LHM as of June 30, 2024
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 | 492k | 268.47 | |
| Blackrock Etf Trust Ii Flexible Income (BINC) | 16.7 | $40M | 758k | 52.20 | |
| Micron Technology (MU) | 3.5 | $8.2M | 63k | 131.53 | |
| Spdr Ser Tr S&p Biotech (XBI) | 3.0 | $7.2M | 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 | 327k | 19.11 | |
| Kornit Digital SHS (KRNT) | 2.3 | $5.5M | 376k | 14.64 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.2 | $5.2M | 191k | 27.02 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.7M | 26k | 182.15 | |
| Ciena Corp Com New (CIEN) | 1.7 | $4.0M | 84k | 48.18 | |
| IPG Photonics Corporation (IPGP) | 1.6 | $3.9M | 46k | 84.39 | |
| Whirlpool Corporation (WHR) | 1.6 | $3.8M | 37k | 102.20 | |
| Western Alliance Bancorporation (WAL) | 1.4 | $3.3M | 53k | 62.82 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.5M | 14k | 174.24 | |
| Comerica Incorporated (CMA) | 1.0 | $2.3M | 44k | 51.75 | |
| Owens & Minor (OMI) | 0.8 | $1.9M | 143k | 13.50 |
