LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Aug 12, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 15
- +7 vs. Q4 2023
- Portfolio value
- $141.6M
- +$21.0M (+17.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 366,719 | $95.3M | 67.3% | −78,214−17.6% | Reduced | – |
| MUMicron Technology Inc | Stock | 55,764 | $6.58M | 4.6% | +42,273+313.3% | Added | History |
| SNFCASecurity National Financial Corp | CL A NEW | 822,533 | $6.51M | 4.6% | 00.0% | Unchanged | History |
| iShares Flexible Income Active ETF092528603 | ETF | 86,377 | $4.53M | 3.2% | +86,377 | New | – |
| TAT&T Inc. | Stock | 240,671 | $4.24M | 3.0% | +99,657+70.7% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 37,414 | $3.55M | 2.5% | +18,240+95.1% | Added | – |
| GOOGLAlphabet Inc. | Stock | 18,765 | $2.83M | 2.0% | +18,765 | New | History |
| ACHAccendra Health Inc | Stock | 94,835 | $2.63M | 1.9% | +94,835 | New | History |
| IPGPIpg Photonics Corp | COM | 28,421 | $2.58M | 1.8% | +16,808+144.7% | Added | History |
| CIENCiena Corp | COM NEW | 51,057 | $2.52M | 1.8% | +34,020+199.7% | Added | History |
| WHRWhirlpool Corp | Stock | 20,310 | $2.43M | 1.7% | +16,904+496.3% | Added | History |
| WALWestern Alliance Bancorporation | COM | 33,814 | $2.17M | 1.5% | +33,814 | New | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 80,100 | $2.10M | 1.5% | +80,100 | New | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,245 | $1.94M | 1.4% | +14,245 | New | History |
| CMAComerica Inc | COM | 30,100 | $1.66M | 1.2% | +30,100 | New | History |