Lhm, Inc. Top Holdings and 13F Report (2026) About Lhm, Inc.Investment ActivityLhm, Inc. has $293.11 million in total holdings as of June 30, 2026.Lhm, Inc. owns shares of 24 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 4.54% of the portfolio was purchased this quarter.About 9.21% of the portfolio was sold this quarter.This quarter, Lhm, Inc. has purchased 22 new stocks and bought additional shares in 8 stocks.Lhm, Inc. sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $125,567,893Marvell Technology $13,309,725Kornit Digital $11,688,966Take-Two Interactive Software $11,345,342PIMCO Multi Sector Bond Active ETF $10,941,966 Largest New Holdings this Quarter 04626A103 - ASTERA LABS INC $6,411,607 Holding874039100 - Taiwan Semiconductor Manufacturing $935,560 Holding Largest Purchases this Quarter ASTERA LABS INC 13,274 shares (about $6.41M)IPG Photonics 16,043 shares (about $1.88M)Alphabet 2,892 shares (about $1.03M)Taiwan Semiconductor Manufacturing 1,959 shares (about $935.56K)Vanguard Total Stock Market ETF 2,440 shares (about $902.90K) Largest Sales this Quarter Marvell Technology 55,177 shares (about $16.44M)SPDR S&P Biotech ETF 15,246 shares (about $2.41M)Western Alliance Bancorporation 20,765 shares (about $1.71M)Novo Nordisk A/S 34,825 shares (about $1.67M)Microchip Technology 16,650 shares (about $1.52M) 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$125,567,893$902,898 â–²0.7%339,33642.8%ETFMRVLMarvell Technology$13,309,725$16,436,676 â–¼-55.3%44,6804.5%TechnologyKRNTKornit Digital$11,688,966$417,999 â–²3.7%719,3214.0%IndustrialsTTWOTake-Two Interactive Software$11,345,342$840,683 â–¼-6.9%45,3853.9%Communication ServicesPYLDPIMCO Multi Sector Bond Active ETF$10,941,966$665,652 â–¼-5.7%412,5933.7%ETFBINCiShares Flexible Income Active ETF$10,854,479$659,484 â–¼-5.7%207,3843.7%ETFXPELXPEL$10,069,296$612,362 â–²6.5%203,0103.4%Consumer DiscretionaryIPGPIPG Photonics$10,054,207$1,882,165 â–²23.0%85,6993.4%TechnologyXBISPDR S&P Biotech ETF$9,259,841$2,412,680 â–¼-20.7%58,5143.2%ETFTXNTexas Instruments$9,140,317$109,094 â–²1.2%30,6653.1%TechnologyGOOGLAlphabet$9,120,797$1,033,514 â–²12.8%25,5223.1%Communication ServicesMCHPMicrochip Technology$8,359,848$1,518,480 â–¼-15.4%91,6652.9%TechnologyAMZNAmazon.com$6,600,111$210,931 â–²3.3%27,6922.3%Consumer DiscretionaryOLEDUniversal Display$6,455,4580.0%74,5522.2%TechnologyASTERA LABS INC$6,411,607$6,411,607 â–²New Holding13,2742.2%COMWALWestern Alliance Bancorporation$6,404,202$1,706,883 â–¼-21.0%77,9102.2%FinanceMCFTMastercraft Boat$5,663,9530.0%219,3631.9%Consumer DiscretionaryKWEBKraneShares CSI China Internet ETF$5,661,4770.0%231,3641.9%ETFSNFCASecurity National Financial$5,548,124$1,073,471 â–¼-16.2%601,1881.9%FinanceWGOWinnebago Industries$4,801,8070.0%153,7071.6%Consumer DiscretionaryWHRWhirlpool$2,320,1430.0%58,8570.8%Consumer DiscretionarySONYSony$1,388,774$796,823 â–²134.6%69,2310.5%Consumer DiscretionaryNVONovo Nordisk A/S$1,203,534$1,669,511 â–¼-58.1%25,1050.4%HealthcareTSMTaiwan Semiconductor Manufacturing$935,560$935,560 â–²New Holding1,9590.3%TechnologyShowing largest 100 holdings. 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