13F Insight
DOSSIER · 13F-HR · Q1 2026

LHM, INC.

LHM's family office based in London, UK — $254M in tracked AUM across 22 positions as of Q1 2026.

L
LHM·London, UK·Family Office
CIK 0002009224 · last filed Mar 31, 2026
Total AUM
$254M
▼ 10.6%
vs prior
Holdings
22
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Financials
21% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LHM, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$108M337K42.6%
02
PYLD
PIMCO ETF TR
$11M438K4.5%
03
BINC
BLACKROCK ETF TRUST II
$11M220K4.5%
04
M6372Q113
KORNIT DIGITAL LTD.
$10M694K4.0%
05
MRVL
MARVELL TECHNOLOGY, INC.
$10M100K3.9%
06
TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
$10M49K3.8%
07
XBI
SPDR SERIES TRUST
$9M74K3.7%
08
XPEL
XPEL INC
$8M191K3.3%
09
IPGP
IPG PHOTONICS CORPORATION
$8M70K3.1%
10
MCHP
MICROCHIP TECHNOLOGY INCORPORATED
$7M108K2.8%

Filing history

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