LI
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LHM, INC.13F | |
| LHM, INC. | |
| Last update 2025-02-06 | 22 Stocks (4 new) |
| Value $314.00 Mil | Turnover 15 % |
LHM, INC. Top Holdings of 2024-12-31
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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 | 421,764 | 122,231.4 | -11.70% | 38.900 | -5.00% | 0.030 | -12.34% | -10.40% | 462,237.5 | ||
BINC | iShares Flexible Income Active ETF | 1,002,970 | 52,174.5 | -36.57% | 16.600 | -9.74% | 0.700 | +0.31% | +0.77% | 8,591.6 | ||
IWN | iShares Russell 2000 Value ETF | 95,768 | 15,722.2 | New Holding | 5.000 | +5.00% | 0.130 | -15.83% | -14.40% | 10,344.1 | ||
KRNT | Kornit Digital Ltd | 453,964 | 14,050.2 | +12.31% | 4.470 | +0.49% | 0.950 | -38.05% | -40.55% | 834.0 | Industrial Products | |
XBI | SPDR Biotech ETF | 123,988 | 11,166.4 | +29.48% | 3.550 | +0.81% | 0.190 | -13.68% | -15.68% | 4,931.7 | ||
SNFCA | Security National Financial Corp | 863,659 | 10,389.8 | 0% | 3.310 | 0% | 3.560 | -27.33% | -25.52% | 221.2 | Banks | |
COHR | Coherent Corp | 92,472 | 8,759.9 | -2.10% | 2.790 | -0.06% | 0.060 | -43.75% | -41.63% | 8,568.1 | Hardware | |
MTBA | Simplify MBS ETF | 174,435 | 8,667.7 | +28.80% | 2.760 | +0.62% | 0.580 | +1.86% | +1.88% | 1,557.2 | ||
MU | Micron Technology Inc | 101,165 | 8,525.7 | +20.60% | 2.710 | +0.46% | 0.010 | -34.86% | -18.14% | 76,888.9 | Semiconductors | |
CMA | Comerica Inc | 135,252 | 8,461.4 | +209.22% | 2.690 | +1.82% | 0.100 | -18.88% | -13.31% | 6,947.3 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BINC | iShares Flexible Income Active ETF | 2024-12-31 | Reduce | -9.74% | 51.84 ($52.66) 53.17 | $51.73 | -1.77% | Reduce -36.57% | 1,002,970 | -578,170 | |
VTI | Vanguard Total Stock Market ETF | 2024-12-31 | Reduce | -5.00% | 280.04 ($291.95) 302.45 | $258.75 | -11.37% | Reduce -11.7% | 421,764 | -55,890 | |
IWN | iShares Russell 2000 Value ETF | 2024-12-31 | New Buy | +5.00% | 162.69 ($170.76) 181.35 | $140.07 | -17.97% | New holding | 95,768 | 95,768 | |
WGO | Winnebago Industries Inc | 2024-12-31 | New Buy | +1.93% | 45.96 ($56.64) 65.1 | $30.58 | -46.01% | New holding | 127,182 | 127,182 | |
CMA | Comerica Inc | 2024-12-31 | Add | +1.82% | 57.88 ($65.11) 72.73 | $52.95 | -18.68% | Add 209.22% | 135,252 | 91,512 | |
XPEL | XPEL Inc | 2024-12-31 | New Buy | +1.56% | 38.57 ($42.7) 46.52 | $25.84 | -39.48% | New holding | 122,353 | 122,353 | |
GOOGL | Alphabet Inc | 2024-12-31 | Sold Out | -1.36% | 161.86 ($175.1) 196.66 | $151.16 | -13.67% | Sold Out | 0 | -26,045 | |
XBI | SPDR Biotech ETF | 2024-12-31 | Add | +0.81% | 89.81 ($96.87) 104.18 | $75.93 | -21.62% | Add 29.48% | 123,988 | 28,226 | |
PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | 2024-12-31 | Add | +0.62% | 25.84 ($26.15) 26.53 | $25.85 | -1.15% | Add 199.99% | 112,501 | 75,000 | |
MTBA | Simplify MBS ETF | 2024-12-31 | Add | +0.62% | 49.51 ($50.34) 51.49 | $49.87 | -0.93% | Add 28.8% | 174,435 | 39,000 |
LHM, INC. Total Holding History ($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 2024-12-31
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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