13F-HR filed by LHM, INC.
LHM, INC. filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 22 holding rows worth $268,798,194.
- Accession
- 0001213900-26-013899
- Filer
- CIK 2009224
- Filed
- 2026-02-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 22 entries on the cover page, a total value of $268,798,194 stated on the cover page (in dollars after the unit check, H1), rows summing to $268,798,194 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 | 337,826 | $113,262,923 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 454,493 | $12,125,873 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 228,434 | $12,054,462 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 40,217 | $10,296,758 | dollars as filed | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 83,738 | $10,210,174 | dollars as filed | |
| KORNIT DIGITAL LTD | M6372Q113 | SHS | 693,598 | $9,973,939 | dollars as filed | |
| XPEL INC | 98379L100 | COM | 199,505 | $9,957,295 | dollars as filed | |
| WESTERN ALLIANCE BANCORP COM | 957638109 | Stock | 108,880 | $9,153,542 | dollars as filed | |
| UNIVERSAL DISPLAY CORP | 91347P105 | COM | 74,552 | $8,706,183 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 99,857 | $8,485,848 | dollars as filed | |
| IPG PHOTONICS CORP | 44980X109 | COM | 108,085 | $7,738,886 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 141,487 | $7,198,859 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 22,630 | $7,083,190 | dollars as filed | |
| KRANESHARES TRUST CSI CHI INTERNET | 500767306 | CSI CHI INTERNET | 197,414 | $6,721,947 | dollars as filed | |
| SECURITY NATL FINL CORP CL A | 814785309 | COMMON STOCK | 718,033 | $6,469,477 | dollars as filed | |
| WINNEBAGO INDS INC | 974637100 | COM | 146,629 | $5,941,407 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 23,026 | $5,314,861 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 82,086 | $5,230,520 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 25,062 | $4,348,006 | dollars as filed | |
| MASTERCRAFT BOAT HOLDINGS IN | 57637H103 | COMMON STOCK | 212,361 | $4,015,747 | dollars as filed | |
| WHIRLPOOL CORP COM | 963320106 | Stock | 52,022 | $3,752,867 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 29,509 | $755,430 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001213900-26-013899 | this filing | 2026-02-10 | acceptance time not in the bulk data set |