13F Filings History of LHM, INC.

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • LHM, INC. Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • LHM, INC. reported 24 equity holdings with a total reported market value of $293,107,427 for Q2 2026. Top reported holdings included VTI, MRVL, KRNT, TTWO, and PYLD.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
JP Tarbutton - Associate Counsel
Manager location
Sandy, UT

Follow Filing Activity

Follow LHM, INC. with Pro and return when a new 13F portfolio filing changes the record on this page.

Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.

Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2026
Latest value
$293,107,427
Quarter delta
+$39,130,768
Accepted
12 Aug 2026, 07:59
Rows shown
1-13 of 13
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2026 24 $293,107,427 +$13,312,953 -$26,983,520 -$13,670,567 VTI, MRVL, KRNT, TTWO, PYLD 13F-HR 12 Aug 2026, 07:59
Q1 2026 22 $253,976,659 +$6,880,409 -$11,043,168 -$4,162,759 VTI, PYLD, BINC, KRNT, MRVL 13F-HR 14 May 2026, 06:05
Q4 2025 22 $268,798,194 +$19,165,564 -$56,941,035 -$37,775,471 VTI, PYLD, BINC, TTWO, XBI 13F-HR 10 Feb 2026, 06:03
Q3 2025 22 $302,326,726 +$14,046,163 -$25,239,640 -$11,193,477 VTI, BINC, PYLD, XBI, TTWO 13F-HR 13 Nov 2025, 13:08
Q2 2025 21 $301,816,471 +$41,711,885 -$58,495,716 -$16,783,831 VTI, BINC, PYLD, KRNT, XBI 13F-HR 13 Aug 2025, 20:28
Q1 2025 23 $301,679,429 +$38,416,836 -$28,908,009 +$9,508,827 VTI, BINC, XBI, KRNT, NVO 13F-HR 12 May 2025, 19:24
Q4 2024 22 $314,246,070 +$46,274,155 -$53,789,325 -$7,515,170 VTI, BINC, IWN, KRNT, XBI 13F-HR 06 Feb 2025, 15:19
Q3 2024 19 $317,796,271 +$69,592,123 -$6,018,204 +$63,573,919 VTI, BINC, KRNT, XBI, MU 13F-HR 08 Nov 2024, 07:00
Q2 2024 16 $236,973,504 +$92,077,311 $0 +$92,077,311 VTI, BINC, MU, XBI, SNFCA Restatement 22 Aug 2024, 07:00
Q1 2024 1 $6,506,236 $0 $0 $0 SNFCA New Holdings 12 Aug 2024, 17:04
Q1 2024 14 $135,072,610 +$31,565,947 -$20,327,819 +$11,238,128 VTI, MU, BINC, T, XBI 13F-HR 24 Apr 2024, 07:00
Q4 2023 1 $7,402,797 $0 $0 $0 SNFCA New Holdings 12 Aug 2024, 17:03
Q4 2023 7 $113,220,199 $0 $0 $0 VTI, T, XBI, IPGP, MU 13F-HR 02 Feb 2024, 07:00
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .