LHM, INC.

CIK: 0002009224SEC EDGAR →

Portfolio Value

$268.8B

Holdings

22

As of

Q4 2025

New Positions

1

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INDEX FDS

337,826$113.3B
42.14%
2

PIMCO ETF TR

454,493$12.1B
4.51%
3

BLACKROCK ETF TRUST II

228,434$12.1B
4.48%
4

TAKE-TWO INTERACTIVE SOFTWAR

40,217$10.3B
3.83%
5

SPDR SERIES TRUST

83,738$10.2B
3.80%
6

KORNIT DIGITAL LTD

693,598$10.0B
3.71%
7

XPEL INC

199,505$10.0B
3.70%
8

WESTERN ALLIANCE BANCORP

108,880$9.2B
3.41%
9

UNIVERSAL DISPLAY CORP

74,552$8.7B
3.24%
10

MARVELL TECHNOLOGY INC

99,857$8.5B
3.16%

Quarterly Changes

Top Buys

$7.1B
AMZNNEW
$5.3B
MCHPNEW
$5.2B
OLED↑ Increased
$1.8B
TXN↑ Increased
$856.6M

Top Sells

VTI↓ Decreased
$15.3B
BINC↓ Decreased
$11.2B
CMACLOSED
$5.3B
COHRCLOSED
$4.7B
PYLD↓ Decreased
$4.1B

New Positions (3)

$7.1B · 23K shares
$5.3B · 23K shares
$5.2B · 82K shares

Closed Positions (3)

$5.3B · 77K shares
$4.7B · 44K shares
$2.4B · 496K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services6$160.8B59.8%
Technology7$44.4B16.5%
Consumer Cyclical5$29.0B10.8%
Communication Services2$17.4B6.5%
Industrials1$10.0B3.7%
Healthcare1$7.2B2.7%