LHM, INC.

Q2 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$293,107
Net value change ($000)
+39,130 (15.4%)
New positions
2
Sold out positions
0
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 17,488 16.2%
ALAB 6,412 NEW
MRVL 3,419 34.6%
TXN 3,258 55.4%
GOOGL 2,614 40.2%
IPGP 2,072 26.0%
TTWO 1,717 17.8%
XPEL 1,630 19.3%
KRNT 1,521 15.0%
MCHP 1,362 19.5%
Top Reduces (Value $000, Stocks/ETFs)
SNFCA -1,254 -18.4%
NVO -1,051 -46.6%
KWEB -917 -13.9%
WHR -854 -26.9%
WAL -587 -8.4%
BINC -570 -5.0%
PYLD -526 -4.6%
OLED -378 -5.5%
XBI -161 -1.7%
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