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CIK: 0002009224
Total reported value
$293.1M
$293.1M
23 檔
71.0%
As reported in its official Q1 2025 Form 13F filing, Lhm, Inc.'s tracked investment portfolio stood at $293.1M with 23 total positions.
In Q1 2025, Lhm, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 9 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BINC, XBI) accounted for 71.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 37.77% | +0.29% | -1.71% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 20.80% | -0.80% | +19.43% | |
| 3 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.87% | -0.55% | +16.00% | |
| 4 | KRNT | Kornit Digital Ltd. | Stock-Other | 3.37% | -0.01% | +17.31% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.22% | -0.48% | — | |
| 6 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 3.13% | -0.79% | -9.55% | |
| 7 | MU | Micron Technology Inc | Stock-Tech | 2.63% | — | -9.71% | |
| 8 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.61% | -0.66% | +15.08% | |
| 9 | CMA | Comerica Inc | Stock-Other | 2.57% | — | -3.96% | |
| 10 | WAL | Western Alliance Bancorp | Stock-Financials | 2.52% | -0.57% | — | |
| 11 | MTBA | Simplify Mbs ETF | ETF-Other | 2.51% | — | -13.26% | |
| 12 | COHR | Coherent CORP | Stock-Tech | 2.16% | — | +8.51% | |
| 13 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.93% | +0.08% | — | |
| 14 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.69% | +0.29% | +37.76% | |
| 15 | XPEL | Xpel Inc | Stock-Other | 1.61% | +0.12% | +35.27% | |
| 16 | WGO | Winnebago Industries | Stock-Other | 1.45% | -0.24% | — | |
| 17 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.27% | -0.46% | — | |
| 18 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 1.01% | +0.16% | +106.79% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.98% | -0.79% | — | |
| 20 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.90% | +0.23% | — | |
| 21 | ACH | Accendra Health Inc | Stock-Other | 0.88% | — | +66.64% | |
| 22 | CIEN | Ciena CORP | Stock-Tech | 0.85% | — | -39.57% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.25% | +0.32% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +4.2% | +19.43% | Add |
| 2 | NVO | Novo-nordisk A/s-spons Adr | +3.2% | NEW | New buy |
| 3 | TTWO | Take-two Interactive Softwre | +1.9% | NEW | New buy |
| 4 | SONY | Sony Group CORP - Sp Adr | +0.9% | NEW | New buy |
| 5 | KWEB | Kranesh Csi China Internet | +0.8% | +15.08% | Add |
| 6 | MCFT | Mastercraft Boat Holdings In | +0.5% | +106.79% | Add |
| 7 | IPGP | Ipg Photonics CORP | +0.3% | +37.76% | Add |
| 8 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +16.00% | Add |
| 9 | ACH | Accendra Health Inc | +0.2% | +66.64% | Add |
| 10 | PYLD | Pimco Multisector Bond Actv | +0.1% | — | Unchanged |
| 11 | XPEL | Xpel Inc | +0.1% | +35.27% | Add |
| 12 | MU | Micron Technology Inc | -0.1% | -9.71% | Trim |
| 13 | WAL | Western Alliance Bancorp | -0.1% | — | Unchanged |
| 14 | CMA | Comerica Inc | -0.1% | -3.96% | Trim |
| 15 | SNFCA | Security Natl Finl Corp-cl A | -0.2% | -9.55% | Trim |
| 16 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | -35.50% | Trim |
| 17 | MTBA | Simplify Mbs ETF | -0.3% | -13.26% | Trim |
| 18 | WHR | Whirlpool CORP | -0.3% | — | Unchanged |
| 19 | WGO | Winnebago Industries | -0.5% | — | Unchanged |
| 20 | COHR | Coherent CORP | -0.6% | +8.51% | Add |
| 21 | CIEN | Ciena CORP | -1% | -39.57% | Trim |
| 22 | KRNT | Kornit Digital Ltd. | -1.1% | +17.31% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | -1.71% | Trim |
| 24 | T | At&t Inc | -1.8% | EXIT | Sold out |
| 25 | IWN | Ishares Russell 2000 Value E | -5% | EXIT | Sold out |
According to official SEC Form 13F filings, Lhm, Inc. reported a total U.S. public equity portfolio value of $293.1M across 23 disclosed positions in Q1 2025.
During Q1 2025, Lhm, Inc.'s top holdings by market value included VTI (37.8%)、BINC (20.8%)、XBI (3.9%). The largest single position, VTI, represented 37.8% of total portfolio value.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
NVO
市值: $9.7M
Top Position Liquidated / Trimmed
IWN
前期市值: $15.7M
In Q1 2025, Lhm, Inc. made 21 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 7 holdings, and fully liquidating 2 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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