Fund HoldingsLHM, INC.

Total Portfolio Value
$268.80M
Total Bought
$31.51M
Total Sold
$63.76M
Net Transaction
-$32.25M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP BIOT
083,738+83,738010,2103.80%+10,210
ALPHABET INC(GOOG)022,630+22,63007,0832.64%+7,083
AMAZON COM INC(AMZN)023,026+23,02605,3151.98%+5,315
MICROCHIP TECHNOLOGY INC.(MCHP)082,086+82,08605,2311.95%+5,231
XPEL INC(XPEL)254,113199,505-54,6088,4049,9573.70%+1,554
TEXAS INSTRS INC(TXN)19,00325,062+6,0593,4914,3481.62%+857
KORNIT DIGITAL LTD685,950693,598+7,6489,2609,9743.71%+714
WINNEBAGO INDS INC(WGO)169,937146,629-23,3085,6835,9412.21%+259
SECURITY NATL FINL CORP729,750718,033-11,7176,3276,4692.41%+143
MASTERCRAFT BOAT HLDGS INC201,811212,361+10,5504,3314,0161.49%-315
TAKE-TWO INTERACTIVE SOFTWAR(TTWO)41,08240,217-86510,61410,2973.83%-317
WHIRLPOOL CORP(WHR)52,02252,02204,0893,7531.40%-336
SONY GROUP CORP(SONY)40,18529,509-10,6761,1577550.28%-401
MARVELL TECHNOLOGY INC(MRVL)108,37299,857-8,5159,1118,4863.16%-625
NOVO-NORDISK A S(NVO)141,487141,48707,8517,1992.68%-652
WESTERN ALLIANCE BANCORP(WAL)116,332108,880-7,45210,0889,1543.41%-935
IPG PHOTONICS CORP(IPGP)119,340108,085-11,2559,4517,7392.88%-1,712
UNIVERSAL DISPLAY CORP(OLED)73,04274,552+1,51010,4918,7063.24%-1,785
OWENS & MINOR INC NEW495,8320-495,8322,3800-2,380
KRANESHARES TRUST226,630197,414-29,2169,5216,7222.50%-2,799
PIMCO ETF TR
MULTISECTOR BD
605,189454,493-150,69616,24312,1264.51%-4,117
COHERENT CORP(COHR)43,8840-43,8844,7270-4,727
COMERICA INC77,0990-77,0995,3380-5,338
BLACKROCK ETF TRUST II436,508228,434-208,07423,24012,0544.48%-11,185
SPDR SERIES TRUST
ST STR SP BIOT
119,5400-119,54011,9780-11,978
VANGUARD INDEX FDS390,647337,826-52,821128,553113,26342.14%-15,290
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