Lhm, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Lhm, Inc. reported 22 stock positions worth $254.0 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 42.6% of the portfolio, followed by PIMCO Multisector Bond Actv (PYLD, 4.5%) and iShares Flex I A ETF-Usd (BINC, 4.5%). Compared with Q4 2025, it added to 8 and reduced 9. The biggest buy was Microchip Technology (MCHP, shares +32%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- Sandy, UT
- CIK
- 0002009224
- Portfolio Value
- $254.0M (Q1 2026)
- SEC Filing
- 0001213900-26-056183 ↗ filed May 14, 2026
Holdings Value
Holdings 22 stocks · $254.0M
| VTI VG Morningstar TS MKT ETF-US | 42.55% | 336,896 | $108.1M | Reduce -0.3% |
| PYLD PIMCO Multisector Bond Actv | 4.52% | 437,693 | $11.5M | Reduce -3.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 4.50% | 219,984 | $11.4M | Reduce -3.7% |
| KRNT Kornit Digital Ltd. | 4.00% | 693,598 | $10.2M | No change |
| MRVL Marvell Technology Inc. | 3.89% | 99,857 | $9.9M | No change |
| TTWO Take-Two Interactive Softwre | 3.79% | 48,748 | $9.6M | Add +21.2% |
| XBI SS SPDR S&P Biotech ETF | 3.71% | 73,760 | $9.4M | Reduce -11.9% |
| XPEL Xpel Inc. | 3.32% | 190,664 | $8.4M | Reduce -4.4% |
| IPGP Ipg Photonics Corp. | 3.14% | 69,656 | $8.0M | Reduce -35.5% |
| MCHP Microchip Technology Inc. | 2.76% | 108,315 | $7.0M | Add +31.9% |
| WAL Western Alliance Bancorp | 2.75% | 98,675 | $7.0M | Reduce -9.4% |
| OLED Universal Display Corp. | 2.69% | 74,552 | $6.8M | No change |
| SNFCA Security Natl Finl Corp. Class A | 2.68% | 717,508 | $6.8M | Reduce -0.1% |
| KWEB Kranesh Csi China Internet | 2.59% | 231,364 | $6.6M | Add +17.2% |
| GOOGL Alphabet Inc. Class A | 2.56% | 22,630 | $6.5M | No change |
| TXN Texas Instruments Inc. | 2.32% | 30,299 | $5.9M | Add +20.9% |
| AMZN Amazon.com Inc. | 2.20% | 26,807 | $5.6M | Add +16.4% |
| WGO Winnebago Industries | 1.88% | 153,707 | $4.8M | Add +4.8% |
| MCFT Mastercraft Boat Holdings Inc. | 1.77% | 219,363 | $4.5M | Add +3.3% |
| WHR Whirlpool Corp. | 1.25% | 58,857 | $3.2M | Add +13.1% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.89% | 59,930 | $2.3M | Reduce -57.6% |
| SONY Sony Group Corp. - SP ADR | 0.24% | 29,509 | $611K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -57.6% | 0.89% | −1.79 |
| WAL Western Alliance Bancorp | Reduce -9.4% | 2.75% | −0.65 |
| XPEL Xpel Inc. | Reduce -4.4% | 3.32% | −0.38 |
| XBI SS SPDR S&P Biotech ETF | Reduce -11.9% | 3.71% | −0.09 |
| PYLD PIMCO Multisector Bond Actv | Reduce -3.7% | 4.52% | +0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -3.7% | 4.50% | +0.01 |
| IPGP Ipg Photonics Corp. | Reduce -35.5% | 3.14% | +0.26 |
| SNFCA Security Natl Finl Corp. Class A | Reduce -0.1% | 2.68% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 42.55% | +0.42 |
Portfolio Buys Q4 2025 → Q1 2026
| MCHP Microchip Technology Inc. | Add +31.9% | 2.76% | +0.81 |
| TXN Texas Instruments Inc. | Add +20.9% | 2.32% | +0.70 |
| MCFT Mastercraft Boat Holdings Inc. | Add +3.3% | 1.77% | +0.28 |
| AMZN Amazon.com Inc. | Add +16.4% | 2.20% | +0.22 |
| KWEB Kranesh Csi China Internet | Add +17.2% | 2.59% | +0.09 |
| TTWO Take-Two Interactive Softwre | Add +21.2% | 3.79% | −0.04 |
| WHR Whirlpool Corp. | Add +13.1% | 1.25% | −0.15 |
| WGO Winnebago Industries | Add +4.8% | 1.88% | −0.33 |
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 |