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CIK: 0002009224
Total reported value
$293.1M
$293.1M
19 檔
84.9%
During the Q3 2024 filing period, Lhm, Inc. (CIK: 0002009224) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $293.1M across 19 reported positions.
In Q3 2024, Lhm, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 9 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 | 42.69% | +0.29% | -2.93% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 26.63% | -0.80% | +108.65% | |
| 3 | KRNT | Kornit Digital Ltd. | Stock-Other | 3.29% | -0.01% | +7.59% | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 2.98% | -0.55% | +23.98% | |
| 5 | MU | Micron Technology Inc | Stock-Tech | 2.74% | — | +34.19% | |
| 6 | COHR | Coherent CORP | Stock-Tech | 2.64% | — | — | |
| 7 | SNFCA | Security Natl Finl Corp-cl A | Stock-Other | 2.50% | -0.79% | +5.00% | |
| 8 | WAL | Western Alliance Bancorp | Stock-Financials | 2.21% | -0.57% | +54.79% | |
| 9 | MTBA | Simplify Mbs ETF | ETF-Other | 2.19% | — | — | |
| 10 | KWEB | Kranesh Csi China Internet | ETF-Emerging Markets | 2.04% | -0.66% | — | |
| 11 | CIEN | Ciena CORP | Stock-Tech | 1.72% | — | +6.29% | |
| 12 | T | At&t Inc | Stock-Comm Services | 1.66% | — | -26.68% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.36% | +0.55% | — | |
| 14 | IPGP | Ipg Photonics CORP | Stock-Tech | 1.31% | +0.29% | +22.49% | |
| 15 | WHR | Whirlpool CORP | Stock-Consumer Disc | 1.26% | -0.46% | — | |
| 16 | CMA | Comerica Inc | Stock-Other | 0.83% | — | — | |
| 17 | ACH | Accendra Health Inc | Stock-Other | 0.83% | — | +18.23% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.78% | +0.32% | NEW | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.31% | -0.79% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BINC | Ishares Flex I A Etf-usd Inc | +9.9% | +108.65% | Add |
| 2 | COHR | Coherent CORP | +2.6% | NEW | New buy |
| 3 | MTBA | Simplify Mbs ETF | +2.2% | NEW | New buy |
| 4 | KRNT | Kornit Digital Ltd. | +1% | +7.59% | Add |
| 5 | WAL | Western Alliance Bancorp | +0.8% | +54.79% | Add |
| 6 | PYLD | Pimco Multisector Bond Actv | +0.3% | NEW | New buy |
| 7 | CIEN | Ciena CORP | 0% | +6.29% | Add |
| 8 | ACH | Accendra Health Inc | 0% | +18.23% | Add |
| 9 | XBI | Ss Spdr S&p Biotech ETF | 0% | +23.98% | Add |
| 10 | CMA | Comerica Inc | -0.1% | — | Unchanged |
| 11 | KWEB | Kranesh Csi China Internet | -0.1% | — | Unchanged |
| 12 | SNFCA | Security Natl Finl Corp-cl A | -0.3% | +5.00% | Add |
| 13 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | — | Unchanged |
| 14 | IPGP | Ipg Photonics CORP | -0.3% | +22.49% | Add |
| 15 | WHR | Whirlpool CORP | -0.4% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | -0.6% | — | Unchanged |
| 17 | MU | Micron Technology Inc | -0.7% | +34.19% | Add |
| 18 | T | At&t Inc | -1% | -26.68% | Trim |
| 19 | VTI | Vanguard Total Stock Mkt ETF | -13.1% | -2.93% | Trim |
According to official SEC Form 13F filings, Lhm, Inc. reported a total U.S. public equity portfolio value of $293.1M across 19 disclosed positions in Q3 2024.
During Q3 2024, Lhm, Inc.'s top holdings by market value included VTI (42.7%)、BINC (26.6%)、KRNT (3.3%). The largest single position, VTI, represented 42.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BINC, KRNT) accounted for 84.9% of total reported equity market value during Q3 2024.
Top New Position Initiated
COHR
市值: $8.4M
Top Position Liquidated / Trimmed
VTI
前期市值: $132.1M
In Q3 2024, Lhm, Inc. made 14 total portfolio adjustments, initiating 3 new buys, adding to 9 positions, trimming 2 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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