LHM as of Dec. 31, 2024
Portfolio Holdings for LHM
LHM holds 22 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 38.9 | $122M | 422k | 289.81 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 16.6 | $52M | 1.0M | 52.02 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 5.0 | $16M | 96k | 164.17 | |
| Kornit Digital SHS (KRNT) | 4.5 | $14M | 454k | 30.95 | |
| Spdr Ser Tr S&p Biotech (XBI) | 3.6 | $11M | 124k | 90.06 | |
| Security Natl Finl Corp Cl A New (SNFCA) | 3.3 | $10M | 864k | 12.03 | |
| Coherent Corp (COHR) | 2.8 | $8.8M | 93k | 94.73 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.8 | $8.7M | 174k | 49.69 | |
| Micron Technology (MU) | 2.7 | $8.5M | 101k | 84.28 | |
| Comerica Incorporated (CMA) | 2.7 | $8.5M | 135k | 62.56 | |
| Western Alliance Bancorporation (WAL) | 2.6 | $8.3M | 99k | 83.54 | |
| Winnebago Industries (WGO) | 1.9 | $6.1M | 127k | 47.78 | |
| Ciena Corp Com New (CIEN) | 1.9 | $5.9M | 70k | 84.81 | |
| At&t (T) | 1.8 | $5.8M | 254k | 22.77 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 1.8 | $5.7M | 196k | 29.24 | |
| Xpel (XPEL) | 1.6 | $4.9M | 122k | 39.94 | |
| Whirlpool Corporation (WHR) | 1.6 | $4.9M | 43k | 114.48 | |
| IPG Photonics Corporation (IPGP) | 1.4 | $4.3M | 59k | 72.72 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 0.9 | $2.9M | 113k | 26.05 | |
| Owens & Minor (OMI) | 0.7 | $2.3M | 176k | 13.07 | |
| Mastercraft Boat Holdings (MCFT) | 0.5 | $1.6M | 86k | 19.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $1.4M | 7.1k | 197.97 |
