Institutions / Lhm, Inc.
Lhm, Inc.
CIK 2009224 · Institution · as of Dec 31, 2025
Portfolio value
$268.80M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $113.26M | 42.1% |
| PIMCO ETF Tr | $12.13M | 4.5% |
| BlackRock ETF Trust II | $12.05M | 4.5% |
| Take Two Interactive Software Inc | $10.30M | 3.8% |
| SPDR Series Trust | $10.21M | 3.8% |
| Kornit Digital Ltd. | $9.97M | 3.7% |
| XPEL Inc | $9.96M | 3.7% |
| Western Alliance Bancorp | $9.15M | 3.4% |
| Universal Display Corp | $8.71M | 3.2% |
| Marvell Technology, Inc. | $8.49M | 3.2% |
| Ipg Photonics Corp | $7.74M | 2.9% |
| Novo-Nordisk a S | $7.20M | 2.7% |
| Alphabet Inc. | $7.08M | 2.6% |
| Kraneshares Trust | $6.72M | 2.5% |
| Security National Financial CorpSNFCA | $6.47M | 2.4% |
| Winnebago Industries Inc | $5.94M | 2.2% |
| Amazon.com Inc | $5.31M | 2.0% |
| Microchip Technology Inc | $5.23M | 1.9% |
| Texas Instruments Inc | $4.35M | 1.6% |
| MasterCraft Boat Holdings, Inc. | $4.02M | 1.5% |
| Whirlpool Corp | $3.75M | 1.4% |
| Sony Group CorpSONY | $755.4K | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.