13F-HR filed by LHM, INC.
LHM, INC. filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-14, with 21 holding rows worth $301,816,471.
- Accession
- 0001213900-25-075933
- Filer
- CIK 2009224
- Filed
- 2025-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 21 entries on the cover page, a total value of $301,816,471 stated on the cover page (in dollars after the unit check, H1), rows summing to $301,816,471 with VALUE read as dollars as filed, 13F file number 028-23582. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 401,138 | $122,284,192 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 534,508 | $28,243,403 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 600,189 | $15,929,016 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 634,075 | $12,624,433 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 142,966 | $11,856,170 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 123,479 | $11,015,562 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 141,487 | $9,765,433 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 40,064 | $9,729,542 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 55,788 | $8,617,014 | dollars as filed | |
| COMERICAINC | 200340107 | COM | 129,898 | $7,840,643 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 226,630 | $7,780,208 | dollars as filed | |
| WESTERN ALLIANCE BANCORP COM | 957638109 | Stock | 98,783 | $7,703,098 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 97,215 | $7,524,441 | dollars as filed | |
| SECURITY NATL FINL CORP CL A | 814785309 | COMMON STOCK | 738,117 | $7,270,452 | dollars as filed | |
| XPEL INC | 98379L100 | COM | 200,576 | $7,200,678 | dollars as filed | |
| IPG PHOTONICS CORP | 44980X109 | COM | 95,822 | $6,578,180 | dollars as filed | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 52,022 | $5,276,071 | dollars as filed | |
| WINNEBAGO INDS INC | 974637100 | COM | 169,937 | $4,928,173 | dollars as filed | |
| MASTERCRAFT BOAT HOLDINGS IN | 57637H103 | COMMON STOCK | 188,880 | $3,509,390 | dollars as filed | |
| ACCENDRA HEALTH INC | 690732102 | COM | 368,988 | $3,357,791 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 106,899 | $2,782,581 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-25-075933 | this filing | 2025-08-14 | acceptance time not in the bulk data set |