LI

Lhm, INC.

Sector-focusedMomentum followerConcentrated strategy

Total reported value

$254.0M

Reporting period: 2026-03-31 · Number of holdings: 22

LHM, INC. disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $254.0M and a quarterly turnover rate of 10.4%.

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Personality snowflake

Concentration
79.76
Portfolio Stability
10.44
Momentum/Contrarian
100
Sector conviction
100
Diversification
44
Sizing Uniformity
81.16

Recent moves

  • Trim NVO

    -57.6%　-$4.9M

  • Add MCHP

    +32.0%　$1.8M

  • Add MRVL

    0.0%　$1.4M

  • Add TXN

    +20.9%　$1.5M

  • Trim WAL

    -9.4%　-$2.2M

  • Trim OLED

    0.0%　-$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VTIVanguard Total Stock Mkt ETFETF-Other42.55%+0.41%-0.28%
2PYLDPimco Multisector Bond ActvETF-Other4.52%+0.01%-3.70%
3BINCIshares Flex I A Etf-usd INCETF-Other4.50%+0.02%-3.70%
4KRNTKornit Digital Ltd.Stock-Other4.00%+0.29%—
5MRVLMarvell Technology INCStock-Tech3.89%+0.73%—
6TTWOTake-two Interactive SoftwreStock-Comm Services3.79%-0.04%+21.21%
7XBISs Spdr S&p Biotech ETFETF-Tech3.71%-0.09%-11.92%
8XPELXpel INCStock-Other3.32%-0.38%-4.43%
9IPGPIpg Photonics CORPStock-Tech3.14%+0.26%-35.55%
10MCHPMicrochip Technology INCStock-Tech2.76%+0.81%+31.95%
11WALWestern Alliance BancorpStock-Financials2.75%-0.66%-9.37%
12OLEDUniversal Display CORPStock-Tech2.69%-0.55%—
13SNFCASecurity Natl Finl Corp-cl AStock-Other2.68%+0.27%-0.07%
14KWEBKranesh Csi China InternetETF-Emerging Markets2.59%+0.09%+17.20%
15GOOGLAlphabet Inc-cl AStock-Comm Services2.56%-0.08%—
16TXNTexas Instruments INCStock-Tech2.32%+0.70%+20.90%
17AMZNAmazon.com INCStock-Consumer Disc2.20%+0.22%+16.42%
18WGOWinnebago IndustriesStock-Other1.88%-0.33%+4.83%
19MCFTMastercraft Boat Holdings InStock-Other1.77%+0.28%+3.30%
20WHRWhirlpool CORPStock-Consumer Disc1.25%-0.15%+13.14%
21NVONovo-nordisk A/s-spons AdrStock-Healthcare0.89%-1.79%-57.64%
22SONYSony Group CORP - Sp AdrStock-Tech0.24%-0.04%—

Holding changes this quarter

Lhm, INC.'s most significant position changes for 2026-03-31: Trim: Novo-nordisk A/s-spons Adr (NVO) — shares -57.64%; Add: Microchip Technology INC (MCHP) — shares +31.95%; Add: Texas Instruments INC (TXN) — shares +20.90%; Trim: Western Alliance Bancorp (WAL) — shares -9.37%; Trim: Vanguard Total Stock Mkt ETF (VTI) — shares -0.28%.

Position changes disclosed by Lhm, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1MCHPMicrochip Technology INC+0.8%+31.95%Add
2MRVLMarvell Technology INC+0.7%—Unchanged
3TXNTexas Instruments INC+0.7%+20.90%Add
4VTIVanguard Total Stock Mkt ETF+0.4%-0.28%Trim
5KRNTKornit Digital Ltd.+0.3%—Unchanged
6MCFTMastercraft Boat Holdings In+0.3%+3.30%Add
7SNFCASecurity Natl Finl Corp-cl A+0.3%-0.07%Trim
8IPGPIpg Photonics CORP+0.3%-35.55%Trim
9AMZNAmazon.com INC+0.2%+16.42%Add
10KWEBKranesh Csi China Internet+0.1%+17.20%Add
11BINCIshares Flex I A Etf-usd INC0%-3.70%Trim
12PYLDPimco Multisector Bond Actv0%-3.70%Trim
13TTWOTake-two Interactive Softwre0%+21.21%Add
14SONYSony Group CORP - Sp Adr0%—Unchanged
15GOOGLAlphabet Inc-cl A-0.1%—Unchanged
16XBISs Spdr S&p Biotech ETF-0.1%-11.92%Trim
17WHRWhirlpool CORP-0.2%+13.14%Add
18WGOWinnebago Industries-0.3%+4.83%Add
19XPELXpel INC-0.4%-4.43%Trim
20OLEDUniversal Display CORP-0.6%—Unchanged
21WALWestern Alliance Bancorp-0.7%-9.37%Trim
22NVONovo-nordisk A/s-spons Adr-1.8%-57.64%Trim

FAQ

What is Lhm, INC. and what type of investor is it?
Lhm, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $254.0M, spread across 22 disclosed positions.
What are Lhm, INC.'s largest equity positions?
Based on the latest 13F filing, Lhm, INC.'s top holdings by market value are: 1. Vanguard Total Stock Mkt ETF (VTI) — $108.1M (42.5%) 2. Pimco Multisector Bond Actv (PYLD) — $11.5M (4.5%) 3. Ishares Flex I A Etf-usd INC (BINC) — $11.4M (4.5%) 4. Kornit Digital Ltd. (KRNT) — $10.2M (4.0%) 5. Marvell Technology INC (MRVL) — $9.9M (3.9%)
What changes did Lhm, INC. make in its most recent portfolio filing?
In the latest reported quarter, Lhm, INC. made 17 notable position adjustments: 0 new positions were initiated, 8 existing holdings were added to, 9 positions were partially reduced, and 0 were completely exited. The largest of these moves: Trim: Novo-nordisk A/s-spons Adr (NVO) — shares -57.64%; Add: Microchip Technology INC (MCHP) — shares +31.95%; Add: Texas Instruments INC (TXN) — shares +20.90%; Trim: Western Alliance Bancorp (WAL) — shares -9.37%; Trim: Vanguard Total Stock Mkt ETF (VTI) — shares -0.28%
What sectors does Lhm, INC. focus on?
Lhm, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 52.8% • Communication Services: 22.3% • Consumer Discretionary: 12.1% • Financials: 9.7% • Health Care: 3.1%

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