LHM, Inc.
13F holdings for Q2 2026 · Sandy, UT · filed August 12, 2026
LHM, Inc. reported $293M in 13F securities across 24 holdings for Q2 2026, in a Form 13F filed August 12, 2026. The largest positions were Vanguard Index FDS (42.8%), MRVL (4.5%), Kornit Digital LTD (4.0%). Reported value rose 15.4% from the quarter before. It opened 2 new positions, added to 8, trimmed 9 and sold out of 0.
- 13F value Q2 2026
- $293M
- Holdings
- 24
- Change vs prior quarter
- +15.4%
- Rank by 13F value
- #5,330
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Vanguard Index FDS | $126M | 42.8% | 339,336 | +0.7% | Added |
| MRVL Marvell Technology Inc. | $13.3M | 4.5% | 44,680 | -55.3% | Trimmed |
| Kornit Digital LTD | $11.7M | 4.0% | 719,321 | +3.7% | Added |
| TTWO Take-Two Interactive Software Inc. | $11.3M | 3.9% | 45,385 | -6.9% | Trimmed |
| Pimco Multisector Bond Active Exchange-Traded Fund | $10.9M | 3.7% | 412,593 | -5.7% | Trimmed |
| BlackRock ETF Trust II | $10.9M | 3.7% | 207,384 | -5.7% | Trimmed |
| XPEL XPEL Inc. | $10.1M | 3.4% | 203,010 | +6.5% | Added |
| IPGP IPG Photonics Corporation | $10.1M | 3.4% | 85,699 | +23.0% | Added |
| SPDR Series Trust | $9.3M | 3.2% | 58,514 | -20.7% | Trimmed |
| TXN Texas Instruments Incorporated | $9.1M | 3.1% | 30,665 | +1.2% | Added |
| GOOGL Alphabet Inc. | $9.1M | 3.1% | 25,522 | +12.8% | Added |
| MCHP Microchip Technology Incorporated | $8.4M | 2.9% | 91,665 | -15.4% | Trimmed |
| AMZN Amazon.com Inc. | $6.6M | 2.3% | 27,692 | +3.3% | Added |
| OLED Universal Display Corporation | $6.5M | 2.2% | 74,552 | 0% | Unchanged |
| ALAB Astera Labs Inc. | $6.4M | 2.2% | 13,274 | New | New |
| WAL Western Alliance Bancorporation | $6.4M | 2.2% | 77,910 | -21.0% | Trimmed |
| MCFT MasterCraft Boat Holdings Inc. | $5.7M | 1.9% | 219,363 | 0% | Unchanged |
| KWEB KraneShares Trust KraneShares CSI China Internet ETF | $5.7M | 1.9% | 231,364 | 0% | Unchanged |
| SNFCA Security National Financial Corporation | $5.5M | 1.9% | 601,188 | -16.2% | Trimmed |
| WGO Winnebago Industries Inc. | $4.8M | 1.6% | 153,707 | 0% | Unchanged |
| WHR Whirlpool Corporation | $2.3M | 0.8% | 58,857 | 0% | Unchanged |
| SONY Sony Group Corporation | $1.4M | 0.5% | 69,231 | +134.6% | Added |
| NVO Novo Nordisk A/S | $1.2M | 0.4% | 25,105 | -58.1% | Trimmed |
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $936K | 0.3% | 1,959 | New | New |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $293M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- ALAB Astera Labs Inc. New+$6.4M
- IPGP IPG Photonics Corporation Added+$1.9M
- GOOGL Alphabet Inc. Added+$1.0M
- TSM Taiwan Semiconductor Manufacturing Company Ltd. New+$936K
- Vanguard Index FDS Added+$903K
- SONY Sony Group Corporation Added+$797K
- XPEL XPEL Inc. Added+$612K
- Kornit Digital LTD Added+$418K
- AMZN Amazon.com Inc. Added+$211K
- TXN Texas Instruments Incorporated Added+$109K
Biggest sells in Q2 2026
- MRVL Marvell Technology Inc. Trimmed-$16.4M
- SPDR Series Trust Trimmed-$2.4M
- WAL Western Alliance Bancorporation Trimmed-$1.7M
- NVO Novo Nordisk A/S Trimmed-$1.7M
- MCHP Microchip Technology Incorporated Trimmed-$1.5M
- SNFCA Security National Financial Corporation Trimmed-$1.1M
- TTWO Take-Two Interactive Software Inc. Trimmed-$841K
- Pimco Multisector Bond Active Exchange-Traded Fund Trimmed-$666K
- BlackRock ETF Trust II Trimmed-$659K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 2 new, 8 added, 9 trimmed, 0 sold out.
Sector mix
- Not listed with us57.4%
- Technology25.6%
- Industrials7.0%
- Finance4.1%
- Consumer Discretionary3.0%
- n/a1.9%
- Consumer Staples0.5%
- Health Care0.4%
13F value by quarter
Questions about LHM, Inc.
- What does LHM, Inc. own?
- In its Form 13F for Q2 2026, LHM, Inc. reported 24 holdings worth $293M. The five largest were Vanguard Index FDS, MRVL, Kornit Digital LTD, TTWO, Pimco Multisector Bond Active Exchange-Traded Fund.
- What did LHM, Inc. buy and sell in Q2 2026?
- LHM, Inc. opened 2 new positions, added to 8, trimmed 9 and sold out of 0 compared with the quarter before.
- When did LHM, Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 12, 2026.
From Form 13F filed by LHM, Inc. (SEC CIK 0002009224) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds