Lhm, Inc. Portfolio Holdings by Sector

Lhm, Inc.

$302 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$129 Million 49.8% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs XBI KWEB 2 stocks	$21.5 Million 8.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services WAL CMA 2 stocks	$15.4 Million 5.98% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL TXN 2 stocks	$12.6 Million 4.88% of portfolio	2	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$10.6 Million 4.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology OLED 1 stocks	$10.5 Million 4.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical WGO MCFT 2 stocks	$10 Million 3.88% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology IPGP 1 stocks	$9.45 Million 3.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$9.26 Million 3.59% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical XPEL 1 stocks	$8.4 Million 3.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$7.85 Million 3.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services SNFCA 1 stocks	$6.33 Million 2.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$4.09 Million 1.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare OMI 1 stocks	$2.38 Million 0.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$1.16 Million 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts

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