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CIK: 0002009224
Total reported value
$293.1M
$293.1M
22 檔
65.0%
According to the latest 13F quarterly dataset, Lhm, Inc. managed an equity portfolio of $293.1M at the end of Q3 2025, spanning 22 distinct U.S. exchange-listed positions.
Lhm, Inc. executed strategic sector rebalancing during Q3 2025, establishing 3 new positions while fully exiting 4 holdings and trimming 7 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BINC, PYLD) accounted for 65.0% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 42.52% | +0.29% | -2.62% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 7.69% | -0.80% | -18.33% | |
| 3 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 5.37% | -0.79% | +0.83% | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.96% | -0.55% | -16.39% | |
| 5 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 3.51% | +0.08% | +2.54% | |
| 6 | OLED | Universal Display CORP | Stock-Tech | 3.47% | -0.49% | +30.93% | |
| 7 | WAL | Western Alliance Bancorp | Stock-Financials | 3.34% | -0.57% | +17.77% | |
| 8 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 3.15% | -0.66% | — | |
| 9 | IPGP | Ipg Photonics CORP | Stock-Tech | 3.13% | +0.29% | +24.54% | |
| 10 | KRNT | Kornit Digital Ltd. | Stock-Other | 3.06% | -0.01% | +8.18% | |
| 11 | MRVL | Marvell Technology Inc | Stock-Tech | 3.01% | +0.65% | +11.48% | |
| 12 | XPEL | Xpel Inc | Stock-Other | 2.78% | +0.12% | +26.69% | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.60% | -0.48% | — | |
| 14 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 2.09% | -0.79% | -1.13% | |
| 15 | WGO | Winnebago Industries | Stock-Other | 1.88% | -0.24% | — | |
| 16 | CMA | Comerica Inc | Stock-Other | 1.77% | — | -40.65% | |
| 17 | COHR | Coherent CORP | Stock-Tech | 1.56% | — | -64.46% | |
| 18 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 1.43% | +0.16% | +6.85% | |
| 19 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.35% | -0.46% | — | |
| 20 | TXN | Texas Instruments Inc | Stock-Tech | 1.15% | +0.80% | — | |
| 21 | ACH | Accendra Health Inc | Stock-Other | 0.79% | — | +34.38% | |
| 22 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.38% | +0.23% | -62.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +4.8% | -2.62% | Trim |
| 2 | PYLD | Pimco Multisector Bond Actv | +4.4% | +0.83% | Add |
| 3 | TTWO | Take-two Interactive Softwre | +1.6% | +2.54% | Add |
| 4 | IPGP | Ipg Photonics CORP | +1.4% | +24.54% | Add |
| 5 | XPEL | Xpel Inc | +1.2% | +26.69% | Add |
| 6 | WAL | Western Alliance Bancorp | +0.8% | +17.77% | Add |
| 7 | KWEB | Kranesh Csi China Internet | +0.5% | — | Add |
| 8 | WGO | Winnebago Industries | +0.4% | — | Add |
| 9 | MCFT | Mastercraft Boat Holdings In | +0.4% | +6.85% | Add |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -16.39% | Trim |
| 11 | WHR | Whirlpool CORP | +0.1% | — | Add |
| 12 | ACH | Accendra Health Inc | -0.1% | +34.38% | Add |
| 13 | KRNT | Kornit Digital Ltd. | -0.3% | +8.18% | Add |
| 14 | SONY | Sony Group CORP - Sp Adr | -0.5% | -62.41% | Trim |
| 15 | COHR | Coherent CORP | -0.6% | -64.46% | Trim |
| 16 | NVO | Novo-nordisk A/s-spons Adr | -0.6% | — | Add |
| 17 | CMA | Comerica Inc | -0.8% | -40.65% | Trim |
| 18 | SNFCA | Security Natl Finl Corp-cl A | -1% | -1.13% | Trim |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | -13.1% | -18.33% | Trim |
| 20 | OLED | Universal Display CORP | — | NEW | New buy |
| 21 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 22 | MU | Micron Technology Inc | — | EXIT | Sold out |
| 23 | MTBA | Simplify Mbs ETF | — | EXIT | Sold out |
| 24 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 25 | CIEN | Ciena CORP | — | EXIT | Sold out |
| 26 | TSM | Taiwan Semiconductor-sp Adr | — | 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 22 disclosed positions in Q3 2025.
During Q3 2025, Lhm, Inc.'s top holdings by market value included VTI (42.5%)、BINC (7.7%)、PYLD (5.4%). The largest single position, VTI, represented 42.5% 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: $10.5M
Top Position Liquidated / Trimmed
MU
前期市值: $7.9M
In Q3 2025, Lhm, Inc. made 26 total portfolio adjustments, initiating 3 new buys, adding to 12 positions, trimming 7 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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