LHM, Inc.
LHM, Inc. reported 24 US-listed holdings worth $293.1 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: VG Totl STK Vprs (42.8%), Marvell Technology, Inc. (4.5%) and Kornit Digital Ltd (4.0%). Against the quarter before, it opened 2 positions, added to 8, trimmed 9 and sold out of 0.
The 14 largest of its 24 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +25.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Astera Labs, Inc. ALAB$6.4 million
- Taiwan Semiconductor Manufacturing Company Limited TSM$935,560
Added to 8
- IPG Photonics Corp. IPGP+16,043 shares · +23%
- Alphabet Inc. GOOGL+2,892 shares · +13%
- VG Totl STK Vprs VTI+2,440 shares · +1%
- Sony Group Corporation SONY+39,722 shares · +135%
- Xpel, Inc. XPEL+12,346 shares · +6%
- Kornit Digital Ltd KRNT+25,723 shares · +4%
- Amazon.com Inc. AMZN+885 shares · +3%
- Texas Instruments Inc. TXN+366 shares · +1%
Trimmed 9
- Marvell Technology, Inc. MRVL-55,177 shares · -55%
- SPDR Ser Trust XBI-15,246 shares · -21%
- Western Alliance Bancorporation WAL-20,765 shares · -21%
- Novo Nordisk A/S NVO-34,825 shares · -58%
- Microchip Technology Inc. MCHP-16,650 shares · -15%
- Security Natl Finl Corp. SNFCA-116,320 shares · -16%
- Take-Two Interactive Software, Inc. TTWO-3,363 shares · -7%
- PIMCO ETF Trust PYLD-25,100 shares · -6%
and 1 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| VG Totl STK Vprs VTI | 339.3K | $125.6 million | 42.84% | +2.4K |
| Marvell Technology, Inc. MRVL | 44.7K | $13.3 million | 4.54% | -55.2K |
| Kornit Digital Ltd KRNT | 719.3K | $11.7 million | 3.99% | +25.7K |
| Take-Two Interactive Software, Inc. TTWO | 45.4K | $11.3 million | 3.87% | -3.4K |
| PIMCO ETF Trust PYLD | 412.6K | $10.9 million | 3.73% | -25.1K |
| BlackRock ETF Trust II BINC | 207.4K | $10.9 million | 3.70% | -12.6K |
| Xpel, Inc. XPEL | 203.0K | $10.1 million | 3.44% | +12.3K |
| IPG Photonics Corp. IPGP | 85.7K | $10.1 million | 3.43% | +16.0K |
| SPDR Ser Trust XBI | 58.5K | $9.3 million | 3.16% | -15.2K |
| Texas Instruments Inc. TXN | 30.7K | $9.1 million | 3.12% | +366 |
| Alphabet Inc. GOOGL | 25.5K | $9.1 million | 3.11% | +2.9K |
| Microchip Technology Inc. MCHP | 91.7K | $8.4 million | 2.85% | -16.6K |
| Amazon.com Inc. AMZN | 27.7K | $6.6 million | 2.25% | +885 |
| Universal Display Corp. OLED | 74.6K | $6.5 million | 2.20% | no change |
| Astera Labs, Inc. ALAB | 13.3K | $6.4 million | 2.19% | new |
| Western Alliance Bancorporation WAL | 77.9K | $6.4 million | 2.18% | -20.8K |
| Mastercraft Boat Hldgs Inc. MCFT | 219.4K | $5.7 million | 1.93% | no change |
| KraneShares Trust KWEB | 231.4K | $5.7 million | 1.93% | no change |
| Security Natl Finl Corp. SNFCA | 601.2K | $5.5 million | 1.89% | -116.3K |
| Winnebago Industries Inc. WGO | 153.7K | $4.8 million | 1.64% | no change |
| Whirlpool Corp. WHR | 58.9K | $2.3 million | 0.79% | no change |
| Sony Group Corporation SONY | 69.2K | $1.4 million | 0.47% | +39.7K |
| Novo Nordisk A/S NVO | 25.1K | $1.2 million | 0.41% | -34.8K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 2.0K | $935,560 | 0.32% | new |