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LHM, INC.

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13F filer, CIK 2009224, Sandy, UT

LHM, INC. reported $253,976,659 across 22 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 76.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001213900-26-056183

Period
2026-03-31
Reported value
$254M
Holdings
22
Top 10 weight
76.19%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MCHPadded+26,229$1.69M
TTWOadded+8,531$1.68M
TXNadded+5,237$1.02M
KWEBadded+33,950$965K
AMZNadded+3,781$787K

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
IPGPreduced-38,429-$4.4M
NVOreduced-81,557-$3.07M
XBIreduced-9,978-$1.27M
WALreduced-10,205-$723K
PYLDreduced-16,800-$440K

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 2026

Share positions as resolved from 13F-HR 0001213900-26-056183, largest first. % of portfolio is the value over $253,976,659, 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; 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; 2026Q1: 336,896 shares 336,896$108M42.55%-930Timeline
PYLDPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 437,693 shares 437,693$11.5M4.52%-16,800Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 219,984 shares 219,984$11.4M4.5%-8,450Timeline
KRNTKORNIT DIGITAL LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 693,598 shares 693,598$10.2M4%0Timeline
MRVLMARVELL TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 97,215 shares; 2025Q3: 108,372 shares; 2025Q4: 99,857 shares; 2026Q1: 99,857 shares 99,857$9.89M3.89%0Timeline
TTWOTAKE-TWO INTERACTIVE SOFTWARQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,033 shares; 2025Q2: 40,064 shares; 2025Q3: 41,082 shares; 2025Q4: 40,217 shares; 2026Q1: 48,748 shares 48,748$9.63M3.79%+8,531Timeline
XBISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 73,760 shares 73,760$9.42M3.71%-9,978Timeline
XPELXPEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 190,664 shares 190,664$8.44M3.32%-8,841Timeline
IPGPIPG PHOTONICS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 69,656 shares 69,656$7.98M3.14%-38,429Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82,086 shares; 2026Q1: 108,315 shares 108,315$7M2.76%+26,229Timeline
WALWESTERN ALLIANCE BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 98,675 shares 98,675$6.99M2.75%-10,205Timeline
OLEDUNIVERSAL DISPLAY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,788 shares; 2025Q3: 73,042 shares; 2025Q4: 74,552 shares; 2026Q1: 74,552 shares 74,552$6.83M2.69%0Timeline
SNFCASECURITY NATL FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 717,508 shares 717,508$6.8M2.68%-525Timeline
KWEBKRANESHARES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 231,364 shares 231,364$6.58M2.59%+33,950Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,045 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,630 shares; 2026Q1: 22,630 shares 22,630$6.51M2.56%0Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,003 shares; 2025Q4: 25,062 shares; 2026Q1: 30,299 shares 30,299$5.88M2.32%+5,237Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,026 shares; 2026Q1: 26,807 shares 26,807$5.58M2.2%+3,781Timeline
WGOWINNEBAGO INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 153,707 shares 153,707$4.76M1.88%+7,078Timeline
MCFTMASTERCRAFT BOAT HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 219,363 shares 219,363$4.5M1.77%+7,002Timeline
WHRWHIRLPOOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 58,857 shares 58,857$3.17M1.25%+6,835Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 138,451 shares; 2025Q2: 141,487 shares; 2025Q3: 141,487 shares; 2025Q4: 141,487 shares; 2026Q1: 59,930 shares 59,930$2.25M0.89%-81,557Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,899 shares; 2025Q2: 106,899 shares; 2025Q3: 40,185 shares; 2025Q4: 29,509 shares; 2026Q1: 29,509 shares 29,509$611K0.24%0Timeline

How Q1 2026 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 0001213900-26-056183 base2026-05-14acceptance time not in the bulk data set