LHM, INC.

data from 31/03/2026

Capitalization

$ 253.977 M

-5.51%

Performance

$ 34.718 M

18.73%

Average holding period

6 years

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in LHM, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2026/03/31 VTI VANGUARD INDEX FDS 42.55% 108.080 M $ 336896 2023/12/31 -4.885 M $ -4.31 %
2026/03/31 PYLD PIMCO ETF TR 4.52% 11.468 M $ 437693 2024/09/30 -218.156 K $ -1.80 %
2026/03/31 BINC BLACKROCK ETF TRUST II 4.50% 11.424 M $ 219984 2024/03/31 -191.884 K $ -1.59 %
2026/03/31 KRNT KORNIT DIGITAL LTD. 4.00% 10.168 M $ 693598 2024/06/30 194.207 K $ 1.95 %
2026/03/31 MRVL MARVELL TECHNOLOGY, INC. 3.89% 9.891 M $ 99857 2025/06/30 1.405 M $ 16.56 %
2026/03/31 TTWO TAKE TWO INTERACTIVE SOFTWARE INC 3.79% 9.628 M $ 48748 2025/03/31 -2.354 M $ -22.86 %
2026/03/31 XBI SPDR SERIES TRUST 3.71% 9.421 M $ 73760 2023/12/31 485.680 K $ 4.76 %
2026/03/31 XPEL XPEL INC 3.32% 8.439 M $ 190664 2024/12/31 -1.127 M $ -11.32 %
2026/03/31 IPGP IPG PHOTONICS CORPORATION 3.14% 7.982 M $ 69656 2023/12/31 4.647 M $ 60.04 %
2026/03/31 MCHP MICROCHIP TECHNOLOGY INCORPORATED 2.76% 6.998 M $ 108315 2025/12/31 73.056 K $ 1.40 %
2026/03/31 WAL WESTERN ALLIANCE BANCORP 2.75% 6.991 M $ 98675 2024/03/31 -1.439 M $ -15.73 %
2026/03/31 OLED UNIVERSAL DISPLAY CORPORATION 2.69% 6.833 M $ 74552 2025/06/30 -1.873 M $ -21.51 %
2026/03/31 SNFCA SECURITY NATIONAL FINL CORP 2.68% 6.802 M $ 717508 2023/12/31 337.475 K $ 5.22 %
2026/03/31 KWEB KRANESHARES TRUST 2.59% 6.578 M $ 231364 2024/03/31 -1.109 M $ -16.51 %
2026/03/31 GOOGL ALPHABET INC. 2.56% 6.507 M $ 22630 2025/12/31 -575.707 K $ -8.13 %
2026/03/31 TXN TEXAS INSTRUMENTS INC. 2.32% 5.882 M $ 30299 2025/09/30 517.530 K $ 11.90 %
2026/03/31 AMZN AMAZON.COM INC 2.20% 5.583 M $ 26807 2025/12/31 -519.236 K $ -9.77 %
2026/03/31 WGO WINNEBAGO INDUSTRIES INC 1.88% 4.763 M $ 153707 2024/12/31 -1.397 M $ -23.52 %
2026/03/31 MCFT MASTERCRAFT BOAT HOLDINGS INC 1.77% 4.499 M $ 219363 2024/12/31 339.777 K $ 8.46 %
2026/03/31 WHR WHIRLPOOL CORP. 1.25% 3.174 M $ 58857 2023/12/31 -947.840 K $ -25.26 %
2026/03/31 NVO NOVO-NORDISK A/S 0.89% 2.255 M $ 59930 2025/03/31 -1.999 M $ -27.77 %
2026/03/31 SONY SONY GROUP CORPORATION 0.24% 610.836 K $ 29509 2025/03/31 -144.594 K $ -19.14 %