Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LHM, INC. (CIK 2009224) reported $254.0M across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($108.1M, 42.55%), PYLD ($11.5M, 4.52%), BINC ($11.4M, 4.50%), KRNT ($10.2M, 4.00%), MRVL ($9.9M, 3.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $108.1M | 42.55% | 336,896 | Trimmed |
| 2 | PYLD | PIMCO ETF TR | $11.5M | 4.52% | 437,693 | Trimmed |
| 3 | BINC | BLACKROCK ETF TRUST II | $11.4M | 4.50% | 219,984 | Trimmed |
| 4 | KRNT | KORNIT DIGITAL LTD. | $10.2M | 4.00% | 693,598 | Hold |
| 5 | MRVL | MARVELL TECHNOLOGY, INC. | $9.9M | 3.89% | 99,857 | Hold |
| 6 | TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $9.6M | 3.79% | 48,748 | Added |
| 7 | XBI | SPDR SERIES TRUST | $9.4M | 3.71% | 73,760 | Trimmed |
| 8 | XPEL | XPEL INC | $8.4M | 3.32% | 190,664 | Trimmed |
| 9 | IPGP | IPG PHOTONICS CORPORATION | $8.0M | 3.14% | 69,656 | Trimmed |
| 10 | MCHP | MICROCHIP TECHNOLOGY INCORPORATED | $7.0M | 2.76% | 108,315 | Added |
| 11 | WAL | WESTERN ALLIANCE BANCORP | $7.0M | 2.75% | 98,675 | Trimmed |
| 12 | OLED | UNIVERSAL DISPLAY CORPORATION | $6.8M | 2.69% | 74,552 | Hold |
| 13 | SNFCA | SECURITY NATIONAL FINL CORP | $6.8M | 2.68% | 717,508 | Trimmed |
| 14 | KWEB | KRANESHARES TRUST | $6.6M | 2.59% | 231,364 | Added |
| 15 | GOOGL | ALPHABET INC. | $6.5M | 2.56% | 22,630 | Hold |
| 16 | TXN | TEXAS INSTRUMENTS INC. | $5.9M | 2.32% | 30,299 | Added |
| 17 | AMZN | AMAZON.COM INC | $5.6M | 2.20% | 26,807 | Added |
| 18 | WGO | WINNEBAGO INDUSTRIES INC | $4.8M | 1.88% | 153,707 | Added |
| 19 | MCFT | MASTERCRAFT BOAT HOLDINGS INC | $4.5M | 1.77% | 219,363 | Added |
| 20 | WHR | WHIRLPOOL CORP. | $3.2M | 1.25% | 58,857 | Added |
| 21 | NVO | NOVO-NORDISK A/S | $2.3M | 0.89% | 59,930 | Trimmed |
| 22 | SONY | SONY GROUP CORPORATION | $610,836 | 0.24% | 29,509 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31