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CIK: 0002009224
Total reported value
$293.1M
$293.1M
21 檔
65.1%
In Q2 2025, Lhm, Inc.'s U.S. equity holdings reached a combined market value of $293.1M, distributed across 21 disclosed stock positions.
In Q2 2025, Lhm, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 12 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BINC, PYLD) accounted for 65.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 40.52% | +0.29% | -3.24% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 9.36% | -0.80% | -55.38% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.28% | -0.79% | +433.50% | |
| 4 | KRNT | Kornit Digital Ltd. | Stock-Other | 4.18% | -0.01% | +19.07% | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.93% | -0.55% | -0.60% | |
| 6 | COHR | Coherent CORP | Stock-Tech | 3.65% | — | +23.06% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 3.24% | -0.48% | +2.19% | |
| 8 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 3.22% | +0.08% | +42.92% | |
| 9 | OLED | Universal Display CORP | Stock-Tech | 2.86% | -0.49% | — | |
| 10 | CMA | Comerica Inc | Stock-Other | 2.60% | — | — | |
| 11 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.58% | -0.66% | +0.40% | |
| 12 | WAL | Western Alliance Bancorp | Stock-Financials | 2.55% | -0.57% | — | |
| 13 | MRVL | Marvell Technology Inc | Stock-Tech | 2.49% | +0.65% | — | |
| 14 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 2.41% | -0.79% | -5.51% | |
| 15 | XPEL | Xpel Inc | Stock-Other | 2.39% | +0.12% | +21.19% | |
| 16 | IPGP | Ipg Photonics CORP | Stock-Tech | 2.18% | +0.29% | +18.36% | |
| 17 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.75% | -0.46% | +22.12% | |
| 18 | WGO | Winnebago Industries | Stock-Other | 1.63% | -0.24% | +33.62% | |
| 19 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 1.16% | +0.16% | +6.47% | |
| 20 | ACH | Accendra Health Inc | Stock-Other | 1.11% | — | +25.96% | |
| 21 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.92% | +0.23% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PYLD | Pimco Multisector Bond Actv | +4.3% | +433.50% | Add |
| 2 | OLED | Universal Display CORP | +2.9% | NEW | New buy |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +2.8% | -3.24% | Trim |
| 4 | MRVL | Marvell Technology Inc | +2.5% | NEW | New buy |
| 5 | COHR | Coherent CORP | +1.5% | +23.06% | Add |
| 6 | TTWO | Take-two Interactive Softwre | +1.3% | +42.92% | Add |
| 7 | KRNT | Kornit Digital Ltd. | +0.8% | +19.07% | Add |
| 8 | XPEL | Xpel Inc | +0.8% | +21.19% | Add |
| 9 | IPGP | Ipg Photonics CORP | +0.5% | +18.36% | Add |
| 10 | WHR | Whirlpool CORP | +0.5% | +22.12% | Add |
| 11 | ACH | Accendra Health Inc | +0.2% | +25.96% | Add |
| 12 | WGO | Winnebago Industries | +0.2% | +33.62% | Add |
| 13 | MCFT | Mastercraft Boat Holdings In | +0.2% | +6.47% | Add |
| 14 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.60% | Trim |
| 15 | WAL | Western Alliance Bancorp | 0% | — | Unchanged |
| 16 | CMA | Comerica Inc | 0% | — | Unchanged |
| 17 | SONY | Sony Group CORP - Sp Adr | 0% | — | Unchanged |
| 18 | NVO | Novo-nordisk A/s-spons Adr | 0% | +2.19% | Add |
| 19 | KWEB | Kranesh Csi China Internet | 0% | +0.40% | Add |
| 20 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | EXIT | Sold out |
| 21 | SNFCA | Security Natl Finl Corp-cl A | -0.7% | -5.51% | Trim |
| 22 | CIEN | Ciena CORP | -0.9% | EXIT | Sold out |
| 23 | MTBA | Simplify Mbs ETF | -2.5% | EXIT | Sold out |
| 24 | MU | Micron Technology Inc | -2.6% | EXIT | Sold out |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | -11.4% | -55.38% | Trim |
According to official SEC Form 13F filings, Lhm, Inc. reported a total U.S. public equity portfolio value of $293.1M across 21 disclosed positions in Q2 2025.
During Q2 2025, Lhm, Inc.'s top holdings by market value included VTI (40.5%)、BINC (9.4%)、PYLD (5.3%). The largest single position, VTI, represented 40.5% 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
OLED
市值: $8.6M
Top Position Liquidated / Trimmed
MU
前期市值: $7.9M
In Q2 2025, Lhm, Inc. made 22 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 4 holdings, and fully liquidating 4 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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