Lhm, Inc. Portfolio Stock Holdings
Lhm, Inc. disclosed 22 stock positions valued at approximately $254.0 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, PIMCO ETF TR, and BLACKROCK ETF TRUST II. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 22
- Portfolio Value
- $254.0M
Holdings by Sector
Lhm, Inc. Portfolio Holdings in Q1 2026
22 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 42.55% | 336,896 | -930 | -0.28% | $108,079,606 |
| PIMCO ETF TR | PYLD | Other | 4.52% | 437,693 | -16,800 | -3.70% | $11,467,557 |
| BLACKROCK ETF TRUST II | BINC | Other | 4.50% | 219,984 | -8,450 | -3.70% | $11,423,769 |
| KORNIT DIGITAL LTD. | KRNT | Other | 4.00% | 693,598 | - | - | $10,168,147 |
| MARVELL TECHNOLOGY, INC. | MRVL | Technology | 3.89% | 99,857 | - | - | $9,890,836 |
| TAKE TWO INTERACTIVE SOFTWARE INC | TTWO | Communication Services | 3.79% | 48,748 | +8,531 | +21.21% | $9,627,730 |
| SPDR SERIES TRUST | XBI | Other | 3.71% | 73,760 | -9,978 | -11.92% | $9,421,365 |
| XPEL INC | XPEL | Consumer Cyclical | 3.32% | 190,664 | -8,841 | -4.43% | $8,438,789 |
| IPG PHOTONICS CORPORATION | IPGP | Technology | 3.14% | 69,656 | -38,429 | -35.55% | $7,981,881 |
| MICROCHIP TECHNOLOGY INCORPORATED | MCHP | Technology | 2.76% | 108,315 | +26,229 | +31.95% | $6,998,232 |
| WESTERN ALLIANCE BANCORP | WAL | Financial Services | 2.75% | 98,675 | -10,205 | -9.37% | $6,991,124 |
| UNIVERSAL DISPLAY CORPORATION | OLED | Technology | 2.69% | 74,552 | - | - | $6,833,436 |
| SECURITY NATIONAL FINL CORP | SNFCA | Financial Services | 2.68% | 717,508 | -525 | -0.07% | $6,801,976 |
| KRANESHARES TRUST | KWEB | Other | 2.59% | 231,364 | +33,950 | +17.20% | $6,577,679 |
| ALPHABET INC. | GOOGL | Communication Services | 2.56% | 22,630 | - | - | $6,507,483 |
| TEXAS INSTRUMENTS INC. | TXN | Technology | 2.32% | 30,299 | +5,237 | +20.90% | $5,882,248 |
| AMAZON.COM INC | AMZN | Consumer Cyclical | 2.20% | 26,807 | +3,781 | +16.42% | $5,583,094 |
| WINNEBAGO INDUSTRIES INC | WGO | Consumer Cyclical | 1.88% | 153,707 | +7,078 | +4.83% | $4,763,380 |
| MASTERCRAFT BOAT HOLDINGS INC | MCFT | Consumer Cyclical | 1.77% | 219,363 | +7,002 | +3.30% | $4,499,135 |
| WHIRLPOOL CORP. | WHR | Consumer Cyclical | 1.25% | 58,857 | +6,835 | +13.14% | $3,173,569 |
| NOVO-NORDISK A/S | NVO | Healthcare | 0.89% | 59,930 | -81,557 | -57.64% | $2,254,787 |
| SONY GROUP CORPORATION | SONY | Technology | 0.24% | 29,509 | - | - | $610,836 |