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LHM, INC.

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13F filer, CIK 2009224, Sandy, UT

LHM, INC. reported $302,326,726 across 22 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 79.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-25-109823

Period
2025-09-30
Reported value
$302M
Holdings
22
Top 10 weight
79.2%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TXNnew+19,003$3.49M
OLEDadded+17,254$2.48M
IPGPadded+23,518$1.86M
XPELadded+53,537$1.77M
WALadded+17,549$1.52M

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
COHRreduced-79,595-$8.57M
BINCreduced-98,000-$5.22M
CMAreduced-52,799-$3.66M
VTIreduced-10,491-$3.45M
XBIreduced-23,426-$2.35M

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, Q3 2025

Share positions as resolved from 13F-HR 0001213900-25-109823, largest first. % of portfolio is the value over $302,326,726, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,654 shares; 2024Q4: 421,764 shares; 2025Q1: 414,551 shares; 2025Q2: 401,138 shares; 2025Q3: 390,647 shares 390,647$129M42.52%-10,491Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581,140 shares; 2024Q4: 1,002,970 shares; 2025Q1: 1,197,870 shares; 2025Q2: 534,508 shares; 2025Q3: 436,508 shares 436,508$23.2M7.69%-98,000Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,501 shares; 2024Q4: 112,501 shares; 2025Q1: 112,501 shares; 2025Q2: 600,189 shares; 2025Q3: 605,189 shares 605,189$16.2M5.37%+5,000Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,762 shares; 2024Q4: 123,988 shares; 2025Q1: 143,822 shares; 2025Q2: 142,966 shares; 2025Q3: 119,540 shares 119,540$12M3.96%-23,426Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,033 shares; 2025Q2: 40,064 shares; 2025Q3: 41,082 shares 41,082$10.6M3.51%+1,018Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,788 shares; 2025Q3: 73,042 shares 73,042$10.5M3.47%+17,254Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,347 shares; 2024Q4: 98,783 shares; 2025Q1: 98,783 shares; 2025Q2: 98,783 shares; 2025Q3: 116,332 shares 116,332$10.1M3.34%+17,549Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,910 shares; 2024Q4: 196,147 shares; 2025Q1: 225,733 shares; 2025Q2: 226,630 shares; 2025Q3: 226,630 shares 226,630$9.52M3.15%0Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,069 shares; 2024Q4: 58,769 shares; 2025Q1: 80,960 shares; 2025Q2: 95,822 shares; 2025Q3: 119,340 shares 119,340$9.45M3.13%+23,518Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,209 shares; 2024Q4: 453,964 shares; 2025Q1: 532,545 shares; 2025Q2: 634,075 shares; 2025Q3: 685,950 shares 685,950$9.26M3.06%+51,875Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,215 shares; 2025Q3: 108,372 shares 108,372$9.11M3.01%+11,157Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,353 shares; 2025Q1: 165,511 shares; 2025Q2: 200,576 shares; 2025Q3: 254,113 shares 254,113$8.4M2.78%+53,537Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,451 shares; 2025Q2: 141,487 shares; 2025Q3: 141,487 shares 141,487$7.85M2.6%0Timeline
SNFCASECURITY NATL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,659 shares; 2024Q4: 863,659 shares; 2025Q1: 781,169 shares; 2025Q2: 738,117 shares; 2025Q3: 729,750 shares 729,750$6.33M2.09%-8,367Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,182 shares; 2025Q1: 127,182 shares; 2025Q2: 169,937 shares; 2025Q3: 169,937 shares 169,937$5.68M1.88%0Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,740 shares; 2024Q4: 135,252 shares; 2025Q1: 129,898 shares; 2025Q2: 129,898 shares; 2025Q3: 77,099 shares 77,099$5.34M1.77%-52,799Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,453 shares; 2024Q4: 92,472 shares; 2025Q1: 100,344 shares; 2025Q2: 123,479 shares; 2025Q3: 43,884 shares 43,884$4.73M1.56%-79,595Timeline
MCFTMASTERCRAFT BOAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,790 shares; 2025Q1: 177,406 shares; 2025Q2: 188,880 shares; 2025Q3: 201,811 shares 201,811$4.33M1.43%+12,931Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,415 shares; 2024Q4: 42,600 shares; 2025Q1: 42,600 shares; 2025Q2: 52,022 shares; 2025Q3: 52,022 shares 52,022$4.09M1.35%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,003 shares 19,003$3.49M1.15%newTimeline
ACHACCENDRA HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 168,932 shares; 2024Q4: 175,792 shares; 2025Q1: 292,942 shares; 2025Q2: 368,988 shares; 2025Q3: 495,832 shares 495,832$2.38M0.79%+126,844Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,899 shares; 2025Q2: 106,899 shares; 2025Q3: 40,185 shares 40,185$1.16M0.38%-66,714Timeline

How Q3 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 0001213900-25-109823 base2025-11-13acceptance time not in the bulk data set