Lhm, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Lhm, Inc. reported 22 stock positions worth $268.8 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 42.1% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 4.5%) and iShares Flex I A ETF-Usd (BINC, 4.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 4 and reduced 13. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale iShares Flex I A ETF-Usd (BINC, shares −48%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $268.8M (Q4 2025)
- SEC Filing
- 0001213900-26-013899 ↗ filed Feb 10, 2026
Holdings Value
Holdings 22 stocks · $268.8M
| VTI VG Morningstar TS MKT ETF-US | 42.14% | 337,826 | $113.3M | Reduce -13.5% |
| PYLD PIMCO Multisector Bond Actv | 4.51% | 454,493 | $12.1M | Reduce -24.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 4.48% | 228,434 | $12.1M | Reduce -47.7% |
| TTWO Take-Two Interactive Softwre | 3.83% | 40,217 | $10.3M | Reduce -2.1% |
| XBI SS SPDR S&P Biotech ETF | 3.80% | 83,738 | $10.2M | Reduce -29.9% |
| KRNT Kornit Digital Ltd. | 3.71% | 693,598 | $10.0M | Add +1.1% |
| XPEL Xpel Inc. | 3.70% | 199,505 | $10.0M | Reduce -21.5% |
| WAL Western Alliance Bancorp | 3.41% | 108,880 | $9.2M | Reduce -6.4% |
| OLED Universal Display Corp. | 3.24% | 74,552 | $8.7M | Add +2.1% |
| MRVL Marvell Technology Inc. | 3.16% | 99,857 | $8.5M | Reduce -7.9% |
| IPGP Ipg Photonics Corp. | 2.88% | 108,085 | $7.7M | Reduce -9.4% |
| NVO Novo-Nordisk A/S-Spons ADR | 2.68% | 141,487 | $7.2M | No change |
| GOOGL Alphabet Inc. Class A | 2.64% | 22,630 | $7.1M | New |
| KWEB Kranesh Csi China Internet | 2.50% | 197,414 | $6.7M | Reduce -12.9% |
| SNFCA Security Natl Finl Corp. Class A | 2.41% | 718,033 | $6.5M | Reduce -1.6% |
| WGO Winnebago Industries | 2.21% | 146,629 | $5.9M | Reduce -13.7% |
| AMZN Amazon.com Inc. | 1.98% | 23,026 | $5.3M | New |
| MCHP Microchip Technology Inc. | 1.95% | 82,086 | $5.2M | New |
| TXN Texas Instruments Inc. | 1.62% | 25,062 | $4.3M | Add +31.9% |
| MCFT Mastercraft Boat Holdings Inc. | 1.49% | 212,361 | $4.0M | Add +5.2% |
| WHR Whirlpool Corp. | 1.40% | 52,022 | $3.8M | No change |
| SONY Sony Group Corp. - SP ADR | 0.28% | 29,509 | $755K | Reduce -26.6% |
Portfolio Sells Q3 2025 → Q4 2025
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -47.7% | 4.48% | −3.20 |
| CMA Comerica Inc. | Sold out | 0.00% | −1.77 |
| COHR Coherent Corp. | Sold out | 0.00% | −1.56 |
| PYLD PIMCO Multisector Bond Actv | Reduce -24.9% | 4.51% | −0.86 |
| ACH Accendra Health Inc. | Sold out | 0.00% | −0.79 |
| KWEB Kranesh Csi China Internet | Reduce -12.9% | 2.50% | −0.65 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -13.5% | 42.14% | −0.38 |
| IPGP Ipg Photonics Corp. | Reduce -9.4% | 2.88% | −0.25 |
| XBI SS SPDR S&P Biotech ETF | Reduce -29.9% | 3.80% | −0.16 |
| SONY Sony Group Corp. - SP ADR | Reduce -26.6% | 0.28% | −0.10 |
| WAL Western Alliance Bancorp | Reduce -6.4% | 3.41% | +0.07 |
| MRVL Marvell Technology Inc. | Reduce -7.9% | 3.16% | +0.14 |
| SNFCA Security Natl Finl Corp. Class A | Reduce -1.6% | 2.41% | +0.31 |
| TTWO Take-Two Interactive Softwre | Reduce -2.1% | 3.83% | +0.32 |
| WGO Winnebago Industries | Reduce -13.7% | 2.21% | +0.33 |
| XPEL Xpel Inc. | Reduce -21.5% | 3.70% | +0.92 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | New | 2.64% | +2.64 |
| AMZN Amazon.com Inc. | New | 1.98% | +1.98 |
| MCHP Microchip Technology Inc. | New | 1.95% | +1.95 |
| KRNT Kornit Digital Ltd. | Add +1.1% | 3.71% | +0.65 |
| TXN Texas Instruments Inc. | Add +31.9% | 1.62% | +0.46 |
| MCFT Mastercraft Boat Holdings Inc. | Add +5.2% | 1.49% | +0.06 |
| OLED Universal Display Corp. | Add +2.1% | 3.24% | −0.23 |
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 |