13F Insight
DOSSIER · 13F-HR · Q2 2026

LHM, INC.

$293M in tracked AUM across 24 positions as of Q2 2026.

LI
CIK 0002009224 · last filed Jun 30, 2026
Total AUM
$293M
as of Q2 2026
Holdings
24
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LHM, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$126M339K42.8%02
MRVL
MARVELL TECHNOLOGY, INC.
$13M45K4.5%03
M6372Q113
KORNIT DIGITAL LTD.
$12M719K4.0%04
TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
$11M45K3.9%05
PYLD
PIMCO ETF TR
$11M413K3.7%06
BINC
BLACKROCK ETF TRUST II
$11M207K3.7%07
XPEL
XPEL INC
$10M203K3.4%08
IPGP
IPG PHOTONICS CORPORATION
$10M86K3.4%09
XBI
SPDR SERIES TRUST
$9M59K3.2%10
TXN
TEXAS INSTRUMENTS INC.
$9M31K3.1%

Filing history

2026Q2Jun 30
$293M▲ 15.4%
24 positionsView →2026Q1Mar 31
$254M▼ 5.5%
22 positionsView →2025Q4Dec 31
$269M▼ 11.1%
22 positionsView →2025Q3Sep 30
$302M▲ 0.2%
22 positionsView →2025Q2Jun 30
$302M▲ 0.0%
21 positionsLocked2025Q1Mar 31
$302M▼ 4.0%
23 positionsLocked2024Q4Dec 31
$314M▼ 1.1%
22 positionsLocked2024Q3Sep 30
$318M▲ 34.1%
19 positionsLocked2024Q2Jun 30
$237M▲ 75.5%
17 positionsLocked2024Q1Mar 31
$135M▲ 19.3%
14 positionsLocked2023Q4Dec 31
$113M—
7 positionsLocked