Investor
LHM, INC.
CIK 0002009224 · filed 2026-02-10 · SEC filing
13F book
$268.8M
Positions
22
Largest name
42.1%
Vanguard Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 337.8K | $113.3M | 42.1% | — | Held |
| Pimco Etf Tr | — | 454.5K | $12.1M | 4.5% | — | Held |
| Blackrock Etf Trust Ii | — | 228.4K | $12.1M | 4.5% | — | Held |
| Take-Two Interactive Softwar | — | 40.2K | $10.3M | 3.8% | — | Held |
| Spdr Series Trust | — | 83.7K | $10.2M | 3.8% | — | Held |
| Kornit Digital Ltd. | KRNT | 693.6K | $9.97M | 3.7% | — | Held |
| XPEL, Inc. | XPEL | 199.5K | $9.96M | 3.7% | — | Held |
| Western Alliance Bancorp | — | 108.9K | $9.15M | 3.4% | — | Held |
| Universal Display Corp | — | 74.6K | $8.71M | 3.2% | — | Held |
| Marvell Technology, Inc. | MRVL | 99.9K | $8.49M | 3.2% | — | Held |
| Ipg Photonics Corp | IPGP | 108.1K | $7.74M | 2.9% | — | Held |
| Novo-Nordisk A S | — | 141.5K | $7.2M | 2.7% | — | Held |
| Alphabet Inc | — | 22.6K | $7.08M | 2.6% | — | Held |
| Kraneshares Trust | — | 197.4K | $6.72M | 2.5% | — | Held |
| Security Natl Finl Corp | — | 718K | $6.47M | 2.4% | — | Held |
| Winnebago Inds Inc | — | 146.6K | $5.94M | 2.2% | — | Held |
| Amazon Com Inc | AMZN | 23K | $5.31M | 2.0% | — | Held |
| Microchip Technology Inc. | — | 82.1K | $5.23M | 1.9% | — | Held |
| Texas Instrs Inc | — | 25.1K | $4.35M | 1.6% | — | Held |
| Mastercraft Boat Hldgs Inc | — | 212.4K | $4.02M | 1.5% | — | Held |
| Whirlpool Corp | — | 52K | $3.75M | 1.4% | — | Held |
| Sony Group Corp | — | 29.5K | $755.4K | 0.3% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.