BDPO Beta Logo
Charts
Backtesting
The Backtester Lab Codeless Libary Editor Documentation
API
Finance
Finance Portfolio Screener Watchlists Economic Calendar Earnings Calendar News Notifications Congress Trading Institutional Investors Insiders
Community
Explore Forum
Market
Marketplace Submit
Profile
Profile Settings
Pricing
More
Terms FAQ Contact Ticker Request Changelog
BDPO Beta Logo
BDPO Beta Logo
Home Charts
Backtesting
The Backtester Lab Codeless Libary Editor Documentation
API
Finance
Finance Portfolio Screener Watchlists Economic Calendar Earnings Calendar News Notifications Congress Trading Institutional Investors Insiders
Community
Explore Forum
Market
Marketplace Submit
Profile
Profile Settings
Pricing
More
Terms FAQ Contact Ticker Request Changelog
GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Lhm, Inc.

13F Holdings
Filed: 2025-05-12
Portfolio Value
301.68M arrow_downward -4.0%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002009224
Filing Date
2025-05-12 19:24:15
Address
9350 S 150 E
Sandy
UT
Prior Value
314.25M
Top 10 Holdings %
lock
Portfolio Value
Lhm, Inc.
(13F - 2025-03-31)
Vanguard Index Fds
VTI
2025-05-12
Value
113.94M
Shares
414.55K
Portfolio %
37.77%
Blackrock Etf Trust Ii
BINC
2025-05-12
Value
62.74M
Shares
1.20M
Portfolio %
20.80%
Spdr Ser Tr
XBI
2025-05-12
Value
11.66M
Shares
143.82K
Portfolio %
3.87%
Kornit Digital Ltd
KRNT
2025-05-12
Value
10.16M
Shares
532.54K
Portfolio %
3.37%
Novo-Nordisk A S
NVO
2025-05-12
Value
9.73M
Shares
138.45K
Portfolio %
3.22%
Security Natl Finl Corp
SNFCA
2025-05-12
Value
9.45M
Shares
781.17K
Portfolio %
3.13%
Micron Technology Inc
MU
2025-05-12
Value
7.95M
Shares
91.34K
Portfolio %
2.63%
Kraneshares Trust
KWEB
2025-05-12
Value
7.88M
Shares
225.73K
Portfolio %
2.61%
Comerica Inc
CMA
2025-05-12
Value
7.76M
Shares
129.90K
Portfolio %
2.57%
Western Alliance Bancorp
WAL
2025-05-12
Value
7.59M
Shares
98.78K
Portfolio %
2.52%
Top Increases | Lhm, Inc.
(2024-12-31 → 2025-03-31)
Blackrock Etf Trust Ii
BINC
2025-05-12
Value Change
arrow_upward 10.57M
Shares
arrow_upward 194.90K
Portfolio % Change
arrow_upward 4.20%
Portfolio %
20.80%
Kraneshares Trust
KWEB
2025-05-12
Value Change
arrow_upward 2.15M
Shares
arrow_upward 29.59K
Portfolio % Change
arrow_upward 0.79%
Portfolio %
2.61%
Mastercraft Boat Hldgs Inc
MCFT
2025-05-12
Value Change
arrow_upward 1.42M
Shares
arrow_upward 91.62K
Portfolio % Change
arrow_upward 0.49%
Portfolio %
1.01%
Ipg Photonics Corp
IPGP
2025-05-12
Value Change
arrow_upward 838.13K
Shares
arrow_upward 22.19K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
1.69%
Spdr Ser Tr
XBI
2025-05-12
Value Change
arrow_upward 497.61K
Shares
arrow_upward 19.83K
Portfolio % Change
arrow_upward 0.31%
Portfolio %
3.87%
Owens & Minor Inc New
OMI
2025-05-12
Value Change
arrow_upward 347.67K
Shares
arrow_upward 117.15K
Portfolio % Change
arrow_upward 0.15%
Portfolio %
0.88%
Xpel Inc
XPEL
2025-05-12
Value Change
arrow_upward -24066.00
Shares
arrow_upward 43.16K
Portfolio % Change
arrow_upward 0.06%
Portfolio %
1.61%
Pimco Etf Tr
PYLD
2025-05-12
Value Change
arrow_upward 33.75K
Shares
arrow_upward 0.00
Portfolio % Change
arrow_upward 0.05%
Portfolio %
0.98%
Top Decreases | Lhm, Inc.
(2024-12-31 → 2025-03-31)
Micron Technology Inc
MU
2025-05-12
Value Change
arrow_downward -578556.00
Shares
arrow_downward -9824.00
Portfolio % Change
arrow_downward 0.08%
Portfolio %
2.63%
Western Alliance Bancorp
WAL
2025-05-12
Value Change
arrow_downward -662834.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.11%
Portfolio %
2.52%
Comerica Inc
CMA
2025-05-12
Value Change
arrow_downward -697362.00
Shares
arrow_downward -5354.00
Portfolio % Change
arrow_downward 0.12%
Portfolio %
2.57%
Security Natl Finl Corp
SNFCA
2025-05-12
Value Change
arrow_downward -937673.00
Shares
arrow_downward -82490.00
Portfolio % Change
arrow_downward 0.17%
Portfolio %
3.13%
Taiwan Semiconductor Mfg Ltd
TSM
2025-05-12
Value Change
arrow_downward -644881.00
Shares
arrow_downward -2528.00
Portfolio % Change
arrow_downward 0.20%
Portfolio %
0.25%
Simplify Exchange Traded Fun
MTBA
2025-05-12
Value Change
arrow_downward -1081493.00
Shares
arrow_downward -23135.00
Portfolio % Change
arrow_downward 0.24%
Portfolio %
2.51%
Whirlpool Corp
WHR
2025-05-12
Value Change
arrow_downward -1037310.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.28%
Portfolio %
1.27%
Winnebago Inds Inc
WGO
2025-05-12
Value Change
arrow_downward -1694064.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.48%
Portfolio %
1.45%
Coherent Corp
COHR
2025-05-12
Value Change
arrow_downward -2243534.00
Shares
arrow_downward 7.87K
Portfolio % Change
arrow_downward 0.63%
Portfolio %
2.16%
Ciena Corp
CIEN
2025-05-12
Value Change
arrow_downward -3387611.00
Shares
arrow_downward -27759.00
Portfolio % Change
arrow_downward 1.04%
Portfolio %
0.85%
Lhm, Inc. (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Lhm, Inc.
(2024-12-31 → 2025-03-31)
Novo-Nordisk A S
NVO
2025-05-12
Value
add_circle 9.73M
Shares
138.45K
Portfolio %
3.22%
% Change
3.22%
Take-Two Interactive Softwar
TTWO
2025-05-12
Value
add_circle 5.81M
Shares
28.03K
Portfolio %
1.93%
% Change
1.93%
Sony Group Corp
SNEJF
2025-05-12
Value
add_circle 2.71M
Shares
106.90K
Portfolio %
0.90%
% Change
0.90%
Closed Positions | Lhm, Inc.
(2024-12-31 → 2025-03-31)
At&t Inc
-
2025-02-06
Value
remove_circle 5.77M
Shares
253.49K
Previous %
38.90%
% Change
-38.90%
Ishares Tr
-
2025-02-06
Value
remove_circle 15.72M
Shares
95.77K
Previous %
38.90%
% Change
-38.90%