LHM, INC.
Top Portfolio Positions
17 positions ·
$106,954,314 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| KRNT |
Kornit Digital Ltd.
Industrials
|
693,598 | $10,168,146 | 9.51% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
99,857 | $9,890,835 | 9.25% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
48,748 | $9,627,730 | 9.00% | |
| XPEL |
XPEL, Inc.
Consumer Cyclical
|
190,664 | $8,438,788 | 7.89% | |
| IPGP |
Ipg Photonics Corp
Technology
|
69,656 | $7,981,881 | 7.46% | |
| MCHP |
Microchip Technology Inc
Technology
|
108,315 | $6,998,232 | 6.54% | |
| WAL |
Western Alliance Bancorporation
Financial Services
|
98,675 | $6,991,123 | 6.54% | |
| OLED |
Universal Display Corp Pa
Technology
|
74,552 | $6,833,436 | 6.39% | |
| SNFCA |
Security National Financial Corp
Financial Services
|
717,508 | $6,801,975 | 6.36% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,630 | $6,507,482 | 6.08% |
Portfolio Trend
10 quarters · across all stocks
Holdings in XPEL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,438,788 | 190,664 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,957,294 | 199,505 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $8,403,516 | 254,113 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,200,678 | 200,576 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,862,713 | 165,511 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,886,778 | 122,353 | Shares | Sole | 2025-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||