Lhm, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Lhm, Inc. reported 23 stock positions worth $301.7 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.8% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 20.8%) and SS SPDR S&P Biotech ETF (XBI, 3.9%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 9 and reduced 7. The biggest buy was iShares Flex I A ETF-Usd (BINC, shares +19%) and the biggest sale an exit from iShares Russell 2000 Value E (IWN).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $301.7M (Q1 2025)
- SEC Filing
- 0001213900-25-042188 ↗ filed May 13, 2025
Holdings Value
Holdings 23 stocks · $301.7M
| VTI VG Morningstar TS MKT ETF-US | 37.77% | 414,551 | $113.9M | Reduce -1.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 20.80% | 1,197,870 | $62.7M | Add +19.4% |
| XBI SS SPDR S&P Biotech ETF | 3.87% | 143,822 | $11.7M | Add +16.0% |
| KRNT Kornit Digital Ltd. | 3.37% | 532,545 | $10.2M | Add +17.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.22% | 138,451 | $9.7M | New |
| SNFCA Security Natl Finl Corp. Class A | 3.13% | 781,169 | $9.5M | Reduce -9.6% |
| MU Micron Technology Inc. | 2.63% | 91,341 | $7.9M | Reduce -9.7% |
| KWEB Kranesh Csi China Internet | 2.61% | 225,733 | $7.9M | Add +15.1% |
| CMA Comerica Inc. | 2.57% | 129,898 | $7.8M | Reduce -4.0% |
| WAL Western Alliance Bancorp | 2.52% | 98,783 | $7.6M | No change |
| MTBA Simplify MBS ETF | 2.51% | 151,300 | $7.6M | Reduce -13.3% |
| COHR Coherent Corp. | 2.16% | 100,344 | $6.5M | Add +8.5% |
| TTWO Take-Two Interactive Softwre | 1.93% | 28,033 | $5.8M | New |
| IPGP Ipg Photonics Corp. | 1.69% | 80,960 | $5.1M | Add +37.8% |
| XPEL Xpel Inc. | 1.61% | 165,511 | $4.9M | Add +35.3% |
| WGO Winnebago Industries | 1.45% | 127,182 | $4.4M | No change |
| WHR Whirlpool Corp. | 1.27% | 42,600 | $3.8M | No change |
| MCFT Mastercraft Boat Holdings Inc. | 1.01% | 177,406 | $3.1M | Add +106.8% |
| PYLD PIMCO Multisector Bond Actv | 0.98% | 112,501 | $3.0M | No change |
| SONY Sony Group Corp. - SP ADR | 0.90% | 106,899 | $2.7M | New |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 0.88% | 292,942 | $2.6M | Add +66.6% |
| CIEN Ciena Corp. | 0.85% | 42,386 | $2.6M | Reduce -39.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 4,594 | $765K | Reduce -35.5% |
Portfolio Sells Q4 2024 → Q1 2025
| IWN iShares Russell 2000 Value E | Sold out | 0.00% | −5.00 |
| T AT&T Inc. | Sold out | 0.00% | −1.84 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.7% | 37.77% | −1.13 |
| CIEN Ciena Corp. | Reduce -39.6% | 0.85% | −1.04 |
| MTBA Simplify MBS ETF | Reduce -13.3% | 2.51% | −0.24 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -35.5% | 0.25% | −0.20 |
| SNFCA Security Natl Finl Corp. Class A | Reduce -9.6% | 3.13% | −0.17 |
| CMA Comerica Inc. | Reduce -4.0% | 2.57% | −0.12 |
| MU Micron Technology Inc. | Reduce -9.7% | 2.63% | −0.08 |
Portfolio Buys Q4 2024 → Q1 2025
| BINC iShares Flex I A ETF-Usd Inc. | Add +19.4% | 20.80% | +4.20 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 3.22% | +3.22 |
| TTWO Take-Two Interactive Softwre | New | 1.93% | +1.93 |
| SONY Sony Group Corp. - SP ADR | New | 0.90% | +0.90 |
| KWEB Kranesh Csi China Internet | Add +15.1% | 2.61% | +0.79 |
| MCFT Mastercraft Boat Holdings Inc. | Add +106.8% | 1.01% | +0.49 |
| IPGP Ipg Photonics Corp. | Add +37.8% | 1.69% | +0.33 |
| XBI SS SPDR S&P Biotech ETF | Add +16.0% | 3.87% | +0.31 |
| ACH Accendra Health Inc. | Add +66.6% | 0.88% | +0.15 |
| XPEL Xpel Inc. | Add +35.3% | 1.61% | +0.06 |
| COHR Coherent Corp. | Add +8.5% | 2.16% | −0.63 |
| KRNT Kornit Digital Ltd. | Add +17.3% | 3.37% | −1.10 |
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 |