Lhm, Inc.
24 holdingsFiling period: 2026-06-30Current AUM: $274.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Index Fds | 339.3K | $125.6M | $127.5M | 46.37% | +2.4K | 2026-06-30 |
| 2 | MRVL | Marvell Technology, Inc. | 44.7K | $13.3M | $10.4M | 3.80% | -55,177 | 2026-06-30 |
| 3 | — | Kornit Digital Ltd. | 719.3K | $11.7M | $11.7M | 4.25% | +25.7K | 2026-06-30 |
| 4 | TTWO | Take Two Interactive Software Inc | 45.4K | $11.3M | $9.2M | 3.36% | -3,363 | 2026-06-30 |
| 5 | PYLD | PIMCO ETF TR | 412.6K | $10.9M | $10.5M | 3.84% | -25,100 | 2026-06-30 |
| 6 | BINC | BlackRock ETF Trust II | 207.4K | $10.9M | $10.5M | 3.82% | -12,600 | 2026-06-30 |
| 7 | XPEL | Xpel Inc | 203.0K | $10.1M | $8.6M | 3.13% | +12.3K | 2026-06-30 |
| 8 | IPGP | Ipg Photonics Corporation | 85.7K | $10.1M | $6.2M | 2.27% | +16.0K | 2026-06-30 |
| 9 | XBI | Spdr Series Trust | 58.5K | $9.3M | $8.8M | 3.20% | -15,246 | 2026-06-30 |
| 10 | TXN | Texas Instruments Inc. | 30.7K | $9.1M | $9.1M | 3.33% | +366 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc. | 25.5K | $9.1M | $8.1M | 2.94% | +2.9K | 2026-06-30 |
| 12 | MCHP | Microchip Technology Incorporated | 91.7K | $8.4M | $7.0M | 2.53% | -16,650 | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 27.7K | $6.6M | $6.9M | 2.51% | +885 | 2026-06-30 |
| 14 | OLED | Universal Display Corporation | 74.6K | $6.5M | $6.6M | 2.40% | -- | 2026-06-30 |
| 15 | ALAB | Astera Labs Inc | 13.3K | $6.4M | $3.4M | 1.25% | -- | 2026-06-30 |
| 16 | WAL | Western Alliance Bancorp | 77.9K | $6.4M | $5.9M | 2.14% | -20,765 | 2026-06-30 |
| 17 | MCFT | Mastercraft Boat Holdings Inc | 219.4K | $5.7M | $4.3M | 1.56% | -- | 2026-06-30 |
| 18 | KWEB | Kraneshares Trust | 231.4K | $5.7M | $5.4M | 1.95% | -- | 2026-06-30 |
| 19 | SNFCA | Security National Finl Corp | 601.2K | $5.5M | $5.2M | 1.90% | -116,320 | 2026-06-30 |
| 20 | WGO | Winnebago Industries Inc | 153.7K | $4.8M | $4.3M | 1.57% | -- | 2026-06-30 |
| 21 | WHR | Whirlpool Corp. | 58.9K | $2.3M | $1.6M | 0.57% | -- | 2026-06-30 |
| 22 | SONY | Sony Group Corporation | 69.2K | $1.4M | $1.8M | 0.66% | +39.7K | 2026-06-30 |
| 23 | NVO | Novo-Nordisk A/S | 25.1K | $1.2M | $982K | 0.36% | -34,825 | 2026-06-30 |
| 24 | TSM | Taiwan Semiconductor Manufac | 2.0K | $935K | $831K | 0.30% | -- | 2026-06-30 |
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