Lhm, Inc. Portfolio Holdings by Sector

Lhm, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$136 Million 62.58% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs XBI KWEB 2 stocks	$16 Million 7.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MU TSM 2 stocks	$11.2 Million 5.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$10.4 Million 4.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services WAL CMA 2 stocks	$9.69 Million 4.47% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services SNFCA 1 stocks	$7.95 Million 3.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$5.48 Million 2.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$5.28 Million 2.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$4.32 Million 1.99% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology IPGP 1 stocks	$4.17 Million 1.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$4 Million 1.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare OMI 1 stocks	$2.65 Million 1.22% of portfolio	1	-	-	-	0 Calls 0 Puts

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