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	$122 Million 50.57% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWN XBI KWEB 3 stocks	$32.6 Million 13.5% of portfolio	3	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services CMA WAL 2 stocks	$16.7 Million 6.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials KRNT 1 stocks	$14.1 Million 5.81% of portfolio	1	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services SNFCA 1 stocks	$10.4 Million 4.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MU TSM 2 stocks	$9.94 Million 4.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Recreational Vehicles \| Consumer Cyclical WGO MCFT 2 stocks	$7.71 Million 3.19% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CIEN 1 stocks	$5.95 Million 2.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T 1 stocks	$5.77 Million 2.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical XPEL 1 stocks	$4.89 Million 2.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$4.88 Million 2.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology IPGP 1 stocks	$4.27 Million 1.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare OMI 1 stocks	$2.3 Million 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Lhm, Inc., based on Form 13F filings with the SEC.

Stay updated on Lhm, Inc. with notifications on news.