Lhm, Inc. Portfolio Holdings

Lhm, Inc.

  • $302 Billion
  • Q1 2025

Lhm, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $114B, Blackrock ETF Trust Ii with a value of $62.7B, Spdr Ser Tr Spdr S&P Biotech E with a value of $11.7B, Kornit Digital Ltd. with a value of $10.2B, and Novo Nordisk A S with a value of $9.73B.

Examining the 13F form we can see an decrease of $12.6B in the current position value, from $314B to 302B.

Lhm, Inc. is based out at Sandy, UT

Below you can find more details about Lhm, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $302 Billion
ETFs: $133 Billion
Financial Services: $24.8 Billion
Technology: $19.1 Billion
Consumer Cyclical: $16.1 Billion
Healthcare: $12.4 Billion
Industrials: $10.2 Billion
Communication Services: $5.81 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$114 Billion 37.77% of portfolio
414,551
Q1 2025 Reduced 1.71%
Blackrock ETF Trust Ii
-
$62.7 Billion 20.8% of portfolio
-
Q1 2025 Added 19.43%
$0
$11.7 Billion 3.87% of portfolio
143,822
Q1 2025 Added 16.0%
$1.09B
$10.2 Billion 3.37% of portfolio
532,545
Q1 2025 Added 17.31%
$161B
$9.73 Billion 3.22% of portfolio
138,451
Q1 2025 New
$185M
$9.45 Billion 3.13% of portfolio
781,169
Q1 2025 Reduced 9.55%
$103B
$7.95 Billion 2.63% of portfolio
91,341
Q1 2025 Reduced 9.71%
$0
$7.88 Billion 2.61% of portfolio
225,733
Q1 2025 Added 15.08%
$7.47B
$7.76 Billion 2.57% of portfolio
129,898
Q1 2025 Reduced 3.96%
$7.89B
$7.59 Billion 2.52% of portfolio
98,783
Q4 2024 Added 21.43%
Simplify Exchange Traded Fun
-
$7.59 Billion 2.51% of portfolio
-
Q1 2025 Reduced 13.26%
Coherent Corp
-
$6.52 Billion 2.16% of portfolio
-
Q1 2025 Added 8.51%
$37.7B
$5.81 Billion 1.93% of portfolio
28,033
Q1 2025 New
$3.33B
$5.11 Billion 1.69% of portfolio
80,960
Q1 2025 Added 37.76%
$993M
$4.86 Billion 1.61% of portfolio
165,511
Q1 2025 Added 35.27%
$1.04B
$4.38 Billion 1.45% of portfolio
127,182
Q4 2024 New
$309M
$3.05 Billion 1.01% of portfolio
177,406
Q1 2025 Added 106.79%
Pimco ETF Tr
-
$2.96 Billion 0.98% of portfolio
-
Q4 2024 Added 199.99%
$32.7B
$2.71 Billion 0.9% of portfolio
106,899
Q1 2025 New
$503M
$2.65 Billion 0.88% of portfolio
292,942
Q1 2025 Added 66.64%
$11.9B
$2.56 Billion 0.85% of portfolio
42,386
Q1 2025 Reduced 39.57%
$1T
$765 Million 0.25% of portfolio
4,594
Q1 2025 Reduced 35.5%

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $302 Billion
  • Prior Value $314 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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