LHM, INC.

Q4 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$268,798
Net value change ($000)
-33,529 (-11.1%)
New positions
3
Sold out positions
3
Turnover %
11.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 7,083 NEW
AMZN 5,315 NEW
MCHP 5,231 NEW
XPEL 1,553 18.5%
TXN 857 24.5%
KRNT 714 7.7%
WGO 258 4.5%
SNFCA 142 2.2%
Top Reduces (Value $000, Stocks/ETFs)
VTI -15,290 -11.9%
BINC -11,186 -48.1%
CMA -5,338 -100.0%
COHR -4,727 -100.0%
PYLD -4,117 -25.3%
KWEB -2,799 -29.4%
ACH -2,380 -100.0%
OLED -1,785 -17.0%
XBI -1,768 -14.8%
IPGP -1,712 -18.1%
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