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LHM, INC.
Period ended Sep 30, 2026 · Latest filing Nov 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $308,883,694
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $131,495,212
- BLACKROCK ETF TRUST II · ISHA FLEX IN ETF · 092528603 · shares: $22,229,716
- PIMCO ETF TR · MULTISECTOR BD · 72201R585 · shares: $22,090,392
- MARVELL TECHNOLOGY INC · COM · 573874104 · shares: $13,338,378
- TAKE-TWO INTERACTIVE SOFTWAR · COM · 874054109 · shares: $11,255,008
- KORNIT DIGITAL LTD · SHS · M6372Q113 · shares: $10,868,815
- TEXAS INSTRS INC · COM · 882508104 · shares: $9,056,150
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $8,781,610
- MICROCHIP TECHNOLOGY INC. · COM · 595017104 · shares: $8,030,297
- IPG PHOTONICS CORP · COM · 44980X109 · shares: $7,838,959
Reported holdings
23 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 351,366 shares | $131,495,212 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 437,679 shares | $22,229,716 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 | — | 870,043 shares | $22,090,392 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 50,484 shares | $13,338,378 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 54,241 shares | $11,255,008 |
| KORNIT DIGITAL LTD | SHS | M6372Q113 | — | 653,960 shares | $10,868,815 |
| TEXAS INSTRS INC | COM | 882508104 | — | 32,333 shares | $9,056,150 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 25,522 shares | $8,781,610 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 103,257 shares | $8,030,297 |
| IPG PHOTONICS CORP | COM | 44980X109 | — | 100,140 shares | $7,838,959 |
| XPEL INC | COM | 98379L100 | — | 167,908 shares | $7,416,496 |
| AMAZON COM INC | COM | 023135106 | — | 27,692 shares | $6,899,462 |
| SPDR SERIES TRUST | ST STR SP BIOT | 78464A870 | — | 43,688 shares | $6,888,724 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 6,283 shares | $6,692,086 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 | — | 77,910 shares | $5,851,041 |
| UNIVERSAL DISPLAY CORP | COM | 91347P105 | — | 74,552 shares | $5,743,486 |
| KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | — | 231,364 shares | $5,670,732 |
| SECURITY NATL FINL CORP | CL A NEW | 814785309 | — | 601,901 shares | $5,236,539 |
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | — | 219,363 shares | $4,343,387 |
| WINNEBAGO INDS INC | COM | 974637100 | — | 153,707 shares | $4,053,254 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 6,709 shares | $3,066,389 |
| SONY GROUP CORP | SPONSORED ADR | 835699307 | — | 69,231 shares | $1,629,005 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 10,777 shares | $408,556 |