LHM, INC.: 13F holdings
CIK 20092242026Q2
| Positions | 24 |
|---|
| Reported value | $293.1m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 24 (+2 vs prior quarter) |
|---|
| Reported value | $293.1m (+15.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 339,336 | $125.6m | 42.8% |
| MRVL MARVELL TECHNOLOGY, INC. | 44,680 | $13.3m | 4.5% |
| KORNIT DIGITAL LTD. | 719,321 | $11.7m | 4.0% |
| TTWO TAKE TWO INTERACTIVE SOFTWARE INC | 45,385 | $11.3m | 3.9% |
| PYLD PIMCO ETF TR | 412,593 | $10.9m | 3.7% |
| BINC BLACKROCK ETF TRUST II | 207,384 | $10.9m | 3.7% |
| XPEL XPEL INC | 203,010 | $10.1m | 3.4% |
| IPGP IPG PHOTONICS CORPORATION | 85,699 | $10.1m | 3.4% |
| XBI SPDR SERIES TRUST | 58,514 | $9.3m | 3.2% |
| TXN TEXAS INSTRUMENTS INC. | 30,665 | $9.1m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009224")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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