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CIK: 0002009224
Total reported value
$293.1M
$293.1M
16 檔
66.1%
According to the latest 13F quarterly dataset, Lhm, Inc. managed an equity portfolio of $293.1M at the end of Q2 2024, spanning 16 distinct U.S. exchange-listed positions.
In Q2 2024, Lhm, Inc. displayed an active expansion posture, initiating 2 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 55.75% | +0.29% | +34.18% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 16.69% | -0.80% | +777.33% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 3.47% | — | +12.10% | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 3.02% | -0.55% | +106.45% | |
| 5 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 2.77% | -0.79% | — | |
| 6 | T | At&t Inc | Stock-Comm Services | 2.64% | — | +35.98% | |
| 7 | KRNT | Kornit Digital Ltd. | Stock-Other | 2.32% | -0.01% | — | |
| 8 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.18% | -0.66% | +138.34% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.55% | +38.80% | |
| 10 | CIEN | Ciena CORP | Stock-Tech | 1.70% | — | +63.98% | |
| 11 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.63% | +0.29% | +61.06% | |
| 12 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.61% | -0.46% | +84.22% | |
| 13 | WAL | Western Alliance Bancorp | Stock-Financials | 1.39% | -0.57% | +55.42% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.32% | NEW | |
| 15 | CMA | Comerica Inc | Stock-Other | 0.96% | — | +45.32% | |
| 16 | ACH | Accendra Health Inc | Stock-Other | 0.81% | — | +50.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +13.3% | +777.33% | Add |
| 2 | SNFCA | Security Natl Finl Corp-cl A | +2.8% | NEW | New buy |
| 3 | KRNT | Kornit Digital Ltd. | +2.3% | NEW | New buy |
| 4 | KWEB | Kranesh Csi China Internet | +0.6% | +138.34% | Add |
| 5 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | +106.45% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | -0.1% | +38.80% | Add |
| 7 | CIEN | Ciena CORP | -0.2% | +63.98% | Add |
| 8 | WHR | Whirlpool CORP | -0.2% | +84.22% | Add |
| 9 | WAL | Western Alliance Bancorp | -0.2% | +55.42% | Add |
| 10 | CMA | Comerica Inc | -0.3% | +45.32% | Add |
| 11 | IPGP | Ipg Photonics CORP | -0.3% | +61.06% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | -0.4% | — | Unchanged |
| 13 | T | At&t Inc | -0.5% | +35.98% | Add |
| 14 | ACH | Accendra Health Inc | -1.1% | +50.67% | Add |
| 15 | MU | Micron Technology Inc | -1.4% | +12.10% | Add |
| 16 | VTI | Vanguard Total Stock Mkt ETF | -14.8% | +34.18% | Add |
According to official SEC Form 13F filings, Lhm, Inc. reported a total U.S. public equity portfolio value of $293.1M across 16 disclosed positions in Q2 2024.
During Q2 2024, Lhm, Inc.'s top holdings by market value included VTI (55.8%)、BINC (16.7%)、MU (3.5%). The largest single position, VTI, represented 55.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BINC, MU) accounted for 66.1% of total reported equity market value during Q2 2024.
Top New Position Initiated
SNFCA
市值: $6.6M
In Q2 2024, Lhm, Inc. made 15 total portfolio adjustments, initiating 2 new buys, adding to 13 positions, trimming 0 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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