LHM, Inc. holds a focused book of 24 stocks worth $293.1M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened Astera Labs Inc and trimmed Marvell Technology Inc. Their largest long position is Vanguard Total Stock MKT ETF at 43% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+14.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.7 points over this window.
Growth of $10,000 cloning LHM, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~43 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
45% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as LHM, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 31 / 24 | $100.0B |
| JPMORGAN CHASE & CO | 31 / 24 | $86.9B |
| BANK OF AMERICA CORP /DE/ | 31 / 24 | $64.1B |
| UBS Group AG | 31 / 24 | $27.6B |
| WELLS FARGO & COMPANY/MN | 31 / 24 | $22.9B |
| Allworth Financial LP | 31 / 24 | $3.1B |
| CWM, LLC | 31 / 24 | $1.2B |
| Farther Finance Advisors, LLC | 31 / 24 | $361.7M |
Ranked by how many of LHM, Inc.'s top 24 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $125.6M | 339.3K | 42.8% | ▲+0.7% Added · +2K sh | |
| 2 | Marvell Technology, Inc. COM | $13.3M | 44.7K | 4.5% | ▼−55% Reduced · −55K sh | |
| 3 | Kornit Digital LTD. SHS | $11.7M | 719.3K | 4.0% | ▲+3.7% Added · +26K sh | |
| 4 | Take Two Interactive Software Inc COM | $11.3M | 45.4K | 3.9% | ▼−6.9% Reduced · −3K sh | |
| 5 | Pimco ETF TR MULTISECTOR BD | $10.9M | 412.6K | 3.7% | ▼−5.7% Reduced · −25K sh | |
| 6 | BlackRock ETF Trust II ISHARES FLEXIBLE | $10.9M | 207.4K | 3.7% | ▼−5.7% Reduced · −13K sh | |
| 7 | Xpel Inc COM | $10.1M | 203.0K | 3.4% | ▲+6.5% Added · +12K sh | |
| 8 | Ipg Photonics Corporation COM | $10.1M | 85.7K | 3.4% | ▲+23% Added · +16K sh | |
| 9 | SPDR Series Trust STATE STREET SPD | $9.3M | 58.5K | 3.2% | ▼−21% Reduced · −15K sh | |
| 10 | Texas Instruments Inc. COM | $9.1M | 30.7K | 3.1% | ▲+1.2% Added · +366 sh | |
| 11 | Alphabet Inc. CAP STK CL A | $9.1M | 25.5K | 3.1% | ▲+13% Added · +3K sh | |
| 12 | Microchip Technology Incorporated COM | $8.4M | 91.7K | 2.9% | ▼−15% Reduced · −17K sh | |
| 13 | Amazon.com Inc COM | $6.6M | 27.7K | 2.3% | ▲+3.3% Added · +885 sh | |
| 14 | Universal Display Corporation COM | $6.5M | 74.6K | 2.2% | —Held | |
| 15 | Astera Labs Inc COM | $6.4M | 13.3K | 2.2% | ▲New New position | |
| 16 | Western Alliance Bancorp COM | $6.4M | 77.9K | 2.2% | ▼−21% Reduced · −21K sh | |
| 17 | Mastercraft Boat Holdings Inc COM | $5.7M | 219.4K | 1.9% | —Held | |
| 18 | Kraneshares Trust CSI CHI INTERNET | $5.7M | 231.4K | 1.9% | —Held | |
| 19 | Security National Finl Corp CL A NEW | $5.5M | 601.2K | 1.9% | ▼−16% Reduced · −116K sh | |
| 20 | Winnebago Industries Inc COM | $4.8M | 153.7K | 1.6% | —Held | |
| 21 | Whirlpool Corp. COM | $2.3M | 58.9K | 0.8% | —Held | |
| 22 | Sony Group Corporation SPONSORED ADR | $1.4M | 69.2K | 0.5% | ▲+135% Added · +40K sh | |
| 23 | Novo-Nordisk A/s ADR | $1.2M | 25.1K | 0.4% | ▼−58% Reduced · −35K sh | |
| 24 | Taiwan Semiconductor Manufac SPONSORED ADS | $936K | 2.0K | 0.3% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009224/holdings"
Use Arkolith to show LHM, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 24 | $293.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 22 | $254.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 22 | $268.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 22 | $302.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 21 | $301.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 23 | $301.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 22 | $314.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 19 | $317.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.