# LHM, INC.: Form 13F holdings

An institutional investment manager in Sandy, UT. SEC CIK 2009224.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $293.1m
- Positions: 24 (24 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2009224/000121390026088051/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| VANGUARD INDEX FDS | TOTAL STK MKT | $125.6m | 42.8% | 339,336 |  | Added +2,440 |
| [MARVELL TECHNOLOGY, INC. (MRVL)](/companies/mrvl.md) | COM | $13.3m | 4.5% | 44,680 |  | Reduced −55,177 |
| KORNIT DIGITAL LTD. | SHS | $11.7m | 4.0% | 719,321 |  | Added +25,723 |
| [TAKE TWO INTERACTIVE SOFTWARE INC (TTWO)](/companies/ttwo.md) | COM | $11.3m | 3.9% | 45,385 |  | Reduced −3,363 |
| PIMCO ETF TR | MULTISECTOR BD | $10.9m | 3.7% | 412,593 |  | Reduced −25,100 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $10.9m | 3.7% | 207,384 |  | Reduced −12,600 |
| [XPEL INC (XPEL)](/companies/xpel.md) | COM | $10.1m | 3.4% | 203,010 |  | Added +12,346 |
| [IPG PHOTONICS CORPORATION (IPGP)](/companies/ipgp.md) | COM | $10.1m | 3.4% | 85,699 |  | Added +16,043 |
| SPDR SERIES TRUST | STATE STREET SPD | $9.3m | 3.2% | 58,514 |  | Reduced −15,246 |
| [TEXAS INSTRUMENTS INC. (TXN)](/companies/txn.md) | COM | $9.1m | 3.1% | 30,665 |  | Added +366 |
| [ALPHABET INC. (GOOGL)](/companies/googl.md) | CAP STK CL A | $9.1m | 3.1% | 25,522 |  | Added +2,892 |
| [MICROCHIP TECHNOLOGY INCORPORATED (MCHP)](/companies/mchp.md) | COM | $8.4m | 2.9% | 91,665 |  | Reduced −16,650 |
| [AMAZON.COM INC (AMZN)](/companies/amzn.md) | COM | $6.6m | 2.3% | 27,692 |  | Added +885 |
| [UNIVERSAL DISPLAY CORPORATION (OLED)](/companies/oled.md) | COM | $6.5m | 2.2% | 74,552 |  | Unchanged |
| [ASTERA LABS INC (ALAB)](/companies/alab.md) | COM | $6.4m | 2.2% | 13,274 |  | New +13,274 |
| [WESTERN ALLIANCE BANCORP (WAL)](/companies/wal.md) | COM | $6.4m | 2.2% | 77,910 |  | Reduced −20,765 |
| [MASTERCRAFT BOAT HOLDINGS INC (MCFT)](/companies/mcft.md) | COM | $5.7m | 1.9% | 219,363 |  | Unchanged |
| KRANESHARES TRUST | CSI CHI INTERNET | $5.7m | 1.9% | 231,364 |  | Unchanged |
| [SECURITY NATIONAL FINL CORP (SNFCA)](/companies/snfca.md) | CL A NEW | $5.5m | 1.9% | 601,188 |  | Reduced −116,320 |
| [WINNEBAGO INDUSTRIES INC (WGO)](/companies/wgo.md) | COM | $4.8m | 1.6% | 153,707 |  | Unchanged |
| [WHIRLPOOL CORP. (WHR)](/companies/whr.md) | COM | $2.3m | 0.8% | 58,857 |  | Unchanged |
| [SONY GROUP CORPORATION (SONY)](/companies/sony.md) | SPONSORED ADR | $1.4m | 0.5% | 69,231 |  | Added +39,722 |
| [NOVO-NORDISK A/S (NVO)](/companies/nvo.md) | ADR | $1.2m | 0.4% | 25,105 |  | Reduced −34,825 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $935.6k | 0.3% | 1,959 |  | New +1,959 |

Source: SEC EDGAR, Form 13F-HR, accession 0001213900-26-088051. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.