LHM, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LI LHM, INC. | Institutional Filer | ▼ 5.51% | $254.0M | 22 |
Current Portfolio Holdings
Showing all 22 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | — | 337K | $108.1M | 42.55% |
| 2 | PYLD | PIMCO ETF TR | — | 438K | $11.5M | 4.52% |
| 3 | BINC | BLACKROCK ETF TRUST II | — | 220K | $11.4M | 4.50% |
| 4 | KRNT | Kornit Digital Ltd. | Industrials | 694K | $10.2M | 4.00% |
| 5 | MRVL | Marvell Technology, Inc. | Technology | 100K | $9.9M | 3.89% |
| 6 | TTWO | Take-Two Interactive Software, Inc. | Technology | 49K | $9.6M | 3.79% |
| 7 | XBI | SPDR SERIES TRUST | — | 74K | $9.4M | 3.71% |
| 8 | XPEL | XPEL, Inc. | Consumer Cyclical | 191K | $8.4M | 3.32% |
| 9 | IPGP | IPG Photonics Corporation | Technology | 70K | $8.0M | 3.14% |
| 10 | MCHP | Microchip Technology Incorporated | Technology | 108K | $7.0M | 2.76% |
| 11 | WAL | Western Alliance Bancorporation | Financial Services | 99K | $7.0M | 2.75% |
| 12 | OLED | Universal Display Corporation | Technology | 75K | $6.8M | 2.69% |
| 13 | SNFCA | Security National Financial Corporation | Financial Services | 718K | $6.8M | 2.68% |
| 14 | KWEB | KRANESHARES TRUST | — | 231K | $6.6M | 2.59% |
| 15 | GOOGL | Alphabet Inc. | Technology | 23K | $6.5M | 2.56% |
Showing 1 to 15 of 22 holdings