Lhm, Inc. Portfolio Holdings

Lhm, Inc.

  • $302 Billion
  • Q3 2025

Lhm, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $302 Billion distributed in 22 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 $129B, Blackrock ETF Trust Ii with a value of $23.2B, Pimco ETF Tr with a value of $16.2B, Spdr Ser Tr Spdr S&P Biotech E with a value of $12B, and Take Two Interactive Software Inc with a value of $10.6B.

Examining the 13F form we can see an increase of $510M 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: $150 Billion
Technology: $33.7 Billion
Consumer Cyclical: $22.5 Billion
Financial Services: $21.8 Billion
Communication Services: $10.6 Billion
Healthcare: $10.2 Billion
Industrials: $9.26 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$39.1B
$10.6 Billion 3.51% of portfolio
41,082
Q3 2025 Added 2.54%
$73.7B
$9.11 Billion 3.01% of portfolio
108,372
Q3 2025 Added 11.48%
$109B
$7.85 Billion 2.6% of portfolio
141,487
Q2 2025 Added 2.19%
$10.3B
$5.34 Billion 1.77% of portfolio
77,099
Q3 2025 Reduced 40.65%
$177B
$3.49 Billion 1.15% of portfolio
19,003
Q3 2025 New
$36B
$1.16 Billion 0.38% of portfolio
40,185
Q3 2025 Reduced 62.41%

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $302 Billion
  • Prior Value $302 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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