LHM

Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, MU, BINC, T, XBI, and represent 84.55% of LHM's stock portfolio.
  • Added to shares of these 10 stocks: MU, BINC, GOOGL, OMI, WAL, KWEB, WHR, TSM, T, XBI.
  • Started 7 new stock positions in GOOGL, CMA, OMI, WAL, BINC, TSM, KWEB.
  • Reduced shares in these 1 stock: VTI (-$20M).
  • LHM was a net buyer of stock by $11M.
  • LHM has $135M in assets under management (AUM), dropping by 19.30%.
  • Central Index Key (CIK): 0002009224

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Positions held by LHM consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LHM

LHM holds 14 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 70.6 $95M -17% 367k 259.90
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Micron Technology (MU) 4.9 $6.6M +313% 56k 118.00
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Blackrock Etf Trust Ii Flexible Income (BINC) 3.4 $4.5M NEW 86k 52.46
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At&t (T) 3.1 $4.2M +70% 241k 17.60
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Spdr Ser Tr S&p Biotech (XBI) 2.6 $3.6M +95% 37k 94.89
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Alphabet Cap Stk Cl A (GOOGL) 2.1 $2.8M NEW 19k 150.93
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Owens & Minor (OMI) 1.9 $2.6M NEW 95k 27.71
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IPG Photonics Corporation (IPGP) 1.9 $2.6M +144% 28k 90.69
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Ciena Corporation (CIEN) 1.9 $2.5M +199% 51k 49.45
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Whirlpool Corporation (WHR) 1.8 $2.4M +496% 20k 119.63
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Western Alliance Bancorporation (WAL) 1.6 $2.2M NEW 34k 64.19
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Kraneshares Trust Csi Chi Internet (KWEB) 1.6 $2.1M NEW 80k 26.25
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.4 $1.9M NEW 14k 136.48
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Comerica Incorporated (CMA) 1.2 $1.7M NEW 30k 54.99
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Past Filings by LHM

SEC 13F filings are viewable for LHM going back to 2023