Lhm, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Lhm, Inc. reported 24 stock positions worth $293.1 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 42.8% of the portfolio, followed by Marvell Technology (MRVL, 4.5%) and Kornit Digital (KRNT, 4.0%). Compared with Q1 2026, it opened 2 new positions, added to 8 and reduced 9. The biggest buy was a new position in Astera Labs (ALAB) and the biggest sale iShares Flex I A ETF-Usd (BINC, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $293.1M (Q2 2026)
- SEC Filing
- 0001213900-26-088051 ↗ filed Aug 12, 2026
Holdings Value
Holdings 24 stocks · $293.1M
| VTI VG Morningstar TS MKT ETF-US | 42.84% | 339,336 | $125.6M | Add +0.7% |
| MRVL Marvell Technology Inc. | 4.54% | 44,680 | $13.3M | Reduce -55.3% |
| KRNT Kornit Digital Ltd. | 3.99% | 719,321 | $11.7M | Add +3.7% |
| TTWO Take-Two Interactive Softwre | 3.87% | 45,385 | $11.3M | Reduce -6.9% |
| PYLD PIMCO Multisector Bond Actv | 3.73% | 412,593 | $10.9M | Reduce -5.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 3.70% | 207,384 | $10.9M | Reduce -5.7% |
| XPEL Xpel Inc. | 3.44% | 203,010 | $10.1M | Add +6.5% |
| IPGP Ipg Photonics Corp. | 3.43% | 85,699 | $10.1M | Add +23.0% |
| XBI SS SPDR S&P Biotech ETF | 3.16% | 58,514 | $9.3M | Reduce -20.7% |
| TXN Texas Instruments Inc. | 3.12% | 30,665 | $9.1M | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 3.11% | 25,522 | $9.1M | Add +12.8% |
| MCHP Microchip Technology Inc. | 2.85% | 91,665 | $8.4M | Reduce -15.4% |
| AMZN Amazon.com Inc. | 2.25% | 27,692 | $6.6M | Add +3.3% |
| OLED Universal Display Corp. | 2.20% | 74,552 | $6.5M | No change |
| ALAB Astera Labs Inc. | 2.19% | 13,274 | $6.4M | New |
| WAL Western Alliance Bancorp | 2.18% | 77,910 | $6.4M | Reduce -21.0% |
| MCFT Mastercraft Boat Holdings Inc. | 1.93% | 219,363 | $5.7M | No change |
| KWEB Kranesh Csi China Internet | 1.93% | 231,364 | $5.7M | No change |
| SNFCA Security Natl Finl Corp. Class A | 1.89% | 601,188 | $5.5M | Reduce -16.2% |
| WGO Winnebago Industries | 1.64% | 153,707 | $4.8M | No change |
| WHR Whirlpool Corp. | 0.79% | 58,857 | $2.3M | No change |
| SONY Sony Group Corp. - SP ADR | 0.47% | 69,231 | $1.4M | Add +134.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.41% | 25,105 | $1.2M | Reduce -58.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 1,959 | $936K | New |
Portfolio Sells Q1 2026 → Q2 2026
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -5.7% | 3.70% | −0.79 |
| SNFCA Security Natl Finl Corp. Class A | Reduce -16.2% | 1.89% | −0.79 |
| PYLD PIMCO Multisector Bond Actv | Reduce -5.7% | 3.73% | −0.78 |
| WAL Western Alliance Bancorp | Reduce -21.0% | 2.18% | −0.57 |
| XBI SS SPDR S&P Biotech ETF | Reduce -20.7% | 3.16% | −0.55 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -58.1% | 0.41% | −0.48 |
| TTWO Take-Two Interactive Softwre | Reduce -6.9% | 3.87% | +0.08 |
| MCHP Microchip Technology Inc. | Reduce -15.4% | 2.85% | +0.10 |
| MRVL Marvell Technology Inc. | Reduce -55.3% | 4.54% | +0.65 |
Portfolio Buys Q1 2026 → Q2 2026
| ALAB Astera Labs Inc. | New | 2.19% | +2.19 |
| TXN Texas Instruments Inc. | Add +1.2% | 3.12% | +0.80 |
| GOOGL Alphabet Inc. Class A | Add +12.8% | 3.11% | +0.55 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.32% | +0.32 |
| IPGP Ipg Photonics Corp. | Add +23.0% | 3.43% | +0.29 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.7% | 42.84% | +0.29 |
| SONY Sony Group Corp. - SP ADR | Add +134.6% | 0.47% | +0.23 |
| XPEL Xpel Inc. | Add +6.5% | 3.44% | +0.11 |
| AMZN Amazon.com Inc. | Add +3.3% | 2.25% | +0.05 |
| KRNT Kornit Digital Ltd. | Add +3.7% | 3.99% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $293.1M | VTI, MRVL, KRNT, TTWO, PYLD |
| Q1 2026 | 22 | $254.0M | VTI, PYLD, BINC, KRNT, MRVL |
| Q4 2025 | 22 | $268.8M | VTI, PYLD, BINC, TTWO, XBI |
| Q3 2025 | 22 | $302.3M | VTI, BINC, PYLD, XBI, TTWO |
| Q2 2025 | 21 | $301.8M | VTI, BINC, PYLD, KRNT, XBI |
| Q1 2025 | 23 | $301.7M | VTI, BINC, XBI, KRNT, NVO |
| Q4 2024 | 22 | $314.2M | VTI, BINC, IWN, KRNT, XBI |
| Q3 2024 | 19 | $317.8M | VTI, BINC, KRNT, XBI, MU |
| Q2 2024Amended | 16 | $237.0M | VTI, BINC, MU, XBI, SNFCA |
| Q1 2024Amended | 15 | $141.6M | VTI, MU, SNFCA, BINC, T |