JP Tarbutton

Lhm, Inc.

Assets Managed

$253.977M

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

-5.51%(2Q avg: -8.3%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lhm, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Lhm, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 253.977M in assets, with a quarterly growth rate of -5.51% and a 2-quarter average growth rate of -8.3%. The portfolio is managed by JP Tarbutton, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VTI Vanguard Total Stock Mkt Etf Recent Activity Decreased -0.27%	42.56%	$108.08M 336,896 shares@ $320.82 avg price	Decreased -0.27%
PYLD Pimco Multisector Bond Actv Recent Activity Decreased -3.69%	4.52%	$11.468M 437,693 shares@ $26.21 avg price	Decreased -3.69%
BINC Ishares Flex I A Etf-usd Inc Recent Activity Decreased -3.69%	4.5%	$11.424M 219,984 shares@ $51.93 avg price	Decreased -3.69%
KRNT Kornit Digital Ltd Recent Activity	4.01%	$10.168M 693,598 shares@ $14.67 avg price
MRVL Marvell Technology Inc Recent Activity	3.9%	$9.891M 99,857 shares@ $99.06 avg price
TTWO Take-two Interactive Softwre Recent Activity Increased 21.22%	3.8%	$9.628M 48,748 shares@ $197.5 avg price	Increased 21.22%
XBI Spdr S&p Biotech Etf Recent Activity Decreased -11.91%	3.71%	$9.421M 73,760 shares@ $127.74 avg price	Decreased -11.91%
XPEL Xpel Inc Recent Activity Decreased -4.43%	3.33%	$8.439M 190,664 shares@ $44.27 avg price	Decreased -4.43%
IPGP Ipg Photonics Corp Recent Activity Decreased -35.55%	3.15%	$7.982M 69,656 shares@ $114.59 avg price	Decreased -35.55%
MCHP Microchip Technology Inc Recent Activity Increased 31.96%	2.76%	$6.998M 108,315 shares@ $64.61 avg price	Increased 31.96%

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