Lhm, Inc. Top Holdings and 13F Report (2025) About Lhm, Inc.Investment ActivityLhm, Inc. has $314.25 million in total holdings as of December 31, 2024.Lhm, Inc. owns shares of 22 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 14.73% of the portfolio was purchased this quarter.About 17.12% of the portfolio was sold this quarter.This quarter, Lhm, Inc. has purchased 19 new stocks and bought additional shares in 12 stocks.Lhm, Inc. sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total Stock Market ETF $122,231,425iShares Flexible Income Active ETF $52,174,499iShares Russell 2000 Value ETF $15,722,233Kornit Digital $14,050,186SPDR S&P Biotech ETF $11,166,359 Largest New Holdings this Quarter iShares Russell 2000 Value ETF $15,722,233 HoldingWinnebago Industries $6,076,756 HoldingXPEL $4,886,779 HoldingMasterCraft Boat $1,636,015 Holding Largest Purchases this Quarter iShares Russell 2000 Value ETF 95,768 shares (about $15.72M)Winnebago Industries 127,182 shares (about $6.08M)Comerica 91,512 shares (about $5.72M)XPEL 122,353 shares (about $4.89M)SPDR S&P Biotech ETF 28,226 shares (about $2.54M) Largest Sales this Quarter iShares Flexible Income Active ETF 578,170 shares (about $30.08M)Vanguard Total Stock Market ETF 55,890 shares (about $16.20M)Ciena 18,843 shares (about $1.60M)Taiwan Semiconductor Manufacturing 7,123 shares (about $1.41M)Coherent 1,981 shares (about $187.66K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLhm, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$122,231,425$16,197,481 ▼-11.7%421,76438.9%ETFBINCiShares Flexible Income Active ETF$52,174,499$30,076,403 ▼-36.6%1,002,97016.6%ETFIWNiShares Russell 2000 Value ETF$15,722,233$15,722,233 ▲New Holding95,7685.0%ETFKRNTKornit Digital$14,050,186$1,539,917 ▲12.3%453,9644.5%Industrial ProductsXBISPDR S&P Biotech ETF$11,166,359$2,542,033 ▲29.5%123,9883.6%ETFSNFCASecurity National Financial$10,389,8180.0%863,6593.3%FinanceCOHRCoherent$8,759,873$187,660 ▼-2.1%92,4722.8%Business ServicesSIMPLIFY EXCHANGE TRADED FUN$8,667,675$1,937,910 ▲28.8%174,4352.8%MBS ETFMUMicron Technology$8,525,680$1,456,103 ▲20.6%101,1652.7%Computer and TechnologyCMAComerica$8,461,365$5,724,991 ▲209.2%135,2522.7%FinanceWALWestern Alliance Bancorporation$8,252,332$1,456,603 ▲21.4%98,7832.6%FinanceWGOWinnebago Industries$6,076,756$6,076,756 ▲New Holding127,1821.9%ConstructionCIENCiena$5,948,997$1,598,075 ▼-21.2%70,1451.9%Computer and TechnologyTAT&T$5,772,013$308,351 ▲5.6%253,4921.8%Computer and TechnologyKWEBKraneShares CSI China Internet ETF$5,735,338$153,130 ▲2.7%196,1471.8%ManufacturingXPELXPEL$4,886,779$4,886,779 ▲New Holding122,3531.6%Auto/Tires/TrucksWHRWhirlpool$4,876,848$593,579 ▲13.9%42,6001.6%Consumer DiscretionaryIPGPIPG Photonics$4,273,682$196,344 ▲4.8%58,7691.4%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$2,930,651$1,953,750 ▲200.0%112,5010.9%ETFOMIOwens & Minor$2,297,601$89,660 ▲4.1%175,7920.7%MedicalMCFTMasterCraft Boat$1,636,015$1,636,015 ▲New Holding85,7900.5%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$1,409,945$1,410,143 ▼-50.0%7,1220.4%Computer and TechnologyGOOGLAlphabet$0$4,319,563 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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