Lhm, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Lhm, Inc. reported 19 stock positions worth $317.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 42.7% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 26.6%) and Kornit Digital (KRNT, 3.3%). Compared with Q2 2024, it opened 3 new positions, added to 9 and reduced 2. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +109%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $317.8M (Q3 2024)
- SEC Filing
- 0001213900-24-095574 ↗ filed Nov 8, 2024
Holdings Value
Holdings 19 stocks · $317.8M
| VTI VG Morningstar TS MKT ETF-US | 42.69% | 477,654 | $135.7M | Reduce -2.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 26.63% | 1,581,140 | $84.6M | Add +108.7% |
| KRNT Kornit Digital Ltd. | 3.29% | 404,209 | $10.4M | Add +7.6% |
| XBI SS SPDR S&P Biotech ETF | 2.98% | 95,762 | $9.5M | Add +24.0% |
| MU Micron Technology Inc. | 2.74% | 83,887 | $8.7M | Add +34.2% |
| COHR Coherent Corp. | 2.64% | 94,453 | $8.4M | New |
| SNFCA Security Natl Finl Corp. Class A | 2.50% | 863,659 | $7.9M | Add +5.0% |
| WAL Western Alliance Bancorp | 2.21% | 81,347 | $7.0M | Add +54.8% |
| MTBA Simplify MBS ETF | 2.19% | 135,435 | $7.0M | New |
| KWEB Kranesh Csi China Internet | 2.04% | 190,910 | $6.5M | No change |
| CIEN Ciena Corp. | 1.72% | 88,988 | $5.5M | Add +6.3% |
| T AT&T Inc. | 1.66% | 239,950 | $5.3M | Reduce -26.7% |
| GOOGL Alphabet Inc. Class A | 1.36% | 26,045 | $4.3M | No change |
| IPGP Ipg Photonics Corp. | 1.31% | 56,069 | $4.2M | Add +22.5% |
| WHR Whirlpool Corp. | 1.26% | 37,415 | $4.0M | No change |
| CMA Comerica Inc. | 0.83% | 43,740 | $2.7M | No change |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 0.83% | 168,932 | $2.7M | Add +18.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.78% | 14,245 | $2.5M | No change |
| PYLD PIMCO Multisector Bond Actv | 0.31% | 37,501 | $999K | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| BINC iShares Flex I A ETF-Usd Inc. | Add +108.7% | 26.63% | +9.94 |
| COHR Coherent Corp. | New | 2.64% | +2.64 |
| MTBA Simplify MBS ETF | New | 2.19% | +2.19 |
| KRNT Kornit Digital Ltd. | Add +7.6% | 3.29% | +0.96 |
| WAL Western Alliance Bancorp | Add +54.8% | 2.21% | +0.82 |
| PYLD PIMCO Multisector Bond Actv | New | 0.31% | +0.31 |
| CIEN Ciena Corp. | Add +6.3% | 1.72% | +0.02 |
| ACH Accendra Health Inc. | Add +18.2% | 0.83% | +0.02 |
| XBI SS SPDR S&P Biotech ETF | Add +24.0% | 2.98% | −0.04 |
| SNFCA Security Natl Finl Corp. Class A | Add +5.0% | 2.50% | −0.27 |
| IPGP Ipg Photonics Corp. | Add +22.5% | 1.31% | −0.32 |
| MU Micron Technology Inc. | Add +34.2% | 2.74% | −0.73 |
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 |