LHM as of Sept. 30, 2024
Portfolio Holdings for LHM
LHM holds 19 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.7 | $136M | 478k | 284.05 | |
| Blackrock Etf Trust Ii Flexible Income (BINC) | 26.6 | $85M | 1.6M | 53.53 | |
| Kornit Digital SHS (KRNT) | 3.3 | $10M | 404k | 25.84 | |
| Spdr Ser Tr S&p Biotech (XBI) | 3.0 | $9.5M | 96k | 98.80 | |
| Micron Technology (MU) | 2.7 | $8.7M | 84k | 103.71 | |
| Coherent Corp (COHR) | 2.6 | $8.4M | 95k | 88.91 | |
| Security Natl Finl Corp Cl A New (SNFCA) | 2.5 | $7.9M | 864k | 9.20 | |
| Western Alliance Bancorporation (WAL) | 2.2 | $7.0M | 81k | 86.49 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.2 | $7.0M | 135k | 51.48 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.0 | $6.5M | 191k | 34.02 | |
| Ciena Corp Com New (CIEN) | 1.7 | $5.5M | 89k | 61.59 | |
| At&t (T) | 1.7 | $5.3M | 240k | 22.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.3M | 26k | 165.85 | |
| IPG Photonics Corporation (IPGP) | 1.3 | $4.2M | 56k | 74.32 | |
| Whirlpool Corporation (WHR) | 1.3 | $4.0M | 37k | 107.00 | |
| Comerica Incorporated (CMA) | 0.8 | $2.7M | 44k | 60.62 | |
| Owens & Minor (OMI) | 0.8 | $2.7M | 169k | 15.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $2.5M | 14k | 174.16 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $999k | 38k | 26.65 |
