LHM as of March 31, 2024
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 | 367k | 259.90 | |
| Micron Technology (MU) | 4.9 | $6.6M | 56k | 118.00 | |
| Blackrock Etf Trust Ii Flexible Income (BINC) | 3.4 | $4.5M | 86k | 52.46 | |
| At&t (T) | 3.1 | $4.2M | 241k | 17.60 | |
| Spdr Ser Tr S&p Biotech (XBI) | 2.6 | $3.6M | 37k | 94.89 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $2.8M | 19k | 150.93 | |
| Owens & Minor (OMI) | 1.9 | $2.6M | 95k | 27.71 | |
| IPG Photonics Corporation (IPGP) | 1.9 | $2.6M | 28k | 90.69 | |
| Ciena Corporation (CIEN) | 1.9 | $2.5M | 51k | 49.45 | |
| Whirlpool Corporation (WHR) | 1.8 | $2.4M | 20k | 119.63 | |
| Western Alliance Bancorporation (WAL) | 1.6 | $2.2M | 34k | 64.19 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 1.6 | $2.1M | 80k | 26.25 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $1.9M | 14k | 136.48 | |
| Comerica Incorporated (CMA) | 1.2 | $1.7M | 30k | 54.99 |
