LHM, INC.

Q3 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
22
Total value ($000)
$302,327
Net value change ($000)
+511 (0.2%)
New positions
1
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 6,269 5.1%
TXN 3,491 NEW
IPGP 2,873 43.7%
WAL 2,385 31.0%
OLED 1,874 21.7%
KWEB 1,741 22.4%
MRVL 1,587 21.1%
XPEL 1,203 16.7%
TTWO 884 9.1%
MCFT 822 23.4%
Top Reduces (Value $000, Stocks/ETFs)
COHR -6,289 -57.1%
BINC -5,003 -17.7%
KRNT -3,364 -26.6%
CMA -2,503 -31.9%
NVO -1,914 -19.6%
SONY -1,626 -58.4%
WHR -1,187 -22.5%
ACH -978 -29.1%
SNFCA -943 -13.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type