LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BINC, IWN, KRNT, XBI, and represent 68.53% of LHM's stock portfolio.
- Added to shares of these 10 stocks: IWN (+$16M), WGO (+$6.1M), CMA (+$5.7M), XPEL, XBI, PYLD, MTBA, MCFT, KRNT, WAL.
- Started 4 new stock positions in WGO, XPEL, IWN, MCFT.
- Reduced shares in these 6 stocks: BINC (-$30M), VTI (-$16M), GOOGL, CIEN, TSM, COHR.
- Sold out of its position in GOOGL.
- LHM was a net seller of stock by $-7.5M.
- LHM has $314M in assets under management (AUM), dropping by -1.12%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 38.9 | $122M | -11% | 422k | 289.81 |
|
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 16.6 | $52M | -36% | 1.0M | 52.02 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 5.0 | $16M | NEW | 96k | 164.17 |
|
| Kornit Digital SHS (KRNT) | 4.5 | $14M | +12% | 454k | 30.95 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 3.6 | $11M | +29% | 124k | 90.06 |
|
| Security Natl Finl Corp Cl A New (SNFCA) | 3.3 | $10M | 864k | 12.03 |
|
|
| Coherent Corp (COHR) | 2.8 | $8.8M | -2% | 93k | 94.73 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.8 | $8.7M | +28% | 174k | 49.69 |
|
| Micron Technology (MU) | 2.7 | $8.5M | +20% | 101k | 84.28 |
|
| Comerica Incorporated (CMA) | 2.7 | $8.5M | +209% | 135k | 62.56 |
|
| Western Alliance Bancorporation (WAL) | 2.6 | $8.3M | +21% | 99k | 83.54 |
|
| Winnebago Industries (WGO) | 1.9 | $6.1M | NEW | 127k | 47.78 |
|
| Ciena Corp Com New (CIEN) | 1.9 | $5.9M | -21% | 70k | 84.81 |
|
| At&t (T) | 1.8 | $5.8M | +5% | 254k | 22.77 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 1.8 | $5.7M | +2% | 196k | 29.24 |
|
| Xpel (XPEL) | 1.6 | $4.9M | NEW | 122k | 39.94 |
|
| Whirlpool Corporation (WHR) | 1.6 | $4.9M | +13% | 43k | 114.48 |
|
| IPG Photonics Corporation (IPGP) | 1.4 | $4.3M | +4% | 59k | 72.72 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $2.9M | +199% | 113k | 26.05 |
|
| Owens & Minor (OMI) | 0.7 | $2.3M | +4% | 176k | 13.07 |
|
| Mastercraft Boat Holdings (MCFT) | 0.5 | $1.6M | NEW | 86k | 19.07 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.4M | -50% | 7.1k | 197.97 |
|
Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- LHM 2024 Q4 filed Feb. 6, 2025
- 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