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CIK: 0002009224
Total reported value
$293.1M
$293.1M
22 檔
53.9%
During the Q4 2025 filing period, Lhm, Inc. (CIK: 0002009224) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $293.1M across 22 reported positions.
In Q4 2025, Lhm, Inc. adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, PYLD, BINC) accounted for 53.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
GOOGL
市值: $7.1M
Top Position Liquidated / Trimmed
CMA
前期市值: $5.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 42.14% | +0.29% | -13.52% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.51% | -0.79% | -24.90% | |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.48% | -0.80% | -47.67% | |
| 4 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 3.83% | +0.08% | -2.11% | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.80% | -0.55% | -29.95% | |
| 6 | KRNT | Kornit Digital Ltd. | Stock-Other | 3.71% | -0.01% | +1.11% | |
| 7 | XPEL | Xpel Inc | Stock-Other | 3.70% | +0.12% | -21.49% | |
| 8 | WAL | Western Alliance Bancorp | Stock-Financials | 3.41% | -0.57% | -6.41% | |
| 9 | OLED | Universal Display CORP | Stock-Tech | 3.24% | -0.49% | +2.07% | |
| 10 | MRVL | Marvell Technology Inc | Stock-Tech | 3.16% | +0.65% | -7.86% | |
| 11 | IPGP | Ipg Photonics CORP | Stock-Tech | 2.88% | +0.29% | -9.43% | |
| 12 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 2.68% | -0.48% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.64% | +0.55% | — | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.50% | -0.66% | -12.89% | |
| 15 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 2.41% | -0.79% | -1.61% | |
| 16 | WGO | Winnebago Industries | Stock-Other | 2.21% | -0.24% | -13.72% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.98% | +0.05% | — | |
| 18 | MCHP | Microchip Technology Inc | Stock-Tech | 1.95% | +0.09% | — | |
| 19 | TXN | Texas Instruments Inc | Stock-Tech | 1.62% | +0.80% | +31.88% | |
| 20 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 1.49% | +0.16% | +5.23% | |
| 21 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.40% | -0.46% | — | |
| 22 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.28% | +0.23% | -26.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XPEL | Xpel Inc | +0.9% | -21.49% | Trim |
| 2 | KRNT | Kornit Digital Ltd. | +0.7% | +1.11% | Add |
| 3 | TXN | Texas Instruments Inc | +0.5% | +31.88% | Add |
| 4 | WGO | Winnebago Industries | +0.3% | -13.72% | Trim |
| 5 | TTWO | Take-two Interactive Softwre | +0.3% | -2.11% | Trim |
| 6 | SNFCA | Security Natl Finl Corp-cl A | +0.3% | -1.61% | Trim |
| 7 | MRVL | Marvell Technology Inc | +0.2% | -7.86% | Trim |
| 8 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | — | Unchanged |
| 9 | WAL | Western Alliance Bancorp | +0.1% | -6.41% | Trim |
| 10 | MCFT | Mastercraft Boat Holdings In | +0.1% | +5.23% | Add |
| 11 | WHR | Whirlpool CORP | +0.1% | — | Unchanged |
| 12 | SONY | Sony Group CORP - Sp Adr | -0.1% | -26.57% | Trim |
| 13 | XBI | Ss Spdr S&p Biotech ETF | -0.2% | -29.95% | Trim |
| 14 | OLED | Universal Display CORP | -0.2% | +2.07% | Add |
| 15 | IPGP | Ipg Photonics CORP | -0.3% | -9.43% | Trim |
| 16 | VTI | Vanguard Total Stock Mkt ETF | -0.4% | -13.52% | Trim |
| 17 | KWEB | Kranesh Csi China Internet | -0.7% | -12.89% | Trim |
| 18 | PYLD | Pimco Multisector Bond Actv | -0.9% | -24.90% | Trim |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | -3.2% | -47.67% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 21 | CMA | Comerica Inc | — | EXIT | Sold out |
| 22 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 23 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 24 | COHR | Coherent CORP | — | EXIT | Sold out |
| 25 | ACH | Accendra Health Inc | — | 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 Q4 2025.
During Q4 2025, Lhm, Inc.'s top holdings by market value included VTI (42.1%)、PYLD (4.5%)、BINC (4.5%). The largest single position, VTI, represented 42.1% of total portfolio value.
In Q4 2025, Lhm, Inc. made 23 total portfolio adjustments, initiating 3 new buys, adding to 4 positions, trimming 13 holdings, and fully liquidating 3 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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