Lhm, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Lhm, Inc. reported 22 stock positions worth $314.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 38.9% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 16.6%) and iShares Russell 2000 Value E (IWN, 5.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 1, added to 12 and reduced 5. The biggest buy was a new position in iShares Russell 2000 Value E (IWN) and the biggest sale iShares Flex I A ETF-Usd (BINC, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $314.2M (Q4 2024)
- SEC Filing
- 0001213900-25-010907 ↗ filed Feb 6, 2025
Holdings Value
Holdings 22 stocks · $314.2M
| VTI VG Morningstar TS MKT ETF-US | 38.90% | 421,764 | $122.2M | Reduce -11.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 16.60% | 1,002,970 | $52.2M | Reduce -36.6% |
| IWN iShares Russell 2000 Value E | 5.00% | 95,768 | $15.7M | New |
| KRNT Kornit Digital Ltd. | 4.47% | 453,964 | $14.1M | Add +12.3% |
| XBI SS SPDR S&P Biotech ETF | 3.55% | 123,988 | $11.2M | Add +29.5% |
| SNFCA Security Natl Finl Corp. Class A | 3.31% | 863,659 | $10.4M | No change |
| COHR Coherent Corp. | 2.79% | 92,472 | $8.8M | Reduce -2.1% |
| MTBA Simplify MBS ETF | 2.76% | 174,435 | $8.7M | Add +28.8% |
| MU Micron Technology Inc. | 2.71% | 101,165 | $8.5M | Add +20.6% |
| CMA Comerica Inc. | 2.69% | 135,252 | $8.5M | Add +209.2% |
| WAL Western Alliance Bancorp | 2.63% | 98,783 | $8.3M | Add +21.4% |
| WGO Winnebago Industries | 1.93% | 127,182 | $6.1M | New |
| CIEN Ciena Corp. | 1.89% | 70,145 | $5.9M | Reduce -21.2% |
| T AT&T Inc. | 1.84% | 253,492 | $5.8M | Add +5.6% |
| KWEB Kranesh Csi China Internet | 1.83% | 196,147 | $5.7M | Add +2.7% |
| XPEL Xpel Inc. | 1.56% | 122,353 | $4.9M | New |
| WHR Whirlpool Corp. | 1.55% | 42,600 | $4.9M | Add +13.9% |
| IPGP Ipg Photonics Corp. | 1.36% | 58,769 | $4.3M | Add +4.8% |
| PYLD PIMCO Multisector Bond Actv | 0.93% | 112,501 | $2.9M | Add +200.0% |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 0.73% | 175,792 | $2.3M | Add +4.1% |
| MCFT Mastercraft Boat Holdings Inc. | 0.52% | 85,790 | $1.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.45% | 7,122 | $1.4M | Reduce -50.0% |
Portfolio Sells Q3 2024 → Q4 2024
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -36.6% | 16.60% | −10.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.7% | 38.90% | −3.80 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −1.36 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -50.0% | 0.45% | −0.33 |
| COHR Coherent Corp. | Reduce -2.1% | 2.79% | +0.15 |
| CIEN Ciena Corp. | Reduce -21.2% | 1.89% | +0.17 |
Portfolio Buys Q3 2024 → Q4 2024
| IWN iShares Russell 2000 Value E | New | 5.00% | +5.00 |
| WGO Winnebago Industries | New | 1.93% | +1.93 |
| CMA Comerica Inc. | Add +209.2% | 2.69% | +1.86 |
| XPEL Xpel Inc. | New | 1.56% | +1.56 |
| KRNT Kornit Digital Ltd. | Add +12.3% | 4.47% | +1.19 |
| PYLD PIMCO Multisector Bond Actv | Add +200.0% | 0.93% | +0.62 |
| XBI SS SPDR S&P Biotech ETF | Add +29.5% | 3.55% | +0.58 |
| MTBA Simplify MBS ETF | Add +28.8% | 2.76% | +0.56 |
| MCFT Mastercraft Boat Holdings Inc. | New | 0.52% | +0.52 |
| WAL Western Alliance Bancorp | Add +21.4% | 2.63% | +0.41 |
| WHR Whirlpool Corp. | Add +13.9% | 1.55% | +0.29 |
| T AT&T Inc. | Add +5.6% | 1.84% | +0.18 |
| IPGP Ipg Photonics Corp. | Add +4.8% | 1.36% | +0.05 |
| MU Micron Technology Inc. | Add +20.6% | 2.71% | −0.02 |
| ACH Accendra Health Inc. | Add +4.1% | 0.73% | −0.10 |
| KWEB Kranesh Csi China Internet | Add +2.7% | 1.83% | −0.22 |
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 |