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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%
Performance for 2026 Q1 is -4.09%, and YTD is -4.09%, and 2025 is 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.

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.

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

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.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions