13F HOLDINGS REPORT (Amended)
LHM, INC.
Quarter ended Q2 2024 · Filed August 22, 2024 · Accession 0001213900-24-071614
Total Value
$237.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 492,079 | $132.1M | 55.75% |
| 2 | BLACKROCK ETF TRUST II | BLK | 757,809 | $39.6M | 16.69% |
| 3 | MICRON TECHNOLOGY INC | MU | 62,512 | $8.2M | 3.47% |
| 4 | SPDR SER TR | 78464A870 | 77,242 | $7.2M | 3.02% |
| 5 | SECURITY NATL FINL CORP | 814785309 | 822,533 | $6.6M | 2.77% |
| 6 | AT&T INC | T-PC | 327,261 | $6.3M | 2.64% |
| 7 | KORNIT DIGITAL LTD | KRNT | 375,691 | $5.5M | 2.32% |
| 8 | KRANESHARES TRUST | 500767306 | 190,910 | $5.2M | 2.18% |
| 9 | ALPHABET INC | GOOG | 26,045 | $4.7M | 2.00% |
| 10 | CIENA CORP | CIEN | 83,725 | $4.0M | 1.70% |
| 11 | IPG PHOTONICS CORP | IPGP | 45,775 | $3.9M | 1.63% |
| 12 | WHIRLPOOL CORP | WHR-PA | 37,415 | $3.8M | 1.61% |
| 13 | WESTERN ALLIANCE BANCORP | WAL-PA | 52,554 | $3.3M | 1.39% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,245 | $2.5M | 1.05% |
| 15 | COMERICA INC | 200340107 | 43,740 | $2.3M | 0.96% |
| 16 | OWENS & MINOR INC NEW | 690732102 | 142,890 | $1.9M | 0.81% |