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13F-HR filed by LHM, INC.

LHM, INC. filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-08-12, with 17 holding rows worth $236,991,880.

Accession
0001213900-24-067755
Filed
2024-08-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 17 entries on the cover page, a total value of $236,991,880 stated on the cover page (in dollars after the unit check, H1), rows summing to $236,991,880 with VALUE read as dollars as filed, 13F file number 028-23582. A later restatement replaced it, so the quarter does not use it. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
VTI922908769COM492,079$132,107,329dollars as filed
BlackRock Flexible Income ETF092528603SHS327,261$39,557,630dollars as filed
Micron Technology,Inc.595112103COM77,242$8,222,203dollars as filed
SPDR SER TR78464A870S&P BIOTECH45,775$7,161,106dollars as filed
SECURITY NATL FINL CORP CL A814785309COMMON STOCK190,910$6,572,039dollars as filed
AT&T Inc00206R102COM83,725$6,253,958dollars as filed
KORNIT DIGITAL LTDM6372Q113SHS822,533$5,500,116dollars as filed
KRANESHARES TRUST CSI CHI INTERNET500767306CSI CHI INTERNET14,245$5,158,388dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM142,890$4,744,097dollars as filed
CIENA CORP COM NEW171779309Stock62,512$4,033,871dollars as filed
IPG PHOTONICS CORP44980X109COM37,415$3,862,952dollars as filed
WHIRLPOOL CORP COM963320106Stock37,415$3,823,813dollars as filed
WESTERN ALLIANCE BANCORP COM957638109Stock757,809$3,301,442dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS43,740$2,482,000dollars as filed
COMERICAINC200340107COM26,045$2,263,545dollars as filed
ACCENDRA HEALTH INC690732102COM52,554$1,929,015dollars as filed
CNH INDL N V SHSN20944109Stock375,691$18,376dollars as filedValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001213900-24-067755this filing2024-08-12acceptance time not in the bulk data set
13F-HR/A 0001213900-24-071614 base2024-08-22acceptance time not in the bulk data set