Filed: 5/14/2026ACC: 0001213900-26-056183
📋 What this filing means
LHM, INC. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $253.98M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$253.98M
Total AUM (reported)
4M
Total Shares
Allocation by class
TOTAL STK MKT$108.08M42.6%
COM$80.66M31.8%
MULTISECTOR BD$11.47M4.5%
ISHARES FLEXIBLE$11.42M4.5%
SHS$10.17M4.0%
STATE STREET SPD$9.42M3.7%
CL A NEW$6.80M2.7%
Portfolio Concentration
Top 3$130.97M51.6%
4–10$62.53M24.6%
11–25$60.48M23.8%
Top 3 weight
51.6%
Top 10 weight
76.2%
Voting Authority Distribution
Total shares with voting rights: 4M
Sole
Full voting authority
4M
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
SOLEShares336.90K
TypeSH
Market value$108.08M
42.55%
Sole
336.90K
Shared
0.00
None
0.00
PIMCO ETF TR
SOLEShares437.69K
TypeSH
Market value$11.47M
4.52%
Sole
437.69K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares219.98K
TypeSH
Market value$11.42M
4.50%
Sole
219.98K
Shared
0.00
None
0.00
KORNIT DIGITAL LTD.
SOLEShares693.60K
TypeSH
Market value$10.17M
4.00%
Sole
693.60K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY, INC.
SOLEShares99.86K
TypeSH
Market value$9.89M
3.89%
Sole
99.86K
Shared
0.00
None
0.00
TAKE TWO INTERACTIVE SOFTWARE INC
SOLEShares48.75K
TypeSH
Market value$9.63M
3.79%
Sole
48.75K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares73.76K
TypeSH
Market value$9.42M
3.71%
Sole
73.76K
Shared
0.00
None
0.00
XPEL INC
SOLEShares190.66K
TypeSH
Market value$8.44M
3.32%
Sole
190.66K
Shared
0.00
None
0.00
IPG PHOTONICS CORPORATION
SOLEShares69.66K
TypeSH
Market value$7.98M
3.14%
Sole
69.66K
Shared
0.00
None
0.00
MICROCHIP TECHNOLOGY INCORPORATED
SOLEShares108.31K
TypeSH
Market value$7.00M
2.76%
Sole
108.31K
Shared
0.00
None
0.00
WESTERN ALLIANCE BANCORP
SOLEShares98.67K
TypeSH
Market value$6.99M
2.75%
Sole
98.67K
Shared
0.00
None
0.00
UNIVERSAL DISPLAY CORPORATION
SOLEShares74.55K
TypeSH
Market value$6.83M
2.69%
Sole
74.55K
Shared
0.00
None
0.00
SECURITY NATIONAL FINL CORP
SOLEShares717.51K
TypeSH
Market value$6.80M
2.68%
Sole
717.51K
Shared
0.00
None
0.00
KRANESHARES TRUST
SOLEShares231.36K
TypeSH
Market value$6.58M
2.59%
Sole
231.36K
Shared
0.00
None
0.00
ALPHABET INC.
SOLEShares22.63K
TypeSH
Market value$6.51M
2.56%
Sole
22.63K
Shared
0.00
None
0.00
TEXAS INSTRUMENTS INC.
SOLEShares30.30K
TypeSH
Market value$5.88M
2.32%
Sole
30.30K
Shared
0.00
None
0.00
AMAZON.COM INC
SOLEShares26.81K
TypeSH
Market value$5.58M
2.20%
Sole
26.81K
Shared
0.00
None
0.00
WINNEBAGO INDUSTRIES INC
SOLEShares153.71K
TypeSH
Market value$4.76M
1.88%
Sole
153.71K
Shared
0.00
None
0.00
MASTERCRAFT BOAT HOLDINGS INC
SOLEShares219.36K
TypeSH
Market value$4.50M
1.77%
Sole
219.36K
Shared
0.00
None
0.00
WHIRLPOOL CORP.
SOLEShares58.86K
TypeSH
Market value$3.17M
1.25%
Sole
58.86K
Shared
0.00
None
0.00
NOVO-NORDISK A/S
SOLEShares59.93K
TypeSH
Market value$2.25M
0.89%
Sole
59.93K
Shared
0.00
None
0.00
SONY GROUP CORPORATION
SOLEShares29.51K
TypeSH
Market value$610.8K
0.24%
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 | 336.90K | SH | $108.08M 42.55% | 336.90K | 0.00 | 0.00 |
PIMCO ETF TRSOLE | MULTISECTOR BD | 437.69K | SH | $11.47M 4.52% | 437.69K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 219.98K | SH | $11.42M 4.50% | 219.98K | 0.00 | 0.00 |
KORNIT DIGITAL LTD.SOLE | SHS | 693.60K | SH | $10.17M 4.00% | 693.60K | 0.00 | 0.00 |
MARVELL TECHNOLOGY, INC.SOLE | COM | 99.86K | SH | $9.89M 3.89% | 99.86K | 0.00 | 0.00 |
TAKE TWO INTERACTIVE SOFTWARE INCSOLE | COM | 48.75K | SH | $9.63M 3.79% | 48.75K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 73.76K | SH | $9.42M 3.71% | 73.76K | 0.00 | 0.00 |
XPEL INCSOLE | COM | 190.66K | SH | $8.44M 3.32% | 190.66K | 0.00 | 0.00 |
IPG PHOTONICS CORPORATIONSOLE | COM | 69.66K | SH | $7.98M 3.14% | 69.66K | 0.00 | 0.00 |
MICROCHIP TECHNOLOGY INCORPORATEDSOLE | COM | 108.31K | SH | $7.00M 2.76% | 108.31K | 0.00 | 0.00 |
WESTERN ALLIANCE BANCORPSOLE | COM | 98.67K | SH | $6.99M 2.75% | 98.67K | 0.00 | 0.00 |
UNIVERSAL DISPLAY CORPORATIONSOLE | COM | 74.55K | SH | $6.83M 2.69% | 74.55K | 0.00 | 0.00 |
SECURITY NATIONAL FINL CORPSOLE | CL A NEW | 717.51K | SH | $6.80M 2.68% | 717.51K | 0.00 | 0.00 |
KRANESHARES TRUSTSOLE | CSI CHI INTERNET | 231.36K | SH | $6.58M 2.59% | 231.36K | 0.00 | 0.00 |
ALPHABET INC.SOLE | CAP STK CL A | 22.63K | SH | $6.51M 2.56% | 22.63K | 0.00 | 0.00 |
TEXAS INSTRUMENTS INC.SOLE | COM | 30.30K | SH | $5.88M 2.32% | 30.30K | 0.00 | 0.00 |
AMAZON.COM INCSOLE | COM | 26.81K | SH | $5.58M 2.20% | 26.81K | 0.00 | 0.00 |
WINNEBAGO INDUSTRIES INCSOLE | COM | 153.71K | SH | $4.76M 1.88% | 153.71K | 0.00 | 0.00 |
MASTERCRAFT BOAT HOLDINGS INCSOLE | COM | 219.36K | SH | $4.50M 1.77% | 219.36K | 0.00 | 0.00 |
WHIRLPOOL CORP.SOLE | COM | 58.86K | SH | $3.17M 1.25% | 58.86K | 0.00 | 0.00 |
NOVO-NORDISK A/SSOLE | ADR | 59.93K | SH | $2.25M 0.89% | 59.93K | 0.00 | 0.00 |
SONY GROUP CORPORATIONSOLE | SPONSORED ADR | 29.51K | SH | $610.8K 0.24% | 29.51K | 0.00 | 0.00 |