Filed: 2/10/2026ACC: 0001213900-26-013899
📋 What this filing means
LHM, INC. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $268.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$268.80M
Total AUM (reported)
4.08M
Total Shares
Allocation by class
TOTAL STK MKT$113.26M42.1%
COM$82.94M30.9%
MULTISECTOR BD$12.13M4.5%
ISHARES FLEXIBLE$12.05M4.5%
STATE STREET SPD$10.21M3.8%
SHS$9.97M3.7%
ADR$7.20M2.7%
Portfolio Concentration
Top 3$137.44M51.1%
4–10$66.78M24.8%
11–25$64.57M24.0%
Top 3 weight
51.1%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 4.08M
Sole
Full voting authority
4.08M
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
SOLEShares337.83K
TypeSH
Market value$113.26M
42.14%
Sole
337.83K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares454.49K
TypeSH
Market value$12.13M
4.51%
Sole
454.49K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares228.43K
TypeSH
Market value$12.05M
4.48%
Sole
228.43K
Shared
0.00
None
0.00
TAKE-TWO INTERACTIVE SOFTWAR
SOLEShares40.22K
TypeSH
Market value$10.30M
3.83%
Sole
40.22K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares83.74K
TypeSH
Market value$10.21M
3.80%
Sole
83.74K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD
SOLEShares693.60K
TypeSH
Market value$9.97M
3.71%
Sole
693.60K
Shared
0.00
None
0.00
XPEL INC
SOLEShares199.50K
TypeSH
Market value$9.96M
3.70%
Sole
199.50K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares108.88K
TypeSH
Market value$9.15M
3.41%
Sole
108.88K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORP
SOLEShares74.55K
TypeSH
Market value$8.71M
3.24%
Sole
74.55K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares99.86K
TypeSH
Market value$8.49M
3.16%
Sole
99.86K
Shared
0.00
None
0.00
IPG PHOTONICS CORP
SOLEShares108.08K
TypeSH
Market value$7.74M
2.88%
Sole
108.08K
Shared
0.00
None
0.00
NOVO-NORDISK A S
SOLEShares141.49K
TypeSH
Market value$7.20M
2.68%
Sole
141.49K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares22.63K
TypeSH
Market value$7.08M
2.64%
Sole
22.63K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares197.41K
TypeSH
Market value$6.72M
2.50%
Sole
197.41K
Shared
0.00
None
0.00
SECURITY NATL FINL CORP
SOLEShares718.03K
TypeSH
Market value$6.47M
2.41%
Sole
718.03K
Shared
0.00
None
0.00
WINNEBAGO INDS INC
SOLEShares146.63K
TypeSH
Market value$5.94M
2.21%
Sole
146.63K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares23.03K
TypeSH
Market value$5.31M
1.98%
Sole
23.03K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INC.
SOLEShares82.09K
TypeSH
Market value$5.23M
1.95%
Sole
82.09K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares25.06K
TypeSH
Market value$4.35M
1.62%
Sole
25.06K
Shared
0.00
None
0.00
MASTERCRAFT BOAT HLDGS INC
SOLEShares212.36K
TypeSH
Market value$4.02M
1.49%
Sole
212.36K
Shared
0.00
None
0.00
WHIRLPOOL CORP
SOLEShares52.02K
TypeSH
Market value$3.75M
1.40%
Sole
52.02K
Shared
0.00
None
0.00
SONY GROUP CORP
SOLEShares29.51K
TypeSH
Market value$755.4K
0.28%
Sole
29.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 337.83K | SH | $113.26M 42.14% | 337.83K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 454.49K | SH | $12.13M 4.51% | 454.49K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 228.43K | SH | $12.05M 4.48% | 228.43K | 0.00 | 0.00 |
TAKE-TWO INTERACTIVE SOFTWARSOLE | COM | 40.22K | SH | $10.30M 3.83% | 40.22K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 83.74K | SH | $10.21M 3.80% | 83.74K | 0.00 | 0.00 |
KORNIT DIGITAL LTDSOLE | SHS | 693.60K | SH | $9.97M 3.71% | 693.60K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 199.50K | SH | $9.96M 3.70% | 199.50K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 108.88K | SH | $9.15M 3.41% | 108.88K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPSOLE | COM | 74.55K | SH | $8.71M 3.24% | 74.55K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 99.86K | SH | $8.49M 3.16% | 99.86K | 0.00 | 0.00 |
IPG PHOTONICS CORPSOLE | COM | 108.08K | SH | $7.74M 2.88% | 108.08K | 0.00 | 0.00 |
NOVO-NORDISK A SSOLE | ADR | 141.49K | SH | $7.20M 2.68% | 141.49K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 22.63K | SH | $7.08M 2.64% | 22.63K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 197.41K | SH | $6.72M 2.50% | 197.41K | 0.00 | 0.00 |
SECURITY NATL FINL CORPSOLE | CL A NEW | 718.03K | SH | $6.47M 2.41% | 718.03K | 0.00 | 0.00 |
WINNEBAGO INDS INCSOLE | COM | 146.63K | SH | $5.94M 2.21% | 146.63K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 23.03K | SH | $5.31M 1.98% | 23.03K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 82.09K | SH | $5.23M 1.95% | 82.09K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 25.06K | SH | $4.35M 1.62% | 25.06K | 0.00 | 0.00 |
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 212.36K | SH | $4.02M 1.49% | 212.36K | 0.00 | 0.00 |
WHIRLPOOL CORPSOLE | COM | 52.02K | SH | $3.75M 1.40% | 52.02K | 0.00 | 0.00 |
SONY GROUP CORPSOLE | SPONSORED ADR | 29.51K | SH | $755.4K 0.28% | 29.51K | 0.00 | 0.00 |