Lhm, Inc. Portfolio Holdings by Sector
Lhm, Inc.
- $237 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$132 Million
66.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
XBI KWEB 2 stocks |
$12.3 Million
6.24% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
MU TSM 2 stocks |
$10.7 Million
5.42% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
SNFCA 1 stocks |
$6.57 Million
3.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$6.25 Million
3.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
WAL CMA 2 stocks |
$5.56 Million
2.82% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
KRNT 1 stocks |
$5.5 Million
2.79% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$4.74 Million
2.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CIEN 1 stocks |
$4.03 Million
2.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
IPGP 1 stocks |
$3.86 Million
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$3.82 Million
1.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
OMI 1 stocks |
$1.93 Million
0.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CNHI 1 stocks |
$18,376
0.01% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|