LHM, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNFCA | 730K | $6.33M |
 | KRNT | 686K | $9.26M |
 | OMI | 496K | $2.38M |
 | XPEL | 254K | $8.40M |
 | MCFT | 202K | $4.33M |
 | WGO | 170K | $5.68M |
 | NVO | 141K | $7.85M |
 | IPGP | 119K | $9.45M |
 | WAL | 116K | $10.09M |
 | MRVL | 108K | $9.11M |
 | CMA | 77K | $5.34M |
 | OLED | 73K | $10.49M |
 | WHR | 52K | $4.09M |
 | COHR | 44K | $4.73M |
 | TTWO | 41K | $10.61M |
 | SONY | 40K | $1.16M |
 | TXN | 19K | $3.49M |
Security National Financial Corporation
SNFCA
Shares Held
730K
Value
$6.33M
Kornit Digital Ltd.
KRNT
Shares Held
686K
Value
$9.26M
Owens & Minor, Inc.
OMI
Shares Held
496K
Value
$2.38M
XPEL, Inc.
XPEL
Shares Held
254K
Value
$8.40M
MasterCraft Boat Holdings, Inc.
MCFT
Shares Held
202K
Value
$4.33M
Winnebago Industries, Inc.
WGO
Shares Held
170K
Value
$5.68M
Novo Nordisk A/S
NVO
Shares Held
141K
Value
$7.85M
IPG Photonics Corporation
IPGP
Shares Held
119K
Value
$9.45M
Western Alliance Bancorporation
WAL
Shares Held
116K
Value
$10.09M
Marvell Technology, Inc.
MRVL
Shares Held
108K
Value
$9.11M
Comerica Incorporated
CMA
Shares Held
77K
Value
$5.34M
Universal Display Corporation
OLED
Shares Held
73K
Value
$10.49M
Whirlpool Corporation
WHR
Shares Held
52K
Value
$4.09M
Coherent, Inc.
COHR
Shares Held
44K
Value
$4.73M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
41K
Value
$10.61M
Sony Group Corporation
SONY
Shares Held
40K
Value
$1.16M
Texas Instruments Incorporated
TXN
Shares Held
19K
Value
$3.49M