LHM, INC. Long-Term Concentrated

Location: Sandy, UT

CIK: 0002009224 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $293M (100.0% shares, 0.0% debt)

Holdings (24)

New Positions (2)

ALAB ASTERA LABS INC 2.2%

Value $6.412M Shares 13,274 Est. Cost $483.02 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFAC 0.3%

Value $936K Shares 1,959 Est. Cost $477.57 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
ALAB	ASTERA LABS INC	13,274	$6.412M	2.2%	$483.02	—	COM	04626A103
TSM	TAIWAN SEMICONDUCTOR MANUFAC	1,959	$936K	0.3%	$477.57	—	SPONSORED ADS	874039100

Increased Positions (7)

TXN TEXAS INSTRUMENTS INC. 3.1%

Value $9.14M (+55.4%) Shares 30,665 (+1.2%) Est. Cost $192.30 Unrealized —

GOOGL ALPHABET INC. 3.1%

Value $9.121M (+40.2%) Shares 25,522 (+12.8%) Est. Cost $293.73 Unrealized —

IPGP IPG PHOTONICS CORPORATION 3.4%

Value $10.05M (+26.0%) Shares 85,699 (+23.0%) Est. Cost $86.23 Unrealized —

XPEL XPEL INC 3.4%

Value $10.07M (+19.3%) Shares 203,010 (+6.5%) Est. Cost $39.60 Unrealized —

KRNT KORNIT DIGITAL LTD. 4.0%

Value $11.69M (+15.0%) Shares 719,321 (+3.7%) Est. Cost $18.39 Unrealized —

AMZN AMAZON.COM INC 2.3%

Value $6.6M (+18.2%) Shares 27,692 (+3.3%) Est. Cost $228.83 Unrealized —

SONY SONY GROUP CORPORATION 0.5%

Value $1.389M (+127.4%) Shares 69,231 (+134.6%) Est. Cost $22.33 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TXN	TEXAS INSTRUMENTS INC.	30,665 (+1.2%)	$9.14M (+55.4%)	3.1%	$192.30	—	COM	882508104
GOOGL	ALPHABET INC.	25,522 (+12.8%)	$9.121M (+40.2%)	3.1%	$293.73	—	CAP STK CL A	02079K305
IPGP	IPG PHOTONICS CORPORATION	85,699 (+23.0%)	$10.05M (+26.0%)	3.4%	$86.23	—	COM	44980X109
XPEL	XPEL INC	203,010 (+6.5%)	$10.07M (+19.3%)	3.4%	$39.60	—	COM	98379L100
KRNT	KORNIT DIGITAL LTD.	719,321 (+3.7%)	$11.69M (+15.0%)	4.0%	$18.39	—	SHS	M6372Q113
AMZN	AMAZON.COM INC	27,692 (+3.3%)	$6.6M (+18.2%)	2.3%	$228.83	—	COM	023135106
SONY	SONY GROUP CORPORATION	69,231 (+134.6%)	$1.389M (+127.4%)	0.5%	$22.33	—	SPONSORED ADR	835699307

Decreased Positions (9)

MRVL MARVELL TECHNOLOGY, INC. 4.5%

Value $13.31M (+34.6%) Shares 44,680 (-55.3%) Est. Cost $63.43 Unrealized —

TTWO TAKE TWO INTERACTIVE SOFTWARE INC 3.9%

Value $11.35M (+17.8%) Shares 45,385 (-6.9%) Est. Cost $211.13 Unrealized —

MCHP MICROCHIP TECHNOLOGY INCORPORATED 2.9%

Value $8.36M (+19.5%) Shares 91,665 (-15.4%) Est. Cost $64.84 Unrealized —

SNFCA SECURITY NATIONAL FINL CORP 1.9%

Value $5.548M (-18.4%) Shares 601,188 (-16.2%) Est. Cost $7.25 Unrealized —

NVO NOVO-NORDISK A/S 0.4%

Value $1.204M (-46.6%) Shares 25,105 (-58.1%) Est. Cost $70.23 Unrealized —

WAL WESTERN ALLIANCE BANCORP 2.2%

Value $6.404M (-8.4%) Shares 77,910 (-21.0%) Est. Cost $70.49 Unrealized —

BINC BLACKROCK ETF TRUST II 3.7%

Value $10.85M (-5.0%) Shares 207,384 (-5.7%) Est. Cost $52.82 Unrealized —

PYLD PIMCO ETF TR 3.7%

Value $10.94M (-4.6%) Shares 412,593 (-5.7%) Est. Cost $26.49 Unrealized —

XBI SPDR SERIES TRUST 3.2%

Value $9.26M (-1.7%) Shares 58,514 (-20.7%) Est. Cost $91.19 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MRVL	MARVELL TECHNOLOGY, INC.	44,680 (-55.3%)	$13.31M (+34.6%)	4.5%	$63.43	—	COM	573874104
TTWO	TAKE TWO INTERACTIVE SOFTWARE INC	45,385 (-6.9%)	$11.35M (+17.8%)	3.9%	$211.13	—	COM	874054109
MCHP	MICROCHIP TECHNOLOGY INCORPORATED	91,665 (-15.4%)	$8.36M (+19.5%)	2.9%	$64.84	—	COM	595017104
SNFCA	SECURITY NATIONAL FINL CORP	601,188 (-16.2%)	$5.548M (-18.4%)	1.9%	$7.25	—	CL A NEW	814785309
NVO	NOVO-NORDISK A/S	25,105 (-58.1%)	$1.204M (-46.6%)	0.4%	$70.23	—	ADR	670100205
WAL	WESTERN ALLIANCE BANCORP	77,910 (-21.0%)	$6.404M (-8.4%)	2.2%	$70.49	—	COM	957638109
BINC	BLACKROCK ETF TRUST II	207,384 (-5.7%)	$10.85M (-5.0%)	3.7%	$52.82	—	ISHARES FLEXIBLE	092528603
PYLD	PIMCO ETF TR	412,593 (-5.7%)	$10.94M (-4.6%)	3.7%	$26.49	—	MULTISECTOR BD	72201R585
XBI	SPDR SERIES TRUST	58,514 (-20.7%)	$9.26M (-1.7%)	3.2%	$91.19	—	STATE STREET SPD	78464A870

Unchanged Positions (6)

VTI VANGUARD INDEX FDS 42.8%

Value $126M Shares 339,336 Est. Cost $245.18 Unrealized —

MCFT MASTERCRAFT BOAT HOLDINGS INC 1.9%

Value $5.664M Shares 219,363 Est. Cost $18.84 Unrealized —

KWEB KRANESHARES TRUST 1.9%

Value $5.661M Shares 231,364 Est. Cost $27.92 Unrealized —

WHR WHIRLPOOL CORP. 0.8%

Value $2.32M Shares 58,857 Est. Cost $99.80 Unrealized —

OLED UNIVERSAL DISPLAY CORPORATION 2.2%

Value $6.455M Shares 74,552 Est. Cost $139.82 Unrealized —

WGO WINNEBAGO INDUSTRIES INC 1.6%

Value $4.802M Shares 153,707 Est. Cost $50.44 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	339,336	$126M	42.8%	$245.18	—	TOTAL STK MKT	922908769
MCFT	MASTERCRAFT BOAT HOLDINGS INC	219,363	$5.664M	1.9%	$18.84	—	COM	57637H103
KWEB	KRANESHARES TRUST	231,364	$5.661M	1.9%	$27.92	—	CSI CHI INTERNET	500767306
WHR	WHIRLPOOL CORP.	58,857	$2.32M	0.8%	$99.80	—	COM	963320106
OLED	UNIVERSAL DISPLAY CORPORATION	74,552	$6.455M	2.2%	$139.82	—	COM	91347P105
WGO	WINNEBAGO INDUSTRIES INC	153,707	$4.802M	1.6%	$50.44	—	COM	974637100