Lhm, Inc. Portfolio Holdings

Lhm, Inc.

  • $302 Billion
  • Q2 2025

Lhm, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 21 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 $122B, Blackrock ETF Trust Ii with a value of $28.2B, Pimco ETF Tr with a value of $15.9B, Kornit Digital Ltd. with a value of $12.6B, and Spdr Ser Tr Spdr S&P Biotech E with a value of $11.9B.

Examining the 13F form we can see an increase of $137M in the current position value, from $302B 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: $142 Billion
Technology: $25.5 Billion
Financial Services: $22.8 Billion
Consumer Cyclical: $20.9 Billion
Healthcare: $13.1 Billion
Industrials: $12.6 Billion
Communication Services: $9.73 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$756M
$12.6 Billion 4.18% of portfolio
634,075
Q2 2025 Added 19.07%
$112B
$9.77 Billion 3.24% of portfolio
141,487
Q2 2025 Added 2.19%
$38.7B
$9.73 Billion 3.22% of portfolio
40,064
Q2 2025 Added 42.92%
$6.6B
$8.62 Billion 2.86% of portfolio
55,788
Q2 2025 New
$8.91B
$7.84 Billion 2.6% of portfolio
129,898
Q1 2025 Reduced 3.96%
$9.01B
$7.7 Billion 2.55% of portfolio
98,783
Q4 2024 Added 21.43%
$66.3B
$7.52 Billion 2.49% of portfolio
97,215
Q2 2025 New
$174M
$7.27 Billion 2.41% of portfolio
738,117
Q2 2025 Reduced 5.51%
$1.03B
$7.2 Billion 2.39% of portfolio
200,576
Q2 2025 Added 21.19%
$3.91B
$6.58 Billion 2.18% of portfolio
95,822
Q2 2025 Added 18.36%
$4.67B
$5.28 Billion 1.75% of portfolio
52,022
Q2 2025 Added 22.12%
$995M
$4.93 Billion 1.63% of portfolio
169,937
Q2 2025 Added 33.62%
$366M
$3.51 Billion 1.16% of portfolio
188,880
Q2 2025 Added 6.47%
$417M
$3.36 Billion 1.11% of portfolio
368,988
Q2 2025 Added 25.96%
$33.7B
$2.78 Billion 0.92% of portfolio
106,899
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $302 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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