LHM, INC.
Filing Date
Global Rank
#5,213
/ 8,232
▲ 156
Top Industry
Semiconductors
21.3%
3Y Alpha vs SPY
-1.6%
Period ended 2 months ago
Filed May 14, 2026 · 31d
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+48.3%
SPY
+52.9%
Annualised alpha
-1.6%
Max drawdown
−37.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
17 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
9.5%
+0.5 pts
Top 5
43.1%
+1.1 pts
Top 10
75.0%
+0.7 pts
HHI
687
Diversified+15
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.7% | $38,197,467 |
| Consumer Cyclical | 24.7% | $26,457,964 |
| Communication Services | 15.1% | $16,135,212 |
| Financial Services | 12.9% | $13,793,098 |
| Industrials | 9.5% | $10,168,146 |
| Healthcare | 2.1% | $2,202,427 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MCHP | Microchip Technology Inc | +26,229 | 108,315 | $6,998,232 | |
| TTWO | Take Two Interactive Software Inc | +8,531 | 48,748 | $9,627,730 | |
| WGO | Winnebago Industries Inc | +7,078 | 153,707 | $4,763,379 | |
| MCFT | MasterCraft Boat Holdings, Inc. | +7,002 | 219,363 | $4,499,135 | |
| WHR | Whirlpool Corp /De/ | +6,835 | 58,857 | $3,173,569 | |
| TXN | Texas Instruments Inc | +5,237 | 30,299 | $5,882,247 | |
| AMZN | Amazon Com Inc | +3,781 | 26,807 | $5,583,093 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVO | Novo Nordisk A S | −81,557 | 59,930 | $2,202,427 | |
| IPGP | Ipg Photonics Corp | −38,429 | 69,656 | $7,981,881 | |
| WAL | Western Alliance Bancorporation | −10,205 | 98,675 | $6,991,123 | |
| XPEL | XPEL, Inc. | −8,841 | 190,664 | $8,438,788 | |
| SNFCA | Security National Financial Corp | −525 | 717,508 | $6,801,975 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
17 positions ·
$106,954,314 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KRNT |
Kornit Digital Ltd.
Industrials
|
Held | 693,598 | $10,168,146 | 9.51% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Held | 99,857 | $9,890,835 | 9.25% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
Added | 48,748 | $9,627,730 | 9.00% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
Reduced | 190,664 | $8,438,788 | 7.89% | |
| IPGP |
Ipg Photonics Corp
Technology
|
Reduced | 69,656 | $7,981,881 | 7.46% | |
| MCHP |
Microchip Technology Inc
Technology
|
Added | 108,315 | $6,998,232 | 6.54% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
Reduced | 98,675 | $6,991,123 | 6.54% | |
| OLED |
Universal Display Corp \Pa\
Technology
|
Held | 74,552 | $6,833,436 | 6.39% | |
| SNFCA |
Security National Financial Corp
Financial Services
|
Reduced | 717,508 | $6,801,975 | 6.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 22,630 | $6,507,482 | 6.08% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 30,299 | $5,882,247 | 5.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 26,807 | $5,583,093 | 5.22% | |
| WGO |
Winnebago Industries Inc
Consumer Cyclical
|
Added | 153,707 | $4,763,379 | 4.45% | |
| MCFT |
MasterCraft Boat Holdings, Inc.
Consumer Cyclical
|
Added | 219,363 | $4,499,135 | 4.21% | |
| WHR |
Whirlpool Corp /De/
Consumer Cyclical
|
Added | 58,857 | $3,173,569 | 2.97% | |
| NVO |
Novo Nordisk A S
Healthcare
|
Reduced | 59,930 | $2,202,427 | 2.06% | |
| SONY |
Sony Group Corp
Technology
|
Held | 29,509 | $610,836 | 0.57% |