LHM

LHM as of June 30, 2026

Portfolio Holdings for LHM

LHM holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 42.8 $126M 339k 370.04
Marvell Technology (MRVL) 4.5 $13M 45k 297.89
Kornit Digital SHS (KRNT) 4.0 $12M 719k 16.25
Take-Two Interactive Software (TTWO) 3.9 $11M 45k 249.98
Pimco Etf Tr Multisector Bd (PYLD) 3.7 $11M 413k 26.52
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.7 $11M 207k 52.34
Xpel (XPEL) 3.4 $10M 203k 49.60
IPG Photonics Corporation (IPGP) 3.4 $10M 86k 117.32
Spdr Series Trust State Street Spd (XBI) 3.2 $9.3M 59k 158.25
Texas Instruments Incorporated (TXN) 3.1 $9.1M 31k 298.07
Alphabet Cap Stk Cl A (GOOGL) 3.1 $9.1M 26k 357.37
Microchip Technology (MCHP) 2.9 $8.4M 92k 91.20
Amazon (AMZN) 2.3 $6.6M 28k 238.34
Universal Display Corporation (OLED) 2.2 $6.5M 75k 86.59
Astera Labs (ALAB) 2.2 $6.4M 13k 483.02
Western Alliance Bancorporation (WAL) 2.2 $6.4M 78k 82.20
Mastercraft Boat Holdings (MCFT) 1.9 $5.7M 219k 25.82
Kraneshares Trust Csi Chi Internet (KWEB) 1.9 $5.7M 231k 24.47
Security National Finl Corp Cl A New (SNFCA) 1.9 $5.5M 601k 9.23
Winnebago Industries (WGO) 1.6 $4.8M 154k 31.24
Whirlpool Corporation (WHR) 0.8 $2.3M 59k 39.42
Sony Group Corporation Sponsored Adr (SONY) 0.5 $1.4M 69k 20.06
Novo-nordisk A/s Adr (NVO) 0.4 $1.2M 25k 47.94
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $936k 2.0k 477.57