We are live on !
Find out more
LI
LHM Inc Portfolio holdings
AUM
$293M
Turnover
8.33%
1-Year Est. Return
36.75%
This Fund
S&P 500
This Quarter Est. Return
+30.4%
1 Year Est. Return
+36.75%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$293M
AUM Growth
+$39.1M
(+15%)
Cap. Flow
-$10.7M
Cap. Flow % of AUM
Cap. Flow %
-3.66%
Top 10 Holdings %
Top 10 Hldgs %
75.82%
Holding
24
New
2
Increased
8
Reduced
9
Closed
–
Avg Time Held
1.5
years
Top 10 Avg Time Held
1.3
years
Top 20 Avg Time Held
1.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Astera Labs
ALAB
|
+$3.52M |
| 2 |
IPG Photonics
IPGP
|
+$1.84M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$1.04M |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$872K |
| 5 |
Sony
SONY
|
+$837K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Marvell Technology
MRVL
|
+$11.1M |
| 2 |
State Street SPDR S&P Biotech ETF
XBI
|
+$2.06M |
| 3 |
Western Alliance Bancorporation
WAL
|
+$1.64M |
| 4 |
Novo Nordisk
NVO
|
+$1.5M |
| 5 |
Microchip Technology
MCHP
|
+$1.48M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 55.37% |
| 2 | Technology | 19.12% |
| 3 | Consumer Discretionary | 10.05% |
| 4 | Communication Services | 6.98% |
| 5 | Financials | 4.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
| $126M | 42.84% |
339,336
+2,440
| +0.7% | +$872K |
2023 Q4
10 quarters
|
|
|
2
Marvell Technology
MRVL
$205B
| $13.3M | 4.54% |
44,680
-55,177
| -55% | -$11.1M |
2025 Q2
4 quarters
|
|
3
Kornit Digital
KRNT
$760M
| $11.7M | 3.99% |
719,321
+25,723
| +4% | +$406K |
2024 Q2
8 quarters
|
|
4
Take-Two Interactive
TTWO
$38.1B
| $11.3M | 3.87% |
45,385
-3,363
| -7% | -$742K |
2025 Q1
5 quarters
|
|
5
PIMCO Multi Sector Bond Active ETF
PYLD
$16B
| $10.9M | 3.73% |
412,593
-25,100
| -6% | -$663K |
2024 Q3
7 quarters
|
|
6
BlackRock Flexible Income ETF
BINC
$16.5B
| $10.9M | 3.7% |
207,384
-12,600
| -6% | -$658K |
2024 Q1
9 quarters
|
|
7
XPEL
XPEL
$1.19B
| $10.1M | 3.44% |
203,010
+12,346
| +6% | +$562K |
2024 Q4
6 quarters
|
|
|
8
IPG Photonics
IPGP
$3.02B
| $10.1M | 3.43% |
85,699
+16,043
| +23% | +$1.84M |
2023 Q4
10 quarters
|
|
|
9
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $9.26M | 3.16% |
58,514
-15,246
| -21% | -$2.06M |
2023 Q4
10 quarters
|
|
10
Texas Instruments
TXN
$260B
| $9.14M | 3.12% |
30,665
+366
| +1% | +$102K |
2025 Q3
3 quarters
|
|
|
11
Alphabet (Google) Class A
GOOGL
$3.92T
| $9.12M | 3.11% |
25,522
+2,892
| +13% | +$1.04M |
2025 Q4
2 quarters
|
|
|
12
Microchip Technology
MCHP
$40.2B
| $8.36M | 2.85% |
91,665
-16,650
| -15% | -$1.48M |
2025 Q4
2 quarters
|
|
13
Amazon
AMZN
$2.68T
| $6.6M | 2.25% |
27,692
+885
| +3% | +$222K |
2025 Q4
2 quarters
|
|
14
Universal Display
OLED
$4B
| $6.46M | 2.2% |
74,552
| – | – |
2025 Q2
4 quarters
|
|
|
15
Astera Labs
ALAB
$44.6B
| $6.41M | 2.19% |
+13,274
| New | +$3.52M |
2026 Q2
0 quarters
|
|
|
16
Western Alliance Bancorporation
WAL
$8.3B
| $6.4M | 2.18% |
77,910
-20,765
| -21% | -$1.64M |
2024 Q1
9 quarters
|
|
17
MasterCraft Boat Holdings
MCFT
$479M
| $5.66M | 1.93% |
219,363
| – | – |
2024 Q4
6 quarters
|
|
18
KraneShares CSI China Internet ETF
KWEB
$4.29B
| $5.66M | 1.93% |
231,364
| – | – |
2024 Q1
9 quarters
|
|
19
Security National Financial
SNFCA
$238M
| $5.55M | 1.89% |
631,247
-122,136
| -16% | -$1.12M |
2023 Q4
10 quarters
|
|
20
Winnebago Industries
WGO
$815M
| $4.8M | 1.64% |
153,707
| – | – |
2024 Q4
6 quarters
|
|
21
Whirlpool
WHR
$1.83B
| $2.32M | 0.79% |
58,857
| – | – |
2023 Q4
10 quarters
|
|
|
22
Sony
SONY
$152B
| $1.39M | 0.47% |
69,231
+39,722
| +135% | +$837K |
2025 Q1
5 quarters
|
|
|
23
Novo Nordisk
NVO
$172B
| $1.2M | 0.41% |
25,105
-34,825
| -58% | -$1.5M |
2025 Q1
5 quarters
|
|
24
TSMC
TSM
$2.17T
| $936K | 0.32% |
+1,959
| New | +$795K |
2026 Q2
0 quarters
|
|
Similar funds
SM
DIM
LHM Inc's Q2 2026 Portfolio in Review
As of Q2 2026, LHM Inc held 24 positions worth $293M, up 15% from $254M the previous quarter. Its ten largest holdings account for 76% of the portfolio.
LHM Inc withdrew a net $10.7M in Q2 2026, reducing 9 holdings. Its largest reduction was Marvell Technology, cutting an estimated $11.1M.
By sector, the portfolio is most concentrated in Miscellaneous at 55% of assets, down from 58% a quarter earlier, followed by Technology and Consumer Discretionary.
Against the trend, LHM Inc opened a new position in Astera Labs worth $6.41M.
- LHM Inc's largest Q2 2026 buy was Astera Labs: 13,274 shares worth $6.41M.
- LHM Inc added most to IPG Photonics in Q2 2026, an estimated $1.84M increase.
- LHM Inc's biggest Q2 2026 reduction was Marvell Technology, cutting an estimated $11.1M.
- LHM Inc's ten largest holdings make up 76% of its $293M portfolio in Q2 2026.
- LHM Inc opened 2 new positions and closed 0 in Q2 2026.
- LHM Inc's portfolio value rose 15% quarter-over-quarter to $293M.
Based on LHM Inc's 13F filing for Q2 2026, filed 12 Aug 2026.