13F HOLDINGS REPORT
LHM, INC.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001213900-25-075933
Total Value
$301.8M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 401,138 | $122.3M | 40.52% |
| 2 | BLACKROCK ETF TRUST II | BLK | 534,508 | $28.2M | 9.36% |
| 3 | PIMCO ETF TR | 72201R585 | 600,189 | $15.9M | 5.28% |
| 4 | KORNIT DIGITAL LTD | KRNT | 634,075 | $12.6M | 4.18% |
| 5 | SPDR SERIES TRUST | 78464A870 | 142,966 | $11.9M | 3.93% |
| 6 | COHERENT CORP | COHR | 123,479 | $11.0M | 3.65% |
| 7 | NOVO-NORDISK A S | NONOF | 141,487 | $9.8M | 3.24% |
| 8 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 40,064 | $9.7M | 3.22% |
| 9 | UNIVERSAL DISPLAY CORP | OLED | 55,788 | $8.6M | 2.86% |
| 10 | COMERICA INC | 200340107 | 129,898 | $7.8M | 2.60% |
| 11 | KRANESHARES TRUST | 500767306 | 226,630 | $7.8M | 2.58% |
| 12 | WESTERN ALLIANCE BANCORP | WAL-PA | 98,783 | $7.7M | 2.55% |
| 13 | MARVELL TECHNOLOGY INC | MRVL | 97,215 | $7.5M | 2.49% |
| 14 | SECURITY NATL FINL CORP | 814785309 | 738,117 | $7.3M | 2.41% |
| 15 | XPEL INC | XPEL | 200,576 | $7.2M | 2.39% |
| 16 | IPG PHOTONICS CORP | IPGP | 95,822 | $6.6M | 2.18% |
| 17 | WHIRLPOOL CORP | WHR-PA | 52,022 | $5.3M | 1.75% |
| 18 | WINNEBAGO INDS INC | 974637100 | 169,937 | $4.9M | 1.63% |
| 19 | MASTERCRAFT BOAT HLDGS INC | MCFT | 188,880 | $3.5M | 1.16% |
| 20 | OWENS & MINOR INC NEW | 690732102 | 368,988 | $3.4M | 1.11% |
| 21 | SONY GROUP CORP | SNEJF | 106,899 | $2.8M | 0.92% |