LHM, INC.

PrivateCIK: 2009224
Location

SANDY, UT

22
Positions
$253.98M
Total AUM (reported)
4M
Total Shares

Allocation by class

TOTAL AUM$253.98M22 positions
TOTAL STK MKT$108.08M42.6%
COM$80.66M31.8%
MULTISECTOR BD$11.47M4.5%
ISHARES FLEXIBLE$11.42M4.5%
SHS$10.17M4.0%
STATE STREET SPD$9.42M3.7%
CL A NEW$6.80M2.7%

Portfolio Concentration

Top 351.6%4–1024.6%11–2523.8%TOP 1076.2%0%100%
Top 3$130.97M51.6%
4–10$62.53M24.6%
11–25$60.48M23.8%

Top 3 weight

51.6%

Top 10 weight

76.2%

Voting Authority Distribution

Total shares with voting rights: 4M

Sole

Full voting authority

4M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares336.90K
TypeSH
Market value$108.08M
42.55%
Sole
336.90K
Shared
0.00
None
0.00

PIMCO ETF TR

SOLE
MULTISECTOR BD
Shares437.69K
TypeSH
Market value$11.47M
4.52%
Sole
437.69K
Shared
0.00
None
0.00

BLACKROCK ETF TRUST II

SOLE
ISHARES FLEXIBLE
Shares219.98K
TypeSH
Market value$11.42M
4.50%
Sole
219.98K
Shared
0.00
None
0.00

KORNIT DIGITAL LTD.

SOLE
SHS
Shares693.60K
TypeSH
Market value$10.17M
4.00%
Sole
693.60K
Shared
0.00
None
0.00

MARVELL TECHNOLOGY, INC.

SOLE
COM
Shares99.86K
TypeSH
Market value$9.89M
3.89%
Sole
99.86K
Shared
0.00
None
0.00

TAKE TWO INTERACTIVE SOFTWARE INC

SOLE
COM
Shares48.75K
TypeSH
Market value$9.63M
3.79%
Sole
48.75K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares73.76K
TypeSH
Market value$9.42M
3.71%
Sole
73.76K
Shared
0.00
None
0.00

XPEL INC

SOLE
COM
Shares190.66K
TypeSH
Market value$8.44M
3.32%
Sole
190.66K
Shared
0.00
None
0.00

IPG PHOTONICS CORPORATION

SOLE
COM
Shares69.66K
TypeSH
Market value$7.98M
3.14%
Sole
69.66K
Shared
0.00
None
0.00

MICROCHIP TECHNOLOGY INCORPORATED

SOLE
COM
Shares108.31K
TypeSH
Market value$7.00M
2.76%
Sole
108.31K
Shared
0.00
None
0.00

WESTERN ALLIANCE BANCORP

SOLE
COM
Shares98.67K
TypeSH
Market value$6.99M
2.75%
Sole
98.67K
Shared
0.00
None
0.00

UNIVERSAL DISPLAY CORPORATION

SOLE
COM
Shares74.55K
TypeSH
Market value$6.83M
2.69%
Sole
74.55K
Shared
0.00
None
0.00

SECURITY NATIONAL FINL CORP

SOLE
CL A NEW
Shares717.51K
TypeSH
Market value$6.80M
2.68%
Sole
717.51K
Shared
0.00
None
0.00

KRANESHARES TRUST

SOLE
CSI CHI INTERNET
Shares231.36K
TypeSH
Market value$6.58M
2.59%
Sole
231.36K
Shared
0.00
None
0.00

ALPHABET INC.

SOLE
CAP STK CL A
Shares22.63K
TypeSH
Market value$6.51M
2.56%
Sole
22.63K
Shared
0.00
None
0.00

TEXAS INSTRUMENTS INC.

SOLE
COM
Shares30.30K
TypeSH
Market value$5.88M
2.32%
Sole
30.30K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COM
Shares26.81K
TypeSH
Market value$5.58M
2.20%
Sole
26.81K
Shared
0.00
None
0.00

WINNEBAGO INDUSTRIES INC

SOLE
COM
Shares153.71K
TypeSH
Market value$4.76M
1.88%
Sole
153.71K
Shared
0.00
None
0.00

MASTERCRAFT BOAT HOLDINGS INC

SOLE
COM
Shares219.36K
TypeSH
Market value$4.50M
1.77%
Sole
219.36K
Shared
0.00
None
0.00

WHIRLPOOL CORP.

SOLE
COM
Shares58.86K
TypeSH
Market value$3.17M
1.25%
Sole
58.86K
Shared
0.00
None
0.00

NOVO-NORDISK A/S

SOLE
ADR
Shares59.93K
TypeSH
Market value$2.25M
0.89%
Sole
59.93K
Shared
0.00
None
0.00

SONY GROUP CORPORATION

SOLE
SPONSORED ADR
Shares29.51K
TypeSH
Market value$610.8K
0.24%
Sole
29.51K
Shared
0.00
None
0.00