Lhm, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Lhm, Inc. reported 21 stock positions worth $301.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 40.5% of the portfolio, followed by iShares Flex I A ETF-Usd (BINC, 9.4%) and PIMCO Multisector Bond Actv (PYLD, 5.3%). Compared with Q1 2025, it opened 2 new positions, sold out of 4, added to 12 and reduced 4. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +434%) and the biggest sale iShares Flex I A ETF-Usd (BINC, shares −55%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $301.8M (Q2 2025)
- SEC Filing
- 0001213900-25-075933 ↗ filed Aug 14, 2025
Holdings Value
Holdings 21 stocks · $301.8M
| VTI VG Morningstar TS MKT ETF-US | 40.52% | 401,138 | $122.3M | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 9.36% | 534,508 | $28.2M | Reduce -55.4% |
| PYLD PIMCO Multisector Bond Actv | 5.28% | 600,189 | $15.9M | Add +433.5% |
| KRNT Kornit Digital Ltd. | 4.18% | 634,075 | $12.6M | Add +19.1% |
| XBI SS SPDR S&P Biotech ETF | 3.93% | 142,966 | $11.9M | Reduce -0.6% |
| COHR Coherent Corp. | 3.65% | 123,479 | $11.0M | Add +23.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 3.24% | 141,487 | $9.8M | Add +2.2% |
| TTWO Take-Two Interactive Softwre | 3.22% | 40,064 | $9.7M | Add +42.9% |
| OLED Universal Display Corp. | 2.86% | 55,788 | $8.6M | New |
| CMA Comerica Inc. | 2.60% | 129,898 | $7.8M | No change |
| KWEB Kranesh Csi China Internet | 2.58% | 226,630 | $7.8M | Add +0.4% |
| WAL Western Alliance Bancorp | 2.55% | 98,783 | $7.7M | No change |
| MRVL Marvell Technology Inc. | 2.49% | 97,215 | $7.5M | New |
| SNFCA Security Natl Finl Corp. Class A | 2.41% | 738,117 | $7.3M | Reduce -5.5% |
| XPEL Xpel Inc. | 2.39% | 200,576 | $7.2M | Add +21.2% |
| IPGP Ipg Photonics Corp. | 2.18% | 95,822 | $6.6M | Add +18.4% |
| WHR Whirlpool Corp. | 1.75% | 52,022 | $5.3M | Add +22.1% |
| WGO Winnebago Industries | 1.63% | 169,937 | $4.9M | Add +33.6% |
| MCFT Mastercraft Boat Holdings Inc. | 1.16% | 188,880 | $3.5M | Add +6.5% |
| ACH Accendra Health Inc. filed as OWENS & MINOR INC NEW | 1.11% | 368,988 | $3.4M | Add +26.0% |
| SONY Sony Group Corp. - SP ADR | 0.92% | 106,899 | $2.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -55.4% | 9.36% | −11.44 |
| MU Micron Technology Inc. | Sold out | 0.00% | −2.63 |
| MTBA Simplify MBS ETF | Sold out | 0.00% | −2.51 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.85 |
| SNFCA Security Natl Finl Corp. Class A | Reduce -5.5% | 2.41% | −0.72 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.25 |
| XBI SS SPDR S&P Biotech ETF | Reduce -0.6% | 3.93% | +0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.2% | 40.52% | +2.75 |
Portfolio Buys Q1 2025 → Q2 2025
| PYLD PIMCO Multisector Bond Actv | Add +433.5% | 5.28% | +4.30 |
| OLED Universal Display Corp. | New | 2.86% | +2.86 |
| MRVL Marvell Technology Inc. | New | 2.49% | +2.49 |
| COHR Coherent Corp. | Add +23.1% | 3.65% | +1.49 |
| TTWO Take-Two Interactive Softwre | Add +42.9% | 3.22% | +1.30 |
| KRNT Kornit Digital Ltd. | Add +19.1% | 4.18% | +0.81 |
| XPEL Xpel Inc. | Add +21.2% | 2.39% | +0.77 |
| IPGP Ipg Photonics Corp. | Add +18.4% | 2.18% | +0.49 |
| WHR Whirlpool Corp. | Add +22.1% | 1.75% | +0.48 |
| ACH Accendra Health Inc. | Add +26.0% | 1.11% | +0.24 |
| WGO Winnebago Industries | Add +33.6% | 1.63% | +0.18 |
| MCFT Mastercraft Boat Holdings Inc. | Add +6.5% | 1.16% | +0.15 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +2.2% | 3.24% | +0.01 |
| KWEB Kranesh Csi China Internet | Add +0.4% | 2.58% | −0.03 |
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 |