Fund Universe

← Fund Universe

☆LHM, INC.

CIK 0002009224 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.733
AUM ($M)
293
Positions
24
Turnover
0.06
Top-10 wt
76%
Herfindahl
0.201
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 24 positions · portfolio value $293M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VTI funds › VANGUARD INDEX FDS ADD — 42.8% +0.3% 125.6 339,336 +2,440 5 —
☆MRVL funds › MARVELL TECHNOLOGY, INC. TRIM — 4.5% +0.6% 13.3 44,680 -55,177 5 —
☆KRNT funds › KORNIT DIGITAL LTD. ADD — 4.0% -0.0% 11.7 719,321 +25,723 5 —
☆TTWO funds › TAKE TWO INTERACTIVE SOFTWARE INC TRIM — 3.9% +0.1% 11.3 45,385 -3,363 5 —
☆PYLD funds › PIMCO ETF TR TRIM — 3.7% -0.8% 10.9 412,593 -25,100 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 3.7% -0.8% 10.9 207,384 -12,600 5 —
☆XPEL funds › XPEL INC ADD — 3.4% +0.1% 10.1 203,010 +12,346 5 —
☆IPGP funds › IPG PHOTONICS CORPORATION ADD — 3.4% +0.3% 10.1 85,699 +16,043 5 —
☆XBI funds › SPDR SERIES TRUST TRIM — 3.2% -0.6% 9.3 58,514 -15,246 5 —
☆TXN funds › TEXAS INSTRUMENTS INC. ADD — 3.1% +0.8% 9.1 30,665 +366 4 —
☆GOOGL funds › ALPHABET INC. ADD — 3.1% +0.5% 9.1 25,522 +2,892 3 —
☆MCHP funds › MICROCHIP TECHNOLOGY INCORPORATED TRIM — 2.9% +0.1% 8.4 91,665 -16,650 3 —
☆AMZN funds › AMAZON.COM INC ADD — 2.3% +0.1% 6.6 27,692 +885 3 —
☆OLED funds › UNIVERSAL DISPLAY CORPORATION HOLD — 2.2% -0.5% 6.5 74,552 +0 5 —
☆ALAB funds › ASTERA LABS INC NEW — 2.2% +2.2% 6.4 13,274 +13,274 1 —
☆WAL funds › WESTERN ALLIANCE BANCORP TRIM — 2.2% -0.6% 6.4 77,910 -20,765 5 —
☆MCFT funds › MASTERCRAFT BOAT HOLDINGS INC HOLD — 1.9% +0.2% 5.7 219,363 +0 5 —
☆KWEB funds › KRANESHARES TRUST HOLD — 1.9% -0.7% 5.7 231,364 +0 5 —
☆SNFCA funds › SECURITY NATIONAL FINL CORP TRIM — 1.9% -0.8% 5.5 601,188 -116,320 5 —
☆WGO funds › WINNEBAGO INDUSTRIES INC HOLD — 1.6% -0.2% 4.8 153,707 +0 5 —
☆WHR funds › WHIRLPOOL CORP. HOLD — 0.8% -0.5% 2.3 58,857 +0 5 —
☆SONY funds › SONY GROUP CORPORATION ADD — 0.5% +0.2% 1.4 69,231 +39,722 5 —
☆NVO funds › NOVO-NORDISK A/S TRIM — 0.4% -0.5% 1.2 25,105 -34,825 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC NEW — 0.3% +0.3% 0.9 1,959 +1,959 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 293 24 0.06 76% 0.201 0.732 — in
2026Q1 254 22 0.04 76% 0.199 0.749 — in
2025Q4 269 22 0.10 76% 0.196 0.609 — in
2025Q3 302 22 0.08 79% 0.202 0.700 — in
2025Q2 302 21 0.18 79% 0.188 0.530 — entered
2025Q1 302 23 0.00 82% 0.196 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status