LHM, INC.
22 holdingsFiling period: 2026-03-31Current AUM: $287.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 336.9K | $108.1M | $124.0M | 43.14% | -930 | 2026-03-31 |
| 2 | PYLD | PIMCO ETF TR | 437.7K | $11.5M | $11.4M | 3.98% | -16,800 | 2026-03-31 |
| 3 | BINC | BLACKROCK ETF TRUST II | 220.0K | $11.4M | $11.4M | 3.98% | -8,450 | 2026-03-31 |
| 4 | — | KORNIT DIGITAL LTD. | 693.6K | $10.2M | $10.2M | 3.54% | -- | 2026-03-31 |
| 5 | MRVL | MARVELL TECHNOLOGY, INC. | 99.9K | $9.9M | $18.7M | 6.51% | -- | 2026-03-31 |
| 6 | TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | 48.7K | $9.6M | $11.8M | 4.12% | +8.5K | 2026-03-31 |
| 7 | XBI | SPDR SERIES TRUST | 73.8K | $9.4M | $10.8M | 3.77% | -9,978 | 2026-03-31 |
| 8 | XPEL | XPEL INC | 190.7K | $8.4M | $8.5M | 2.94% | -8,841 | 2026-03-31 |
| 9 | IPGP | IPG PHOTONICS CORPORATION | 69.7K | $8.0M | $5.9M | 2.06% | -38,429 | 2026-03-31 |
| 10 | MCHP | MICROCHIP TECHNOLOGY INCORPORATED | 108.3K | $7.0M | $8.0M | 2.80% | +26.2K | 2026-03-31 |
| 11 | WAL | WESTERN ALLIANCE BANCORP | 98.7K | $7.0M | $7.9M | 2.76% | -10,205 | 2026-03-31 |
| 12 | OLED | UNIVERSAL DISPLAY CORPORATION | 74.6K | $6.8M | $6.0M | 2.08% | -- | 2026-03-31 |
| 13 | SNFCA | SECURITY NATIONAL FINL CORP | 717.5K | $6.8M | $6.7M | 2.34% | -525 | 2026-03-31 |
| 14 | KWEB | KRANESHARES TRUST | 231.4K | $6.6M | $6.6M | 2.29% | +34.0K | 2026-03-31 |
| 15 | GOOGL | ALPHABET INC. | 22.6K | $6.5M | $8.1M | 2.80% | -- | 2026-03-31 |
| 16 | TXN | TEXAS INSTRUMENTS INC. | 30.3K | $5.9M | $8.4M | 2.91% | +5.2K | 2026-03-31 |
| 17 | AMZN | AMAZON.COM INC | 26.8K | $5.6M | $7.3M | 2.53% | +3.8K | 2026-03-31 |
| 18 | WGO | WINNEBAGO INDUSTRIES INC | 153.7K | $4.8M | $4.7M | 1.62% | +7.1K | 2026-03-31 |
| 19 | MCFT | MASTERCRAFT BOAT HOLDINGS INC | 219.4K | $4.5M | $5.2M | 1.82% | +7.0K | 2026-03-31 |
| 20 | WHR | WHIRLPOOL CORP. | 58.9K | $3.2M | $2.2M | 0.77% | +6.8K | 2026-03-31 |
| 21 | NVO | NOVO-NORDISK A/S | 59.9K | $2.3M | $2.9M | 1.00% | -81,557 | 2026-03-31 |
| 22 | SONY | SONY GROUP CORPORATION | 29.5K | $610K | $685K | 0.24% | -- | 2026-03-31 |
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