Lhm, Inc. Top Holdings and 13F Report (2024) About Lhm, Inc.Investment ActivityLhm, Inc. has $317.80 million in total holdings as of September 30, 2024.Lhm, Inc. owns shares of 19 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 21.90% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Lhm, Inc. has purchased 16 new stocks and bought additional shares in 9 stocks.Lhm, Inc. sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $135,675,655iShares Flexible Income Active ETF $84,638,424Kornit Digital $10,442,740SPDR S&P Biotech ETF $9,461,286Micron Technology $8,699,921 Largest New Holdings this Quarter Coherent $8,397,816 HoldingSIMPLIFY EXCHANGE TRADED FUN $6,972,194 HoldingPIMCO Multi Sector Bond Active ETF $999,402 Holding Largest Purchases this Quarter iShares Flexible Income Active ETF 823,331 shares (about $44.07M)Coherent 94,453 shares (about $8.40M)SIMPLIFY EXCHANGE TRADED FUN 135,435 shares (about $6.97M)Western Alliance Bancorporation 28,793 shares (about $2.49M)Micron Technology 21,375 shares (about $2.22M) Largest Sales this Quarter Vanguard Total Stock Market ETF 14,425 shares (about $4.10M)AT&T 87,311 shares (about $1.92M) Sector Allocation Over TimeMap of 500 Largest Holdings ofLhm, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$135,675,655$4,097,362 ▼-2.9%477,65442.7%ETFBINCiShares Flexible Income Active ETF$84,638,424$44,072,908 ▲108.6%1,581,14026.6%ETFKRNTKornit Digital$10,442,740$736,763 ▲7.6%404,2093.3%Industrial ProductsXBISPDR S&P Biotech ETF$9,461,286$1,829,776 ▲24.0%95,7623.0%ETFMUMicron Technology$8,699,921$2,216,801 ▲34.2%83,8872.7%Computer and TechnologyCOHRCoherent$8,397,816$8,397,816 ▲New Holding94,4532.6%Business ServicesSNFCASecurity National Financial$7,945,663$378,359 ▲5.0%863,6592.5%FinanceWALWestern Alliance Bancorporation$7,035,702$2,490,307 ▲54.8%81,3472.2%FinanceSIMPLIFY EXCHANGE TRADED FUN$6,972,194$6,972,194 ▲New Holding135,4352.2%MBS ETFKWEBKraneShares CSI China Internet ETF$6,494,7580.0%190,9102.0%ManufacturingCIENCiena$5,480,771$324,148 ▲6.3%88,9881.7%Computer and TechnologyTAT&T$5,278,900$1,920,842 ▼-26.7%239,9501.7%Computer and TechnologyGOOGLAlphabet$4,319,5630.0%26,0451.4%Computer and TechnologyIPGPIPG Photonics$4,167,048$765,050 ▲22.5%56,0691.3%Computer and TechnologyWHRWhirlpool$4,003,4050.0%37,4151.3%Consumer DiscretionaryCMAComerica$2,651,5190.0%43,7400.8%FinanceOMIOwens & Minor$2,650,543$408,599 ▲18.2%168,9320.8%MedicalTSMTaiwan Semiconductor Manufacturing$2,480,9610.0%14,2450.8%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$999,402$999,402 ▲New Holding37,5010.3%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
