LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, MRVL, KRNT, TTWO, PYLD, and represent 58.97% of LHM's stock portfolio.
- Added to shares of these 10 stocks: ALAB (+$6.4M), IPGP, GOOGL, TSM, VTI, SONY, XPEL, KRNT, AMZN, TXN.
- Started 2 new stock positions in TSM, ALAB.
- Reduced shares in these 9 stocks: MRVL (-$16M), XBI, WAL, NVO, MCHP, SNFCA, TTWO, PYLD, BINC.
- LHM was a net seller of stock by $-14M.
- LHM has $293M in assets under management (AUM), dropping by 15.41%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.8 | $126M | 339k | 370.04 |
|
|
| Marvell Technology (MRVL) | 4.5 | $13M | -55% | 45k | 297.89 |
|
| Kornit Digital SHS (KRNT) | 4.0 | $12M | +3% | 719k | 16.25 |
|
| Take-Two Interactive Software (TTWO) | 3.9 | $11M | -6% | 45k | 249.98 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 3.7 | $11M | -5% | 413k | 26.52 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 3.7 | $11M | -5% | 207k | 52.34 |
|
| Xpel (XPEL) | 3.4 | $10M | +6% | 203k | 49.60 |
|
| IPG Photonics Corporation (IPGP) | 3.4 | $10M | +23% | 86k | 117.32 |
|
| Spdr Series Trust State Street Spd (XBI) | 3.2 | $9.3M | -20% | 59k | 158.25 |
|
| Texas Instruments Incorporated (TXN) | 3.1 | $9.1M | 31k | 298.07 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $9.1M | +12% | 26k | 357.37 |
|
| Microchip Technology (MCHP) | 2.9 | $8.4M | -15% | 92k | 91.20 |
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| Amazon (AMZN) | 2.3 | $6.6M | +3% | 28k | 238.34 |
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| Universal Display Corporation (OLED) | 2.2 | $6.5M | 75k | 86.59 |
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| Astera Labs (ALAB) | 2.2 | $6.4M | NEW | 13k | 483.02 |
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| Western Alliance Bancorporation (WAL) | 2.2 | $6.4M | -21% | 78k | 82.20 |
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| Mastercraft Boat Holdings (MCFT) | 1.9 | $5.7M | 219k | 25.82 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 1.9 | $5.7M | 231k | 24.47 |
|
|
| Security National Finl Corp Cl A New (SNFCA) | 1.9 | $5.5M | -16% | 601k | 9.23 |
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| Winnebago Industries (WGO) | 1.6 | $4.8M | 154k | 31.24 |
|
|
| Whirlpool Corporation (WHR) | 0.8 | $2.3M | 59k | 39.42 |
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| Sony Group Corporation Sponsored Adr (SONY) | 0.5 | $1.4M | +134% | 69k | 20.06 |
|
| Novo-nordisk A/s Adr (NVO) | 0.4 | $1.2M | -58% | 25k | 47.94 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $936k | NEW | 2.0k | 477.57 |
|
Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- LHM 2026 Q2 filed Aug. 12, 2026
- 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