Lhm, Inc. Top Holdings and 13F Report (2025) About Lhm, Inc.Investment ActivityLhm, Inc. has $301.82 million in total holdings as of June 30, 2025.Lhm, Inc. owns shares of 21 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.82% of the portfolio was purchased this quarter.About 19.38% of the portfolio was sold this quarter.This quarter, Lhm, Inc. has purchased 23 new stocks and bought additional shares in 12 stocks.Lhm, Inc. sold shares of 4 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $122,284,192iShares Flexible Income Active ETF $28,243,403PIMCO Multi Sector Bond Active ETF $15,929,016Kornit Digital $12,624,433SPDR S&P Biotech ETF $11,856,170 Largest New Holdings this Quarter 91347P105 - Universal Display $8,617,014 Holding573874104 - Marvell Technology $7,524,441 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 487,688 shares (about $12.94M)Universal Display 55,788 shares (about $8.62M)Marvell Technology 97,215 shares (about $7.52M)Take-Two Interactive Software 12,031 shares (about $2.92M)Coherent 23,135 shares (about $2.06M) Largest Sales this Quarter iShares Flexible Income Active ETF 663,362 shares (about $35.05M)Vanguard Total Stock Market ETF 13,413 shares (about $4.09M)Security National Financial 43,052 shares (about $424.06K)SPDR S&P Biotech ETF 856 shares (about $70.99K) 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$122,284,192$4,088,862 ▼-3.2%401,13840.5%ETFBINCiShares Flexible Income Active ETF$28,243,403$35,052,048 ▼-55.4%534,5089.4%ETFPYLDPIMCO Multi Sector Bond Active ETF$15,929,016$12,943,239 ▲433.5%600,1895.3%ETFKRNTKornit Digital$12,624,433$2,021,462 ▲19.1%634,0754.2%IndustrialsXBISPDR S&P Biotech ETF$11,856,170$70,988 ▼-0.6%142,9663.9%ETFCOHRCoherent$11,015,562$2,063,873 ▲23.1%123,4793.6%Business ServicesNVONovo Nordisk A/S$9,765,433$209,545 ▲2.2%141,4873.2%MedicalTTWOTake-Two Interactive Software$9,729,542$2,921,728 ▲42.9%40,0643.2%Consumer DiscretionaryOLEDUniversal Display$8,617,014$8,617,014 ▲New Holding55,7882.9%Computer and TechnologyCMAComerica$7,840,6430.0%129,8982.6%FinanceKWEBKraneShares CSI China Internet ETF$7,780,208$30,794 ▲0.4%226,6302.6%ManufacturingWALWestern Alliance Bancorporation$7,703,0980.0%98,7832.6%FinanceMRVLMarvell Technology$7,524,441$7,524,441 ▲New Holding97,2152.5%Computer and TechnologySNFCASecurity National Financial$7,270,452$424,062 ▼-5.5%738,1172.4%FinanceXPELXPEL$7,200,678$1,258,833 ▲21.2%200,5762.4%Auto/Tires/TrucksIPGPIPG Photonics$6,578,180$1,020,276 ▲18.4%95,8222.2%Computer and TechnologyWHRWhirlpool$5,276,071$955,579 ▲22.1%52,0221.7%Consumer DiscretionaryWGOWinnebago Industries$4,928,173$1,239,895 ▲33.6%169,9371.6%ConstructionMCFTMastercraft Boat$3,509,390$213,187 ▲6.5%188,8801.2%Consumer DiscretionaryOMIOwens & Minor$3,357,791$692,019 ▲26.0%368,9881.1%MedicalSONYSony$2,782,5810.0%106,8990.9%Consumer DiscretionaryMUMicron Technology$0$7,947,124 ▼-100.0%00.0%Computer and TechnologySIMPLIFY EXCHANGE TRADED FUN$0$7,586,182 ▼-100.0%00.0%MBS ETFCIENCiena$0$2,561,386 ▼-100.0%00.0%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$0$765,064 ▼-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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