Lhm, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Lhm, Inc. disclosed 24 stock positions valued at approximately $293.11M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, MARVELL TECHNOLOGY, INC., and KORNIT DIGITAL LTD..
- Report Period
- June 30, 2026
- No. of Stocks
- 24
- Portfolio Value
- $293.11M
Holdings by Sector
Lhm, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 42.84% | 339,336 | +2,440 | +0.72% | $125,567,893 |
| MARVELL TECHNOLOGY, INC. | MRVL | Technology | 4.54% | 44,680 | -55,177 | -55.26% | $13,309,725 |
| KORNIT DIGITAL LTD. | KRNT | Other | 3.99% | 719,321 | +25,723 | +3.71% | $11,688,966 |
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | Communication Services | 3.87% | 45,385 | -3,363 | -6.90% | $11,345,342 |
| PIMCO ETF TR | PYLD | Other | 3.73% | 412,593 | -25,100 | -5.73% | $10,941,966 |
| BLACKROCK ETF TRUST II | BINC | Other | 3.70% | 207,384 | -12,600 | -5.73% | $10,854,479 |
| XPEL INC | XPEL | Consumer Cyclical | 3.44% | 203,010 | +12,346 | +6.48% | $10,069,296 |
| IPG PHOTONICS CORPORATION | IPGP | Technology | 3.43% | 85,699 | +16,043 | +23.03% | $10,054,207 |
| SPDR SERIES TRUST | XBI | Other | 3.16% | 58,514 | -15,246 | -20.67% | $9,259,841 |
| TEXAS INSTRUMENTS INC. | TXN | Technology | 3.12% | 30,665 | +366 | +1.21% | $9,140,317 |
| ALPHABET INC. | GOOGL | Communication Services | 3.11% | 25,522 | +2,892 | +12.78% | $9,120,797 |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | Technology | 2.85% | 91,665 | -16,650 | -15.37% | $8,359,848 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.25% | 27,692 | +885 | +3.30% | $6,600,111 |
| UNIVERSAL DISPLAY CORPORATION | OLED | Technology | 2.20% | 74,552 | - | - | $6,455,458 |
| ASTERA LABS INC | ALAB | Technology | 2.19% | 13,274 | +13,274 | +100.00% | $6,411,607 |
| WESTERN ALLIANCE BANCORP | WAL | Financial Services | 2.18% | 77,910 | -20,765 | -21.04% | $6,404,202 |
| MASTERCRAFT BOAT HOLDINGS INC | MCFT | Consumer Cyclical | 1.93% | 219,363 | - | - | $5,663,953 |
| KRANESHARES TRUST | KWEB | Other | 1.93% | 231,364 | - | - | $5,661,477 |
| SECURITY NATIONAL FINL CORP | SNFCA | Financial Services | 1.89% | 601,188 | -116,320 | -16.21% | $5,548,124 |
| WINNEBAGO INDUSTRIES INC | WGO | Consumer Cyclical | 1.64% | 153,707 | - | - | $4,801,807 |
| WHIRLPOOL CORP. | WHR | Consumer Cyclical | 0.79% | 58,857 | - | - | $2,320,143 |
| SONY GROUP CORPORATION | SONY | Technology | 0.47% | 69,231 | +39,722 | +134.61% | $1,388,774 |
| NOVO-NORDISK A/S | NVO | Healthcare | 0.41% | 25,105 | -34,825 | -58.11% | $1,203,534 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.32% | 1,959 | +1,959 | +100.00% | $935,560 |
Showing 24 of 24 holdings in the latest reporting period.