Lhm, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$254.0M
Q ending 2026-03-31
Prior quarter
$268.8M
Q ending 2025-12-31
Change
-5.5% QoQ · -15.8% YoY
Positions
22
reported holdings
Largest positions
All 22 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $108.1M | 337K |
| Pimco Etf Tr | PYLD | Shares | $11.5M | 438K |
| Blackrock Etf Trust Ii | BINC | Shares | $11.4M | 220K |
| Kornit Digital Ltd. | Shares | $10.2M | 694K | |
| Marvell Technology, Inc. | MRVL | Shares | $9.9M | 100K |
| Take Two Interactive Software Inc | TTWO | Shares | $9.6M | 49K |
| Spdr Series Trust | XBI | Shares | $9.4M | 74K |
| Xpel Inc | XPEL | Shares | $8.4M | 191K |
| Ipg Photonics Corporation | IPGP | Shares | $8.0M | 70K |
| Microchip Technology Incorporated | MCHP | Shares | $7.0M | 108K |
| Western Alliance Bancorp | WAL | Shares | $7.0M | 99K |
| Universal Display Corporation | OLED | Shares | $6.8M | 75K |
| Security National Finl Corp | SNFCA | Shares | $6.8M | 718K |
| Kraneshares Trust | KWEB | Shares | $6.6M | 231K |
| Alphabet Inc. | GOOGL | Shares | $6.5M | 23K |
| Texas Instruments Inc. | TXN | Shares | $5.9M | 30K |
| Amazon.Com Inc | AMZN | Shares | $5.6M | 27K |
| Winnebago Industries Inc | WGO | Shares | $4.8M | 154K |
| Mastercraft Boat Holdings Inc | MCFT | Shares | $4.5M | 219K |
| Whirlpool Corp. | WHR | Shares | $3.2M | 59K |
| Novo-Nordisk A/S | NVO | Shares | $2.3M | 60K |
| Sony Group Corporation | SONY | Shares | $611K | 30K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.