LHM, INC. — 13F holdings

LHM, INC. reported 24 holdings worth $293M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. VTI VANGUARD INDEX FDS — $126M (42.8%)
2. MRVL MARVELL TECHNOLOGY INC — $13.3M (4.5%)
3. KRNT KORNIT DIGITAL LTD — $11.7M (4.0%)
4. TTWO TAKE-TWO INTERACTIVE SOFTWAR — $11.3M (3.9%)
5. PYLD PIMCO ETF TR — $10.9M (3.7%)
6. BINC BLACKROCK ETF TRUST II — $10.9M (3.7%)
7. XPEL XPEL INC — $10.1M (3.4%)
8. IPGP IPG PHOTONICS CORP — $10.1M (3.4%)
9. XBI SPDR SERIES TRUST — $9.26M (3.2%)
10. TXN TEXAS INSTRS INC — $9.14M (3.1%)