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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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 |
|
Micron Technology (MU) | 4.9 | $6.6M | +313% | 56k | 118.00 |
|
Blackrock Etf Trust Ii Flexible Income (BINC) | 3.4 | $4.5M | NEW | 86k | 52.46 |
|
At&t (T) | 3.1 | $4.2M | +70% | 241k | 17.60 |
|
Spdr Ser Tr S&p Biotech (XBI) | 2.6 | $3.6M | +95% | 37k | 94.89 |
|
Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.8M | NEW | 19k | 150.93 |
|
Owens & Minor (OMI) | 1.9 | $2.6M | NEW | 95k | 27.71 |
|
IPG Photonics Corporation (IPGP) | 1.9 | $2.6M | +144% | 28k | 90.69 |
|
Ciena Corporation (CIEN) | 1.9 | $2.5M | +199% | 51k | 49.45 |
|
Whirlpool Corporation (WHR) | 1.8 | $2.4M | +496% | 20k | 119.63 |
|
Western Alliance Bancorporation (WAL) | 1.6 | $2.2M | NEW | 34k | 64.19 |
|
Kraneshares Trust Csi Chi Internet (KWEB) | 1.6 | $2.1M | NEW | 80k | 26.25 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $1.9M | NEW | 14k | 136.48 |
|
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
- LHM 2024 Q1 filed April 24, 2024
- LHM 2023 Q4 filed Feb. 2, 2024