StockDriftsStockDriftsTop 22 Lhm, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 42.55% | 336.9K | $108.1M | -0.28%(-930) | $263.71(+39.32%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.52% | 437.7K | $11.5M | -3.70%(-16.80K) | $26.40(-0.25%) | 2026-03-31 | |
| BINC | BLACKROCK ETF TRUST II | 4.5% | 220.0K | $11.4M | -3.70%(-8.45K) | $52.54(-0.63%) | 2026-03-31 | |
| KRNT | KORNIT DIGITAL LTD. | 4% | 693.6K | $10.2M | +0.00%(+0) | $18.86(-16.08%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY, INC. | 3.89% | 99.9K | $9.9M | +0.00%(+0) | $70.85(+157.68%) | 2026-03-31 | |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | 3.79% | 48.7K | $9.6M | +21.21%(+8.53K) | $209.72(+15.59%) | 2026-03-31 | |
| XBI | SPDR SERIES TRUST | 3.71% | 73.8K | $9.4M | -11.92%(-9.98K) | $93.04(+44.93%) | 2026-03-31 | |
| XPEL | XPEL INC | 3.32% | 190.7K | $8.4M | -4.43%(-8.84K) | $37.82(+12.39%) | 2026-03-31 | |
| IPGP | IPG PHOTONICS CORPORATION | 3.14% | 69.7K | $8.0M | -35.55%(-38.43K) | $77.61(+35.41%) | 2026-03-31 | |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED | 2.76% | 108.3K | $7.0M | +31.95%(+26.23K) | $64.02(+51.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.62% | +4.95% |
| Top 20 Holdings Unweighted | +3.32% | +10.31% |
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