LHM as of June 30, 2024
Portfolio Holdings for LHM
LHM holds 17 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 | 327k | 120.87 | |
| Micron Technology (MU) | 3.5 | $8.2M | 77k | 106.45 | |
| Spdr Ser Tr S&p Biotech (XBI) | 3.0 | $7.2M | 46k | 156.44 | |
| Security Natl Finl Corp Cl A New (SNFCA) | 2.8 | $6.6M | 191k | 34.42 | |
| At&t (T) | 2.6 | $6.3M | 84k | 74.70 | |
| Kornit Digital SHS (KRNT) | 2.3 | $5.5M | 823k | 6.69 | |
| Kraneshares Trust Csi Chi (KWEB) | 2.2 | $5.2M | 14k | 362.12 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $4.7M | 143k | 33.20 | |
| Ciena Corp Com New (CIEN) | 1.7 | $4.0M | 63k | 64.53 | |
| IPG Photonics Corporation (IPGP) | 1.6 | $3.9M | 37k | 103.25 | |
| Whirlpool Corporation (WHR) | 1.6 | $3.8M | 37k | 102.20 | |
| Western Alliance Bancorporation (WAL) | 1.4 | $3.3M | 758k | 4.36 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $2.5M | 44k | 56.74 | |
| Comerica Incorporated (CMA) | 1.0 | $2.3M | 26k | 86.91 | |
| Owens & Minor (OMI) | 0.8 | $1.9M | 53k | 36.71 | |
| Cnh Indl N V SHS (CNH) | 0.0 | $18k | 376k | 0.05 |
