LHM as of June 30, 2025
Portfolio Holdings for LHM
LHM holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 40.5 | $122M | 401k | 304.84 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 9.4 | $28M | 535k | 52.84 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 5.3 | $16M | 600k | 26.54 | |
| Kornit Digital SHS (KRNT) | 4.2 | $13M | 634k | 19.91 | |
| Spdr Series Trust S&p Biotech (XBI) | 3.9 | $12M | 143k | 82.93 | |
| Coherent Corp (COHR) | 3.6 | $11M | 124k | 89.21 | |
| Novo-nordisk A S Adr (NVO) | 3.2 | $9.8M | 142k | 69.02 | |
| Take-Two Interactive Software (TTWO) | 3.2 | $9.7M | 40k | 242.85 | |
| Universal Display Corporation (OLED) | 2.9 | $8.6M | 56k | 154.46 | |
| Comerica Incorporated | 2.6 | $7.8M | 130k | 60.36 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 2.6 | $7.8M | 227k | 34.33 | |
| Western Alliance Bancorporation (WAL) | 2.6 | $7.7M | 99k | 77.98 | |
| Marvell Technology (MRVL) | 2.5 | $7.5M | 97k | 77.40 | |
| Security Natl Finl Corp Cl A New (SNFCA) | 2.4 | $7.3M | 738k | 9.85 | |
| Xpel (XPEL) | 2.4 | $7.2M | 201k | 35.90 | |
| IPG Photonics Corporation (IPGP) | 2.2 | $6.6M | 96k | 68.65 | |
| Whirlpool Corporation (WHR) | 1.7 | $5.3M | 52k | 101.42 | |
| Winnebago Industries (WGO) | 1.6 | $4.9M | 170k | 29.00 | |
| Mastercraft Boat Holdings (MCFT) | 1.2 | $3.5M | 189k | 18.58 | |
| Owens & Minor (ACH) | 1.1 | $3.4M | 369k | 9.10 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.9 | $2.8M | 107k | 26.03 |
