LHM, INC.
CIK: 0002009224SEC EDGAR →
Portfolio Value
$268.8M
Holdings
22
As of
Q4 2025
New Positions
1
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 337,826 | $113.3M | 42.14% |
| 2 | PIMCO ETF TR | 454,493 | $12.1M | 4.51% |
| 3 | BLACKROCK ETF TRUST II | 228,434 | $12.1M | 4.48% |
| 4 | TAKE-TWO INTERACTIVE SOFTWAR | 40,217 | $10.3M | 3.83% |
| 5 | SPDR SERIES TRUST | 83,738 | $10.2M | 3.80% |
| 6 | KORNIT DIGITAL LTD | 693,598 | $10.0M | 3.71% |
| 7 | XPEL INC | 199,505 | $10.0M | 3.70% |
| 8 | WESTERN ALLIANCE BANCORP | 108,880 | $9.2M | 3.41% |
| 9 | UNIVERSAL DISPLAY CORP | 74,552 | $8.7M | 3.24% |
| 10 | MARVELL TECHNOLOGY INC | 99,857 | $8.5M | 3.16% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 6 | $160.8M | 59.8% |
| Technology | 7 | $44.4M | 16.5% |
| Consumer Cyclical | 5 | $29.0M | 10.8% |
| Communication Services | 2 | $17.4M | 6.5% |
| Industrials | 1 | $10.0M | 3.7% |
| Healthcare | 1 | $7.2M | 2.7% |