LHM, INC.
An institutional investment manager in Sandy, UT. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 12, 2026. SEC CIK 2009224.
- Reported value$293.1m
- Positions24
Holdings: 24 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Vanguard Index FDS | TOTAL STK MKT | 922908769 | 126 | 42.8% | 339,336 | Added+2,440 | |
| Marvell Technology, Inc.MRVL | COM | 573874104 | 13.3 | 4.5% | 44,680 | Reduced−55,177 | |
| Kornit Digital LTD. | SHS | M6372Q113 | 11.7 | 4.0% | 719,321 | Added+25,723 | |
| Take Two Interactive Software IncTTWO | COM | 874054109 | 11.3 | 3.9% | 45,385 | Reduced−3,363 | |
| Pimco ETF TR | MULTISECTOR BD | 72201R585 | 10.9 | 3.7% | 412,593 | Reduced−25,100 | |
| Blackrock ETF Trust II | ISHARES FLEXIBLE | 092528603 | 10.9 | 3.7% | 207,384 | Reduced−12,600 | |
| Xpel IncXPEL | COM | 98379L100 | 10.1 | 3.4% | 203,010 | Added+12,346 | |
| IPG Photonics CorporationIPGP | COM | 44980X109 | 10.1 | 3.4% | 85,699 | Added+16,043 | |
| SPDR Series Trust | STATE STREET SPD | 78464A870 | 9.3 | 3.2% | 58,514 | Reduced−15,246 | |
| Texas Instruments Inc.TXN | COM | 882508104 | 9.1 | 3.1% | 30,665 | Added+366 | |
| Alphabet Inc.GOOGL | CAP STK CL A | 02079K305 | 9.1 | 3.1% | 25,522 | Added+2,892 | |
| Microchip Technology IncorporatedMCHP | COM | 595017104 | 8.4 | 2.9% | 91,665 | Reduced−16,650 | |
| Amazon.Com IncAMZN | COM | 023135106 | 6.6 | 2.3% | 27,692 | Added+885 | |
| Universal Display CorporationOLED | COM | 91347P105 | 6.5 | 2.2% | 74,552 | Unchanged | |
| Astera Labs IncALAB | COM | 04626A103 | 6.4 | 2.2% | 13,274 | New+13,274 | |
| Western Alliance BancorpWAL | COM | 957638109 | 6.4 | 2.2% | 77,910 | Reduced−20,765 | |
| Mastercraft Boat Holdings IncMCFT | COM | 57637H103 | 5.7 | 1.9% | 219,363 | Unchanged | |
| Kraneshares Trust | CSI CHI INTERNET | 500767306 | 5.7 | 1.9% | 231,364 | Unchanged | |
| Security National Finl CorpSNFCA | CL A NEW | 814785309 | 5.5 | 1.9% | 601,188 | Reduced−116,320 | |
| Winnebago Industries IncWGO | COM | 974637100 | 4.8 | 1.6% | 153,707 | Unchanged | |
| Whirlpool Corp.WHR | COM | 963320106 | 2.3 | 0.8% | 58,857 | Unchanged | |
| Sony Group CorporationSONY | SPONSORED ADR | 835699307 | 1.4 | 0.5% | 69,231 | Added+39,722 | |
| Novo-Nordisk A/SNVO | ADR | 670100205 | 1.2 | 0.4% | 25,105 | Reduced−34,825 | |
| Taiwan Semiconductor ManufacTSM | SPONSORED ADS | 874039100 | 0.9 | 0.3% | 1,959 | New+1,959 |
Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-088051 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.