IHL
Investment House LLC Portfolio holdings
AUM
$2.1B
1-Year Est. Return
25.71%
This Fund
S&P 500
1 Year Est. Return
+25.71%
AUM
$2.11B
AUM Growth
+$131M
(+6.6%)
Holding
242
Top Buys
| 1 | +$11.8M | |
| 2 | +$10.1M | |
| 3 | +$7.99M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$6.15M |
| 5 |
Coupang
CPNG
|
+$4.38M |
Top Sells
| 1 | +$10.2M | |
| 2 | +$6.48M | |
| 3 | +$6.44M | |
| 4 |
Zoetis
ZTS
|
+$6.22M |
| 5 |
Amazon
AMZN
|
+$5.39M |
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
Lithia Motors
LAD
$5.98B
| – | – |
-2,240
|
|
||
227
Mondelez International
MDLZ
$73.8B
| – | – |
-4,574
|
|
||
228
Olin
OLN
$3.26B
| – | – |
-30,000
|
|
||
229
Philip Morris
PM
$253B
| – | – |
-1,100
|
|
||
230
Charles Schwab
SCHW
$166B
| – | – |
-11,500
|
|
||
231
Trade Desk
TTD
$10.3B
| – | – |
-90,012
|
|
||
232
Vertex Pharmaceuticals
VRTX
$115B
| – | – |
-969
|
|
||
233
Vanguard Total World Stock ETF
VT
$60.6B
| – | – |
-8,369
|
|
||
234
XP
XP
$9.61B
| – | – |
-10,000
|
|
||
|
CNR
235
Core Natural Resources Inc
CNR
$5.52B
| – | – |
-9,520
|
|
||
|
TTAN
236
ServiceTitan Inc
TTAN
$6.01B
| – | – |
-14,336
|
|
||
|
AZEK
237
DELISTED
The AZEK Co
AZEK
| – | – |
-36,530
|
|
||
238
TopBuild
BLD
$9.79B
| – | – |
-1,000
|
|
||
239
Capital One
COF
$113B
| – | – |
-14,231
|
|
||
240
Dow Inc
DOW
$28.4B
| – | – |
-50,490
|
|
||
241
Invesco CurrencyShares Euro Currency Trust
FXE
$431M
| – | – |
-7,133
|
|
||
242
iShares China Large-Cap ETF
FXI
$5.82B
| – | – |
-20,517
|
|