Investor

LHM, INC.

Portfolio Total Value

$298,197,000.00

Number of Stocks

20

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
VTI $122,231,000.0 41.59%
Reduced 11.7%
421,764 $289.81 $369.99
Added 27.67%
$239.86 $302.95
$52,174,000.0 17.75%
Reduced 36.57%
1,002,970 $52.02 $nan
Reduced nan%
$nan $nan
IWN $15,722,000.0 5.35%
No Change
95,768 $164.17 $216.87
Added 32.1%
$144.75 $183.51
KRNT $14,050,000.0 4.78%
Added 12.31%
453,964 $30.95 $16.76
Reduced 45.85%
$13.59 $34.29
XBI $11,166,000.0 3.8%
Added 29.48%
123,988 $90.06 $140.72
Added 56.25%
$81.14 $105.47
SNFCA $10,389,000.0 3.54%
No Change
863,659 $12.03 $9.56
Reduced 20.53%
$6.19 $13.59
MU $8,525,000.0 2.9%
Added 20.6%
101,165 $84.27 $1,133.99
Added 1245.66%
$79.15 $157.54
CMA $8,461,000.0 2.88%
Added 209.22%
135,252 $62.56 $0.0
Reduced 100.0%
$0.0 $0.0
WAL $8,252,000.0 2.81%
Added 21.43%
98,783 $83.54 $79.91
Reduced 4.35%
$53.75 $98.1
WGO $6,076,000.0 2.07%
No Change
127,182 $47.78 $28.67
Reduced 40.0%
$45.44 $74.1
CIEN $5,948,000.0 2.02%
Reduced 21.17%
70,145 $84.81 $428.22
Added 404.92%
$43.3 $91.82
T $5,772,000.0 1.96%
Added 5.64%
253,492 $22.77 $22.01
Reduced 3.34%
$15.94 $24.03
KWEB $5,735,000.0 1.95%
Added 2.74%
196,147 $29.24 $25.24
Reduced 13.68%
$22.98 $39.17
XPEL $4,886,000.0 1.66%
No Change
122,353 $39.94 $45.45
Added 13.8%
$30.75 $60.49
WHR $4,876,000.0 1.66%
Added 13.86%
42,600 $114.48 $38.86
Reduced 66.06%
$84.18 $132.09
IPGP $4,273,000.0 1.45%
Added 4.82%
58,769 $72.72 $118.01
Added 62.28%
$61.86 $104.19
GOOGL $4,319,000.0 1.43%
No Change
26,045 $165.85 $368.03
Added 121.91%
$130.67 $202.29
OMI $2,297,000.0 0.78%
Added 4.06%
175,792 $13.07 $0.0
Reduced 100.0%
$0.0 $0.0
MCFT $1,636,000.0 0.56%
No Change
85,790 $19.07 $23.29
Added 22.13%
$16.12 $24.05
TSM $1,409,000.0 0.48%
Reduced 50.0%
7,122 $197.97 $462.12
Added 133.43%
$112.61 $224.08