2026 Q1 Portfolio Activity
In 2026 Q1, LHM, INC. maintained a portfolio of 22 distinct positions. They heavily accumulated shares in MICROCHIP TECHNOLOGY INCORPORA, increasing the position by 32.0%. The fund also reduced its exposure to NOVO-NORDISK A S by 57.6%.
Position History
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Total Positions
22
Quarter
2026 Q1
Top Holding
VTI (42.6%)
Top 10 Concentration
76.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
LHM, INC. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 42.55% | 42.14% |
#1
Prev: #1
|
6.5 |
—
|
-930 | -0.3% |
P
S
|
336,896 | $108,079,606 |
$237.41
+55.3%
|
2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
PYLD
PIMCO ETF TR
|
ETF | 4.52% | 4.51% |
#2
Prev: #2
|
3.8 |
—
|
-16,800 | -3.7% |
P
S
|
437,693 | $11,467,557 |
$24.74
+7.0%
|
2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
BINC
BLACKROCK ETF T...
|
ETF | 4.50% | 4.48% |
#3
Prev: #3
|
3.3 |
—
|
-8,450 | -3.7% |
P
S
|
219,984 | $11,423,769 |
$47.80
+9.4%
|
2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | ||
|
KRNT
KORNIT DIGITAL ...
|
Industrials | 4.00% | 3.71% |
#4
2
Prev: #6
|
3.1 |
—
|
no change | no change |
P
S
|
693,598 | $10,168,147 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MRVL
MARVELL TECHNOL...
|
Technology | 3.89% | 3.16% |
#5
5
Prev: #10
|
3.1 |
—
|
no change | no change |
P
S
|
99,857 | $9,890,836 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TTWO
TAKE TWO INTERA...
|
Communication Services | 3.79% | 3.83% |
#6
2
Prev: #4
|
4.0 |
—
|
8,531 | 21.2% |
P
S
|
48,748 | $9,627,730 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XBI
SPDR SERIES TRU...
|
Unknown | 3.71% | 3.80% |
#7
2
Prev: #5
|
2.0 |
—
|
-9,978 | -11.9% |
P
S
|
73,760 | $9,421,365 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XPEL
XPEL INC
|
Consumer Cyclical | 3.32% | 3.70% |
#8
1
Prev: #7
|
1.8 |
—
|
-8,841 | -4.4% |
P
S
|
190,664 | $8,438,789 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
IPGP
IPG PHOTONICS C...
|
Technology | 3.14% | 2.88% |
#9
2
Prev: #11
|
1.3 |
—
|
-38,429 | -35.6% |
P
S
|
69,656 | $7,981,881 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCHP
MICROCHIP TECHN...
|
Technology | 2.76% | 1.95% |
#10
8
Prev: #18
|
3.6 |
—
|
26,229 | 32.0% |
P
S
|
108,315 | $6,998,232 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WAL
WESTERN ALLIANC...
|
Financial Services | 2.75% | 3.41% |
#11
3
Prev: #8
|
1.6 |
—
|
-10,205 | -9.4% |
P
S
|
98,675 | $6,991,124 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
OLED
UNIVERSAL DISPL...
|
Technology | 2.69% | 3.24% |
#12
3
Prev: #9
|
2.1 |
—
|
no change | no change |
P
S
|
74,552 | $6,833,436 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SNFCA
SECURITY NATION...
|
Financial Services | 2.68% | 2.41% |
#13
2
Prev: #15
|
1.6 |
—
|
-525 | -0.1% |
P
S
|
717,508 | $6,801,976 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
KWEB
KRANESHARES TRU...
|
Bond/Debt | 2.59% | 2.50% |
#14
Prev: #14
|
3.0 |
—
|
33,950 | 17.2% |
P
S
|
231,364 | $6,577,679 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GOOGL
ALPHABET INC.
|
Communication Services | 2.56% | 2.64% |
#15
2
Prev: #13
|
2.0 |
—
|
no change | no change |
P
S
|
22,630 | $6,507,483 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
TXN
TEXAS INSTRUMEN...
|
Technology | 2.32% | 1.62% |
#16
3
Prev: #19
|
3.4 |
—
|
5,237 | 20.9% |
P
S
|
30,299 | $5,882,248 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AMZN
AMAZON.COM INC
|
Consumer Cyclical | 2.20% | 1.98% |
#17
Prev: #17
|
2.9 |
—
|
3,781 | 16.4% |
P
S
|
26,807 | $5,583,094 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WGO
WINNEBAGO INDUS...
|
Consumer Cyclical | 1.88% | 2.21% |
#18
2
Prev: #16
|
1.3 |
—
|
7,078 | 4.8% |
P
S
|
153,707 | $4,763,380 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
MCFT
MASTERCRAFT BOA...
|
Consumer Cyclical | 1.77% | 1.49% |
#19
1
Prev: #20
|
1.2 |
—
|
7,002 | 3.3% |
P
S
|
219,363 | $4,499,135 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
WHR
WHIRLPOOL CORP.
|
Consumer Cyclical | 1.25% | 1.40% |
#20
1
Prev: #21
|
2.5 |
—
|
6,835 | 13.1% |
P
S
|
58,857 | $3,173,569 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
NVO
NOVO-NORDISK A/...
|
Healthcare | 0.89% | 2.68% |
#21
9
Prev: #12
|
0.4 |
—
|
-81,557 | -57.6% |
P
S
|
59,930 | $2,254,787 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SONY
SONY GROUP CORP...
|
Technology | 0.24% | 0.28% |
#22
Prev: #22
|
1.1 |
—
|
no change | no change |
P
S
|
29,509 | $610,836 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-22 of 22 holdings