LHM, INC.

Q3 2026 13F-HR Holdings

Location
Sandy, UT
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$308,884
Net value change ($000)
+15,777 (5.4%)
New positions
1
Sold out positions
2
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BINC 11,376 104.8%
PYLD 11,148 101.9%
MU 6,692 NEW
VTI 5,927 4.7%
TSM 2,130 227.6%
AMZN 299 4.5%
SONY 240 17.3%
MRVL 28 0.2%
KWEB 10 0.2%
Top Reduces (Value $000, Stocks/ETFs)
ALAB -6,412 -100.0%
XPEL -2,653 -26.3%
XBI -2,371 -25.6%
WHR -2,320 -100.0%
IPGP -2,215 -22.0%
MCFT -1,321 -23.3%
KRNT -820 -7.0%
NVO -795 -66.0%
WGO -749 -15.6%
OLED -712 -11.0%
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