account_balance
Investment manager · 13F filer · SEC CIK 2009224
LHM, Inc.
Reported value$293Mas of Jun 30, 2026
Positions24 2 new, 0 sold out
Top 10 weight75.8%VTI alone is 43%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
42.8%
MRVLMarvell Technology, Inc.
4.5%Trimmed −55%
KRNTKornit Digital Ltd.
4.0%Added +4%
TTWOTake Two Interactive Software Inc
3.9%Trimmed −7%
PYLDPimco ETF Tr
3.7%Trimmed −6%
BINCBlackRock ETF Trust II
3.7%Trimmed −6%
XPELXpel Inc
3.4%Added +6%
IPGPIpg Photonics Corporation
3.4%Added +23%
XBISPDR Series Trust
3.2%Trimmed −21%
TXNTexas Instruments Inc.
3.1%
GOOGLAlphabet Inc.
3.1%Added +13%
MCHPMicrochip Technology Incorporated
2.9%Trimmed −15%
VTIVanguard Index FDS
42.8%
PYLD3.7%
BINC3.7%
XPEL3.4%IPGP3.4%XBI3.2%
TXN3.1%GOOGL3.1%MCHP2.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 42.8% Held
MRVL Marvell Technology, Inc. 4.5% Trimmed −55%KRNT Kornit Digital Ltd. 4.0% Added +4%TTWO Take Two Interactive Software Inc 3.9% Trimmed −7%PYLD Pimco ETF Tr 3.7% Trimmed −6%
BINC BlackRock ETF Trust II 3.7% Trimmed −6%
XPEL Xpel Inc 3.4% Added +6%IPGP Ipg Photonics Corporation 3.4% Added +23%XBI SPDR Series Trust 3.2% Trimmed −21%
TXN Texas Instruments Inc. 3.1% HeldGOOGL Alphabet Inc. 3.1% Added +13%MCHP Microchip Technology Incorporated 2.9% Trimmed −15%What changed