IHL
Investment House LLC Portfolio holdings
AUM
$2.11B
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$2.11B
AUM Growth
+$131M
(+6.6%)
Holding
242
Top Buys
| 1 | +$13.5M | |
| 2 | +$9.27M | |
| 3 | +$7.14M | |
| 4 |
Align Technology
ALGN
|
+$6.39M |
| 5 |
Coupang
CPNG
|
+$4.66M |
Top Sells
| 1 | +$9.59M | |
| 2 | +$7.26M | |
| 3 | +$6.48M | |
| 4 |
Zoetis
ZTS
|
+$6.03M |
| 5 |
Amazon
AMZN
|
+$5.23M |
Sector Composition
| 1 | Technology | 35.61% |
| 2 | Communication Services | 16.96% |
| 3 | Consumer Discretionary | 14.35% |
| 4 | Healthcare | 9.34% |
| 5 | Financials | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Vertex Pharmaceuticals
VRTX
$116B
| – | – |
-969
|
|
||
227
Vanguard Total World Stock ETF
VT
$58.6B
| – | – |
-8,369
|
|
||
|
AZEK
228
DELISTED
The AZEK Co
AZEK
| – | – |
-36,530
|
|
||
229
TopBuild
BLD
$12B
| – | – |
-1,000
|
|
||
230
Capital One
COF
$152B
| – | – |
-14,231
|
|
||
231
Dow Inc
DOW
$16.7B
| – | – |
-50,490
|
|
||
232
Invesco CurrencyShares Euro Currency Trust
FXE
$439M
| – | – |
-7,133
|
|
||
233
Warrior Met Coal
HCC
$4.39B
| – | – |
-20,000
|
|
||
234
Iris Energy
IREN
$10.2B
| – | – |
-20,000
|
|
||
235
Lithia Motors
LAD
$8.41B
| – | – |
-2,240
|
|
||
236
Olin
OLN
$2.46B
| – | – |
-30,000
|
|
||
237
Philip Morris
PM
$247B
| – | – |
-1,100
|
|
||
238
Charles Schwab
SCHW
$169B
| – | – |
-11,500
|
|
||
239
Trade Desk
TTD
$17.5B
| – | – |
-90,012
|
|
||
240
XP
XP
$9.13B
| – | – |
-10,000
|
|
||
|
CNR
241
Core Natural Resources Inc
CNR
$4.35B
| – | – |
-9,520
|
|
||
|
TTAN
242
ServiceTitan Inc
TTAN
$9.66B
| – | – |
-14,336
|
|