LHM

LHM as of Dec. 31, 2025

Portfolio Holdings for LHM

LHM holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 42.1 $113M 338k 335.27
Pimco Etf Tr Multisector Bd (PYLD) 4.5 $12M 455k 26.68
Blackrock Etf Trust Ii Ishares Flexible (BINC) 4.5 $12M 228k 52.77
Take-Two Interactive Software (TTWO) 3.8 $10M 40k 256.03
Spdr Series Trust State Street Spd (XBI) 3.8 $10M 84k 121.93
Kornit Digital SHS (KRNT) 3.7 $10M 694k 14.38
Xpel (XPEL) 3.7 $10M 200k 49.91
Western Alliance Bancorporation (WAL) 3.4 $9.2M 109k 84.07
Universal Display Corporation (OLED) 3.2 $8.7M 75k 116.78
Marvell Technology (MRVL) 3.2 $8.5M 100k 84.98
IPG Photonics Corporation (IPGP) 2.9 $7.7M 108k 71.60
Novo-nordisk A S Adr (NVO) 2.7 $7.2M 142k 50.88
Alphabet Cap Stk Cl A (GOOGL) 2.6 $7.1M 23k 313.00
Kraneshares Trust Csi Chi Internet (KWEB) 2.5 $6.7M 197k 34.05
Security Natl Finl Corp Cl A New (SNFCA) 2.4 $6.5M 718k 9.01
Winnebago Industries (WGO) 2.2 $5.9M 147k 40.52
Amazon (AMZN) 2.0 $5.3M 23k 230.82
Microchip Technology (MCHP) 1.9 $5.2M 82k 63.72
Texas Instruments Incorporated (TXN) 1.6 $4.3M 25k 173.49
Mastercraft Boat Holdings (MCFT) 1.5 $4.0M 212k 18.91
Whirlpool Corporation (WHR) 1.4 $3.8M 52k 72.14
Sony Group Corp Sponsored Adr (SONY) 0.3 $755k 30k 25.60