LHM, INC. 13F Holdings

CIK 0002009224 · Sandy, UT

As of Sep 30, 2025, LHM, INC. reported 22 positions worth $302.3M in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD TOTAL STOCK MKT ETFVTI—390,647 28.6M42.52%
ISHARES FLEX I A ETF-USD INCBINC—436,508$23.2M7.69%
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUNDPYLD—605,189 6.2M5.37%
STATE STREET(R) SPDR(R) S&P(R) BIOTECH ETFXBI—119,540 2.0M3.96%
TAKE TWO INTERACTIVE SOFTWARE INCTTWOCommunication Services41,082 0.6M3.51%
UNIVERSAL DISPLAY CORPOLEDTechnology73,042 0.5M3.47%
WESTERN ALLIANCE BANCORPORATIONWALFinancial Services116,332 0.1M3.34%
KRANESHARES CSI CHINA INTERNET ETFKWEB—226,630$9.5M3.15%
IPG PHOTONICS CORPIPGPTechnology119,340$9.5M3.13%
KORNIT DIGITAL LTDKRNTIndustrials685,950$9.3M3.06%
MARVELL TECHNOLOGY INCMRVLTechnology108,372$9.1M3.01%
XPEL INCXPELConsumer Cyclical254,113$8.4M2.78%
NOVO NORDISK A SNVOHealthcare141,487$7.9M2.60%
SECURITY NATL FINL CORPSNFCAFinancial Services729,750$6.3M2.09%
WINNEBAGO INDUSTRIES INCWGOConsumer Cyclical169,937$5.7M1.88%
COMERICA INCCMAFinancial Services77,099$5.3M1.77%
COHERENT CORPCOHRTechnology43,884$4.7M1.56%
MASTERCRAFT BOAT HOLDINGS INCMCFTConsumer Cyclical201,811$4.3M1.43%
WHIRLPOOL CORPWHRConsumer Cyclical52,022$4.1M1.35%
TEXAS INSTRUMENTS INCTXNTechnology19,003$3.5M1.15%
OWENS & MINOR INCOMIHealthcare495,832$2.4M0.79%
SONY GROUP CORPSONYTechnology40,185 .2M0.38%