Latest LHM, INC. Stock Portfolio
LHM, INC. Performance:
2025 Q3: 1.25%YTD: -0.66%2024: 0.88%
Performance for 2025 Q3 is 1.25%, and YTD is -0.66%, and 2024 is 0.88%.
About LHM, INC. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, LHM, INC. reported an equity portfolio of $302.3 Millions as of 30 Sep, 2025.
The top stock holdings of LHM, INC. are VB, HYMU, BOND. The fund has invested 42.5% of it's portfolio in VANGUARD INDEX FDS and 7.7% of portfolio in BLACKROCK ETF TRUST II.
They significantly reduced their stock positions in COHERENT CORP (COHR), SONY GROUP CORP (SONY) and COMERICA INC (CMA). LHM, INC. opened new stock positions in TEXAS INSTRS INC (TXN). The fund showed a lot of confidence in some stocks as they added substantially to OWENS & MINOR INC NEW (OMI), UNIVERSAL DISPLAY CORP (OLED) and XPEL INC (XPEL).
The top stock holdings of LHM, INC. are VB, HYMU, BOND. The fund has invested 42.5% of it's portfolio in VANGUARD INDEX FDS and 7.7% of portfolio in BLACKROCK ETF TRUST II.
They significantly reduced their stock positions in COHERENT CORP (COHR), SONY GROUP CORP (SONY) and COMERICA INC (CMA). LHM, INC. opened new stock positions in TEXAS INSTRS INC (TXN). The fund showed a lot of confidence in some stocks as they added substantially to OWENS & MINOR INC NEW (OMI), UNIVERSAL DISPLAY CORP (OLED) and XPEL INC (XPEL).
LHM, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that LHM, INC. made a return of 1.25% in the last quarter. In trailing 12 months, it's portfolio return was -0.44%.
New Buys
| Ticker | $ Bought |
|---|---|
| texas instrs inc | 3,491,420 |
New stocks bought by LHM, INC.
Additions
| Ticker | % Inc. |
|---|---|
| owens & minor inc new | 34.38 |
| universal display corp | 30.93 |
| xpel inc | 26.69 |
| ipg photonics corp | 24.54 |
| western alliance bancorp | 17.77 |
| marvell technology inc | 11.48 |
| kornit digital ltd | 8.18 |
| mastercraft boat hldgs inc | 6.85 |
Additions to existing portfolio by LHM, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| coherent corp | -64.46 |
| sony group corp | -62.41 |
| comerica inc | -40.65 |
| blackrock etf trust ii | -18.33 |
| spdr series trust | -16.39 |
| vanguard index fds | -2.62 |
| security natl finl corp | -1.13 |
LHM, INC. reduced stake in above stock
Sold off
Sector Distribution
LHM, INC. has about 70.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.8 |
| Technology | 12.3 |
| Consumer Cyclical | 7.4 |
| Financial Services | 5.1 |
| Communication Services | 3.5 |
Market Cap. Distribution
LHM, INC. has about 7.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.8 |
| MID-CAP | 14.6 |
| LARGE-CAP | 7.7 |
| SMALL-CAP | 6.9 |
Stocks belong to which Index?
About 16.8% of the stocks held by LHM, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 83.2 |
| RUSSELL 2000 | 9 |
| S&P 500 | 7.8 |
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 79.2% of the portfolio is in top 10 stocks. OMI proved to be the most loss making stock for the portfolio. COHR was the most profitable stock for LHM, INC. last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIL | spdr series trust | 3.96 | 119,540 | 11,977,900 | reduced | -16.39 | ||
| BNDD | kraneshares trust | 3.15 | 226,630 | 9,520,730 | unchanged | 0.00 | ||
| BOND | pimco etf tr | 5.37 | 605,189 | 16,243,300 | added | 0.83 | ||
| CMA | comerica inc | 1.76 | 77,099 | 5,337,560 | reduced | -40.65 | ||
| COHR | coherent corp | 1.56 | 43,884 | 4,727,180 | reduced | -64.46 | ||
| HYMU | blackrock etf trust ii | 7.69 | 436,508 | 23,239,700 | reduced | -18.33 | ||
| IPGP | ipg photonics corp | 3.13 | 119,340 | 9,450,540 | added | 24.54 | ||
| MCFT | mastercraft boat hldgs inc | 1.43 | 201,811 | 4,330,860 | added | 6.85 | ||
| MRVL | marvell technology inc | 3.01 | 108,372 | 9,110,830 | added | 11.48 | ||
| OLED | universal display corp | 3.47 | 73,042 | 10,491,000 | added | 30.93 | ||
| OMI | owens & minor inc new | 0.79 | 495,832 | 2,379,990 | added | 34.38 | ||
| SNFCA | security natl finl corp | 2.09 | 729,750 | 6,326,930 | reduced | -1.13 | ||
| SONY | sony group corp | 0.38 | 40,185 | 1,156,930 | reduced | -62.41 | ||
| TTWO | take-two interactive softwar | 3.51 | 41,082 | 10,613,900 | added | 2.54 | ||
| TXN | texas instrs inc | 1.16 | 19,003 | 3,491,420 | new | |||
| VB | vanguard index fds | 42.52 | 390,647 | 128,553,000 | reduced | -2.62 | ||
| WAL | western alliance bancorp | 3.34 | 116,332 | 10,088,300 | added | 17.77 | ||
| WGO | winnebago inds inc | 1.88 | 169,937 | 5,682,690 | unchanged | 0.00 | ||
| WHR | whirlpool corp | 1.35 | 52,022 | 4,088,930 | unchanged | 0.00 | ||
| XPEL | xpel inc | 2.78 | 254,113 | 8,403,520 | added | 26.69 | ||