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Disclosery

LHM, INC.

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13F filer, CIK 2009224, Sandy, UT

LHM, INC. reported $268,798,194 across 22 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 75.98% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-013899

Period
2025-12-31
Reported value
$269M
Holdings
22
Top 10 weight
75.98%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+22,630$7.08M
AMZNnew+23,026$5.31M
MCHPnew+82,086$5.23M
TXNadded+6,059$1.05M
MCFTadded+10,550$200K

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
VTIreduced-52,821-$17.7M
BINCreduced-208,074-$11M
CMAexited-77,099-$5.34M
COHRexited-43,884-$4.73M
XBIreduced-35,802-$4.37M

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, Q4 2025

Share positions as resolved from 13F-HR 0001213900-26-013899, largest first. % of portfolio is the value over $268,798,194, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,654 shares; 2024Q4: 421,764 shares; 2025Q1: 414,551 shares; 2025Q2: 401,138 shares; 2025Q3: 390,647 shares; 2025Q4: 337,826 shares 337,826$113M42.14%-52,821Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,501 shares; 2024Q4: 112,501 shares; 2025Q1: 112,501 shares; 2025Q2: 600,189 shares; 2025Q3: 605,189 shares; 2025Q4: 454,493 shares 454,493$12.1M4.51%-150,696Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 228,434 shares 228,434$12.1M4.48%-208,074Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,033 shares; 2025Q2: 40,064 shares; 2025Q3: 41,082 shares; 2025Q4: 40,217 shares 40,217$10.3M3.83%-865Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,762 shares; 2024Q4: 123,988 shares; 2025Q1: 143,822 shares; 2025Q2: 142,966 shares; 2025Q3: 119,540 shares; 2025Q4: 83,738 shares 83,738$10.2M3.8%-35,802Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 404,209 shares; 2024Q4: 453,964 shares; 2025Q1: 532,545 shares; 2025Q2: 634,075 shares; 2025Q3: 685,950 shares; 2025Q4: 693,598 shares 693,598$9.97M3.71%+7,648Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 122,353 shares; 2025Q1: 165,511 shares; 2025Q2: 200,576 shares; 2025Q3: 254,113 shares; 2025Q4: 199,505 shares 199,505$9.96M3.7%-54,608Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,347 shares; 2024Q4: 98,783 shares; 2025Q1: 98,783 shares; 2025Q2: 98,783 shares; 2025Q3: 116,332 shares; 2025Q4: 108,880 shares 108,880$9.15M3.41%-7,452Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,788 shares; 2025Q3: 73,042 shares; 2025Q4: 74,552 shares 74,552$8.71M3.24%+1,510Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,215 shares; 2025Q3: 108,372 shares; 2025Q4: 99,857 shares 99,857$8.49M3.16%-8,515Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,069 shares; 2024Q4: 58,769 shares; 2025Q1: 80,960 shares; 2025Q2: 95,822 shares; 2025Q3: 119,340 shares; 2025Q4: 108,085 shares 108,085$7.74M2.88%-11,255Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,451 shares; 2025Q2: 141,487 shares; 2025Q3: 141,487 shares; 2025Q4: 141,487 shares 141,487$7.2M2.68%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,630 shares 22,630$7.08M2.64%newTimeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,910 shares; 2024Q4: 196,147 shares; 2025Q1: 225,733 shares; 2025Q2: 226,630 shares; 2025Q3: 226,630 shares; 2025Q4: 197,414 shares 197,414$6.72M2.5%-29,216Timeline
SNFCASECURITY NATL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 863,659 shares; 2024Q4: 863,659 shares; 2025Q1: 781,169 shares; 2025Q2: 738,117 shares; 2025Q3: 729,750 shares; 2025Q4: 718,033 shares 718,033$6.47M2.41%-11,717Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,182 shares; 2025Q1: 127,182 shares; 2025Q2: 169,937 shares; 2025Q3: 169,937 shares; 2025Q4: 146,629 shares 146,629$5.94M2.21%-23,308Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,026 shares 23,026$5.31M1.98%newTimeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,086 shares 82,086$5.23M1.95%newTimeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,003 shares; 2025Q4: 25,062 shares 25,062$4.35M1.62%+6,059Timeline
MCFTMASTERCRAFT BOAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,790 shares; 2025Q1: 177,406 shares; 2025Q2: 188,880 shares; 2025Q3: 201,811 shares; 2025Q4: 212,361 shares 212,361$4.02M1.49%+10,550Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,415 shares; 2024Q4: 42,600 shares; 2025Q1: 42,600 shares; 2025Q2: 52,022 shares; 2025Q3: 52,022 shares; 2025Q4: 52,022 shares 52,022$3.75M1.4%0Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,899 shares; 2025Q2: 106,899 shares; 2025Q3: 40,185 shares; 2025Q4: 29,509 shares 29,509$755K0.28%-10,676Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CMACOMERICA INC77,099$5.34Mshares
COHRCOHERENT CORP43,884$4.73Mshares
ACHACCENDRA HEALTH INC495,832$2.38Mshares

How Q4 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 0001213900-26-013899 base2026-02-10acceptance time not in the bulk data set