LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, PYLD, BINC, KRNT, MRVL, and represent 59.47% of LHM's stock portfolio.
- Added to shares of these 8 stocks: MCHP, TTWO, TXN, KWEB, AMZN, WHR, WGO, MCFT.
- Reduced shares in these 9 stocks: IPGP, NVO, XBI, WAL, PYLD, BINC, XPEL, VTI, SNFCA.
- LHM was a net seller of stock by $-4.2M.
- LHM has $254M in assets under management (AUM), dropping by -5.51%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.6 | $108M | 337k | 320.81 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 4.5 | $12M | -3% | 438k | 26.20 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 4.5 | $11M | -3% | 220k | 51.93 |
|
| Kornit Digital SHS (KRNT) | 4.0 | $10M | 694k | 14.66 |
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| Marvell Technology (MRVL) | 3.9 | $9.9M | 100k | 99.05 |
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| Take-Two Interactive Software (TTWO) | 3.8 | $9.6M | +21% | 49k | 197.50 |
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| Spdr Series Trust State Street Spd (XBI) | 3.7 | $9.4M | -11% | 74k | 127.73 |
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| Xpel (XPEL) | 3.3 | $8.4M | -4% | 191k | 44.26 |
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| IPG Photonics Corporation (IPGP) | 3.1 | $8.0M | -35% | 70k | 114.59 |
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| Microchip Technology (MCHP) | 2.8 | $7.0M | +31% | 108k | 64.61 |
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| Western Alliance Bancorporation (WAL) | 2.8 | $7.0M | -9% | 99k | 70.85 |
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| Universal Display Corporation (OLED) | 2.7 | $6.8M | 75k | 91.66 |
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| Security National Finl Corp Cl A New (SNFCA) | 2.7 | $6.8M | 718k | 9.48 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 2.6 | $6.6M | +17% | 231k | 28.43 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $6.5M | 23k | 287.56 |
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| Texas Instruments Incorporated (TXN) | 2.3 | $5.9M | +20% | 30k | 194.14 |
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| Amazon (AMZN) | 2.2 | $5.6M | +16% | 27k | 208.27 |
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| Winnebago Industries (WGO) | 1.9 | $4.8M | +4% | 154k | 30.99 |
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| Mastercraft Boat Holdings (MCFT) | 1.8 | $4.5M | +3% | 219k | 20.51 |
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| Whirlpool Corporation (WHR) | 1.2 | $3.2M | +13% | 59k | 53.92 |
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| Novo-nordisk A/s Adr (NVO) | 0.9 | $2.3M | -57% | 60k | 37.62 |
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| Sony Group Corporation Sponsored Adr (SONY) | 0.2 | $611k | 30k | 20.70 |
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Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- LHM 2026 Q1 filed May 14, 2026
- 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