LHM, INC.
Filing Date
Global Rank
#5,540
/ 8,700
▼ 292
Top Industry
Semiconductors
29.1%
Period ended 2 months ago
Filed Aug 12, 2026 · 31d
11 quarters · since Dec 2023
Portfolio Concentration
19 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.2%
−32.4 pts
Top 5
43.1%
−16.4 pts
Top 10
73.3%
−2.9 pts
HHI
668
Diversified−1,327
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 42.8% | $56,055,491 |
| Consumer Cyclical | 22.5% | $29,455,307 |
| Communication Services | 15.6% | $20,466,139 |
| Financial Services | 9.3% | $12,229,731 |
| Industrials | 8.9% | $11,688,966 |
| Healthcare | 0.9% | $1,203,533 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SONY | Sony Group Corp | +39,722 | 69,231 | $1,388,773 | |
| KRNT | Kornit Digital Ltd. | +25,723 | 719,321 | $11,688,966 | |
| IPGP | Ipg Photonics Corp | +16,043 | 85,699 | $10,054,206 | |
| XPEL | XPEL, Inc. | +12,346 | 203,010 | $10,069,296 | |
| GOOGL | Alphabet Inc. | +2,892 | 25,522 | $9,120,797 | |
| AMZN | Amazon Com Inc | +885 | 27,692 | $6,600,111 | |
| TXN | Texas Instruments Inc | +366 | 30,665 | $9,140,316 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNFCA | Security National Financial Corp | −116,320 | 601,188 | $5,825,529 | |
| MRVL | Marvell Technology, Inc. | −55,177 | 44,680 | $13,309,725 | |
| NVO | Novo Nordisk A S | −34,825 | 25,105 | $1,203,533 | |
| WAL | Western Alliance Bancorporation | −20,765 | 77,910 | $6,404,202 | |
| MCHP | Microchip Technology Inc | −16,650 | 91,665 | $8,359,848 | |
| TTWO | Take Two Interactive Software Inc | −3,363 | 45,385 | $11,345,342 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 336,896 | $108,079,605 | |
| BILZ | PIMCO Ultra Short Government Active ETF | 437,693 | $11,467,556 | |
| BCLO | iShares BBB-B CLO Active ETF | 219,984 | $11,423,769 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 73,760 | $9,421,364 | |
| — | 231,364 | $6,577,678 | ||
| No positions match the current search. | ||||
19 tracked positions ·
$131,099,167 total
· filing declares
24 positions · $293,107,427
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 44,680 | $13,309,725 | 10.15% | |
| KRNT |
Kornit Digital Ltd.
Industrials
|
Added | 719,321 | $11,688,966 | 8.92% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Reduced | 45,385 | $11,345,342 | 8.65% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
Added | 203,010 | $10,069,296 | 7.68% | |
| IPGP |
Ipg Photonics Corp
Technology
|
Added | 85,699 | $10,054,206 | 7.67% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 30,665 | $9,140,316 | 6.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 25,522 | $9,120,797 | 6.96% | |
| MCHP |
Microchip Technology Inc
Technology
|
Reduced | 91,665 | $8,359,848 | 6.38% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 27,692 | $6,600,111 | 5.03% | |
| OLED |
Universal Display Corp \Pa\
Technology
|
Held | 74,552 | $6,455,457 | 4.92% | |
| ALAB |
Astera Labs, Inc.
Technology
|
NEW | 13,274 | $6,411,607 | 4.89% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Reduced | 77,910 | $6,404,202 | 4.89% | |
| SNFCA |
Security National Financial Corp
Financial Services
|
Reduced | 601,188 | $5,825,529 | 4.44% | |
| MCFT |
MasterCraft Boat Holdings, Inc.
Consumer Cyclical
|
Held | 219,363 | $5,663,952 | 4.32% | |
| WGO |
Winnebago Industries Inc
Consumer Cyclical
|
Held | 153,707 | $4,801,806 | 3.66% | |
| WHR |
Whirlpool Corp /De/
Consumer Cyclical
|
Held | 58,857 | $2,320,142 | 1.77% | |
| SONY |
Sony Group Corp
Technology
|
Added | 69,231 | $1,388,773 | 1.06% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 25,105 | $1,203,533 | 0.92% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 1,959 | $935,559 | 0.71% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.