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CIK: 0002009224
Total reported value
$293.1M
$293.1M
14 檔
39.0%
The Q1 2024 SEC filing reveals that Lhm, Inc. held a total portfolio value of $293.1M, covering 14 public equity positions.
In Q1 2024, Lhm, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, MU, BINC) accounted for 39.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 70.56% | +0.29% | -17.58% | |
| 2 | MU | Micron Technology Inc | Stock-Tech | 4.87% | — | +313.34% | |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.35% | -0.80% | — | |
| 4 | T | At&t Inc | Stock-Comm Services | 3.14% | — | +70.67% | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.63% | -0.55% | +95.13% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.10% | +0.55% | — | |
| 7 | ACH | Accendra Health Inc | Stock-Other | 1.95% | — | — | |
| 8 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.91% | +0.29% | +144.73% | |
| 9 | CIEN | Ciena CORP | Stock-Tech | 1.87% | — | +199.68% | |
| 10 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.80% | -0.46% | +496.30% | |
| 11 | WAL | Western Alliance Bancorp | Stock-Financials | 1.61% | -0.57% | — | |
| 12 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 1.56% | -0.66% | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.44% | +0.32% | NEW | |
| 14 | CMA | Comerica Inc | Stock-Other | 1.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +3.9% | +313.34% | Add |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | +3.4% | NEW | New buy |
| 3 | GOOGL | Alphabet Inc-cl A | +2.1% | NEW | New buy |
| 4 | ACH | Accendra Health Inc | +2% | NEW | New buy |
| 5 | WAL | Western Alliance Bancorp | +1.6% | NEW | New buy |
| 6 | KWEB | Kranesh Csi China Internet | +1.6% | NEW | New buy |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +1.4% | NEW | New buy |
| 8 | WHR | Whirlpool CORP | +1.4% | +496.30% | Add |
| 9 | CMA | Comerica Inc | +1.2% | NEW | New buy |
| 10 | CIEN | Ciena CORP | +1.2% | +199.68% | Add |
| 11 | XBI | Ss Spdr S&p Biotech ETF | +1.1% | +95.13% | Add |
| 12 | T | At&t Inc | +1.1% | +70.67% | Add |
| 13 | IPGP | Ipg Photonics CORP | +0.8% | +144.73% | Add |
| 14 | VTI | Vanguard Total Stock Mkt ETF | -22.7% | -17.58% | Trim |
According to official SEC Form 13F filings, Lhm, Inc. reported a total U.S. public equity portfolio value of $293.1M across 14 disclosed positions in Q1 2024.
During Q1 2024, Lhm, Inc.'s top holdings by market value included VTI (70.6%)、MU (4.9%)、BINC (3.4%). The largest single position, VTI, represented 70.6% of total portfolio value.
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Top New Position Initiated
BINC
市值: $4.5M
Top Position Liquidated / Trimmed
VTI
前期市值: $105.5M
In Q1 2024, Lhm, Inc. made 14 total portfolio adjustments, initiating 7 new buys, adding to 6 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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