Institutional Fund
Lhm, Inc.
Sandy, UTCIK 20092245 filings on record
Portfolio Value
$253.98M
Q1 2026
Holdings
22
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-5.5%
from $268.80M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds42.6%
- Pimco ETF Tr4.5%
- Blackrock ETF Trust II4.5%
- Kornit Digital Ltd4.0%
- Marvell Technology Inc3.9%
- Take-Two Interactive Softwar3.8%
- Other36.7%
Portfolio Holdings
22 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 336.9K | $108.08M | 42.6% | −930 | Reduced |
| 2 | Pimco ETF Tr | 437.7K | $11.47M | 4.5% | −16.8K | Reduced |
| 3 | Blackrock ETF Trust II | 220.0K | $11.42M | 4.5% | −8.4K | Reduced |
| 4 | Kornit Digital Ltd | 693.6K | $10.17M | 4.0% | 0 | Held |
| 5 | Marvell Technology Inc | 99.9K | $9.89M | 3.9% | 0 | Held |
| 6 | Take-Two Interactive Softwar | 48.7K | $9.63M | 3.8% | +8.5K | Added |
| 7 | Spdr Series Trust | 73.8K | $9.42M | 3.7% | −10.0K | Reduced |
| 8 | Xpel Inc | 190.7K | $8.44M | 3.3% | −8.8K | Reduced |
| 9 | Ipg Photonics Corp | 69.7K | $7.98M | 3.1% | −38.4K | Reduced |
| 10 | Microchip Technology Inc. | 108.3K | $7.00M | 2.8% | +26.2K | Added |
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