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The Analysis of LHM, INC.'s Holdings & P&L

Currently, LHM, INC. holds 22 types of securities in its portfolio with a total value $254.0M. In the most recent quarter, they have increased their positions in MCHP (+26.2K shares, valued at $1.7M), TTWO (+8.5K shares, valued at $1.7M), TXN (+5.2K shares, valued at $1.0M); decreased their positions in IPGP (-38.4K shares, valued at $4.4M), NVO (-81.6K shares, valued at $3.1M), XBI (-10.0K shares, valued at $1.3M).

1M P&L

+4.3M+1.63%

3M P&L

+3.3M+1.24%

HY P&L

+22.7M+9.26%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A154.4M

61.0%

2Electronic Gaming & Multimedia10.3M

4.1%

3Specialty Industrial Machinery10.0M

3.9%

Top Industries by Stock Count

1N/A5 stocks

25.0%

2Recreational Vehicles2 stocks

10.0%

3Semiconductors2 stocks

10.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS336.9K shares-0.28%2026-03-312026-05-14

PYLD PIMCO ETF TR437.7K shares-3.70%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II220.0K shares-3.70%2026-03-312026-05-14

KRNT KORNIT DIGITAL LTD.693.6K shares0.00%2026-03-312026-05-14

MARVELL TECHNOLOGY, INC. MARVELL TECHNOLOGY, INC.99.9K shares0.00%2026-03-312026-05-14

TTWO TAKE TWO INTERACTIVE SOFTWARE INC48.7K shares21.21%2026-03-312026-05-14

XBI SPDR SERIES TRUST73.8K shares-11.92%2026-03-312026-05-14

XPEL XPEL INC190.7K shares-4.43%2026-03-312026-05-14

Sponsored

IPGP IPG PHOTONICS CORPORATION69.7K shares-35.55%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INCORPORATED108.3K shares31.95%2026-03-312026-05-14

WAL WESTERN ALLIANCE BANCORP98.7K shares-9.37%2026-03-312026-05-14

OLED UNIVERSAL DISPLAY CORPORATION74.6K shares0.00%2026-03-312026-05-14

SNFCA SECURITY NATIONAL FINL CORP717.5K shares-0.07%2026-03-312026-05-14

KWEB KRANESHARES TRUST231.4K shares17.20%2026-03-312026-05-14

ALPHABET INC. ALPHABET INC.22.6K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRUMENTS INC.30.3K shares20.90%2026-03-312026-05-14

Sponsored

AMZN AMAZON.COM INC26.8K shares16.42%2026-03-312026-05-14

WGO WINNEBAGO INDUSTRIES INC153.7K shares4.83%2026-03-312026-05-14

MCFT MASTERCRAFT BOAT HOLDINGS INC219.4K shares3.30%2026-03-312026-05-14

WHR WHIRLPOOL CORP.58.9K shares13.14%2026-03-312026-05-14

NVO NOVO-NORDISK A/S59.9K shares-57.64%2026-03-312026-05-14

SONY SONY GROUP CORPORATION29.5K shares0.00%2026-03-312026-05-14

VTI

VANGUARD INDEX FDS

-0.28%

Shares336.9K

Event2026-03-31

Filed2026-05-14

PYLD

PIMCO ETF TR

-3.70%

Shares437.7K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-3.70%

Shares220.0K

Event2026-03-31

Filed2026-05-14

KRNT

KORNIT DIGITAL LTD.

0.00%

Shares693.6K

Event2026-03-31

Filed2026-05-14

MARVELL TECHNOLOGY, INC.

0.00%

Shares99.9K

Event2026-03-31

Filed2026-05-14

TTWO

TAKE TWO INTERACTIVE SOFTWARE INC

21.21%

Shares48.7K

Event2026-03-31

Filed2026-05-14

XBI

SPDR SERIES TRUST

-11.92%

Shares73.8K

Event2026-03-31

Filed2026-05-14

XPEL

XPEL INC

-4.43%

Shares190.7K

Event2026-03-31

Filed2026-05-14

IPGP

IPG PHOTONICS CORPORATION

-35.55%

Shares69.7K

Event2026-03-31

Filed2026-05-14

MCHP

MICROCHIP TECHNOLOGY INCORPORATED

31.95%

Shares108.3K

Event2026-03-31

Filed2026-05-14

WAL

WESTERN ALLIANCE BANCORP

-9.37%

Shares98.7K

Event2026-03-31

Filed2026-05-14

OLED

UNIVERSAL DISPLAY CORPORATION

0.00%

Shares74.6K

Event2026-03-31

Filed2026-05-14

SNFCA

SECURITY NATIONAL FINL CORP

-0.07%

Shares717.5K

Event2026-03-31

Filed2026-05-14

KWEB

KRANESHARES TRUST

17.20%

Shares231.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC.

0.00%

Shares22.6K

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRUMENTS INC.

20.90%

Shares30.3K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON.COM INC

16.42%

Shares26.8K

Event2026-03-31

Filed2026-05-14

WGO

WINNEBAGO INDUSTRIES INC

4.83%

Shares153.7K

Event2026-03-31

Filed2026-05-14

MCFT

MASTERCRAFT BOAT HOLDINGS INC

3.30%

Shares219.4K

Event2026-03-31

Filed2026-05-14

WHR

WHIRLPOOL CORP.

13.14%

Shares58.9K

Event2026-03-31

Filed2026-05-14

NVO

NOVO-NORDISK A/S

-57.64%

Shares59.9K

Event2026-03-31

Filed2026-05-14

SONY

SONY GROUP CORPORATION

0.00%

Shares29.5K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available