Latest LHM, INC. Stock Portfolio
LHM, INC. Performance:
2025 Q4: 1.08%YTD: 2.28%2024: 15.32%
Performance for 2025 Q4 is 1.08%, and YTD is 2.28%, and 2024 is 15.32%.
About LHM, INC. and 13F Hedge Fund Stock Holdings
On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, LHM, INC. reported an equity portfolio of $268.8 Millions as of 31 Dec, 2025.
The top stock holdings of LHM, INC. are VB, BOND, HYMU. The fund has invested 42.1% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in PIMCO ETF TR.
The fund managers got completely rid off COMERICA INC (CMA), COHERENT CORP (COHR) and OWENS & MINOR INC NEW (OMI) stocks. They significantly reduced their stock positions in BLACKROCK ETF TRUST II (HYMU), SPDR SERIES TRUST (BIL) and SONY GROUP CORP (SONY). LHM, INC. opened new stock positions in ALPHABET INC (GOOG), AMAZON COM INC (AMZN) and MICROCHIP TECHNOLOGY INC. (MCHP). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS INSTRS INC (TXN), MASTERCRAFT BOAT HLDGS INC (MCFT) and UNIVERSAL DISPLAY CORP (OLED).
The top stock holdings of LHM, INC. are VB, BOND, HYMU. The fund has invested 42.1% of it's portfolio in VANGUARD INDEX FDS and 4.5% of portfolio in PIMCO ETF TR.
The fund managers got completely rid off COMERICA INC (CMA), COHERENT CORP (COHR) and OWENS & MINOR INC NEW (OMI) stocks. They significantly reduced their stock positions in BLACKROCK ETF TRUST II (HYMU), SPDR SERIES TRUST (BIL) and SONY GROUP CORP (SONY). LHM, INC. opened new stock positions in ALPHABET INC (GOOG), AMAZON COM INC (AMZN) and MICROCHIP TECHNOLOGY INC. (MCHP). The fund showed a lot of confidence in some stocks as they added substantially to TEXAS INSTRS INC (TXN), MASTERCRAFT BOAT HLDGS INC (MCFT) and UNIVERSAL DISPLAY CORP (OLED).
LHM, INC. Annual Return Estimates Vs S&P 500
Our best estimate is that LHM, INC. made a return of 1.08% in the last quarter. In trailing 12 months, it's portfolio return was 2.28%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 7,083,190 |
| amazon com inc | 5,314,860 |
| microchip technology inc. | 5,230,520 |
New stocks bought by LHM, INC.
Additions
| Ticker | % Inc. |
|---|---|
| texas instrs inc | 31.88 |
| mastercraft boat hldgs inc | 5.23 |
| universal display corp | 2.07 |
| kornit digital ltd | 1.11 |
Additions to existing portfolio by LHM, INC.
Reductions
| Ticker | % Reduced |
|---|---|
| blackrock etf trust ii | -47.67 |
| spdr series trust | -29.95 |
| sony group corp | -26.57 |
| pimco etf tr | -24.9 |
| xpel inc | -21.49 |
| winnebago inds inc | -13.72 |
| vanguard index fds | -13.52 |
| kraneshares trust | -12.89 |
LHM, INC. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| owens & minor inc new | -2,379,990 |
| comerica inc | -5,337,560 |
| coherent corp | -4,727,180 |
LHM, INC. got rid off the above stocks
Sector Distribution
LHM, INC. has about 66.5% of it's holdings in Others sector.
- Others
- Technology
- Consumer Cyclical
- Communication Services
- Financial Services
| Sector | % |
|---|---|
| Others | 66.5 |
| Technology | 12.8 |
| Consumer Cyclical | 10.8 |
| Communication Services | 6.5 |
| Financial Services | 3.4 |
Market Cap. Distribution
LHM, INC. has about 15.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- LARGE-CAP
- SMALL-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 66.5 |
| MID-CAP | 10.9 |
| LARGE-CAP | 10.6 |
| SMALL-CAP | 7.4 |
| MEGA-CAP | 4.6 |
Stocks belong to which Index?
About 23.2% of the stocks held by LHM, INC. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 76.8 |
| S&P 500 | 13.4 |
| RUSSELL 2000 | 9.8 |
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 76% of the portfolio is in top 10 stocks. OLED proved to be the most loss making stock for the portfolio. XPEL was the most profitable stock for LHM, INC. last quarter.
Last Reported on: 10 Feb, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 1.98 | 23,026 | 5,314,860 | new | |||
| BIL | spdr series trust | 3.80 | 83,738 | 10,210,200 | reduced | -29.95 | ||
| BNDD | kraneshares trust | 2.50 | 197,414 | 6,721,950 | reduced | -12.89 | ||
| BOND | pimco etf tr | 4.51 | 454,493 | 12,125,900 | reduced | -24.9 | ||
| CMA | comerica inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COHR | coherent corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| GOOG | alphabet inc | 2.63 | 22,630 | 7,083,190 | new | |||
| HYMU | blackrock etf trust ii | 4.48 | 228,434 | 12,054,500 | reduced | -47.67 | ||
| IPGP | ipg photonics corp | 2.88 | 108,085 | 7,738,890 | reduced | -9.43 | ||
| MCFT | mastercraft boat hldgs inc | 1.49 | 212,361 | 4,015,750 | added | 5.23 | ||
| MCHP | microchip technology inc. | 1.95 | 82,086 | 5,230,520 | new | |||
| MRVL | marvell technology inc | 3.16 | 99,857 | 8,485,850 | reduced | -7.86 | ||
| OLED | universal display corp | 3.24 | 74,552 | 8,706,180 | added | 2.07 | ||
| OMI | owens & minor inc new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| SNFCA | security natl finl corp | 2.41 | 718,033 | 6,469,480 | reduced | -1.61 | ||
| SONY | sony group corp | 0.28 | 29,509 | 755,430 | reduced | -26.57 | ||
| TTWO | take-two interactive softwar | 3.83 | 40,217 | 10,296,800 | reduced | -2.11 | ||
| TXN | texas instrs inc | 1.62 | 25,062 | 4,348,010 | added | 31.88 | ||
| VB | vanguard index fds | 42.14 | 337,826 | 113,263,000 | reduced | -13.52 | ||
| WAL | western alliance bancorp | 3.40 | 108,880 | 9,153,540 | reduced | -6.41 | ||