LI
| |
LHM, INC.13F | |
| LHM, INC. | |
| Last update 2025-05-13 | 23 Stocks (3 new) |
| Value $302.00 Mil | Turnover 13 % |
LHM, INC. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 414,551 | 113,935.2 | -1.71% | 37.770 | -0.67% | 0.030 | +16.63% | +8.63% | 478,990.4 | ||
BINC | iShares Flexible Income Active ETF | 1,197,870 | 62,744.4 | +19.43% | 20.800 | +3.38% | 0.710 | +2.68% | +4.09% | 10,408.9 | ||
XBI | SPDR Biotech ETF | 143,822 | 11,664.0 | +16.00% | 3.870 | +0.53% | 0.230 | +8.32% | -2.71% | 5,044.1 | ||
KRNT | Kornit Digital Ltd | 532,545 | 10,161.0 | +17.31% | 3.370 | +0.50% | 1.170 | +17.77% | -29.56% | 988.1 | Industrial Products | |
NVO | Novo Nordisk AS | 138,451 | 9,727.4 | New Holding | 3.220 | +3.22% | 0.000 | +12.57% | -16.72% | 313,280.5 | Drug Manufacturers | |
SNFCA | Security National Financial Corp | 820,227 | 9,452.1 | -9.55% | 3.130 | -0.32% | 3.310 | -3.80% | -21.80% | 231.8 | Banks | |
MU | Micron Technology Inc | 91,341 | 7,947.1 | -9.71% | 2.630 | -0.26% | 0.010 | +44.47% | +33.07% | 125,056.6 | Semiconductors | |
KWEB | KraneShares CSI China Internet ETF | 225,733 | 7,880.3 | +15.08% | 2.610 | +0.34% | 0.120 | +14.31% | +25.38% | 7,238.6 | ||
CMA | Comerica Inc | 129,898 | 7,764.0 | -3.96% | 2.570 | -0.11% | 0.100 | +27.95% | +11.80% | 8,746.0 | Banks | |
WAL | Western Alliance Bancorp | 98,783 | 7,589.5 | 0% | 2.520 | 0% | 0.090 | +18.60% | +0.95% | 9,226.5 | Banks |
LHM, INC.'s Historical Top Holdings Breakdowns
LHM, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IWN | iShares Russell 2000 Value ETF | 2025-03-31 | Sold Out Sold Out | -5.00% | 149.27 ($161.54) 169.4 | $165.79 | 2.63% | Sold Out | 0 | -95,768 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Add Add | +3.38% | 51.89 ($52.37) 52.82 | $52.72 | 0.66% | Add 19.43% | 1,197,870 | 194,900 | |
NVO | Novo Nordisk AS | 2025-03-31 | New Buy New Buy | +3.22% | 69.3 ($82.59) 90.95 | $70.51 | -14.63% | New holding | 138,451 | 138,451 | |
TTWO | Take-Two Interactive Software Inc | 2025-03-31 | New Buy New Buy | +1.93% | 178.61 ($199.81) 217.95 | $227.45 | 13.83% | New holding | 28,033 | 28,033 | |
T | AT&T Inc | 2025-03-31 | Sold Out Sold Out | -1.84% | 21.56 ($25.15) 28.28 | $27.82 | 10.62% | Sold Out | 0 | -253,492 | |
SONY | Sony Group Corp | 2025-03-31 | New Buy New Buy | +0.90% | 19.88 ($23.11) 25.64 | $25.39 | 9.89% | New holding | 106,899 | 106,899 | |
CIEN | Ciena Corp | 2025-03-31 | Reduce Reduce | -0.75% | 60.43 ($79.05) 98.18 | $87.35 | 10.50% | Reduce -39.57% | 42,386 | -27,759 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.67% | 271.18 ($290.53) 303.12 | $312.63 | 7.61% | Reduce -1.71% | 414,551 | -7,213 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Add Add | +0.53% | 81.1 ($89.38) 94.7 | $87.61 | -1.98% | Add 16% | 143,822 | 19,834 | |
MCFT | MasterCraft Boat Holdings Inc | 2025-03-31 | Add Add | +0.52% | 16.68 ($18.15) 21.18 | $19.91 | 9.70% | Add 106.79% | 177,406 | 91,616 |
LHM, INC. Total Holding History ($B)
LHM, INC.'s Asset Allocation
LHM, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LHM, INC.'s Hypothetical Growth since 2025-03-31
LHM, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LHM, INC.'s Holdings Heat Map
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LHM, INC.'s Holdings Bubble Chart
LHM, INC. News
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