§ 13F · FUND PROFILE
LHM, INC..
AUM · $293M (13F)Positions · 24Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 339K | $126M | 42.8% | +1% |
| 2 | MRVL | MARVELL TECHNOLOGY, INC. | 45K | $13M | 4.5% | −55% |
| 3 | KRNT | KORNIT DIGITAL LTD. | 719K | $12M | 4.0% | +4% |
| 4 | TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | 45K | $11M | 3.9% | −7% |
| 5 | PYLD | PIMCO ETF TR | 413K | $11M | 3.7% | −6% |
| 6 | BINC | BLACKROCK ETF TRUST II | 207K | $11M | 3.7% | −6% |
| 7 | XPEL | XPEL INC | 203K | $10M | 3.4% | +6% |
| 8 | IPGP | IPG PHOTONICS CORPORATION | 86K | $10M | 3.4% | +23% |
| 9 | XBI | SPDR SERIES TRUST | 59K | $9M | 3.2% | −21% |
| 10 | TXN | TEXAS INSTRUMENTS INC. | 31K | $9M | 3.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LHM, SIGNAL
AC read
LHM, INC. is a Other fund managing $293 million in assets. The fund runs a focused portfolio of just 24 positions.
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