Lhm, Inc.
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$254M
Holdings
22
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 13.5% (390.6k → 337.8k shares)
42.6%
02
$PYLD
PIMCO ETF TR
Q4 2025: Sold 24.9% (605.2k → 454.5k shares)
4.5%
03
$BINC
BLACKROCK ETF TRUST II
Q4 2025: Sold 47.7% (436.5k → 228.4k shares)
4.5%
04
$KRNT
KORNIT DIGITAL LTD.
Q4 2025: Increased +1.1% (686.0k → 693.6k shares)
4.0%
05
$MRVL
MARVELL TECHNOLOGY, INC.
Q4 2025: Sold 7.9% (108.4k → 99.9k shares)
3.9%
06
$TTWO
TAKE TWO INTERACTIVE SOFTWARE INC
Q4 2025: Sold 2.1% (41.1k → 40.2k shares)
3.8%
07
$XBI
SPDR SERIES TRUST
Q4 2025: Sold 29.9% (119.5k → 83.7k shares)
3.7%
08
$XPEL
XPEL INC
Q4 2025: Sold 21.5% (254.1k → 199.5k shares)
3.3%
09
$IPGP
IPG PHOTONICS CORPORATION
Q4 2025: Sold 9.4% (119.3k → 108.1k shares)
3.1%
10
$MCHP
MICROCHIP TECHNOLOGY INCORPORATED
Q4 2025: New position (82.1k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.