Loading…
CIK 0002009224 • 6 13F filings • May 13, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("lhm-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $62.7M | 20.8% | 1,197,870 SH | |
| CIENA CORP | COM NEW | $2.6M | 0.8% | 42,386 SH | |
| COHERENT CORP | COM | $6.5M | 2.2% | 100,344 SH | |
| COMERICA INC | COM | $7.8M | 2.6% | 129,898 SH | |
| IPG PHOTONICS CORP | COM | $5.1M | 1.7% | 80,960 SH | |
| KORNIT DIGITAL LTD | SHS | $10.2M | 3.4% | 532,545 SH | |
| KRANESHARES TRUST | CSI CHI INTERNET | $7.9M | 2.6% | 225,733 SH | |
| MASTERCRAFT BOAT HLDGS INC | COM | $3.1M | 1.0% | 177,406 SH | |
| MICRON TECHNOLOGY INC | COM | $7.9M | 2.6% | 91,341 SH | |
| NOVO-NORDISK A S | ADR | $9.7M | 3.2% | 138,451 SH | |
| OWENS & MINOR INC NEW | COM | $2.6M | 0.9% | 292,942 SH | |
| PIMCO ETF TR | MULTISECTOR BD | $3.0M | 1.0% | 112,501 SH | |
| SECURITY NATL FINL CORP | CL A NEW | $9.5M | 3.1% | 781,169 SH | |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $7.6M | 2.5% | 151,300 SH | |
| SONY GROUP CORP | SPONSORED ADR | $2.7M | 0.9% | 106,899 SH | |
| SPDR SER TR | S&P BIOTECH | $11.7M | 3.9% | 143,822 SH | |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $765K | 0.3% | 4,594 SH | |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | $5.8M | 1.9% | 28,033 SH | |
| VANGUARD INDEX FDS | TOTAL STK MKT | $113.9M | 37.8% | 414,551 SH | |
| WESTERN ALLIANCE BANCORP | COM | $7.6M | 2.5% | 98,783 SH | |
| WHIRLPOOL CORP | COM | $3.8M | 1.3% | 42,600 SH | |
| WINNEBAGO INDS INC | COM | $4.4M | 1.5% | 127,182 SH | |
| XPEL INC | COM | $4.9M | 1.6% | 165,511 SH |
| 13F-HR |
| 0001213900-26-088051 |
| $293.1M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001213900-25-075933 | $301.8M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001213900-26-056183 | $254.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001213900-25-042188 | $301.7M | View |