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CIK: 0002009224
Total reported value
$293.1M
$293.1M
22 檔
51.5%
At the close of Q1 2026, Lhm, Inc. disclosed equity holdings valued at approximately $293.1M, spread across 22 reported holdings.
During Q1 2026, Lhm, Inc. performed routine portfolio adjustments (0 new buys, 8 additions, 9 trims, and 0 full exits), keeping overall allocation balanced.
In terms of portfolio concentration, the top 5 core holdings (including VTI, PYLD, BINC) accounted for 51.5% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 42.55% | +0.29% | -0.28% | |
| 2 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 4.52% | -0.79% | -3.70% | |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 4.50% | -0.80% | -3.70% | |
| 4 | KRNT | Kornit Digital Ltd. | Stock-Other | 4.00% | -0.01% | — | |
| 5 | MRVL | Marvell Technology Inc | Stock-Tech | 3.89% | +0.65% | — | |
| 6 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 3.79% | +0.08% | +21.21% | |
| 7 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.71% | -0.55% | -11.92% | |
| 8 | XPEL | Xpel Inc | Stock-Other | 3.32% | +0.12% | -4.43% | |
| 9 | IPGP | Ipg Photonics CORP | Stock-Tech | 3.14% | +0.29% | -35.55% | |
| 10 | MCHP | Microchip Technology Inc | Stock-Tech | 2.76% | +0.09% | +31.95% | |
| 11 | WAL | Western Alliance Bancorp | Stock-Financials | 2.75% | -0.57% | -9.37% | |
| 12 | OLED | Universal Display CORP | Stock-Tech | 2.69% | -0.49% | — | |
| 13 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 2.68% | -0.79% | -0.07% | |
| 14 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.59% | -0.66% | +17.20% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.56% | +0.55% | — | |
| 16 | TXN | Texas Instruments Inc | Stock-Tech | 2.32% | +0.80% | +20.90% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.20% | +0.05% | +16.42% | |
| 18 | WGO | Winnebago Industries | Stock-Other | 1.88% | -0.24% | +4.83% | |
| 19 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 1.77% | +0.16% | +3.30% | |
| 20 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.25% | -0.46% | +13.14% | |
| 21 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.89% | -0.48% | -57.64% | |
| 22 | SONY | Sony Group CORP - Sp Adr | Stock-Tech | 0.24% | +0.23% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MCHP | Microchip Technology Inc | +0.8% | +31.95% | Add |
| 2 | MRVL | Marvell Technology Inc | +0.7% | — | Unchanged |
| 3 | TXN | Texas Instruments Inc | +0.7% | +20.90% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.28% | Trim |
| 5 | KRNT | Kornit Digital Ltd. | +0.3% | — | Unchanged |
| 6 | MCFT | Mastercraft Boat Holdings In | +0.3% | +3.30% | Add |
| 7 | SNFCA | Security Natl Finl Corp-cl A | +0.3% | -0.07% | Trim |
| 8 | IPGP | Ipg Photonics CORP | +0.3% | -35.55% | Trim |
| 9 | AMZN | Amazon.com Inc | +0.2% | +16.42% | Add |
| 10 | KWEB | Kranesh Csi China Internet | +0.1% | +17.20% | Add |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | 0% | -3.70% | Trim |
| 12 | PYLD | Pimco Multisector Bond Actv | 0% | -3.70% | Trim |
| 13 | TTWO | Take-two Interactive Softwre | 0% | +21.21% | Add |
| 14 | SONY | Sony Group CORP - Sp Adr | 0% | — | Unchanged |
| 15 | GOOGL | Alphabet Inc-cl A | -0.1% | — | Unchanged |
| 16 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | -11.92% | Trim |
| 17 | WHR | Whirlpool CORP | -0.2% | +13.14% | Add |
| 18 | WGO | Winnebago Industries | -0.3% | +4.83% | Add |
| 19 | XPEL | Xpel Inc | -0.4% | -4.43% | Trim |
| 20 | OLED | Universal Display CORP | -0.6% | — | Unchanged |
| 21 | WAL | Western Alliance Bancorp | -0.7% | -9.37% | Trim |
| 22 | NVO | Novo-nordisk A/s-spons Adr | -1.8% | -57.64% | 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 Q1 2026.
During Q1 2026, Lhm, Inc.'s top holdings by market value included VTI (42.5%)、PYLD (4.5%)、BINC (4.5%). The largest single position, VTI, represented 42.5% of total portfolio value.
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Top Position Liquidated / Trimmed
VTI
前期市值: $113.3M
In Q1 2026, Lhm, Inc. made 17 total portfolio adjustments, initiating 0 new buys, adding to 8 positions, trimming 9 holdings, and fully liquidating 0 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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