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LHM, Inc.
LHM, INC. (Larry H. Miller Company) is a privately-owned family investment firm headquartered in Sandy, Utah, United States. Founded by Larry H. and Gail Miller, the firm manages a diverse portfolio with primary interests in real estate, healthcare, finance, entertainment, sports, and philanthropic endeavors. The company operates mainly across the western US, serving communities and businesses with a long-term, stewardship-driven approach. The firm is led by Gail Miller and includes several associated foundations supporting charitable, educational, and humanitarian causes. Employee count is not publicly disclosed but likely ranges from several hundred to thousands given the breadth of operations.
Investment Strategy
The Larry H. Miller Company employs a long-term stewardship and relationship-driven investment approach, focusing on sustainable value creation across real estate, healthcare, finance, entertainment, and sports. The company is dedicated to personal and community growth, philanthropic giving, and business platforms that enrich lives. Investment philosophy is guided by values of integrity, hard work, stewardship, and service, prioritizing both financial returns and positive community impact. Their portfolio encompasses direct investments and operating companies, with an emphasis on building scale and fostering innovation in each sector.
Latest 13F Filing Activity
LHM, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 21 equity positions with a total 13F market value of $302M. The fund increased holdings in PIMCO Etf TR, Universal Display Corp., Vanguard Index FDS among other positions. LHM, Inc. reduced exposure to Blackrock Etf Trust II, Micron Technology Inc., Simplify Exchange Traded Fun among others.
Top Holdings
Equity Positions (21)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 40.52% | $122.3M | 401,138 | $245.07 | $303.93 | +$8.3M |
B BINC | BLACKROCK ETF TRUST II | 9.36% | $28.2M | 534,508 | $52.70 | $52.84 | -$34.5M |
P PYLD | PIMCO ETF TR | 5.28% | $15.9M | 600,189 | $26.47 | $26.54 | +$13.0M |
K KRNT | KORNIT DIGITAL LTD | 4.18% | $12.6M | 634,075 | $17.78 | $19.91 | +$2.5M |
X XBI | SPDR SERIES TRUST | 3.93% | $11.9M | 142,966 | $91.15 | $82.93 | +$192.2K |
Industry Allocation
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