# LHM, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2009224. Source: https://holderbook.com/funds/2009224-lhm-inc/

- Reported value: $293.1M
- Positions: 24
- Weight of the ten largest: 75.8%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $125.6M | 339,336 | 42.8% | 11 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $13.3M | 44,680 | 4.5% | 5 |
| KORNIT DIGITAL LTD | [KRNT](https://holderbook.com/stocks/KRNT/) | $11.7M | 719,321 | 4.0% | 9 |
| TAKE-TWO INTERACTIVE SOFTWAR | [TTWO](https://holderbook.com/stocks/TTWO/) | $11.3M | 45,385 | 3.9% | 6 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $10.9M | 412,593 | 3.7% | 8 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $10.9M | 207,384 | 3.7% | 10 |
| XPEL INC | [XPEL](https://holderbook.com/stocks/XPEL/) | $10.1M | 203,010 | 3.4% | 7 |
| IPG PHOTONICS CORP | [IPGP](https://holderbook.com/stocks/IPGP/) | $10.1M | 85,699 | 3.4% | 11 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $9.3M | 58,514 | 3.2% | 11 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $9.1M | 30,665 | 3.1% | 4 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $9.1M | 25,522 | 3.1% | 3 |
| MICROCHIP TECHNOLOGY INC. | [MCHP](https://holderbook.com/stocks/MCHP/) | $8.4M | 91,665 | 2.9% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.6M | 27,692 | 2.3% | 3 |
| UNIVERSAL DISPLAY CORP | [OLED](https://holderbook.com/stocks/OLED/) | $6.5M | 74,552 | 2.2% | 5 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $6.4M | 13,274 | 2.2% | 1 |
| WESTERN ALLIANCE BANCORP | [WAL](https://holderbook.com/stocks/WAL/) | $6.4M | 77,910 | 2.2% | 10 |
| MASTERCRAFT BOAT HLDGS INC | [MCFT](https://holderbook.com/stocks/MCFT/) | $5.7M | 219,363 | 1.9% | 7 |
| KRANESHARES TRUST | [KWEB](https://holderbook.com/stocks/KWEB/) | $5.7M | 231,364 | 1.9% | 10 |
| SECURITY NATL FINL CORP | [SNFCA](https://holderbook.com/stocks/SNFCA/) | $5.5M | 601,188 | 1.9% | 11 |
| WINNEBAGO INDS INC | [WGO](https://holderbook.com/stocks/WGO/) | $4.8M | 153,707 | 1.6% | 7 |
| WHIRLPOOL CORP | [WHR](https://holderbook.com/stocks/WHR/) | $2.3M | 58,857 | 0.8% | 11 |
| SONY GROUP CORP | [SONY](https://holderbook.com/stocks/SONY/) | $1.4M | 69,231 | 0.5% | 6 |
| NOVO-NORDISK A S | [NVO](https://holderbook.com/stocks/NVO/) | $1.2M | 25,105 | 0.4% | 6 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $935.6K | 1,959 | 0.3% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +20.9% | +14.8% | +6.1% | 100% |
| Q1 2026 | -4.0% | -4.6% | +0.6% | 100% |
| Q4 2025 | +2.8% | +2.4% | +0.4% | 100% |
| Q3 2025 | +3.9% | +7.8% | -3.9% | 100% |
| Q2 2025 | +7.0% | +10.5% | -3.4% | 100% |
| Q1 2025 | -7.0% | -4.6% | -2.4% | 100% |
| Q4 2024 | +1.6% | +2.1% | -0.6% | 100% |
| Q3 2024 | +7.3% | +5.4% | +1.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $293.1M | 24 |
| Q1 2026 | $254.0M | 22 |
| Q4 2025 | $268.8M | 22 |
| Q3 2025 | $302.3M | 22 |
| Q2 2025 | $301.8M | 21 |
| Q1 2025 | $301.7M | 23 |
| Q4 2024 | $314.2M | 22 |
| Q3 2024 | $317.8M | 19 |
| Q2 2024 | $237.0M | 16 |
| Q1 2024 | $141.6M | 15 |
| Q4 2023 | $120.6M | 8 |