LHM, INC.
All 13F Filings
- Location
- Sandy, UT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 268,798
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 22 | 268,798 | 13F-HR | LHM, INC. |
| Q3 2025 | 11/13/2025 | 22 | 302,327 | 13F-HR | LHM, INC. |
| Q2 2025 | 8/14/2025 | 21 | 301,816 | 13F-HR | LHM, INC. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 256.7 K | 95.5% | 0 | 22.34 K | -22.34 K |
| ETFs | 12.05 K | 4.5% | 0 | 11.19 K | -11.19 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
268,798
Holdings
22
QoQ value change ($000)
-33,529
(-11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.