1y return+16.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $139 against $157 in the S&P 500.2
Lhm, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $125.6M | 42.8% | |
| MRVLMarvell Technology, Inc. | $13.3M | 4.5% | −55.3% |
| Kornit Digital Ltd.CUSIP M6372Q113 | $11.7M | 4.0% | +3.7% |
| TTWOTake Two Interactive Software Inc | $11.3M | 3.9% | −6.9% |
| PYLDPimco Etf Tr | $10.9M | 3.7% | −5.7% |
| BINCBlackrock Etf Trust II | $10.9M | 3.7% | −5.7% |
| XPELXpel Inc | $10.1M | 3.4% | +6.5% |
| IPGPIpg Photonics Corporation | $10.1M | 3.4% | +23.0% |
| XBISpdr Series Trust | $9.3M | 3.2% | −20.7% |
| TXNTexas Instruments Inc. | $9.1M | 3.1% | +1.2% |
| GOOGLAlphabet Inc. | $9.1M | 3.1% | +12.8% |
| MCHPMicrochip Technology Incorporated | $8.4M | 2.9% | −15.4% |
| AMZNAmazon.com Inc | $6.6M | 2.3% | +3.3% |
| OLEDUniversal Display Corporation | $6.5M | 2.2% | |
| ALABAstera Labs Inc | $6.4M | 2.2% | New |
| WALWestern Alliance Bancorp | $6.4M | 2.2% | −21.0% |
| MCFTMastercraft Boat Holdings Inc | $5.7M | 1.9% | |
| KWEBKraneshares Trust | $5.7M | 1.9% | |
| SNFCASecurity National Finl Corp | $5.5M | 1.9% | −16.2% |
| WGOWinnebago Industries Inc | $4.8M | 1.6% | |
| WHRWhirlpool Corp. | $2.3M | 0.8% | |
| SONYSony Group Corporation | $1.4M | 0.5% | +134.6% |
| NVONovo-nordisk A/s | $1.2M | 0.4% | −58.1% |
| TSMTaiwan Semiconductor Manufac | $936K | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XBISpdr Series Trust | December 31, 2023 | +77.2% | $9.3M |
| TXNTexas Instruments Inc. | September 30, 2025 | +62.2% | $9.1M |
| VTIVanguard Index Fds | December 31, 2023 | +56.0% | $125.6M |
| MCHPMicrochip Technology Incorporated | December 31, 2025 | +43.1% | $8.4M |
| MCFTMastercraft Boat Holdings Inc | December 31, 2024 | +35.4% | $5.7M |
| WALWestern Alliance Bancorp | March 31, 2024 | +28.1% | $6.4M |
| XPELXpel Inc | December 31, 2024 | +24.2% | $10.1M |
| TTWOTake Two Interactive Software Inc | March 31, 2025 | +20.6% | $11.3M |
| GOOGLAlphabet Inc. | December 31, 2025 | +14.2% | $9.1M |
| Kornit Digital Ltd.CUSIP M6372Q113 | June 30, 2024 | +11.0% | $11.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.7% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +3.9% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −7.0% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Lhm, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2009224&type=13F-HR&dateb=&owner=include&count=40CIK 2009224
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2009224/000121390026088051/Filed August 12, 2026 · accession 0001213900-26-088051