Lhm, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 24, 2024), Lhm, Inc. reported 15 stock positions worth $141.6 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 67.3% of the portfolio, followed by Micron Technology (MU, 4.6%) and Security Natl Finl Class A (SNFCA, 4.6%). Compared with Q4 2023, it opened 7 new positions, added to 6 and reduced 1. The biggest buy was Micron Technology (MU, shares +313%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $141.6M (Q1 2024)
- SEC Filing
- 0001213900-24-035533 ↗ filed Apr 24, 2024
Holdings Value
Holdings 15 stocks · $141.6M
| VTI VG Morningstar TS MKT ETF-US | 67.32% | 366,719 | $95.3M | Reduce -17.6% |
| MU Micron Technology Inc. | 4.65% | 55,764 | $6.6M | Add +313.3% |
| SNFCA Security Natl Finl Corp. Class A | 4.60% | 822,533 | $6.5M | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 3.20% | 86,377 | $4.5M | New |
| T AT&T Inc. | 2.99% | 240,671 | $4.2M | Add +70.7% |
| XBI SS SPDR S&P Biotech ETF | 2.51% | 37,414 | $3.6M | Add +95.1% |
| GOOGL Alphabet Inc. Class A | 2.00% | 18,765 | $2.8M | New |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 1.86% | 94,835 | $2.6M | New |
| IPGP Ipg Photonics Corp. | 1.82% | 28,421 | $2.6M | Add +144.7% |
| CIEN Ciena Corp. | 1.78% | 51,057 | $2.5M | Add +199.7% |
| WHR Whirlpool Corp. | 1.72% | 20,310 | $2.4M | Add +496.3% |
| WAL Western Alliance Bancorp | 1.53% | 33,814 | $2.2M | New |
| KWEB Kranesh Csi China Internet | 1.49% | 80,100 | $2.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.37% | 14,245 | $1.9M | New |
| CMA Comerica Inc. | 1.17% | 30,100 | $1.7M | New |
Portfolio Sells Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Reduce -17.6% | 67.32% | −20.18 |
Portfolio Buys Q4 2023 → Q1 2024
| MU Micron Technology Inc. | Add +313.3% | 4.65% | +3.69 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 3.20% | +3.20 |
| GOOGL Alphabet Inc. Class A | New | 2.00% | +2.00 |
| ACH Accendra Health Inc. | New | 1.86% | +1.86 |
| WAL Western Alliance Bancorp | New | 1.53% | +1.53 |
| KWEB Kranesh Csi China Internet | New | 1.49% | +1.49 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.37% | +1.37 |
| WHR Whirlpool Corp. | Add +496.3% | 1.72% | +1.37 |
| CMA Comerica Inc. | New | 1.17% | +1.17 |
| CIEN Ciena Corp. | Add +199.7% | 1.78% | +1.15 |
| XBI SS SPDR S&P Biotech ETF | Add +95.1% | 2.51% | +1.09 |
| T AT&T Inc. | Add +70.7% | 2.99% | +1.03 |
| IPGP Ipg Photonics Corp. | Add +144.7% | 1.82% | +0.78 |
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 |