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Size ($ in 1000's)
At 03/31/2024: $135,073
At 12/31/2023: $113,220
LHM Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LHM Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the LHM Inc. top holdings by largest position size, as per the latest 13f filing made by LHM Inc..
In the LHM Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by LHM Inc. in that top holding, then the share count change between reporting periods, and finally the LHM Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
366,719 |
-78,214 |
$95,310 | | VTI | 366,719 | -78,214 | $95,310 | | MICRON TECHNOLOGY INC |
55,764 |
+42,273 |
$6,580 | | MU | 55,764 | +42,273 | $6,580 | | BLACKROCK ETF TRUST II (BINC) |
86,377 |
+86,377 |
$4,531 | | BINC | 86,377 | +86,377 | $4,531 | | AT&T INC |
240,671 |
+99,657 |
$4,236 | | T | 240,671 | +99,657 | $4,236 | | SPDR SER TR (XBI) |
37,414 |
+18,240 |
$3,550 | | XBI | 37,414 | +18,240 | $3,550 | | ALPHABET INC |
18,765 |
+18,765 |
$2,832 | | GOOGL | 18,765 | +18,765 | $2,832 | | OWENS & MINOR INC NEW |
94,835 |
+94,835 |
$2,628 | | OMI | 94,835 | +94,835 | $2,628 | | IPG PHOTONICS CORP |
28,421 |
+16,808 |
$2,578 | | IPGP | 28,421 | +16,808 | $2,578 | | CIENA CORP |
51,057 |
+34,020 |
$2,525 | | CIEN | 51,057 | +34,020 | $2,525 | | WHIRLPOOL CORP |
20,310 |
+16,904 |
$2,430 | | WHR | 20,310 | +16,904 | $2,430 | | WESTERN ALLIANCE BANCORP |
33,814 |
+33,814 |
$2,171 | | WAL | 33,814 | +33,814 | $2,171 | | KRANESHARES TRUST (KWEB) |
80,100 |
+80,100 |
$2,103 | | KWEB | 80,100 | +80,100 | $2,103 | | TAIWAN SEMICONDUCTOR MFG LTD |
14,245 |
+14,245 |
$1,944 | | TSM | 14,245 | +14,245 | $1,944 |
See Full List: All Stocks Held By LHM Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By LHM Inc.
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