LHM, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SNFCA | 718K | $6.80M |
 | KRNT | 694K | $10.17M |
 | MCFT | 219K | $4.50M |
 | XPEL | 191K | $8.44M |
 | WGO | 154K | $4.76M |
 | MCHP | 108K | $7.00M |
 | MRVL | 100K | $9.89M |
 | WAL | 99K | $6.99M |
 | OLED | 75K | $6.83M |
 | IPGP | 70K | $7.98M |
 | NVO | 60K | $2.25M |
 | WHR | 59K | $3.17M |
 | TTWO | 49K | $9.63M |
 | TXN | 30K | $5.88M |
 | SONY | 30K | $610.84K |
 | AMZN | 27K | $5.58M |
 | GOOGL | 23K | $6.51M |
Security National Financial Corporation
SNFCA
Shares Held
718K
Value
$6.80M
Kornit Digital Ltd.
KRNT
Shares Held
694K
Value
$10.17M
MasterCraft Boat Holdings, Inc.
MCFT
Shares Held
219K
Value
$4.50M
XPEL, Inc.
XPEL
Shares Held
191K
Value
$8.44M
Winnebago Industries, Inc.
WGO
Shares Held
154K
Value
$4.76M
Microchip Technology Incorporated
MCHP
Shares Held
108K
Value
$7.00M
Marvell Technology, Inc.
MRVL
Shares Held
100K
Value
$9.89M
Western Alliance Bancorporation
WAL
Shares Held
99K
Value
$6.99M
Universal Display Corporation
OLED
Shares Held
75K
Value
$6.83M
IPG Photonics Corporation
IPGP
Shares Held
70K
Value
$7.98M
Novo Nordisk A/S
NVO
Shares Held
60K
Value
$2.25M
Whirlpool Corporation
WHR
Shares Held
59K
Value
$3.17M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
49K
Value
$9.63M
Texas Instruments Incorporated
TXN
Shares Held
30K
Value
$5.88M
Sony Group Corporation
SONY
Shares Held
30K
Value
$610.84K
Amazon.com, Inc.
AMZN
Shares Held
27K
Value
$5.58M
Alphabet Inc.
GOOGL
Shares Held
23K
Value
$6.51M