LHM, INC. Long-Term Concentrated

Location: Sandy, UT

CIK: 0002009224 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $253,977 (100.0% shares, 0.0% debt)

Holdings (22)

Increased Positions (8)

MCHP MICROCHIP TECHNOLOGY INCORPORATED 2.8%

Value ($000) $6,998 (+33.8%) Shares 108,315 (+32.0%) Est. Cost $64.84 Unrealized +16.8%

TXN TEXAS INSTRUMENTS INC. 2.3%

Value ($000) $5,882 (+35.3%) Shares 30,299 (+20.9%) Est. Cost $191.02 Unrealized +8.0%

WGO WINNEBAGO INDUSTRIES INC 1.9%

Value ($000) $4,763 (-19.8%) Shares 153,707 (+4.8%) Est. Cost $50.44 Unrealized -9.0%

TTWO TAKE TWO INTERACTIVE SOFTWARE INC 3.8%

Value ($000) $9,628 (-6.5%) Shares 48,748 (+21.2%) Est. Cost $211.13 Unrealized +6.6%

WHR WHIRLPOOL CORP. 1.2%

Value ($000) $3,174 (-15.4%) Shares 58,857 (+13.1%) Est. Cost $99.80 Unrealized -16.5%

MCFT MASTERCRAFT BOAT HOLDINGS INC 1.8%

Value ($000) $4,499 (+12.0%) Shares 219,363 (+3.3%) Est. Cost $18.84 Unrealized +18.6%

AMZN AMAZON.COM INC 2.2%

Value ($000) $5,583 (+5.0%) Shares 26,807 (+16.4%) Est. Cost $228.51 Unrealized -0.7%

KWEB KRANESHARES TRUST 2.6%

Value ($000) $6,578 (-2.1%) Shares 231,364 (+17.2%) Est. Cost $27.92 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MCHP	MICROCHIP TECHNOLOGY INCORPORATED	108,315 (+32.0%)	$6,998 (+33.8%)	2.8%	$64.84	+16.8%	COM	595017104
TXN	TEXAS INSTRUMENTS INC.	30,299 (+20.9%)	$5,882 (+35.3%)	2.3%	$191.02	+8.0%	COM	882508104
WGO	WINNEBAGO INDUSTRIES INC	153,707 (+4.8%)	$4,763 (-19.8%)	1.9%	$50.44	-9.0%	COM	974637100
TTWO	TAKE TWO INTERACTIVE SOFTWARE INC	48,748 (+21.2%)	$9,628 (-6.5%)	3.8%	$211.13	+6.6%	COM	874054109
WHR	WHIRLPOOL CORP.	58,857 (+13.1%)	$3,174 (-15.4%)	1.2%	$99.80	-16.5%	COM	963320106
MCFT	MASTERCRAFT BOAT HOLDINGS INC	219,363 (+3.3%)	$4,499 (+12.0%)	1.8%	$18.84	+18.6%	COM	57637H103
AMZN	AMAZON.COM INC	26,807 (+16.4%)	$5,583 (+5.0%)	2.2%	$228.51	-0.7%	COM	023135106
KWEB	KRANESHARES TRUST	231,364 (+17.2%)	$6,578 (-2.1%)	2.6%	$27.92	—	CSI CHI INTERNET	500767306

Decreased Positions (7)

NVO NOVO-NORDISK A/S 0.9%

Value ($000) $2,255 (-68.7%) Shares 59,930 (-57.6%) Est. Cost $70.23 Unrealized —

WAL WESTERN ALLIANCE BANCORP 2.8%

Value ($000) $6,991 (-23.6%) Shares 98,675 (-9.4%) Est. Cost $70.49 Unrealized +27.6%

XPEL XPEL INC 3.3%

Value ($000) $8,439 (-15.3%) Shares 190,664 (-4.4%) Est. Cost $38.95 Unrealized +34.5%

XBI SPDR SERIES TRUST 3.7%

Value ($000) $9,421 (-7.7%) Shares 73,760 (-11.9%) Est. Cost $91.19 Unrealized —

PYLD PIMCO ETF TR 4.5%

Value ($000) $11,468 (-5.4%) Shares 437,693 (-3.7%) Est. Cost $26.49 Unrealized —

BINC BLACKROCK ETF TRUST II 4.5%

Value ($000) $11,424 (-5.2%) Shares 219,984 (-3.7%) Est. Cost $52.82 Unrealized —

IPGP IPG PHOTONICS CORPORATION 3.1%

Value ($000) $7,982 (+3.1%) Shares 69,656 (-35.6%) Est. Cost $79.07 Unrealized +28.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NVO	NOVO-NORDISK A/S	59,930 (-57.6%)	$2,255 (-68.7%)	0.9%	$70.23	—	ADR	670100205
WAL	WESTERN ALLIANCE BANCORP	98,675 (-9.4%)	$6,991 (-23.6%)	2.8%	$70.49	+27.6%	COM	957638109
XPEL	XPEL INC	190,664 (-4.4%)	$8,439 (-15.3%)	3.3%	$38.95	+34.5%	COM	98379L100
XBI	SPDR SERIES TRUST	73,760 (-11.9%)	$9,421 (-7.7%)	3.7%	$91.19	—	STATE STREET SPD	78464A870
PYLD	PIMCO ETF TR	437,693 (-3.7%)	$11,468 (-5.4%)	4.5%	$26.49	—	MULTISECTOR BD	72201R585
BINC	BLACKROCK ETF TRUST II	219,984 (-3.7%)	$11,424 (-5.2%)	4.5%	$52.82	—	ISHARES FLEXIBLE	092528603
IPGP	IPG PHOTONICS CORPORATION	69,656 (-35.6%)	$7,982 (+3.1%)	3.1%	$79.07	+28.6%	COM	44980X109

Unchanged Positions (7)

VTI VANGUARD INDEX FDS 42.6%

Value ($000) $108,080 Shares 336,896 Est. Cost $245.18 Unrealized —

OLED UNIVERSAL DISPLAY CORPORATION 2.7%

Value ($000) $6,833 Shares 74,552 Est. Cost $139.82 Unrealized -15.0%

MRVL MARVELL TECHNOLOGY, INC. 3.9%

Value ($000) $9,891 Shares 99,857 Est. Cost $63.43 Unrealized +27.8%

GOOGL ALPHABET INC. 2.6%

Value ($000) $6,507 Shares 22,630 Est. Cost $285.60 Unrealized +13.2%

SNFCA SECURITY NATIONAL FINL CORP 2.7%

Value ($000) $6,802 Shares 717,508 Est. Cost $7.25 Unrealized +22.7%

KRNT KORNIT DIGITAL LTD. 4.0%

Value ($000) $10,168 Shares 693,598 Est. Cost $18.47 Unrealized -21.0%

SONY SONY GROUP CORPORATION 0.2%

Value ($000) $611 Shares 29,509 Est. Cost $25.39 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	336,896	$108,080	42.6%	$245.18	—	TOTAL STK MKT	922908769
OLED	UNIVERSAL DISPLAY CORPORATION	74,552	$6,833	2.7%	$139.82	-15.0%	COM	91347P105
MRVL	MARVELL TECHNOLOGY, INC.	99,857	$9,891	3.9%	$63.43	+27.8%	COM	573874104
GOOGL	ALPHABET INC.	22,630	$6,507	2.6%	$285.60	+13.2%	CAP STK CL A	02079K305
SNFCA	SECURITY NATIONAL FINL CORP	717,508	$6,802	2.7%	$7.25	+22.7%	CL A NEW	814785309
KRNT	KORNIT DIGITAL LTD.	693,598	$10,168	4.0%	$18.47	-21.0%	SHS	M6372Q113
SONY	SONY GROUP CORPORATION	29,509	$611	0.2%	$25.39	—	SPONSORED ADR	835699307