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Latest LHM, INC. Stock Portfolio

$253Million | No. of Holdings #22

LHM, INC. Performance

2026 Q1-4.09%
YTD-4.09%
2025+2.28%

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

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, LHM, INC. reported an equity portfolio of $254 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of LHM, INC. are VB, BOND, HYMU. The fund has invested 42.6% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in PIMCO ETF TR. <br><br> They significantly reduced their stock positions in NOVO-NORDISK A/S (NVO), IPG PHOTONICS CORPORATION (IPGP) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to MICROCHIP TECHNOLOGY INCORPORATED (MCHP), TAKE TWO INTERACTIVE SOFTWARE INC (TTWO) and TEXAS INSTRUMENTS INC. (TXN).
LHM, INC. Equity Portfolio Value
Last Reported on: 14 May, 2026
$253Million
  as of May 14, 2026

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

Our best estimate is that LHM, INC. made a return of -4.09% in the last quarter. In trailing 12 months, it's portfolio return was 5.34%.
  • Performance
  • S&P 500

New Buys

No new stocks were added by LHM, INC.

Additions

Ticker% Inc.
microchip technology incorporated31.95
take two interactive software inc21.21
texas instruments inc.20.9
kraneshares trust17.2
amazon.com inc16.42
whirlpool corp.13.14
winnebago industries inc4.83
mastercraft boat holdings inc3.3
Additions to existing portfolio by LHM, INC.

Reductions

Ticker% Reduced
novo-nordisk a/s-57.64
ipg photonics corporation-35.55
spdr series trust-11.92
western alliance bancorp-9.37
xpel inc-4.43
pimco etf tr-3.7
blackrock etf trust ii-3.7
vanguard index fds-0.28
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 65.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Communication Services
  • Financial Services
Sector%
Others65.7
Technology14.8
Consumer Cyclical10.4
Communication Services6.4
Financial Services2.8

Market Cap. Distribution

LHM, INC. has about 20.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED65.7
LARGE-CAP13.2
MEGA-CAP7.1
MID-CAP7.1
SMALL-CAP7

Stocks belong to which Index?

About 24.5% of the stocks held by LHM, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others75.5
S&P 50014.9
RUSSELL 20009.6
Top 5 Winners (%)%
IPGP
ipg photonics corporation
49.4 %
MRVL
marvell technology, inc.
16.6 %
TXN
texas instruments inc.
10.8 %
MCFT
mastercraft boat holdings inc
8.3 %
SNFCA
security national finl corp
5.2 %
Top 5 Winners ($)$
IPGP
ipg photonics corporation
3.8 M
MRVL
marvell technology, inc.
1.4 M
TXN
texas instruments inc.
0.6 M
BIL
spdr series trust
0.5 M
MCFT
mastercraft boat holdings inc
0.3 M
Top 5 Losers (%)%
WHR
whirlpool corp.
-24.1 %
WGO
winnebago industries inc
-23.1 %
OLED
universal display corporation
-21.5 %
TTWO
take two interactive software inc
-21.3 %
SONY
sony group corporation
-19.1 %
Top 5 Losers ($)$
VB
vanguard index fds
-4.9 M
TTWO
take two interactive software inc
-2.6 M
OLED
universal display corporation
-1.9 M
WGO
winnebago industries inc
-1.4 M
WAL
western alliance bancorp
-1.4 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 22 stocks in it's portfolio. About 76.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IPGP was the most profitable stock for LHM, INC. last quarter.

$253.98MTotal Value
22.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of LHM, INC., last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BIL
Spdr Series Trust

Spdr Series Trust

BIL
LHM, INC.'s holding in Spdr Series Trust over time
3.71%73,760
$9.42M
3.71%
decreased 11.92 percentreduced
BNDD
Kraneshares Trust

Kraneshares Trust

BNDD
LHM, INC.'s holding in Kraneshares Trust over time
2.59%231,364
$6.58M
2.59%
increased 17.2 percentadded
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
LHM, INC.'s holding in Pimco Etf Tr over time
4.52%437,693
$11.47M
4.52%
decreased 3.7 percentreduced
HYMU
Blackrock Etf Trust Ii

Blackrock Etf Trust Ii

HYMU
LHM, INC.'s holding in Blackrock Etf Trust Ii over time
4.5%219,984
$11.42M
4.5%
decreased 3.7 percentreduced
KRNT
Kornit Digital Ltd.

Kornit Digital Ltd.

KRNT
LHM, INC.'s holding in Kornit Digital Ltd. over time
4%693,598
$10.17M
4%
unchanged 0 percentunchanged
NVO
Novo-Nordisk A/S

Novo-Nordisk A/S

NVO
LHM, INC.'s holding in Novo-Nordisk A/S over time
0.89%59,930
$2.25M
0.89%
decreased 57.64 percentreduced
SNFCA
Security National Finl Corp

Security National Finl Corp

SNFCA
LHM, INC.'s holding in Security National Finl Corp over time
2.68%717,508
$6.80M
2.68%
decreased 0.07 percentreduced
SONY
Sony Group Corporation

Sony Group Corporation

SONY
LHM, INC.'s holding in Sony Group Corporation over time
0.24%29,509
$610.8K
0.24%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
LHM, INC.'s holding in Vanguard Index Fds over time
42.56%336,896
$108.08M
42.56%
decreased 0.28 percentreduced