Filed: 11/13/2025ACC: 0001213900-25-109823
📋 What this filing means
LHM, INC. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $302.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$302.33M
Total AUM (reported)
5.15M
Total Shares
Allocation by class
TOTAL STK MKT$128.55M42.5%
COM$88.20M29.2%
ISHARES FLEXIBLE$23.24M7.7%
MULTISECTOR BD$16.24M5.4%
S&P BIOTECH$11.98M4.0%
CSI CHI INTERNET$9.52M3.1%
SHS$9.26M3.1%
Portfolio Concentration
Top 3$168.04M55.6%
4–10$71.40M23.6%
11–25$62.89M20.8%
Top 3 weight
55.6%
Top 10 weight
79.2%
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
VANGUARD INDEX FDS
SOLEShares390.65K
TypeSH
Market value$128.55M
42.52%
Sole
390.65K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares436.51K
TypeSH
Market value$23.24M
7.69%
Sole
436.51K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares605.19K
TypeSH
Market value$16.24M
5.37%
Sole
605.19K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares119.54K
TypeSH
Market value$11.98M
3.96%
Sole
119.54K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares41.08K
TypeSH
Market value$10.61M
3.51%
Sole
41.08K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares73.04K
TypeSH
Market value$10.49M
3.47%
Sole
73.04K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares116.33K
TypeSH
Market value$10.09M
3.34%
Sole
116.33K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares226.63K
TypeSH
Market value$9.52M
3.15%
Sole
226.63K
Shared
0.00
None
0.00
IPG PHOTONICS CORP
SOLEShares119.34K
TypeSH
Market value$9.45M
3.13%
Sole
119.34K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares685.95K
TypeSH
Market value$9.26M
3.06%
Sole
685.95K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares108.37K
TypeSH
Market value$9.11M
3.01%
Sole
108.37K
Shared
0.00
None
0.00
XPEL INC
SOLEShares254.11K
TypeSH
Market value$8.40M
2.78%
Sole
254.11K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares141.49K
TypeSH
Market value$7.85M
2.60%
Sole
141.49K
Shared
0.00
None
0.00
SECURITY NATL FINL CORP
SOLEShares729.75K
TypeSH
Market value$6.33M
2.09%
Sole
729.75K
Shared
0.00
None
0.00
WINNEBAGO INDS INC
SOLEShares169.94K
TypeSH
Market value$5.68M
1.88%
Sole
169.94K
Shared
0.00
None
0.00
COMERICA INC
SOLEShares77.10K
TypeSH
Market value$5.34M
1.77%
Sole
77.10K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares43.88K
TypeSH
Market value$4.73M
1.56%
Sole
43.88K
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares201.81K
TypeSH
Market value$4.33M
1.43%
Sole
201.81K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares52.02K
TypeSH
Market value$4.09M
1.35%
Sole
52.02K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares19K
TypeSH
Market value$3.49M
1.15%
Sole
19K
Shared
0.00
None
0.00
OWENS & MINOR INC NEW
SOLEShares495.83K
TypeSH
Market value$2.38M
0.79%
Sole
495.83K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares40.19K
TypeSH
Market value$1.16M
0.38%
Sole
40.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 390.65K | SH | $128.55M 42.52% | 390.65K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 436.51K | SH | $23.24M 7.69% | 436.51K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 605.19K | SH | $16.24M 5.37% | 605.19K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | S&P BIOTECH | 119.54K | SH | $11.98M 3.96% | 119.54K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 41.08K | SH | $10.61M 3.51% | 41.08K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 73.04K | SH | $10.49M 3.47% | 73.04K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 116.33K | SH | $10.09M 3.34% | 116.33K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 226.63K | SH | $9.52M 3.15% | 226.63K | 0.00 | 0.00 |
IPG PHOTONICS CORPSOLE | COM | 119.34K | SH | $9.45M 3.13% | 119.34K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 685.95K | SH | $9.26M 3.06% | 685.95K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 108.37K | SH | $9.11M 3.01% | 108.37K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 254.11K | SH | $8.40M 2.78% | 254.11K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 141.49K | SH | $7.85M 2.60% | 141.49K | 0.00 | 0.00 |
SECURITY NATL FINL CORPSOLE | CL A NEW | 729.75K | SH | $6.33M 2.09% | 729.75K | 0.00 | 0.00 |
WINNEBAGO INDS INCSOLE | COM | 169.94K | SH | $5.68M 1.88% | 169.94K | 0.00 | 0.00 |
COMERICA INCSOLE | COM | 77.10K | SH | $5.34M 1.77% | 77.10K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 43.88K | SH | $4.73M 1.56% | 43.88K | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 201.81K | SH | $4.33M 1.43% | 201.81K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 52.02K | SH | $4.09M 1.35% | 52.02K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 19K | SH | $3.49M 1.15% | 19K | 0.00 | 0.00 |
OWENS & MINOR INC NEWSOLE | COM | 495.83K | SH | $2.38M 0.79% | 495.83K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 40.19K | SH | $1.16M 0.38% | 40.19K | 0.00 | 0.00 |