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Latest LHM, INC. Stock Portfolio

$293Million | No. of Holdings #24

LHM, INC. Performance

2026 Q2+17.50%
YTD+12.69%
2025+2.28%

About LHM, INC. and 13F Hedge Fund Stock Holdings

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, LHM, INC. reported an equity portfolio of $293.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of LHM, INC. are VB, MRVL, KRNT. The fund has invested 42.8% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in MARVELL TECHNOLOGY, INC. <br><br> They significantly reduced their stock positions in NOVO-NORDISK A/S (NVO), MARVELL TECHNOLOGY, INC. (MRVL) and WESTERN ALLIANCE BANCORP (WAL). LHM, INC. opened new stock positions in ASTERA LABS INC and TAIWAN SEMICONDUCTOR MANUFAC (TSM). The fund showed a lot of confidence in some stocks as they added substantially to SONY GROUP CORPORATION (SONY), IPG PHOTONICS CORPORATION (IPGP) and ALPHABET INC. (GOOG).
LHM, INC. Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$293Million
  as of Aug 12, 2026

LHM, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that LHM, INC. made a return of 17.5% in the last quarter. In trailing 12 months, it's portfolio return was 17.5%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
astera labs inc6,411,610
taiwan semiconductor manufac935,560
New stocks bought by LHM, INC.

Additions

Ticker% Inc.
sony group corporation134
ipg photonics corporation23.03
alphabet inc.12.78
xpel inc6.48
kornit digital ltd.3.71
amazon.com inc3.3
texas instruments inc.1.21
vanguard index fds0.72
Additions to existing portfolio by LHM, INC.

Reductions

Ticker% Reduced
novo-nordisk a/s-58.11
marvell technology, inc.-55.26
western alliance bancorp-21.04
spdr series trust-20.67
security national finl corp-16.21
microchip technology incorporated-15.37
take two interactive software inc-6.9
pimco etf tr-5.73
LHM, INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by LHM, INC.

Sector Distribution

LHM, INC. has about 64.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
Sector%
Others64.2
Technology16.6
Consumer Cyclical10
Communication Services7
Financial Services2.2

Market Cap. Distribution

LHM, INC. has about 19.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
  • MEGA-CAP
  • SMALL-CAP
Category%
UNALLOCATED64.6
LARGE-CAP11.3
MID-CAP8.6
MEGA-CAP8.5
SMALL-CAP7

Stocks belong to which Index?

About 24.9% of the stocks held by LHM, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others75.1
S&P 50016
RUSSELL 20008.9
Top 5 Winners (%)%
MRVL
marvell technology, inc.
145.3 %
TXN
texas instruments inc.
53.0 %
MCHP
microchip technology incorporated
38.0 %
MCFT
mastercraft boat holdings inc
25.9 %
TTWO
take two interactive software inc
25.7 %
Top 5 Winners ($)$
VB
vanguard index fds
16.6 M
MRVL
marvell technology, inc.
14.4 M
TXN
texas instruments inc.
3.2 M
MCHP
microchip technology incorporated
2.7 M
TTWO
take two interactive software inc
2.5 M
Top 5 Losers (%)%
WHR
whirlpool corp.
-26.9 %
BNDD
kraneshares trust
-13.9 %
OLED
universal display corporation
-5.5 %
SNFCA
security national finl corp
-2.4 %
SONY
sony group corporation
-2.2 %
Top 5 Losers ($)$
BNDD
kraneshares trust
-0.9 M
WHR
whirlpool corp.
-0.9 M
OLED
universal display corporation
-0.4 M
SNFCA
security national finl corp
-0.2 M
SONY
sony group corporation
0.0 M

LHM, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of LHM, INC.

LHM, INC. has 24 stocks in it's portfolio. About 75.8% of the portfolio is in top 10 stocks. BNDD proved to be the most loss making stock for the portfolio. VB was the most profitable stock for LHM, INC. last quarter.

$293.11MTotal Value
24.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of LHM, INC., last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LHM, INC.'s holding in Spdr Series Trust over time
3.16%58,514
$9.26M
3.16%
decreased 20.67 percentreduced
BNDD
Kraneshares Trust

Kraneshares Trust

BNDD
LHM, INC.'s holding in Kraneshares Trust over time
1.93%231,364
$5.66M
1.93%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
LHM, INC.'s holding in Pimco Etf Tr over time
3.73%412,593
$10.94M
3.73%
decreased 5.73 percentreduced
HYMU
Blackrock Etf Trust Ii

Blackrock Etf Trust Ii

HYMU
LHM, INC.'s holding in Blackrock Etf Trust Ii over time
3.7%207,384
$10.85M
3.7%
decreased 5.73 percentreduced
KRNT
Kornit Digital Ltd.

Kornit Digital Ltd.

KRNT
LHM, INC.'s holding in Kornit Digital Ltd. over time
3.99%719,321
$11.69M
3.99%
increased 3.71 percentadded
NVO
Novo-Nordisk A/S

Novo-Nordisk A/S

NVO
LHM, INC.'s holding in Novo-Nordisk A/S over time
0.41%25,105
$1.20M
0.41%
decreased 58.11 percentreduced
SNFCA
Security National Finl Corp

Security National Finl Corp

SNFCA
LHM, INC.'s holding in Security National Finl Corp over time
1.89%601,188
$5.55M
1.89%
decreased 16.21 percentreduced
SONY
Sony Group Corporation

Sony Group Corporation

SONY
LHM, INC.'s holding in Sony Group Corporation over time
0.47%69,231
$1.39M
0.47%
increased 134.61 percentadded
TSM
Taiwan Semiconductor Manufac

Taiwan Semiconductor Manufac

TSM
LHM, INC.'s holding in Taiwan Semiconductor Manufac over time
0.32%1,959
$935.6K
0.32%
new position
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LHM, INC.'s holding in Vanguard Index Fds over time
42.84%339,336
$125.57M
42.84%
increased 0.72 percentadded