LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BINC, KRNT, XBI, MU, and represent 78.33% of LHM's stock portfolio.
- Added to shares of these 10 stocks: BINC (+$44M), COHR (+$8.4M), MTBA (+$7.0M), WAL, MU, XBI, PYLD, IPGP, KRNT, OMI.
- Started 3 new stock positions in PYLD, MTBA, COHR.
- Reduced shares in these 2 stocks: VTI, T.
- LHM was a net buyer of stock by $64M.
- LHM has $318M in assets under management (AUM), dropping by 34.11%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.7 | $136M | -2% | 478k | 284.05 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 26.6 | $85M | +108% | 1.6M | 53.53 |
|
| Kornit Digital SHS (KRNT) | 3.3 | $10M | +7% | 404k | 25.84 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 3.0 | $9.5M | +23% | 96k | 98.80 |
|
| Micron Technology (MU) | 2.7 | $8.7M | +34% | 84k | 103.71 |
|
| Coherent Corp (COHR) | 2.6 | $8.4M | NEW | 95k | 88.91 |
|
| Security Natl Finl Corp Cl A New (SNFCA) | 2.5 | $7.9M | +4% | 864k | 9.20 |
|
| Western Alliance Bancorporation (WAL) | 2.2 | $7.0M | +54% | 81k | 86.49 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.2 | $7.0M | NEW | 135k | 51.48 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.0 | $6.5M | 191k | 34.02 |
|
|
| Ciena Corp Com New (CIEN) | 1.7 | $5.5M | +6% | 89k | 61.59 |
|
| At&t (T) | 1.7 | $5.3M | -26% | 240k | 22.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.3M | 26k | 165.85 |
|
|
| IPG Photonics Corporation (IPGP) | 1.3 | $4.2M | +22% | 56k | 74.32 |
|
| Whirlpool Corporation (WHR) | 1.3 | $4.0M | 37k | 107.00 |
|
|
| Comerica Incorporated (CMA) | 0.8 | $2.7M | 44k | 60.62 |
|
|
| Owens & Minor (OMI) | 0.8 | $2.7M | +18% | 169k | 15.69 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.5M | 14k | 174.16 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $999k | NEW | 38k | 26.65 |
|
Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- LHM 2024 Q3 filed Nov. 8, 2024
- LHM 2024 Q2 restated filed Aug. 22, 2024
- LHM 2023 Q4 amended filed Aug. 12, 2024
- LHM 2024 Q1 amended filed Aug. 12, 2024
- LHM 2024 Q2 filed Aug. 12, 2024
- LHM 2024 Q1 filed April 24, 2024
- LHM 2023 Q4 filed Feb. 2, 2024