Lhm, Inc. Top Holdings and 13F Report (2025) About Lhm, Inc.Investment ActivityLhm, Inc. has $301.68 million in total holdings as of March 31, 2025.Lhm, Inc. owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 12.73% of the portfolio was purchased this quarter.About 9.58% of the portfolio was sold this quarter.This quarter, Lhm, Inc. has purchased 22 new stocks and bought additional shares in 9 stocks.Lhm, Inc. sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $113,935,197iShares Flexible Income Active ETF $62,744,431SPDR S&P Biotech ETF $11,663,964Kornit Digital $10,160,959Novo Nordisk A/S $9,727,438 Largest New Holdings this Quarter 670100205 - Novo Nordisk A/S $9,727,438 Holding874054109 - Take-Two Interactive Software $5,809,839 Holding835699307 - Sony Group $2,714,166 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 194,900 shares (about $10.21M)Novo Nordisk A/S 138,451 shares (about $9.73M)Take-Two Interactive Software 28,033 shares (about $5.81M)Sony Group 106,899 shares (about $2.71M)SPDR S&P Biotech ETF 19,834 shares (about $1.61M) Largest Sales this Quarter Vanguard Total Stock Market ETF 7,213 shares (about $1.98M)Ciena 27,759 shares (about $1.68M)SIMPLIFY EXCHANGE TRADED FUN 23,135 shares (about $1.16M)Security National Financial 82,490 shares (about $998.13K)Micron Technology 9,824 shares (about $854.74K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLhm, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$113,935,197$1,982,421 ▼-1.7%414,55137.8%ETFBINCiShares Flexible Income Active ETF$62,744,431$10,208,862 ▲19.4%1,197,87020.8%ETFXBISPDR S&P Biotech ETF$11,663,964$1,608,537 ▲16.0%143,8223.9%ETFKRNTKornit Digital$10,160,959$1,499,326 ▲17.3%532,5453.4%IndustrialsNVONovo Nordisk A/S$9,727,438$9,727,438 ▲New Holding138,4513.2%MedicalSNFCASecurity National Financial$9,452,145$998,129 ▼-9.6%781,1693.1%FinanceMUMicron Technology$7,947,124$854,737 ▼-9.7%91,3412.6%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$7,880,339$1,032,847 ▲15.1%225,7332.6%ManufacturingCMAComerica$7,764,003$320,009 ▼-4.0%129,8982.6%FinanceWALWestern Alliance Bancorporation$7,589,4980.0%98,7832.5%FinanceSIMPLIFY EXCHANGE TRADED FUN$7,586,182$1,159,989 ▼-13.3%151,3002.5%MBS ETFCOHRCoherent$6,516,339$511,208 ▲8.5%100,3442.2%Business ServicesTTWOTake-Two Interactive Software$5,809,839$5,809,839 ▲New Holding28,0331.9%Consumer DiscretionaryIPGPIPG Photonics$5,111,814$1,401,140 ▲37.8%80,9601.7%Computer and TechnologyXPELXPEL$4,862,713$1,267,982 ▲35.3%165,5111.6%Auto/Tires/TrucksWGOWinnebago Industries$4,382,6920.0%127,1821.5%ConstructionWHRWhirlpool$3,839,5380.0%42,6001.3%Consumer DiscretionaryMCFTMasterCraft Boat$3,054,931$1,577,627 ▲106.8%177,4061.0%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$2,964,4010.0%112,5011.0%ETFSONYSony Group$2,714,166$2,714,166 ▲New Holding106,8990.9%Consumer StaplesOMIOwens & Minor$2,645,266$1,057,864 ▲66.6%292,9420.9%MedicalCIENCiena$2,561,386$1,677,476 ▼-39.6%42,3860.8%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$765,064$421,002 ▼-35.5%4,5940.3%Computer and TechnologyIWNiShares Russell 2000 Value ETF$0$15,722,233 ▼-100.0%00.0%ETFTAT&T$0$5,772,013 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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