LHM, INC.
LHM, INC. reported 24 positions worth $293.1M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VTI (42.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $125.6M | 42.84% | 339,336 | — | — | |
| ▸ 2 | MRVL | SH | $13.3M | 4.54% | 44,680 | — | — | |
| ▸ 3 | KRNT | SH | $11.7M | 3.99% | 719,321 | — | — | |
| ▸ 4 | TTWO | SH | $11.3M | 3.87% | 45,385 | — | — | |
| ▸ 5 | PYLD | SH | $10.9M | 3.73% | 412,593 | — | — | |
| ▸ 6 | BINC | SH | $10.9M | 3.70% | 207,384 | — | — | |
| ▸ 7 | XPEL | SH | $10.1M | 3.44% | 203,010 | — | — | |
| ▸ 8 | IPGP | SH | $10.1M | 3.43% | 85,699 | — | — | |
| ▸ 9 | XBI | SH | $9.3M | 3.16% | 58,514 | — | — | |
| ▸ 10 | TXN | SH | $9.1M | 3.12% | 30,665 | — | — |
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Frequently Asked Questions
What stocks does LHM, INC. hold as of Q2 2026?
LHM, INC. reported 24 positions worth $293.1M in its Q2 2026 13F filing. Largest positions: VTI (42.8%), MRVL (4.5%), KRNT (4.0%), TTWO (3.9%) and PYLD (3.7%).
What did LHM, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LHM, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.