LHM, INC.
CIK 0002009224
Annualised vol
6.865234%
Beta
0.28654
HHI
2009.865311
Top-10 weight
75.819311%
VaR 95%
0.686801%
VaR 99%
1.130598%
Max drawdown
10.96524%
Matched value
37.241733%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| MRVL | REDUCED | 44,680 | 99,857 | -55.26% | 13,309,725 |
| KRNT | ADDED | 719,321 | 693,598 | 3.71% | 11,688,966 |
| TTWO | REDUCED | 45,385 | 48,748 | -6.9% | 11,345,342 |
| XPEL | ADDED | 203,010 | 190,664 | 6.48% | 10,069,296 |
| IPGP | ADDED | 85,699 | 69,656 | 23.03% | 10,054,207 |
| TXN | ADDED | 30,665 | 30,299 | 1.21% | 9,140,317 |
| GOOGL | ADDED | 25,522 | 22,630 | 12.78% | 9,120,797 |
| MCHP | REDUCED | 91,665 | 108,315 | -15.37% | 8,359,848 |
| AMZN | ADDED | 27,692 | 26,807 | 3.3% | 6,600,111 |
| ALAB | NEW | 13,274 | - | - | 6,411,607 |
| MCFT | UNCHANGED | 219,363 | 219,363 | 0.0% | 5,663,953 |
| WGO | UNCHANGED | 153,707 | 153,707 | 0.0% | 4,801,807 |
| SONY | ADDED | 69,231 | 29,509 | 134.61% | 1,388,774 |
| NVO | REDUCED | 25,105 | 59,930 | -58.11% | 1,203,534 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 125,567,893 | 42.84 | 339336.0 | |
| MRVL | REDUCED | MARVELL TECHNOLOGY, INC. | COM | 573874104 | 13,309,725 | 4.54 | 44680.0 |
| KRNT | ADDED | KORNIT DIGITAL LTD. | SHS | M6372Q113 | 11,688,966 | 3.99 | 719321.0 |
| TTWO | REDUCED | TAKE TWO INTERACTIVE SOFTWARE INC | COM | 874054109 | 11,345,342 | 3.87 | 45385.0 |
| - | PIMCO ETF TR | MULTISECTOR BD | 72201R585 | 10,941,966 | 3.73 | 412593.0 | |
| - | BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | 10,854,479 | 3.7 | 207384.0 | |
| XPEL | ADDED | XPEL INC | COM | 98379L100 | 10,069,296 | 3.44 | 203010.0 |
| IPGP | ADDED | IPG PHOTONICS CORPORATION | COM | 44980X109 | 10,054,207 | 3.43 | 85699.0 |
| - | SPDR SERIES TRUST | STATE STREET SPD | 78464A870 | 9,259,841 | 3.16 | 58514.0 | |
| TXN | ADDED | TEXAS INSTRUMENTS INC. | COM | 882508104 | 9,140,317 | 3.12 | 30665.0 |
| GOOGL | ADDED | ALPHABET INC. | CAP STK CL A | 02079K305 | 9,120,797 | 3.11 | 25522.0 |
| MCHP | REDUCED | MICROCHIP TECHNOLOGY INCORPORATED | COM | 595017104 | 8,359,848 | 2.85 | 91665.0 |
| AMZN | ADDED | AMAZON.COM INC | COM | 023135106 | 6,600,111 | 2.25 | 27692.0 |
| - | UNIVERSAL DISPLAY CORPORATION | COM | 91347P105 | 6,455,458 | 2.2 | 74552.0 | |
| ALAB | NEW | ASTERA LABS INC | COM | 04626A103 | 6,411,607 | 2.19 | 13274.0 |
| - | WESTERN ALLIANCE BANCORP | COM | 957638109 | 6,404,202 | 2.18 | 77910.0 | |
| MCFT | UNCHANGED | MASTERCRAFT BOAT HOLDINGS INC | COM | 57637H103 | 5,663,953 | 1.93 | 219363.0 |
| - | KRANESHARES TRUST | CSI CHI INTERNET | 500767306 | 5,661,477 | 1.93 | 231364.0 | |
| - | SECURITY NATIONAL FINL CORP | CL A NEW | 814785309 | 5,548,124 | 1.89 | 601188.0 | |
| WGO | UNCHANGED | WINNEBAGO INDUSTRIES INC | COM | 974637100 | 4,801,807 | 1.64 | 153707.0 |
| - | WHIRLPOOL CORP. | COM | 963320106 | 2,320,143 | 0.79 | 58857.0 | |
| SONY | ADDED | SONY GROUP CORPORATION | SPONSORED ADR | 835699307 | 1,388,774 | 0.47 | 69231.0 |
| NVO | REDUCED | NOVO-NORDISK A/S | ADR | 670100205 | 1,203,534 | 0.41 | 25105.0 |
| - | TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | 935,560 | 0.32 | 1959.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | 293,107,427 | 24 | 6.865234 | 0.28654 | 10.96524 |
| 2026-03-31 | 2026-05-14 | 253,976,659 | 22 | 5.894819 | 0.248573 | 9.927302 |
| 2025-12-31 | 2026-02-10 | 268,798,194 | 22 | 3.991499 | 0.164769 | 6.90607 |
| 2025-09-30 | 2025-11-13 | 302,326,726 | 22 | 2.785465 | 0.091349 | 5.224823 |
| 2025-03-31 | 2025-05-13 | 301,679,429 | 23 | 2.710039 | 0.08238 | 4.674925 |
| 2024-12-31 | 2025-02-06 | 314,246,070 | 22 | 3.06284 | 0.0972 | 4.690415 |