LHM
Latest statistics and disclosures from LHM's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, BINC, MU, XBI, SNFCA, and represent 81.71% of LHM's stock portfolio.
- Added to shares of these 10 stocks: BINC (+$35M), VTI (+$34M), KRNT (+$5.5M), XBI, KWEB, WHR, T, CIEN, IPGP, GOOGL.
- Started 1 new stock position in KRNT.
- LHM was a net buyer of stock by $92M.
- LHM has $237M in assets under management (AUM), dropping by 67.38%.
- Central Index Key (CIK): 0002009224
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Portfolio Holdings for LHM
LHM holds 16 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 55.7 | $132M | +34% | 492k | 268.47 |
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 16.7 | $40M | +777% | 758k | 52.20 |
|
| Micron Technology (MU) | 3.5 | $8.2M | +12% | 63k | 131.53 |
|
| Spdr Ser Tr S&p Biotech (XBI) | 3.0 | $7.2M | +106% | 77k | 92.71 |
|
| Security Natl Finl Corp Cl A New (SNFCA) | 2.8 | $6.6M | 823k | 7.99 |
|
|
| At&t (T) | 2.6 | $6.3M | +35% | 327k | 19.11 |
|
| Kornit Digital SHS (KRNT) | 2.3 | $5.5M | NEW | 376k | 14.64 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.2 | $5.2M | +138% | 191k | 27.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.7M | +38% | 26k | 182.15 |
|
| Ciena Corp Com New (CIEN) | 1.7 | $4.0M | +63% | 84k | 48.18 |
|
| IPG Photonics Corporation (IPGP) | 1.6 | $3.9M | +61% | 46k | 84.39 |
|
| Whirlpool Corporation (WHR) | 1.6 | $3.8M | +84% | 37k | 102.20 |
|
| Western Alliance Bancorporation (WAL) | 1.4 | $3.3M | +55% | 53k | 62.82 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.5M | 14k | 174.24 |
|
|
| Comerica Incorporated (CMA) | 1.0 | $2.3M | +45% | 44k | 51.75 |
|
| Owens & Minor (OMI) | 0.8 | $1.9M | +50% | 143k | 13.50 |
|
Past Filings by LHM
SEC 13F filings are viewable for LHM going back to 2023
- 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