LI

LHM, INC.

13F
LHM, INC.
Last update 2025-05-13 23 Stocks (3 new)
Value $302.00 Mil Turnover 13 %
Countries:
LHM, INC. Top Holdings of 2025-03-31 View Full List
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
+18.33%
+7.94%
475,950.5
 
BINC
iShares Flexible Income Active ETF
1,197,870
62,744.4
+19.43%
20.800
+3.38%
0.710
+3.06%
+4.13%
10,412.9
 
XBI
SPDR Biotech ETF
143,822
11,664.0
+16.00%
3.870
+0.53%
0.230
+11.59%
-1.98%
5,081.6
 
KRNT
Kornit Digital Ltd
532,545
10,161.0
+17.31%
3.370
+0.50%
1.170
+18.12%
-30.27%
978.2
Industrial Products
NVO
Novo Nordisk AS
138,451
9,727.4
New Holding
3.220
+3.22%
0.000
+13.56%
-17.77%
309,303.7
Drug Manufacturers
SNFCA
Security National Financial Corp
820,227
9,452.1
-9.55%
3.130
-0.32%
3.310
-1.61%
-21.73%
232.0
Banks
MU
Micron Technology Inc
91,341
7,947.1
-9.71%
2.630
-0.26%
0.010
+50.27%
+30.39%
122,533.0
Semiconductors
KWEB
KraneShares CSI China Internet ETF
225,733
7,880.3
+15.08%
2.610
+0.34%
0.120
+15.84%
+26.81%
7,321.5
 
CMA
Comerica Inc
129,898
7,764.0
-3.96%
2.570
-0.11%
0.100
+28.73%
+10.24%
8,624.2
Banks
WAL
Western Alliance Bancorp
98,783
7,589.5
0%
2.520
0%
0.090
+21.04%
-0.03%
9,136.8
Banks

LHM, INC.'s Historical Top Holdings Breakdowns

LHM, INC.'s Top Stock Picks View Full List
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
$167.03
3.40%
Sold Out
0
-95,768
BINC
iShares Flexible Income Active ETF
2025-03-31
Add
Add
+3.38%
51.89 ($52.37) 52.82
$52.73
0.70%
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
$69.61
-15.72%
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
$229.06
14.64%
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
$27.57
9.60%
Sold Out
0
-253,492
SONY
Sony Group Corp
2025-03-31
New Buy
New Buy
+0.90%
19.88 ($23.11) 25.64
$25.21
9.11%
New holding
106,899
106,899
CIEN
Ciena Corp
2025-03-31
Reduce
Reduce
-0.75%
60.43 ($79.05) 98.18
$87.06
10.13%
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
$310.79
6.97%
Reduce -1.71%
414,551
-7,213
XBI
SPDR Biotech ETF
2025-03-31
Add
Add
+0.53%
81.1 ($89.38) 94.7
$88.26
-1.25%
Add 16%
143,822
19,834
MCFT
MasterCraft Boat Holdings Inc
2025-03-31
Add
Add
+0.52%
16.68 ($18.15) 21.18
$21.21
16.89%
Add 106.79%
177,406
91,616

LHM, INC. Total Holding History ($B)

To

LHM, INC.'s Asset Allocation

To

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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