LHM, INC.

CIK

2009224

Location

Sandy, UT

Portfolio Value

Small $106,954,336

Diversification

Diversified

Filing Date

Global Rank

#5,573 / 8,622 ▲ 27 · as of Mar 2026

Top Industry

Semiconductors 21.3%

3Y Alpha vs SPY

-4.9%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+37.2%

SPY

+52.7%

Annualised alpha

-5.1%

Max drawdown

−37.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 10 quarters. Past performance does not predict future results.

Portfolio Concentration

17 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top 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	Positions
Technology	35.7%	$38,197,467	6
Consumer Cyclical	24.7%	$26,457,964	5
Communication Services	15.1%	$16,135,212	2
Financial Services	12.9%	$13,793,120	2
Industrials	9.5%	$10,168,146	1
Healthcare	2.1%	$2,202,427	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
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
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	$6,801,997
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

17 tracked positions · $106,954,336 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
KRNT	Kornit Digital Ltd. Industrials	Held	693,598	0	$10,168,146	+1.9%	9.51%
MRVL	Marvell Technology, Inc. Technology	Held	99,857	0	$9,890,835	+16.6%	9.25%
TTWO	Take Two Interactive Software Inc Communication Services	Added	48,748	+8,531	$9,627,730	−6.5%	9.00%
XPEL	XPEL, Inc. Consumer Cyclical	Reduced	190,664	-8,841	$8,438,788	−15.3%	7.89%
IPGP	Ipg Photonics Corp Technology	Reduced	69,656	-38,429	$7,981,881	+3.1%	7.46%
MCHP	Microchip Technology Inc Technology	Added	108,315	+26,229	$6,998,232	+33.8%	6.54%
WAL	Western Alliance Bancorporation Financial Services	Reduced	98,675	-10,205	$6,991,123	−23.6%	6.54%
OLED	Universal Display Corp \Pa\ Technology	Held	74,552	0	$6,833,436	−21.5%	6.39%
SNFCA	Security National Financial Corp Financial Services	Reduced	717,508	-525	$6,801,997	+5.1%	6.36%
GOOGL	Alphabet Inc. Communication Services	Held	22,630	0	$6,507,482	−8.1%	6.08%
TXN	Texas Instruments Inc Technology	Added	30,299	+5,237	$5,882,247	+35.3%	5.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	26,807	+3,781	$5,583,093	+5.0%	5.22%
WGO	Winnebago Industries Inc Consumer Cyclical	Added	153,707	+7,078	$4,763,379	−19.8%	4.45%
MCFT	MasterCraft Boat Holdings, Inc. Consumer Cyclical	Added	219,363	+7,002	$4,499,135	+12.0%	4.21%
WHR	Whirlpool Corp /De/ Consumer Cyclical	Added	58,857	+6,835	$3,173,569	−15.4%	2.97%
NVO	Novo Nordisk A S Healthcare	Reduced	59,930	-81,557	$2,202,427	−69.4%	2.06%
SONY	Sony Group Corp Technology	Held	29,509	0	$610,836	−19.1%	0.57%

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.