Lhm, Inc. Portfolio Holdings by Sector

Lhm, Inc.

$302 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$122 Million 49.58% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs XBI KWEB 2 stocks	$19.6 Million 7.96% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CMA WAL 2 stocks	$15.5 Million 6.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$12.6 Million 5.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO 1 stocks	$9.77 Million 3.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO 1 stocks	$9.73 Million 3.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology OLED 1 stocks	$8.62 Million 3.49% of portfolio	1	-	1	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical WGO MCFT 2 stocks	$8.44 Million 3.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MRVL 1 stocks	$7.52 Million 3.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services SNFCA 1 stocks	$7.27 Million 2.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical XPEL 1 stocks	$7.2 Million 2.92% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology IPGP 1 stocks	$6.58 Million 2.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$5.28 Million 2.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare OMI 1 stocks	$3.36 Million 1.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology SONY 1 stocks	$2.78 Million 1.13% of portfolio	-	-	-	-	0 Calls 0 Puts

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