Lhm, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 22, 2024), Lhm, Inc. reported 16 stock positions worth $237.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 55.7% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 16.7%) and Micron Technology (MU, 3.5%). Compared with Q1 2024, it opened 1 new position and added to 13. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +777%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $237.0M (Q2 2024)
- SEC Filing
- 0001213900-24-071614 ↗ filed Aug 22, 2024
Holdings Value
Holdings 16 stocks · $237.0M
| VTI VG Morningstar TS MKT ETF-US | 55.75% | 492,079 | $132.1M | Add +34.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 16.69% | 757,809 | $39.6M | Add +777.3% |
| MU Micron Technology Inc. | 3.47% | 62,512 | $8.2M | Add +12.1% |
| XBI SS SPDR S&P Biotech ETF | 3.02% | 77,242 | $7.2M | Add +106.5% |
| SNFCA Security Natl Finl Corp. Class A | 2.77% | 822,533 | $6.6M | No change |
| T AT&T Inc. | 2.64% | 327,261 | $6.3M | Add +36.0% |
| KRNT Kornit Digital Ltd. | 2.32% | 375,691 | $5.5M | New |
| KWEB Kranesh Csi China Internet | 2.18% | 190,910 | $5.2M | Add +138.3% |
| GOOGL Alphabet Inc. Class A | 2.00% | 26,045 | $4.7M | Add +38.8% |
| CIEN Ciena Corp. | 1.70% | 83,725 | $4.0M | Add +64.0% |
| IPGP Ipg Photonics Corp. | 1.63% | 45,775 | $3.9M | Add +61.1% |
| WHR Whirlpool Corp. | 1.61% | 37,415 | $3.8M | Add +84.2% |
| WAL Western Alliance Bancorp | 1.39% | 52,554 | $3.3M | Add +55.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.05% | 14,245 | $2.5M | No change |
| CMA Comerica Inc. | 0.96% | 43,740 | $2.3M | Add +45.3% |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 0.81% | 142,890 | $1.9M | Add +50.7% |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| BINC iShares Flex I A ETF-Usd Inc. | Add +777.3% | 16.69% | +13.49 |
| KRNT Kornit Digital Ltd. | New | 2.32% | +2.32 |
| KWEB Kranesh Csi China Internet | Add +138.3% | 2.18% | +0.69 |
| XBI SS SPDR S&P Biotech ETF | Add +106.5% | 3.02% | +0.51 |
| GOOGL Alphabet Inc. Class A | Add +38.8% | 2.00% | +0.00 |
| CIEN Ciena Corp. | Add +64.0% | 1.70% | −0.08 |
| WHR Whirlpool Corp. | Add +84.2% | 1.61% | −0.10 |
| WAL Western Alliance Bancorp | Add +55.4% | 1.39% | −0.14 |
| IPGP Ipg Photonics Corp. | Add +61.1% | 1.63% | −0.19 |
| CMA Comerica Inc. | Add +45.3% | 0.96% | −0.21 |
| T AT&T Inc. | Add +36.0% | 2.64% | −0.35 |
| ACH Accendra Health Inc. | Add +50.7% | 0.81% | −1.04 |
| MU Micron Technology Inc. | Add +12.1% | 3.47% | −1.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.2% | 55.75% | −11.57 |
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 |