Funds › LHM, Inc.
LHM, Inc.
13F for Q3 2026, filed Nov 13, 2026. 23 positions worth $308.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Ttl Stk | 351,366 | $131.5M | 42.6% | +3.5% | 13F ↗ |
| 2 | BlackRock ETF Trust II Isha Flex In Etf | 437,679 | $22.2M | 7.2% | +111% | 13F ↗ |
| 3 | Pimco ETF Tr Multisector Bd | 870,043 | $22.1M | 7.2% | +111% | 13F ↗ |
| 4 | MRVL Marvell Technology, Inc. | 50,484 | $13.3M | 4.3% | +13.0% | 13F ↗ |
| 5 | TTWO Take-Two Interactive Software, Inc. | 54,241 | $11.3M | 3.6% | +19.5% | 13F ↗ |
| 6 | KRNT Kornit Digital Ltd. | 653,960 | $10.9M | 3.5% | -9.1% | 13F ↗ |
| 7 | TXN Texas Instruments Incorporated | 32,333 | $9.1M | 2.9% | +5.4% | 13F ↗ |
| 8 | GOOGL Alphabet Inc. Class A | 25,522 | $8.8M | 2.8% | Unchanged | 13F ↗ |
| 9 | MCHP Microchip Technology Incorporated | 103,257 | $8.0M | 2.6% | +12.6% | 13F ↗ |
| 10 | IPGP IPG Photonics Corporation | 100,140 | $7.8M | 2.5% | +16.9% | 13F ↗ |
| 11 | XPEL XPEL, Inc. | 167,908 | $7.4M | 2.4% | -17.3% | 13F ↗ |
| 12 | AMZN Amazon.com, Inc. | 27,692 | $6.9M | 2.2% | Unchanged | 13F ↗ |
| 13 | Spdr Series Trust St Str Sp Biot | 43,688 | $6.9M | 2.2% | -25.3% | 13F ↗ |
| 14 | MU Micron Technology, Inc. | 6,283 | $6.7M | 2.2% | New | 13F ↗ |
| 15 | WAL Western Alliance Bancorporation | 77,910 | $5.9M | 1.9% | Unchanged | 13F ↗ |
| 16 | OLED Universal Display Corporation | 74,552 | $5.7M | 1.9% | Unchanged | 13F ↗ |
| 17 | Kraneshares Trust Csi Chi Internet | 231,364 | $5.7M | 1.8% | Unchanged | 13F ↗ |
| 18 | SNFCA Security National Financial Corporation | 601,901 | $5.2M | 1.7% | -4.6% | 13F ↗ |
| 19 | MCFT MasterCraft Boat Holdings, Inc. | 219,363 | $4.3M | 1.4% | Unchanged | 13F ↗ |
| 20 | WGO Winnebago Industries, Inc. | 153,707 | $4.1M | 1.3% | Unchanged | 13F ↗ |
| 21 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 6,709 | $3.1M | 1.0% | +242% | 13F ↗ |
| 22 | SONY Sony Group Corporation | 69,231 | $1.6M | 0.5% | Unchanged | 13F ↗ |
| 23 | NVO Novo Nordisk A/S · ADR | 10,777 | $408.6K | 0.1% | -57.1% | 13F ↗ |
Changes since Q2 2026
1 new, 9 added to, 5 trimmed, 2 exited, 8 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| MU Micron Technology, Inc. | 6,283 | New | $6.7M |
Added to (9)
| BlackRock ETF Trust II Isha Flex In Etf | 437,679 | +111% | $11.7M |
| Pimco ETF Tr Multisector Bd | 870,043 | +111% | $11.6M |
| Vanguard Index Fds Mrngstr Ttl Stk | 351,366 | +3.5% | $4.5M |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 6,709 | +242% | $2.2M |
| TTWO Take-Two Interactive Software, Inc. | 54,241 | +19.5% | $1.8M |
| MRVL Marvell Technology, Inc. | 50,484 | +13.0% | $1.5M |
| IPGP IPG Photonics Corporation | 100,140 | +16.9% | $1.1M |
| MCHP Microchip Technology Incorporated | 103,257 | +12.6% | $901.5K |
| TXN Texas Instruments Incorporated | 32,333 | +5.4% | $467.2K |
Trimmed (5)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 23 | $308.9M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 24 | $293.1M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 22 | $254.0M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 22 | $268.8M | Current | SEC ↗ |
| Q3 2025 | Nov 13, 2025 | 13F-HR | 22 | $302.3M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 21 | $301.8M | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 23 | $301.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer