Lhm, Inc 13F annual report

Lhm, Inc is an investment fund managing more than $237 billion ran by Jp Tarbutton. There are currently 16 companies in Tarbutton’s portfolio. The largest investments include Vanguard Index Fds and Blackrock Etf Trust Ii, together worth $172 billion.

$237 billion Assets Under Management (AUM)

As of 15th August 2024, Lhm, Inc’s top holding is 492,079 shares of Vanguard Index Fds currently worth over $132 billion and making up 55.7% of the portfolio value. In addition, the fund holds 757,809 shares of Blackrock Etf Trust Ii worth $39.6 billion. The third-largest holding is Micron Technology worth $8.22 billion and the next is Spdr Ser Tr worth $7.16 billion, with 77,242 shares owned.

Currently, Lhm, Inc's portfolio is worth at least $237 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Lhm, Inc

The Lhm, Inc office and employees reside in Sandy, Utah. According to the last 13-F report filed with the SEC, Jp Tarbutton serves as the Associate Counsel at Lhm, Inc.

Recent trades

In the most recent 13F filing, Lhm, Inc revealed that it had opened a new position in Kornit Digital Ltd and bought 375,691 shares worth $5.5 billion. This means they effectively own approximately 0.1% of the company. Kornit Digital Ltd makes up 100.0% of the fund's Industrials sector allocation and has decreased its share price by 8.7% in the past year.

The investment fund also strengthened its position in Vanguard Index Fds by buying 125,360 additional shares. This makes their stake in Vanguard Index Fds total 492,079 shares worth $132 billion.

One of the smallest hedge funds

The two most similar investment funds to Lhm, Inc are Van Strum & Towne Inc and Silver Heights Capital Management Inc. They manage $237 billion and $237 billion respectively.

Jp Tarbutton investment strategy

Lhm, Inc’s portfolio is diversified across 7 sectors. Currently, their heaviest sector is Technology — making up 8.8% of the total portfolio value. The fund focuses on investments in the United States as 56.3% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 19% of the total holdings value. On the other hand, small-cap stocks make up only 6.3% of the portfolio. The average market cap of the portfolio companies is close to $133 billion.

The complete list of Lhm, Inc trades based on 13F SEC filings

These positions were updated on August 22nd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security	Shares Owned	Value	Allocation
Vanguard Index Fds	34.18% 492,079	$132,107,329,000	55.75%
Blackrock Etf Trust Ii	777.33% 757,809	$39,557,630,000	16.69%
Micron Technology Inc.	12.10% 62,512	$8,222,203,000	3.47%
Spdr Ser Tr	106.45% 77,242	$7,161,106,000	3.02%
Security Natl Finl Corp	No change 822,533	$6,572,039,000	2.77%
AT&T, Inc.	35.98% 327,261	$6,253,958,000	2.64%
Kornit Digital Ltd	Opened 375,691	$5,500,116,000	2.32%
KraneShares Trust	138.34% 190,910	$5,158,388,000	2.18%
Alphabet Inc	38.80% 26,045	$4,744,097,000	2.00%
CIENA Corp.	63.98% 83,725	$4,033,871,000	1.70%
IPG Photonics Corp	61.06% 45,775	$3,862,952,000	1.63%
Whirlpool Corp.	84.22% 37,415	$3,823,813,000	1.61%
Western Alliance Bancorp	55.42% 52,554	$3,301,442,000	1.39%
Taiwan Semiconductor Mfg Ltd	No change 14,245	$2,482,000,000	1.05%
Comerica, Inc.	45.32% 43,740	$2,263,545,000	0.96%
Owens & Minor, Inc.	50.67% 142,890	$1,929,015,000	0.81%
No transactions found
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