +26% | 254k | 33.07 |
|
| Novo-nordisk A S Adr (NVO) | 2.6 | $7.9M | 142k | 55.49 |
|
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| Security Natl Finl Corp Cl A New (SNFCA) | 2.1 | $6.3M | 730k | 8.67 |
|
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| Winnebago Industries (WGO) | 1.9 | $5.7M | 170k | 33.44 |
|
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| Comerica Incorporated (CMA) | 1.8 | $5.3M | -40% | 77k | 69.23 |
|
| Coherent Corp (COHR) | 1.6 | $4.7M | -64% | 44k | 107.72 |
|
| Mastercraft Boat Holdings (MCFT) | 1.4 | $4.3M | +6% | 202k | 21.46 |
|
| Whirlpool Corporation (WHR) | 1.4 | $4.1M | 52k | 78.60 |
|
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| Texas Instruments Incorporated (TXN) | 1.2 | $3.5M | NEW | 19k | 183.73 |
|
| Owens & Minor (OMI) | 0.8 | $2.4M | +34% | 496k | 4.80 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $1.2M | -62% | 40k | 28.79 |
|
Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- 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