LHM, INC.

CIK 0002009224 · Q2 2026

13F Equity AUM

$293.1M

+15.4% QoQ

Positions

+2 QoQ

AUM Rank

#6,653

Top 53%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #3,449 · Top 42%

vs S&P -1.7%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 59.0%Top 10: 75.8%Top 20: 98.0%

VTI42.8%

MRVL4.5%

KRNT4.0%

TTWO3.9%

PYLD3.7%

BINC3.7%

XPEL3.4%

IPGP3.4%

XBI3.2%

TXN3.1%

Others (14)24.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services59.5%

Technology19.1%

Consumer Cyclical10.1%

Communication Services7.0%

Industrials4.0%

Other0.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 24Median: 2.55%Avg: 4.17%

0–0.5%

3(1.2%)

0.5–1%

1(0.8%)

1–3%

9(19.1%)

3–5%

10(36.1%)

5%+

1(42.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 24vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased8Decreased9Exited0

New Positions

ALAB2.2%

+13K

TSM0.3%

+2K

Increased

SONY0.5%

+40K(+135%)

KRNT4.0%

+26K(+4%)

IPGP3.4%

+16K(+23%)

XPEL3.4%

+12K(+6%)

GOOGL3.1%

+3K(+13%)

VTI42.8%

+2K(+1%)

AMZN2.3%

+885(+3%)

TXN3.1%

+366(+1%)

Decreased

SNFCA1.9%

-116,320(-16%)

MRVL4.5%

-55,177(-55%)

NVO0.4%

-34,825(-58%)

PYLD3.7%

-25,100(-6%)

WEA2.2%

-20,765(-21%)

MCHP2.9%

-16,650(-15%)

XBI3.2%

-15,246(-21%)

BINC3.7%

-12,600(-6%)

TTWO3.9%

-3,363(-7%)

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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