Fund HoldingsLHM, INC.

Total Portfolio Value
$317.80M
Total Bought
$76.75M
Total Sold
$4.54M
Net Transaction
+$72.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BLACKROCK ETF TRUST II757,8091,581,140+823,33139,55884,63826.63%+45,081
COHERENT CORP(COHR)094,453+94,45308,3982.64%+8,398
SIMPLIFY EXCHANGE TRADED FUN
MBS ETF
0135,435+135,43506,9722.19%+6,972
KORNIT DIGITAL LTD375,691404,209+28,5185,50010,4433.29%+4,943
WESTERN ALLIANCE BANCORP(WAL)52,55481,347+28,7933,3017,0362.21%+3,734
VANGUARD INDEX FDS492,079477,654-14,425132,107135,67642.69%+3,568
SPDR SER TR
ST STR SP BIOT
77,24295,762+18,5207,1619,4612.98%+2,300
CIENA CORP(CIEN)83,72588,988+5,2634,0345,4811.72%+1,447
SECURITY NATL FINL CORP822,533863,659+41,1266,5727,9462.50%+1,374
KRANESHARES TRUST190,910190,91005,1586,4952.04%+1,336
PIMCO ETF TR
MULTISECTOR BD
037,501+37,50109990.31%+999
OWENS & MINOR INC NEW142,890168,932+26,0421,9292,6510.83%+722
MICRON TECHNOLOGY INC(MU)62,51283,887+21,3758,2228,7002.74%+478
COMERICA INC43,74043,74002,2642,6520.83%+388
IPG PHOTONICS CORP(IPGP)45,77556,069+10,2943,8634,1671.31%+304
WHIRLPOOL CORP(WHR)37,41537,41503,8244,0031.26%+180
TAIWAN SEMICONDUCTOR MFG LTD(TSM)14,24514,24502,4822,4810.78%-1
ALPHABET INC(GOOG)26,04526,04504,7444,3201.36%-425
AT&T INC(T)327,261239,950-87,3116,2545,2791.66%-975
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