LHM as of Sept. 30, 2025
Portfolio Holdings for LHM
LHM holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 42.5 | $129M | 391k | 329.08 | |
| Blackrock Etf Trust Ii Ishares Flexible (BINC) | 7.7 | $23M | 437k | 53.24 | |
| Pimco Etf Tr Multisector Bd (PYLD) | 5.4 | $16M | 605k | 26.84 | |
| Spdr Series Trust S&p Biotech (XBI) | 4.0 | $12M | 120k | 100.20 | |
| Take-Two Interactive Software (TTWO) | 3.5 | $11M | 41k | 258.36 | |
| Universal Display Corporation (OLED) | 3.5 | $11M | 73k | 143.63 | |
| Western Alliance Bancorporation (WAL) | 3.3 | $10M | 116k | 86.72 | |
| Kraneshares Trust Csi Chi Internet (KWEB) | 3.1 | $9.5M | 227k | 42.01 | |
| IPG Photonics Corporation (IPGP) | 3.1 | $9.5M | 119k | 79.19 | |
| Kornit Digital SHS (KRNT) | 3.1 | $9.3M | 686k | 13.50 | |
| Marvell Technology (MRVL) | 3.0 | $9.1M | 108k | 84.07 | |
| Xpel (XPEL) | 2.8 | $8.4M | 254k | 33.07 | |
| Novo-nordisk A S Adr (NVO) | 2.6 | $7.9M | 142k | 55.49 | |
| Security Natl Finl Corp Cl A New (SNFCA) | 2.1 | $6.3M | 730k | 8.67 | |
| Winnebago Industries (WGO) | 1.9 | $5.7M | 170k | 33.44 | |
| Comerica Incorporated | 1.8 | $5.3M | 77k | 69.23 | |
| Coherent Corp (COHR) | 1.6 | $4.7M | 44k | 107.72 | |
| Mastercraft Boat Holdings (MCFT) | 1.4 | $4.3M | 202k | 21.46 | |
| Whirlpool Corporation (WHR) | 1.4 | $4.1M | 52k | 78.60 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $3.5M | 19k | 183.73 | |
| Owens & Minor (ACH) | 0.8 | $2.4M | 496k | 4.80 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.4 | $1.2M | 40k | 28.79 |
