13F HOLDINGS REPORT
LHM, INC.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001213900-25-042188
Total Value
$301.7M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 414,551 | $113.9M | 37.77% |
| 2 | BLACKROCK ETF TRUST II | BLK | 1,197,870 | $62.7M | 20.80% |
| 3 | SPDR SER TR | 78464A870 | 143,822 | $11.7M | 3.87% |
| 4 | KORNIT DIGITAL LTD | KRNT | 532,545 | $10.2M | 3.37% |
| 5 | NOVO-NORDISK A S | NONOF | 138,451 | $9.7M | 3.22% |
| 6 | SECURITY NATL FINL CORP | 814785309 | 781,169 | $9.5M | 3.13% |
| 7 | MICRON TECHNOLOGY INC | MU | 91,341 | $7.9M | 2.63% |
| 8 | KRANESHARES TRUST | 500767306 | 225,733 | $7.9M | 2.61% |
| 9 | COMERICA INC | 200340107 | 129,898 | $7.8M | 2.57% |
| 10 | WESTERN ALLIANCE BANCORP | WAL-PA | 98,783 | $7.6M | 2.52% |
| 11 | SIMPLIFY EXCHANGE TRADED FUN | 82889N525 | 151,300 | $7.6M | 2.51% |
| 12 | COHERENT CORP | COHR | 100,344 | $6.5M | 2.16% |
| 13 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 28,033 | $5.8M | 1.93% |
| 14 | IPG PHOTONICS CORP | IPGP | 80,960 | $5.1M | 1.69% |
| 15 | XPEL INC | XPEL | 165,511 | $4.9M | 1.61% |
| 16 | WINNEBAGO INDS INC | 974637100 | 127,182 | $4.4M | 1.45% |
| 17 | WHIRLPOOL CORP | WHR-PA | 42,600 | $3.8M | 1.27% |
| 18 | MASTERCRAFT BOAT HLDGS INC | MCFT | 177,406 | $3.1M | 1.01% |
| 19 | PIMCO ETF TR | 72201R585 | 112,501 | $3.0M | 0.98% |
| 20 | SONY GROUP CORP | SNEJF | 106,899 | $2.7M | 0.90% |
| 21 | OWENS & MINOR INC NEW | 690732102 | 292,942 | $2.6M | 0.88% |
| 22 | CIENA CORP | CIEN | 42,386 | $2.6M | 0.85% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 4,594 | $765,064 | 0.25% |