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CIK: 0002009224
Total reported value
$293.1M
$293.1M
22 檔
73.5%
According to the latest 13F quarterly dataset, Lhm, Inc. managed an equity portfolio of $293.1M at the end of Q4 2024, spanning 22 distinct U.S. exchange-listed positions.
In Q4 2024, Lhm, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 12 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BINC, IWN) accounted for 73.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
IWN
市值: $15.7M
Top Position Liquidated / Trimmed
GOOGL
前期市值: $4.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 38.90% | +0.29% | -11.70% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 16.60% | -0.80% | -36.57% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 5.00% | — | — | |
| 4 | KRNT | Kornit Digital Ltd. | Stock-Other | 4.47% | -0.01% | +12.31% | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.55% | -0.55% | +29.48% | |
| 6 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 3.31% | -0.79% | — | |
| 7 | COHR | Coherent CORP | Stock-Tech | 2.79% | — | -2.10% | |
| 8 | MTBA | Simplify Mbs ETF | ETF-Other | 2.76% | — | +28.80% | |
| 9 | MU | Micron Technology Inc | Stock-Tech | 2.71% | — | +20.60% | |
| 10 | CMA | Comerica Inc | Stock-Other | 2.69% | — | +209.22% | |
| 11 | WAL | Western Alliance Bancorp | Stock-Financials | 2.63% | -0.57% | +21.43% | |
| 12 | WGO | Winnebago Industries | Stock-Other | 1.93% | -0.24% | — | |
| 13 | CIEN | Ciena CORP | Stock-Tech | 1.89% | — | -21.17% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.84% | — | +5.64% | |
| 15 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.83% | -0.66% | +2.74% | |
| 16 | XPEL | Xpel Inc | Stock-Other | 1.56% | +0.12% | — | |
| 17 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.55% | -0.46% | +13.86% | |
| 18 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.36% | +0.29% | +4.82% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.93% | -0.79% | +199.99% | |
| 20 | ACH | Accendra Health Inc | Stock-Other | 0.73% | — | +4.06% | |
| 21 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 0.52% | +0.16% | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.45% | +0.32% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | +5% | NEW | New buy |
| 2 | WGO | Winnebago Industries | +1.9% | NEW | New buy |
| 3 | CMA | Comerica Inc | +1.9% | +209.22% | Add |
| 4 | XPEL | Xpel Inc | +1.6% | NEW | New buy |
| 5 | KRNT | Kornit Digital Ltd. | +1.2% | +12.31% | Add |
| 6 | SNFCA | Security Natl Finl Corp-cl A | +0.8% | — | Unchanged |
| 7 | PYLD | Pimco Multisector Bond Actv | +0.6% | +199.99% | Add |
| 8 | XBI | Ss Spdr S&p Biotech ETF | +0.6% | +29.48% | Add |
| 9 | MTBA | Simplify Mbs ETF | +0.6% | +28.80% | Add |
| 10 | MCFT | Mastercraft Boat Holdings In | +0.5% | NEW | New buy |
| 11 | WAL | Western Alliance Bancorp | +0.4% | +21.43% | Add |
| 12 | WHR | Whirlpool CORP | +0.3% | +13.86% | Add |
| 13 | T | At&t Inc | +0.2% | +5.64% | Add |
| 14 | CIEN | Ciena CORP | +0.2% | -21.17% | Trim |
| 15 | COHR | Coherent CORP | +0.2% | -2.10% | Trim |
| 16 | IPGP | Ipg Photonics CORP | +0.1% | +4.82% | Add |
| 17 | MU | Micron Technology Inc | 0% | +20.60% | Add |
| 18 | ACH | Accendra Health Inc | -0.1% | +4.06% | Add |
| 19 | KWEB | Kranesh Csi China Internet | -0.2% | +2.74% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -50.00% | Trim |
| 21 | GOOGL | Alphabet Inc-cl A | -1.4% | EXIT | Sold out |
| 22 | VTI | Vanguard Total Stock Mkt ETF | -3.8% | -11.70% | Trim |
| 23 | BINC | Ishares Flex I A Etf-usd Inc | -10% | -36.57% | Trim |
According to official SEC Form 13F filings, Lhm, Inc. reported a total U.S. public equity portfolio value of $293.1M across 22 disclosed positions in Q4 2024.
During Q4 2024, Lhm, Inc.'s top holdings by market value included VTI (38.9%)、BINC (16.6%)、IWN (5.0%). The largest single position, VTI, represented 38.9% of total portfolio value.
In Q4 2024, Lhm, Inc. made 22 total portfolio adjustments, initiating 4 new buys, adding to 12 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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