$237 Million is the total value of LHM, INC.'s 17 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 13.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $132,107,329 | +38.6% | 492,079 | +34.2% | 55.74% | -17.2% |
| Buy | BLACKROCK ETF TRUST II | $39,557,630 | +773.0% | 327,261 | +278.9% | 16.69% | +421.5% | |
| MU | Buy | MICRON TECHNOLOGY INC | $8,222,203 | +24.9% | 77,242 | +38.5% | 3.47% | -25.4% |
| XBI | Buy | SPDR SER TRs&p biotech | $7,161,106 | +101.7% | 45,775 | +22.3% | 3.02% | +20.5% |
| SNFCA | Sell | SECURITY NATL FINL CORPcl a new | $6,572,039 | +1.0% | 190,910 | -76.8% | 2.77% | -39.7% |
| T | Sell | AT&T INC | $6,253,958 | +47.6% | 83,725 | -65.2% | 2.64% | -11.8% |
| KRNT | New | KORNIT DIGITAL LTD | $5,500,116 | – | 822,533 | +100.0% | 2.32% | – |
| KWEB | Sell | KRANESHARES TRUSTcsi chi | $5,158,388 | +145.3% | 14,245 | -82.2% | 2.18% | +46.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $4,744,097 | +67.5% | 142,890 | +661.5% | 2.00% | +0.1% |
| CIEN | Buy | CIENA CORP | $4,033,871 | +59.8% | 62,512 | +22.4% | 1.70% | -4.5% |
| IPGP | Buy | IPG PHOTONICS CORP | $3,862,952 | +49.9% | 37,415 | +31.6% | 1.63% | -10.5% |
| WHR | Buy | WHIRLPOOL CORP | $3,823,813 | +57.4% | 37,415 | +84.2% | 1.61% | -6.0% |
| WAL | Buy | WESTERN ALLIANCE BANCORP | $3,301,442 | +52.1% | 757,809 | +2141.1% | 1.39% | -9.1% |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,482,000 | +27.7% | 43,740 | +207.1% | 1.05% | -23.7% |
| CMA | Sell | COMERICA INC | $2,263,545 | +36.8% | 26,045 | -13.5% | 0.96% | -18.3% |
| OMI | Sell | OWENS & MINOR INC NEW | $1,929,015 | -26.6% | 52,554 | -44.6% | 0.81% | -56.1% |
| CNHI | New | CNH INDL N V | $18,376 | – | 375,691 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-12
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 3 | Q2 2024 | 87.5% |
| SECURITY NATL FINL CORP | 3 | Q2 2024 | 6.1% |
| MICRON TECHNOLOGY INC | 3 | Q2 2024 | 4.6% |
| AT&T INC | 3 | Q2 2024 | 3.0% |
| SPDR SER TR | 3 | Q2 2024 | 3.0% |
| IPG PHOTONICS CORP | 3 | Q2 2024 | 1.8% |
| CIENA CORP | 3 | Q2 2024 | 1.8% |
| WHIRLPOOL CORP | 3 | Q2 2024 | 1.7% |
| BLACKROCK ETF TRUST II | 2 | Q2 2024 | 16.7% |
| ALPHABET INC | 2 | Q2 2024 | 2.0% |
View LHM, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-22 |
| 13F-HR/A | 2024-08-12 |
| 13F-HR/A | 2024-08-12 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-04-24 |
| 13F-HR | 2024-02-02 |
View LHM, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.