LHM, INC.

CIK

2009224

Location

Sandy, UT

Portfolio Value

Small $293,384,821

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,304 / 8,818 ▲ 11

Top Industry

Semiconductors 29.1%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

11 quarters · since Dec 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 75.7% of the book (60%+)

Turnover

Low turnover

18.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 8.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 91.4%; sector active share 44.6% against the combined 13F book's sector weights.

Over time 11 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

42.8%

+0.2 pts

Top 5

58.9%

−0.6 pts

Top 10

75.7%

−0.5 pts

HHI

2,006

Moderately concentrated+12

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	55.3%	$162,285,654	5
Technology	19.1%	$56,055,491	8
Consumer Cyclical	10.0%	$29,455,307	5
Communication Services	7.0%	$20,466,139	2
Financial Services	4.2%	$12,229,731	2
Industrials	4.0%	$11,688,966	1
Healthcare	0.4%	$1,203,533	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
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
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+2,440	339,336	$125,567,893
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

9 positions

Ticker	Company	Δ Shares	Shares	Value
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
PYLD		−25,100	412,593	$10,941,966
WAL	Western Alliance Bancorporation	−20,765	77,910	$6,404,202
MCHP	Microchip Technology Inc	−16,650	91,665	$8,359,848
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	−15,246	58,514	$9,259,840
BINC		−12,600	207,384	$10,854,478
TTWO	Take Two Interactive Software Inc	−3,363	45,385	$11,345,342
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ALAB	Astera Labs, Inc.	13,274	$6,411,607
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,959	$935,559
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

24 tracked positions · $293,384,821 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	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	339,336	+2,440	$125,567,893	+16.2%	11	before history	42.80%
MRVL	Marvell Technology, Inc. Technology	Reduced	44,680	-55,177	$13,309,725	+34.6%	5	$63.57	4.54%
KRNT	Kornit Digital Ltd. Industrials	Added	719,321	+25,723	$11,688,966	+15.0%	9	$18.38	3.98%
TTWO	Take Two Interactive Software Inc Communication Services	Reduced	45,385	-3,363	$11,345,342	+17.8%	6	$209.82	3.87%
PYLD		Reduced	412,593	-25,100	$10,941,966	−4.6%	8	$26.11	3.73%
BINC		Reduced	207,384	-12,600	$10,854,478	−5.0%	10	$52.48	3.70%
XPEL	XPEL, Inc. Consumer Cyclical	Added	203,010	+12,346	$10,069,296	+19.3%	7	$39.35	3.43%
IPGP	Ipg Photonics Corp Technology	Added	85,699	+16,043	$10,054,206	+26.0%	11	before history	3.43%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Reduced	58,514	-15,246	$9,259,840	−1.7%	11	before history	3.16%
TXN	Texas Instruments Inc Technology	Added	30,665	+366	$9,140,316	+55.4%	4	$192.88	3.12%
GOOGL	Alphabet Inc. Communication Services	Added	25,522	+2,892	$9,120,797	+40.2%	3	$294.14	3.11%
MCHP	Microchip Technology Inc Technology	Reduced	91,665	-16,650	$8,359,848	+19.5%	3	$64.16	2.85%
AMZN	Amazon Com Inc Consumer Cyclical	Added	27,692	+885	$6,600,111	+18.2%	3	$228.32	2.25%
OLED	Universal Display Corp \Pa\ Technology	Held	74,552	0	$6,455,457	−5.5%	5	$141.05	2.20%
ALAB	Astera Labs, Inc. Technology	NEW	13,274	NEW	$6,411,607	NEW	1	$265.37	2.19%
WAL	Western Alliance Bancorporation Financial Services	Reduced	77,910	-20,765	$6,404,202	−8.4%	10	$72.60	2.18%
SNFCA	Security National Financial Corp Financial Services	Reduced	601,188	-116,320	$5,825,529	−14.4%	11	before history	1.99%
MCFT	MasterCraft Boat Holdings, Inc. Consumer Cyclical	Held	219,363	0	$5,663,952	+25.9%	7	$18.82	1.93%
		Held	231,364	0	$5,661,477	−13.9%	10	$28.79	1.93%
WGO	Winnebago Industries Inc Consumer Cyclical	Held	153,707	0	$4,801,806	+0.8%	7	$50.24	1.64%
WHR	Whirlpool Corp Consumer Cyclical	Held	58,857	0	$2,320,142	−26.9%	11	before history	0.79%
SONY	Sony Group Corp Technology	Added	69,231	+39,722	$1,388,773	+127.4%	6	$21.94	0.47%
NVO	Novo Nordisk A S Healthcare	Reduced	25,105	-34,825	$1,203,533	−45.4%	6	$82.28	0.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	1,959	NEW	$935,559	NEW	1	$405.79	0.32%

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.