IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
1-Year Return
20.44%
This Quarter Return
+14.37%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.98B
AUM Growth
+$221M
(+13%)
Cap. Flow
+$33.4M
Cap. Flow
% of AUM
1.69%
Top 10 Holdings %
Top 10 Hldgs %
38.1%
Holding
235
New
22
Increased
60
Reduced
101
Closed
19
Top Buys
| 1 |
Dell
DELL
|
+$8.75M |
| 2 |
Reddit
RDDT
|
+$7.25M |
| 3 |
UnitedHealth
UNH
|
+$6.54M |
| 4 |
NBIS
Nebius Group N.V. Class A Ordinary Shares
NBIS
|
+$6.28M |
| 5 |
Trade Desk
TTD
|
+$4.85M |
Top Sells
| 1 |
Global Payments
GPN
|
+$6.31M |
| 2 |
Merck
MRK
|
+$5.97M |
| 3 |
Microsoft
MSFT
|
+$5.76M |
| 4 |
Charles River Laboratories
CRL
|
+$5.18M |
| 5 |
HP
HPQ
|
+$4.69M |
Sector Composition
| 1 | Technology | 37.06% |
| 2 | Consumer Discretionary | 14.76% |
| 3 | Communication Services | 14.35% |
| 4 | Healthcare | 9.37% |
| 5 | Financials | 8.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sea Limited
SE
$116B
| $20.9M | 1.06% |
130,593
-1,075
| -0.8% | -$172K |
|
27
Uber
UBER
$200B
| $19.9M | 1.01% |
213,057
+30,863
| +17% | +$2.88M |
|
28
Autodesk
ADSK
$68B
| $19.8M | 1% |
64,119
-431
| -0.7% | -$133K |
|
29
Ecolab
ECL
$77.3B
| $18.3M | 0.92% |
67,804
+465
| +0.7% | +$125K |
|
30
Lowe's Companies
LOW
$152B
| $17.8M | 0.9% |
80,141
-13,283
| -14% | -$2.95M |
|
31
Applovin
APP
$197B
| $17.6M | 0.89% |
50,362
+3,462
| +7% | +$1.21M |
|
32
Visa
V
$659B
| $17.1M | 0.86% |
48,100
+369
| +0.8% | +$131K |
|
33
CrowdStrike
CRWD
$109B
| $16.3M | 0.82% |
31,915
-10
| -0% | -$5.09K |
|
34
Stryker
SYK
$147B
| $15.9M | 0.81% |
40,242
+196
| +0.5% | +$77.5K |
|
35
Intuitive Surgical
ISRG
$161B
| $15.6M | 0.79% |
28,625
| – | – |
|
36
Johnson & Johnson
JNJ
$429B
| $14.6M | 0.74% |
95,505
+23,261
| +32% | +$3.55M |
|
37
Oracle
ORCL
$830B
| $14.5M | 0.73% |
66,306
+169
| +0.3% | +$36.9K |
|
38
Zoetis
ZTS
$65.7B
| $14.2M | 0.72% |
91,026
+865
| +1% | +$135K |
|
39
W.W. Grainger
GWW
$48B
| $13.5M | 0.68% |
13,002
-72
| -0.6% | -$74.9K |
|
|
NBIS
40
Nebius Group N.V. Class A Ordinary Shares
NBIS
$21.6B
| $13.2M | 0.67% |
238,759
+113,554
| +91% | +$6.28M |
|
41
Union Pacific
UNP
$127B
| $12.8M | 0.65% |
55,845
-347
| -0.6% | -$79.8K |
|
42
Maplebear
CART
$12.2B
| $12.7M | 0.64% |
279,685
+44,745
| +19% | +$2.02M |
|
43
Edwards Lifesciences
EW
$45.5B
| $12.4M | 0.63% |
158,539
-1,315
| -0.8% | -$103K |
|
44
iShares Biotechnology ETF
IBB
$5.65B
| $12M | 0.61% |
94,948
+9,292
| +11% | +$1.18M |
|
45
Salesforce
CRM
$231B
| $11.9M | 0.6% |
43,513
+10,108
| +30% | +$2.76M |
|
46
Expedia Group
EXPE
$27.5B
| $11.8M | 0.6% |
70,234
+23,827
| +51% | +$4.02M |
|
47
Mastercard
MA
$525B
| $11.6M | 0.58% |
20,555
-258
| -1% | -$145K |
|
48
Trimble
TRMB
$19.2B
| $11.5M | 0.58% |
150,785
-1,700
| -1% | -$129K |
|
49
Walmart
WMT
$825B
| $11.4M | 0.58% |
117,003
-450
| -0.4% | -$44K |
|
50
Cummins
CMI
$56.5B
| $11.2M | 0.57% |
34,252
-553
| -2% | -$181K |
|