Data as of Q4 2025 (Dec 31, 2025)

LHM, INC.

•CIK: 2009224•Filing: Q4 2025

**LHM, INC.** manages $269M across a concentrated portfolio of 22 positions. The fund exhibits a significant allocation to broad market exposure, led by VTI at $113.3M. Notable secondary holdings include PYLD and BINC, each representing $12.1M, alongside substantial positions in technology and specialized sectors such as TTWO ($10.3M) and XBI ($10.2M). This structure suggests a tactical, growth-oriented mandate with deep conviction in select market segments.

Total AUM
$268.8M
QoQ Performance
-11.1%
Positions
22
Top 10 Concentration
76.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VTI
VTI42.1%
PYLD4.5%
BINC4.5%
TTWO3.8%
XBI3.8%
KRNT3.7%
XPEL3.7%
WEA3.4%

📈 Biggest Buys

GOOGL
ALPHABET INC
NEW
2.6% of portfolio
AMZN
AMAZON COM INC
NEW
2.0% of portfolio
MCHP
MICROCHIP TECHNOLOGY INC.
NEW
1.9% of portfolio
TXN
TEXAS INSTRS INC
+31.9%
1.6% of portfolio
MCFT
MASTERCRAFT BOAT HLDGS INC
+5.2%
1.5% of portfolio

📉 Biggest Sells

VTI
VANGUARD INDEX FDS
-13.5%
42.1% of portfolio
BINC
BLACKROCK ETF TRUST II
-47.7%
4.5% of portfolio
XBI
SPDR SERIES TRUST
-29.9%
3.8% of portfolio
PYLD
PIMCO ETF TR
-24.9%
4.5% of portfolio
XPEL
XPEL INC
-21.5%
3.7% of portfolio

Sector Breakdown

Other93.8%
Technology4.3%
Consumer2.0%

🚪 Exited Positionssold since Q3 2025

CMA
COMERICA INC
SOLD
$5.3M
COHR
COHERENT CORP
SOLD
$4.7M
ACH
OWENS & MINOR INC NEW
SOLD
$2.4M

Changes from Q3 2025

NEW3 new positions
↑4 increased
↓13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VTI42.1%
VANGUARD INDEX FDS
$113.3M
PYLD4.5%
PIMCO ETF TR
$12.1M
BINC4.5%
BLACKROCK ETF TRUST II
$12.1M
TTWO3.8%
TAKE-TWO INTERACTIVE SOFTWAR
$10.3M
XBI3.8%
SPDR SERIES TRUST
$10.2M

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