Filed: 8/14/2025ACC: 0001213900-25-075933
📋 What this filing means
LHM, INC. filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $301.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$301.82M
Total AUM (reported)
5.15M
Total Shares
Allocation by class
TOTAL STK MKT$122.28M40.5%
COM$83.28M27.6%
ISHARES FLEXIBLE$28.24M9.4%
MULTISECTOR BD$15.93M5.3%
SHS$12.62M4.2%
S&P BIOTECH$11.86M3.9%
ADR$9.77M3.2%
Portfolio Concentration
Top 3$166.46M55.2%
4–10$71.45M23.7%
11–25$63.91M21.2%
Top 3 weight
55.2%
Top 10 weight
78.8%
Voting Authority Distribution
Total shares with voting rights: 5.15M
Sole
Full voting authority
5.15M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
VANGUARD INDEX FDS
SOLEShares401.14K
TypeSH
Market value$122.28M
40.52%
Sole
401.14K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares534.51K
TypeSH
Market value$28.24M
9.36%
Sole
534.51K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares600.19K
TypeSH
Market value$15.93M
5.28%
Sole
600.19K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares634.08K
TypeSH
Market value$12.62M
4.18%
Sole
634.08K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares142.97K
TypeSH
Market value$11.86M
3.93%
Sole
142.97K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares123.48K
TypeSH
Market value$11.02M
3.65%
Sole
123.48K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares141.49K
TypeSH
Market value$9.77M
3.24%
Sole
141.49K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares40.06K
TypeSH
Market value$9.73M
3.22%
Sole
40.06K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares55.79K
TypeSH
Market value$8.62M
2.86%
Sole
55.79K
Shared
0.00
None
0.00
COMERICA INC
SOLEShares129.90K
TypeSH
Market value$7.84M
2.60%
Sole
129.90K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares226.63K
TypeSH
Market value$7.78M
2.58%
Sole
226.63K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares98.78K
TypeSH
Market value$7.70M
2.55%
Sole
98.78K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares97.22K
TypeSH
Market value$7.52M
2.49%
Sole
97.22K
Shared
0.00
None
0.00
SECURITY NATL FINL CORP
SOLEShares738.12K
TypeSH
Market value$7.27M
2.41%
Sole
738.12K
Shared
0.00
None
0.00
XPEL INC
SOLEShares200.58K
TypeSH
Market value$7.20M
2.39%
Sole
200.58K
Shared
0.00
None
0.00
IPG PHOTONICS CORP
SOLEShares95.82K
TypeSH
Market value$6.58M
2.18%
Sole
95.82K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares52.02K
TypeSH
Market value$5.28M
1.75%
Sole
52.02K
Shared
0.00
None
0.00
WINNEBAGO INDS INC
SOLEShares169.94K
TypeSH
Market value$4.93M
1.63%
Sole
169.94K
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares188.88K
TypeSH
Market value$3.51M
1.16%
Sole
188.88K
Shared
0.00
None
0.00
OWENS & MINOR INC NEW
SOLEShares368.99K
TypeSH
Market value$3.36M
1.11%
Sole
368.99K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares106.90K
TypeSH
Market value$2.78M
0.92%
Sole
106.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 401.14K | SH | $122.28M 40.52% | 401.14K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 534.51K | SH | $28.24M 9.36% | 534.51K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 600.19K | SH | $15.93M 5.28% | 600.19K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 634.08K | SH | $12.62M 4.18% | 634.08K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | S&P BIOTECH | 142.97K | SH | $11.86M 3.93% | 142.97K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 123.48K | SH | $11.02M 3.65% | 123.48K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 141.49K | SH | $9.77M 3.24% | 141.49K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 40.06K | SH | $9.73M 3.22% | 40.06K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 55.79K | SH | $8.62M 2.86% | 55.79K | 0.00 | 0.00 |
COMERICA INCSOLE | COM | 129.90K | SH | $7.84M 2.60% | 129.90K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 226.63K | SH | $7.78M 2.58% | 226.63K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 98.78K | SH | $7.70M 2.55% | 98.78K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 97.22K | SH | $7.52M 2.49% | 97.22K | 0.00 | 0.00 |
SECURITY NATL FINL CORPSOLE | CL A NEW | 738.12K | SH | $7.27M 2.41% | 738.12K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 200.58K | SH | $7.20M 2.39% | 200.58K | 0.00 | 0.00 |
IPG PHOTONICS CORPSOLE | COM | 95.82K | SH | $6.58M 2.18% | 95.82K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 52.02K | SH | $5.28M 1.75% | 52.02K | 0.00 | 0.00 |
WINNEBAGO INDS INCSOLE | COM | 169.94K | SH | $4.93M 1.63% | 169.94K | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 188.88K | SH | $3.51M 1.16% | 188.88K | 0.00 | 0.00 |
OWENS & MINOR INC NEWSOLE | COM | 368.99K | SH | $3.36M 1.11% | 368.99K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 106.90K | SH | $2.78M 0.92% | 106.90K | 0.00 | 0.00 |