LHM, INC.
Long book
$254.0M
Q1 2026
Positions
22
Top-10 weight
76%
concentration
Last quarter
+18.0%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsLHM, INC. is a wealth-management firm allocating client money, running a $254.0M US long book across 22 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD TOTAL STOCK MKT ETF, PIMCO MULTISECTOR BOND ACTV, ISHARES FLEX I A ETF-USD INC, KORNIT DIGITAL LTD, MARVELL TECHNOLOGY INC.
Over the last 9 quarters its long book ran on average 0.5pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.6%
Q2 2024
+7.9%
Q3 2024
+2.6%
Q4 2024
-6.6%
Q1 2025
+7.7%
Q2 2025
+4.1%
Q3 2025
+3.0%
Q4 2025
-3.7%
Q1 2026
+18.0%
Sector allocation
Technology 52%
Industrials 30%
Financials 13%
Consumer discretionary 5%
Long book by quarter
What does LHM, INC. own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| KRNT KORNIT DIGITAL LTD | Industrials | 693.6K | $10.2M | 4.0% | Held |
| MRVL MARVELL TECHNOLOGY INC | Technology | 99.9K | $9.9M | 3.9% | Held |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | Technology | 48.7K | $9.6M | 3.8% | +21.2% |
| XPEL XPEL INC | Industrials | 190.7K | $8.4M | 3.3% | -4.4% |
| IPGP IPG PHOTONICS CORP | Technology | 69.7K | $8.0M | 3.1% | -35.6% |
| MCHP MICROCHIP TECHNOLOGY INC | Technology | 108.3K | $7.0M | 2.8% | +32.0% |
| WAL WESTERN ALLIANCE BANCORP | Financials | 98.7K | $7.0M | 2.8% | -9.4% |
| OLED UNIVERSAL DISPLAY CORP | Technology | 74.6K | $6.8M | 2.7% | Held |
| SNFCA SECURITY NATL FINL CORP-CL A | Financials | 717.5K | $6.8M | 2.7% | -0.1% |
| GOOGL ALPHABET INC-CL A | Technology | 22.6K | $6.5M | 2.6% | Held |
| TXN TEXAS INSTRUMENTS INC | Technology | 30.3K | $5.9M | 2.3% | +20.9% |
| AMZN AMAZON.COM INC | Consumer discretionary | 26.8K | $5.6M | 2.2% | +16.4% |
| WGO WINNEBAGO INDUSTRIES | Industrials | 153.7K | $4.8M | 1.9% | +4.8% |
| MCFT MASTERCRAFT BOAT HOLDINGS IN | Industrials | 219.4K | $4.5M | 1.8% | +3.3% |
| WHR WHIRLPOOL CORP | Industrials | 58.9K | $3.2M | 1.2% | +13.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 14, 2026 | 22 | $254.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 22 | $268.8M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 13, 2025 | 22 | $302.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 21 | $301.8M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 13, 2025 | 23 | $301.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 6, 2025 | 22 | $314.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 19 | $317.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR/ARESTATEMENT | Aug 22, 2024 | 16 | $237.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 12, 2024 | 17 | $237.0M | SEC ↗ | |
| Q1 2024 | 13F-HR/ANEW HOLDINGS | Aug 12, 2024 | 1 | $6.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 24, 2024 | 14 | $135.1M | canonical | SEC ↗ |