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LHM, INC.

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13F filer, CIK 2009224, Sandy, UT

LHM, INC. reported $301,679,429 across 23 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 82.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-042188

Period
2025-03-31
Reported value
$302M
Holdings
23
Top 10 weight
82.49%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BINCadded+194,900$10.2M
NVOnew+138,451$9.73M
TTWOnew+28,033$5.81M
SONYnew+106,899$2.71M
XBIadded+19,834$1.61M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IWNexited-95,768-$15.7M
Texited-253,492-$5.77M
VTIreduced-7,213-$1.98M
CIENreduced-27,759-$1.68M
MTBAreduced-23,135-$1.16M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001213900-25-042188, largest first. % of portfolio is the value over $301,679,429, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,654 shares; 2024Q4: 421,764 shares; 2025Q1: 414,551 shares 414,551$114M37.77%-7,213Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581,140 shares; 2024Q4: 1,002,970 shares; 2025Q1: 1,197,870 shares 1,197,870$62.7M20.8%+194,900Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,762 shares; 2024Q4: 123,988 shares; 2025Q1: 143,822 shares 143,822$11.7M3.87%+19,834Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,209 shares; 2024Q4: 453,964 shares; 2025Q1: 532,545 shares 532,545$10.2M3.37%+78,581Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,451 shares 138,451$9.73M3.22%newTimeline
SNFCASECURITY NATL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,659 shares; 2024Q4: 863,659 shares; 2025Q1: 781,169 shares 781,169$9.45M3.13%-82,490Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,887 shares; 2024Q4: 101,165 shares; 2025Q1: 91,341 shares 91,341$7.95M2.63%-9,824Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,910 shares; 2024Q4: 196,147 shares; 2025Q1: 225,733 shares 225,733$7.88M2.61%+29,586Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,740 shares; 2024Q4: 135,252 shares; 2025Q1: 129,898 shares 129,898$7.76M2.57%-5,354Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,347 shares; 2024Q4: 98,783 shares; 2025Q1: 98,783 shares 98,783$7.59M2.52%0Timeline
MTBASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,435 shares; 2024Q4: 174,435 shares; 2025Q1: 151,300 shares 151,300$7.59M2.51%-23,135Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,453 shares; 2024Q4: 92,472 shares; 2025Q1: 100,344 shares 100,344$6.52M2.16%+7,872Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,033 shares 28,033$5.81M1.93%newTimeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,069 shares; 2024Q4: 58,769 shares; 2025Q1: 80,960 shares 80,960$5.11M1.69%+22,191Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,353 shares; 2025Q1: 165,511 shares 165,511$4.86M1.61%+43,158Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,182 shares; 2025Q1: 127,182 shares 127,182$4.38M1.45%0Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,415 shares; 2024Q4: 42,600 shares; 2025Q1: 42,600 shares 42,600$3.84M1.27%0Timeline
MCFTMASTERCRAFT BOAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,790 shares; 2025Q1: 177,406 shares 177,406$3.05M1.01%+91,616Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,501 shares; 2024Q4: 112,501 shares; 2025Q1: 112,501 shares 112,501$2.96M0.98%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,899 shares 106,899$2.71M0.9%newTimeline
ACHACCENDRA HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,932 shares; 2024Q4: 175,792 shares; 2025Q1: 292,942 shares 292,942$2.65M0.88%+117,150Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,988 shares; 2024Q4: 70,145 shares; 2025Q1: 42,386 shares 42,386$2.56M0.85%-27,759Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 7,122 shares; 2025Q1: 4,594 shares 4,594$765K0.25%-2,528Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IWNISHARES TR95,768$15.7Mshares
TAT&T INC253,492$5.77Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001213900-25-042188 base2025-05-13acceptance time not in the bulk data set