LHM, Inc.
- SEC CIK
- 0002009224
- Latest filing
- Aug 12, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 19
- +3 vs. Q2 2024
- Portfolio value
- $317.8M
- +$80.8M (+34.1%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 37,501 | $999.4K | 0.3% | +37,501 | New | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 14,245 | $2.48M | 0.8% | 00.0% | Unchanged | History |
| ACHAccendra Health Inc | Stock | 168,932 | $2.65M | 0.8% | +26,042+18.2% | Added | History |
| CMAComerica Inc | COM | 43,740 | $2.65M | 0.8% | 00.0% | Unchanged | History |
| WHRWhirlpool Corp | Stock | 37,415 | $4.00M | 1.3% | 00.0% | Unchanged | History |
| IPGPIpg Photonics Corp | COM | 56,069 | $4.17M | 1.3% | +10,294+22.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 26,045 | $4.32M | 1.4% | 00.0% | Unchanged | History |
| TAT&T Inc. | Stock | 239,950 | $5.28M | 1.7% | −87,311−26.7% | Reduced | History |
| CIENCiena Corp | COM NEW | 88,988 | $5.48M | 1.7% | +5,263+6.3% | Added | History |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 190,910 | $6.49M | 2.0% | 00.0% | Unchanged | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 135,435 | $6.97M | 2.2% | +135,435 | New | – |
| WALWestern Alliance Bancorporation | COM | 81,347 | $7.04M | 2.2% | +28,793+54.8% | Added | History |
| SNFCASecurity National Financial Corp | CL A NEW | 863,659 | $7.95M | 2.5% | +41,126+5.0% | Added | History |
| COHRCoherent Corp. | COM | 94,453 | $8.40M | 2.6% | +94,453 | New | History |
| MUMicron Technology Inc | Stock | 83,887 | $8.70M | 2.7% | +21,375+34.2% | Added | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 95,762 | $9.46M | 3.0% | +18,520+24.0% | Added | – |
| KRNTKornit Digital Ltd. | SHS | 404,209 | $10.4M | 3.3% | +28,518+7.6% | Added | History |
| iShares Flexible Income Active ETF092528603 | ETF | 1,581,140 | $84.6M | 26.6% | +823,331+108.6% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 477,654 | $135.7M | 42.7% | −14,425−2.9% | Reduced | – |