Lhm, Inc. Top Holdings and 13F Report (2026) About Lhm, Inc.Investment ActivityLhm, Inc. has $253.98 million in total holdings as of March 31, 2026.Lhm, Inc. owns shares of 22 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 2.71% of the portfolio was purchased this quarter.About 4.35% 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 $108,079,606PIMCO Multi Sector Bond Active ETF $11,467,557iShares Flexible Income Active ETF $11,423,769Kornit Digital $10,168,147Marvell Technology $9,890,836 Largest Purchases this Quarter Microchip Technology 26,229 shares (about $1.69M)Take-Two Interactive Software 8,531 shares (about $1.68M)Texas Instruments 5,237 shares (about $1.02M)KraneShares CSI China Internet ETF 33,950 shares (about $965.20K)Amazon.com 3,781 shares (about $787.47K) Largest Sales this Quarter IPG Photonics 38,429 shares (about $4.40M)Novo Nordisk A/S 81,557 shares (about $3.07M)SPDR S&P Biotech ETF 9,978 shares (about $1.27M)Western Alliance Bancorporation 10,205 shares (about $723.02K)PIMCO Multi Sector Bond Active ETF 16,800 shares (about $440.16K) 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$108,079,606$298,353 â–¼-0.3%336,89642.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$11,467,557$440,160 â–¼-3.7%437,6934.5%ETFBINCiShares Flexible Income Active ETF$11,423,769$438,808 â–¼-3.7%219,9844.5%ETFKRNTKornit Digital$10,168,1470.0%693,5984.0%IndustrialsMRVLMarvell Technology$9,890,8360.0%99,8573.9%Computer and TechnologyTTWOTake-Two Interactive Software$9,627,730$1,684,873 â–²21.2%48,7483.8%Consumer DiscretionaryXBISPDR S&P Biotech ETF$9,421,365$1,274,490 â–¼-11.9%73,7603.7%ETFXPELXPEL$8,438,789$391,303 â–¼-4.4%190,6643.3%Auto/Tires/TrucksIPGPIPG Photonics$7,981,881$4,403,579 â–¼-35.6%69,6563.1%Computer and TechnologyMCHPMicrochip Technology$6,998,232$1,694,656 â–²32.0%108,3152.8%Computer and TechnologyWALWestern Alliance Bancorporation$6,991,124$723,024 â–¼-9.4%98,6752.8%FinanceOLEDUniversal Display$6,833,4360.0%74,5522.7%Computer and TechnologySNFCASecurity National Financial$6,801,976$4,977 â–¼-0.1%717,5082.7%FinanceKWEBKraneShares CSI China Internet ETF$6,577,679$965,199 â–²17.2%231,3642.6%ManufacturingGOOGLAlphabet$6,507,4830.0%22,6302.6%Computer and TechnologyTXNTexas Instruments$5,882,248$1,016,711 â–²20.9%30,2992.3%Computer and TechnologyAMZNAmazon.com$5,583,094$787,469 â–²16.4%26,8072.2%Retail/WholesaleWGOWinnebago Industries$4,763,380$219,347 â–²4.8%153,7071.9%Auto/Tires/TrucksMCFTMastercraft Boat$4,499,135$143,611 â–²3.3%219,3631.8%Consumer DiscretionaryWHRWhirlpool$3,173,569$368,543 â–²13.1%58,8571.2%Consumer DiscretionaryNVONovo Nordisk A/S$2,254,787$3,068,474 â–¼-57.6%59,9300.9%MedicalSONYSony$610,8360.0%29,5090.2%Consumer DiscretionaryShowing 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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