LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 22, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 16
- +1 vs. Q1 2024
- Portfolio value
- $237.0M
- +$95.4M (+67.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ACHAccendra Health Inc | Stock | 142,890 | $1.93M | 0.8% | +48,055+50.7% | Added | History |
| CMAComerica Inc | COM | 43,740 | $2.26M | 1.0% | +13,640+45.3% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,245 | $2.48M | 1.0% | 00.0% | Unchanged | History |
| WALWestern Alliance Bancorporation | COM | 52,554 | $3.30M | 1.4% | +18,740+55.4% | Added | History |
| WHRWhirlpool Corp | Stock | 37,415 | $3.82M | 1.6% | +17,105+84.2% | Added | History |
| IPGPIpg Photonics Corp | COM | 45,775 | $3.86M | 1.6% | +17,354+61.1% | Added | History |
| CIENCiena Corp | COM NEW | 83,725 | $4.03M | 1.7% | +32,668+64.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 26,045 | $4.74M | 2.0% | +7,280+38.8% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 190,910 | $5.16M | 2.2% | +110,810+138.3% | Added | – |
| KRNTKornit Digital Ltd. | SHS | 375,691 | $5.50M | 2.3% | +375,691 | New | History |
| TAT&T Inc. | Stock | 327,261 | $6.25M | 2.6% | +86,590+36.0% | Added | History |
| SNFCASecurity National Financial Corp | CL A NEW | 822,533 | $6.57M | 2.8% | 00.0% | Unchanged | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 77,242 | $7.16M | 3.0% | +39,828+106.5% | Added | – |
| MUMicron Technology Inc | Stock | 62,512 | $8.22M | 3.5% | +6,748+12.1% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 757,809 | $39.6M | 16.7% | +671,432+777.3% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 492,079 | $132.1M | 55.7% | +125,360+34.2% | Added | – |