LHM as of March 31, 2025
Portfolio Holdings for LHM
LHM holds 23 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 37.8 | $114M | 415k | 274.84 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 20.8 | $63M | 1.2M | 52.38 | |
| Spdr Ser Tr S&p Biotech (XBI) | 3.9 | $12M | 144k | 81.10 | |
| Kornit Digital SHS (KRNT) | 3.4 | $10M | 533k | 19.08 | |
| Novo-nordisk A S Adr (NVO) | 3.2 | $9.7M | 139k | 70.26 | |
| Security Natl Finl Corp Cl A New (SNFCA) | 3.1 | $9.5M | 781k | 12.10 | |
| Micron Technology (MU) | 2.6 | $7.9M | 91k | 87.00 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.6 | $7.9M | 226k | 34.91 | |
| Comerica Incorporated (CMA) | 2.6 | $7.8M | 130k | 59.77 | |
| Western Alliance Bancorporation (WAL) | 2.5 | $7.6M | 99k | 76.83 | |
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.5 | $7.6M | 151k | 50.14 | |
| Coherent Corp (COHR) | 2.2 | $6.5M | 100k | 64.94 | |
| Take-Two Interactive Software (TTWO) | 1.9 | $5.8M | 28k | 207.25 | |
| IPG Photonics Corporation (IPGP) | 1.7 | $5.1M | 81k | 63.14 | |
| Xpel (XPEL) | 1.6 | $4.9M | 166k | 29.38 | |
| Winnebago Industries (WGO) | 1.5 | $4.4M | 127k | 34.46 | |
| Whirlpool Corporation (WHR) | 1.3 | $3.8M | 43k | 90.13 | |
| Mastercraft Boat Holdings (MCFT) | 1.0 | $3.1M | 177k | 17.22 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 1.0 | $3.0M | 113k | 26.35 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.9 | $2.7M | 107k | 25.39 | |
| Owens & Minor (OMI) | 0.9 | $2.6M | 293k | 9.03 | |
| Ciena Corp Com New (CIEN) | 0.8 | $2.6M | 42k | 60.43 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $765k | 4.6k | 166.54 |
