LHM
Sandy, UTfiles as LHM, INC.
$293m in 24 US stocks at the end of 30 June 2026. The top 10 are 75.8% of the money. It changed about 5.8% of the portfolio this quarter.
Value
$293m
Stocks
24
Top 10 share
75.8%
Turnover
5.8%
What changed this quarter
New
Bought for the first time this quarter.
- Astera LabsALAB2.2% of the fund
- Taiwan Semiconductor ManufacturingTSM0.3% of the fund
Added
Bought more of a stock they already held.
- Kornit DigitalKRNT4.0% of the fund+4%
- XpelXPEL3.4% of the fund+6%
- IPG PhotonicsIPGP3.4% of the fund+23%
- AlphabetGOOGL3.1% of the fund+13%
- Amazon.comAMZN2.3% of the fund+3%
- Sony GroupSONY0.5% of the fund+135%
Cut
Sold some of their stake.
- Marvell TechnologyMRVL4.5% of the fund-55%
- Take TWO Interactive SoftwareTTWO3.9% of the fund-7%
- Pimco ETF TRPYLD3.7% of the fund-6%
- Blackrock ETF Trust IIBINC3.7% of the fund-6%
- Spdr Series TrustXBI3.2% of the fund-21%
- Microchip TechnologyMCHP2.9% of the fund-15%
- Western Alliance BancorporationWAL2.2% of the fund-21%
- Security National FinancialSNFCA1.9% of the fund-16%
- Novo Nordisk A SNVO0.4% of the fund-58%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Index FDSVTI
- Share
- 42.8%
- Value
- $126m
- Shares
- 339,336
Held
- Pimco ETF TRPYLD
- Share
- 3.7%
- Value
- $11m
- Shares
- 412,593
-6%
- Blackrock ETF Trust IIBINC
- Share
- 3.7%
- Value
- $11m
- Shares
- 207,384
-6%
- Spdr Series TrustXBI
- Share
- 3.2%
- Value
- $9m
- Shares
- 58,514
-21%
- Kraneshares TrustKWEB
- Share
- 1.9%
- Value
- $6m
- Shares
- 231,364
Held
- Sony GroupSONY
- Share
- 0.5%
- Value
- $1m
- Shares
- 69,231
+135%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVTI | 42.8% | $126m | 339,336 | Held |
| Marvell TechnologyMRVL | 4.5% | $13m | 44,680 | -55% |
| Kornit DigitalKRNT | 4.0% | $12m | 719,321 | +4% |
| Take TWO Interactive SoftwareTTWO | 3.9% | $11m | 45,385 | -7% |
| Pimco ETF TRPYLD | 3.7% | $11m | 412,593 | -6% |
| Blackrock ETF Trust IIBINC | 3.7% | $11m | 207,384 | -6% |
| XpelXPEL | 3.4% | $10m | 203,010 | +6% |
| IPG PhotonicsIPGP | 3.4% | $10m | 85,699 | +23% |
| Spdr Series TrustXBI | 3.2% | $9m | 58,514 | -21% |
| Texas InstrumentsTXN | 3.1% | $9m | 30,665 | Held |
| AlphabetGOOGL | 3.1% | $9m | 25,522 | +13% |
| Microchip TechnologyMCHP | 2.9% | $8m | 91,665 | -15% |
| Amazon.comAMZN | 2.3% | $7m | 27,692 | +3% |
| Universal DisplayOLED | 2.2% | $6m | 74,552 | Held |
| Astera LabsALAB | 2.2% | $6m | 13,274 | New |
| Western Alliance BancorporationWAL | 2.2% | $6m | 77,910 | -21% |
| MasterCraft Boat HoldingsMCFT | 1.9% | $6m | 219,363 | Held |
| Kraneshares TrustKWEB | 1.9% | $6m | 231,364 | Held |
| Security National FinancialSNFCA | 1.9% | $6m | 601,188 | -16% |
| Winnebago IndustriesWGO | 1.6% | $5m | 153,707 | Held |
| WhirlpoolWHR | 0.8% | $2m | 58,857 | Held |
| Sony GroupSONY | 0.5% | $1m | 69,231 | +135% |
| Novo Nordisk A SNVO | 0.4% | $1m | 25,105 | -58% |
| Taiwan Semiconductor ManufacturingTSM | 0.3% | $935,560 | 1,959 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 2.9% since 30 June 2025.
Where the money is
Technology18.7%
Industrials9.4%
Media & telecom7.0%
Retail & consumer4.7%
Financial services4.1%
Health care0.4%
Other55.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.