13F HOLDINGS REPORT
LHM, INC.
Quarter ended Q1 2024 · Filed April 24, 2024 · Accession 0001213900-24-035533
Total Value
$135.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 366,719 | $95.3M | 70.56% |
| 2 | MICRON TECHNOLOGY INC | MU | 55,764 | $6.6M | 4.87% |
| 3 | BLACKROCK ETF TRUST II | BLK | 86,377 | $4.5M | 3.35% |
| 4 | AT&T INC | T-PC | 240,671 | $4.2M | 3.14% |
| 5 | SPDR SER TR | 78464A870 | 37,414 | $3.6M | 2.63% |
| 6 | ALPHABET INC | GOOG | 18,765 | $2.8M | 2.10% |
| 7 | OWENS & MINOR INC NEW | 690732102 | 94,835 | $2.6M | 1.95% |
| 8 | IPG PHOTONICS CORP | IPGP | 28,421 | $2.6M | 1.91% |
| 9 | CIENA CORP | CIEN | 51,057 | $2.5M | 1.87% |
| 10 | WHIRLPOOL CORP | WHR-PA | 20,310 | $2.4M | 1.80% |
| 11 | WESTERN ALLIANCE BANCORP | WAL-PA | 33,814 | $2.2M | 1.61% |
| 12 | KRANESHARES TRUST | 500767306 | 80,100 | $2.1M | 1.56% |
| 13 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,245 | $1.9M | 1.44% |
| 14 | COMERICA INC | 200340107 | 30,100 | $1.7M | 1.23% |