Fund Holdings — LHM, INC.

Total Portfolio Value
$236.97M
Total Bought
$96.19M
Total Sold
$0
Net Transaction
+$96.19M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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VANGUARD INDEX FDS366,719492,079+125,36095,310132,10755.75%+36,797
BLACKROCK ETF TRUST II86,377757,809+671,4324,53139,55816.69%+35,026
KORNIT DIGITAL LTD(KRNT)0375,691+375,69105,5002.32%+5,500
SPDR SER TR
ST STR SP BIOT
37,41477,242+39,8283,5507,1613.02%+3,611
KRANESHARES TRUST80,100190,910+110,8102,1035,1582.18%+3,056
AT&T INC(T)240,671327,261+86,5904,2366,2542.64%+2,018
ALPHABET INC(GOOG)18,76526,045+7,2802,8324,7442.00%+1,912
MICRON TECHNOLOGY INC(MU)55,76462,512+6,7486,5808,2223.47%+1,642
CIENA CORP(CIEN)51,05783,725+32,6682,5254,0341.70%+1,509
WHIRLPOOL CORP(WHR)20,31037,415+17,1052,4303,8241.61%+1,394
IPG PHOTONICS CORP(IPGP)28,42145,775+17,3542,5783,8631.63%+1,285
WESTERN ALLIANCE BANCORP(WAL)33,81452,554+18,7402,1713,3011.39%+1,131
COMERICA INC30,10043,740+13,6401,6552,2640.96%+608
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,24514,24501,9442,4821.05%+538
SECURITY NATL FINL CORP(SNFCA)822,533822,53306,5066,5722.77%+66
OWENS & MINOR INC NEW(ACH)94,835142,890+48,0552,6281,9290.81%-699
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