LHM, INC.
CIK 2009224 · Holdings on Dec 31, 2025 · First reported Feb 10, 2026
Top ten holdings
Q4 2025- VTI42.14%
- PYLD4.51%
- BINC4.48%
- TTWO3.83%
- XBI3.80%
- KRNT3.71%
- XPEL3.70%
- WAL3.41%
- OLED3.24%
- MRVL3.16%
Share classes counted separately75.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BINCWeight decreased · -3.21 pp7.69% → 4.48%Shares -208.07K (-47.67%)
- XPELWeight increased · +0.92 pp2.78% → 3.70%Shares -54.61K (-21.49%)
- PYLDWeight decreased · -0.86 pp5.37% → 4.51%Shares -150.70K (-24.90%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 22
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $113.26M | 42.14% | 337.83K shares | 42.52% → 42.14%-0.38 pp -52.82K (-13.52%) | Reduced | ↗▾ |
| 02 | PYLDPIMCO MULTISECTOR BOND ACTVMULTISECTOR BD View history and evidence | $12.13M | 4.51% | 454.49K shares | 5.37% → 4.51%-0.86 pp -150.70K (-24.90%) | Reduced | ↗▾ |
| 03 | BINCISHARES FLEX I A ETF-USD INCISHARES FLEXIBLE View history and evidence | $12.05M | 4.48% | 228.43K shares | 7.69% → 4.48%-3.21 pp -208.07K (-47.67%) | Reduced | ↗▾ |
| 04 | TTWOTAKE-TWO INTERACTIVE SOFTWRE View history and evidence | $10.30M | 3.83% | 40.22K shares | 3.51% → 3.83%+0.32 pp -865 (-2.11%) | Reduced | ↗▾ |
| 05 | XBISS SPDR S&P BIOTECH ETFSTATE STREET SPD View history and evidence | $10.21M | 3.80% | 83.74K shares | 3.96% → 3.80%-0.16 pp -35.80K (-29.95%) | Reduced | ↗▾ |
| 06 | KRNTKORNIT DIGITAL LTDSHS View history and evidence | $9.97M | 3.71% | 693.60K shares | 3.06% → 3.71%+0.65 pp +7.65K (+1.11%) | Added | ↗▾ |
| 07 | XPELXPEL INC View history and evidence | $9.96M | 3.70% | 199.50K shares | 2.78% → 3.70%+0.92 pp -54.61K (-21.49%) | Reduced | ↗▾ |
| 08 | WALWESTERN ALLIANCE BANCORP View history and evidence | $9.15M | 3.41% | 108.88K shares | 3.34% → 3.41%+0.07 pp -7.45K (-6.41%) | Reduced | ↗▾ |
| 09 | OLEDUNIVERSAL DISPLAY CORP View history and evidence | $8.71M | 3.24% | 74.55K shares | 3.47% → 3.24%-0.23 pp +1.51K (+2.07%) | Added | ↗▾ |
| 10 | MRVLMARVELL TECHNOLOGY INC View history and evidence | $8.49M | 3.16% | 99.86K shares | 3.01% → 3.16%+0.15 pp -8.52K (-7.86%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CMA COMERICA INC | Non-derivative | -77,099 | -$5.34M | SEC filing ↗ | SEC filing ↗ |
| COHR COHERENT CORP | Non-derivative | -43,884 | -$4.73M | SEC filing ↗ | SEC filing ↗ |
| ACH ACCENDRA HEALTH INC | Non-derivative | -495,832 | -$2.38M | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2009224 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 268798194
}Take these holdings further.
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