LHM

LHM as of March 31, 2026

Portfolio Holdings for LHM

LHM holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 42.6 $108M 337k 320.81
Pimco Etf Tr Multisector Bd (PYLD) 4.5 $12M 438k 26.20
Blackrock Etf Trust Ii Ishares Flexible (BINC) 4.5 $11M 220k 51.93
Kornit Digital SHS (KRNT) 4.0 $10M 694k 14.66
Marvell Technology (MRVL) 3.9 $9.9M 100k 99.05
Take-Two Interactive Software (TTWO) 3.8 $9.6M 49k 197.50
Spdr Series Trust State Street Spd (XBI) 3.7 $9.4M 74k 127.73
Xpel (XPEL) 3.3 $8.4M 191k 44.26
IPG Photonics Corporation (IPGP) 3.1 $8.0M 70k 114.59
Microchip Technology (MCHP) 2.8 $7.0M 108k 64.61
Western Alliance Bancorporation (WAL) 2.8 $7.0M 99k 70.85
Universal Display Corporation (OLED) 2.7 $6.8M 75k 91.66
Security National Finl Corp Cl A New (SNFCA) 2.7 $6.8M 718k 9.48
Kraneshares Trust Csi Chi Internet (KWEB) 2.6 $6.6M 231k 28.43
Alphabet Cap Stk Cl A (GOOGL) 2.6 $6.5M 23k 287.56
Texas Instruments Incorporated (TXN) 2.3 $5.9M 30k 194.14
Amazon (AMZN) 2.2 $5.6M 27k 208.27
Winnebago Industries (WGO) 1.9 $4.8M 154k 30.99
Mastercraft Boat Holdings (MCFT) 1.8 $4.5M 219k 20.51
Whirlpool Corporation (WHR) 1.2 $3.2M 59k 53.92
Novo-nordisk A/s Adr (NVO) 0.9 $2.3M 60k 37.62
Sony Group Corporation Sponsored Adr (SONY) 0.2 $611k 30k 20.70