The Analysis of LHM, INC.'s Holdings


Currently, LHM, INC. holds 22 types of securities in its portfolio with a total value $302.3M. In the most recent quarter, they have increased their positions in TXN (+19.0K shares, valued at $3.5M), OLED (+17.3K shares, valued at $2.5M), IPGP (+23.5K shares, valued at $1.9M); decreased their positions in COHR (-79.6K shares, valued at $8.6M), BINC (-98.0K shares, valued at $5.2M), CMA (-52.8K shares, valued at $3.7M); initiated new positions in TXN (+19.0K shares, valued at $3.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS390.6K shares-2.62%2025-09-302025-11-13history
BINC BLACKROCK ETF TRUST II436.5K shares-18.33%2025-09-302025-11-13history
PYLD PIMCO ETF TR605.2K shares0.83%2025-09-302025-11-13history
XBI SPDR SERIES TRUST119.5K shares-16.39%2025-09-302025-11-13history
TTWO TAKE-TWO INTERACTIVE SOFTWAR41.1K shares2.54%2025-09-302025-11-13history
OLED UNIVERSAL DISPLAY CORP73.0K shares30.93%2025-09-302025-11-13history
WAL WESTERN ALLIANCE BANCORP116.3K shares17.77%2025-09-302025-11-13history
KWEB KRANESHARES TRUST226.6K shares0.00%2025-09-302025-11-13history
Sponsored
IPGP IPG PHOTONICS CORP119.3K shares24.54%2025-09-302025-11-13history
KRNT KORNIT DIGITAL LTD686.0K shares8.18%2025-09-302025-11-13history
MRVL MARVELL TECHNOLOGY INC108.4K shares11.48%2025-09-302025-11-13history
XPEL XPEL INC254.1K shares26.69%2025-09-302025-11-13history
NVO NOVO-NORDISK A S141.5K shares0.00%2025-09-302025-11-13history
SNFCA SECURITY NATL FINL CORP729.8K shares-1.13%2025-09-302025-11-13history
WGO WINNEBAGO INDS INC169.9K shares0.00%2025-09-302025-11-13history
CMA COMERICA INC77.1K shares-40.65%2025-09-302025-11-13history
Sponsored
COHR COHERENT CORP43.9K shares-64.46%2025-09-302025-11-13history
MCFT MASTERCRAFT BOAT HLDGS INC201.8K shares6.85%2025-09-302025-11-13history
WHR WHIRLPOOL CORP52.0K shares0.00%2025-09-302025-11-13history
TXN TEXAS INSTRS INC19.0K sharesnew addition2025-09-302025-11-13history
OMI OWENS & MINOR INC NEW495.8K shares34.38%2025-09-302025-11-13history
SONY SONY GROUP CORP40.2K shares-62.41%2025-09-302025-11-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available