LHM, INC. Long-Term Concentrated

Location: Sandy, UT

CIK: 0002009224 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $254M (100.0% shares, 0.0% debt)

Holdings (22)

VTI VANGUARD INDEX FDS 42.6%

Value $108M Shares 336,896 Est. Cost $245.18 Unrealized —

PYLD PIMCO ETF TR 4.5%

Value $11.47M Shares 437,693 Est. Cost $26.49 Unrealized —

BINC BLACKROCK ETF TRUST II 4.5%

Value $11.42M Shares 219,984 Est. Cost $52.82 Unrealized —

KRNT KORNIT DIGITAL LTD. 4.0%

Value $10.17M Shares 693,598 Est. Cost $18.47 Unrealized -21.0%

MRVL MARVELL TECHNOLOGY, INC. 3.9%

Value $9.891M Shares 99,857 Est. Cost $63.43 Unrealized +27.8%

TTWO TAKE TWO INTERACTIVE SOFTWARE INC 3.8%

Value $9.628M Shares 48,748 Est. Cost $211.13 Unrealized +6.6%

XBI SPDR SERIES TRUST 3.7%

Value $9.421M Shares 73,760 Est. Cost $91.19 Unrealized —

XPEL XPEL INC 3.3%

Value $8.439M Shares 190,664 Est. Cost $38.95 Unrealized +34.5%

IPGP IPG PHOTONICS CORPORATION 3.1%

Value $7.982M Shares 69,656 Est. Cost $79.07 Unrealized +28.6%

MCHP MICROCHIP TECHNOLOGY INCORPORATED 2.8%

Value $6.998M Shares 108,315 Est. Cost $64.84 Unrealized +16.8%

WAL WESTERN ALLIANCE BANCORP 2.8%

Value $6.991M Shares 98,675 Est. Cost $70.49 Unrealized +27.6%

OLED UNIVERSAL DISPLAY CORPORATION 2.7%

Value $6.833M Shares 74,552 Est. Cost $139.82 Unrealized -15.0%

SNFCA SECURITY NATIONAL FINL CORP 2.7%

Value $6.802M Shares 717,508 Est. Cost $7.25 Unrealized +22.7%

KWEB KRANESHARES TRUST 2.6%

Value $6.578M Shares 231,364 Est. Cost $27.92 Unrealized —

GOOGL ALPHABET INC. 2.6%

Value $6.507M Shares 22,630 Est. Cost $285.60 Unrealized +13.2%

TXN TEXAS INSTRUMENTS INC. 2.3%

Value $5.882M Shares 30,299 Est. Cost $191.02 Unrealized +8.0%

AMZN AMAZON.COM INC 2.2%

Value $5.583M Shares 26,807 Est. Cost $228.51 Unrealized -0.7%

WGO WINNEBAGO INDUSTRIES INC 1.9%

Value $4.763M Shares 153,707 Est. Cost $50.44 Unrealized -9.0%

MCFT MASTERCRAFT BOAT HOLDINGS INC 1.8%

Value $4.499M Shares 219,363 Est. Cost $18.84 Unrealized +18.6%

WHR WHIRLPOOL CORP. 1.2%

Value $3.174M Shares 58,857 Est. Cost $99.80 Unrealized -16.5%

NVO NOVO-NORDISK A/S 0.9%

Value $2.255M Shares 59,930 Est. Cost $70.23 Unrealized —

SONY SONY GROUP CORPORATION 0.2%

Value $611K Shares 29,509 Est. Cost $25.39 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	336,896	$108M	42.6%	$245.18	—	TOTAL STK MKT	922908769
PYLD	PIMCO ETF TR	437,693	$11.47M	4.5%	$26.49	—	MULTISECTOR BD	72201R585
BINC	BLACKROCK ETF TRUST II	219,984	$11.42M	4.5%	$52.82	—	ISHARES FLEXIBLE	092528603
KRNT	KORNIT DIGITAL LTD.	693,598	$10.17M	4.0%	$18.47	-21.0%	SHS	M6372Q113
MRVL	MARVELL TECHNOLOGY, INC.	99,857	$9.891M	3.9%	$63.43	+27.8%	COM	573874104
TTWO	TAKE TWO INTERACTIVE SOFTWARE INC	48,748	$9.628M	3.8%	$211.13	+6.6%	COM	874054109
XBI	SPDR SERIES TRUST	73,760	$9.421M	3.7%	$91.19	—	STATE STREET SPD	78464A870
XPEL	XPEL INC	190,664	$8.439M	3.3%	$38.95	+34.5%	COM	98379L100
IPGP	IPG PHOTONICS CORPORATION	69,656	$7.982M	3.1%	$79.07	+28.6%	COM	44980X109
MCHP	MICROCHIP TECHNOLOGY INCORPORATED	108,315	$6.998M	2.8%	$64.84	+16.8%	COM	595017104
WAL	WESTERN ALLIANCE BANCORP	98,675	$6.991M	2.8%	$70.49	+27.6%	COM	957638109
OLED	UNIVERSAL DISPLAY CORPORATION	74,552	$6.833M	2.7%	$139.82	-15.0%	COM	91347P105
SNFCA	SECURITY NATIONAL FINL CORP	717,508	$6.802M	2.7%	$7.25	+22.7%	CL A NEW	814785309
KWEB	KRANESHARES TRUST	231,364	$6.578M	2.6%	$27.92	—	CSI CHI INTERNET	500767306
GOOGL	ALPHABET INC.	22,630	$6.507M	2.6%	$285.60	+13.2%	CAP STK CL A	02079K305
TXN	TEXAS INSTRUMENTS INC.	30,299	$5.882M	2.3%	$191.02	+8.0%	COM	882508104
AMZN	AMAZON.COM INC	26,807	$5.583M	2.2%	$228.51	-0.7%	COM	023135106
WGO	WINNEBAGO INDUSTRIES INC	153,707	$4.763M	1.9%	$50.44	-9.0%	COM	974637100
MCFT	MASTERCRAFT BOAT HOLDINGS INC	219,363	$4.499M	1.8%	$18.84	+18.6%	COM	57637H103
WHR	WHIRLPOOL CORP.	58,857	$3.174M	1.2%	$99.80	-16.5%	COM	963320106
NVO	NOVO-NORDISK A/S	59,930	$2.255M	0.9%	$70.23	—	ADR	670100205
SONY	SONY GROUP CORPORATION	29,509	$611K	0.2%	$25.39	—	SPONSORED ADR	835699307