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
$2.1B
AUM Growth
-$4.48M
(-0.21%)
Holding
236
Top Buys
| 1 | +$13.4M | |
| 2 | +$9.01M | |
| 3 | +$8.82M | |
| 4 |
Progressive
PGR
|
+$8.38M |
| 5 |
Align Technology
ALGN
|
+$4.46M |
Top Sells
| 1 | +$8.72M | |
| 2 | +$6.35M | |
| 3 | +$6.22M | |
| 4 |
Warner Bros
WBD
|
+$5.85M |
| 5 |
CCC
CCC Intelligent Solutions
CCC
|
+$5.37M |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Communication Services | 17.4% |
| 3 | Consumer Discretionary | 13.67% |
| 4 | Healthcare | 11.25% |
| 5 | Financials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Paychex
PAYX
$33.4B
| $20.3M | 0.96% |
180,970
-460
|
|
||
27
Johnson & Johnson
JNJ
$586B
| $19.8M | 0.94% |
95,829
-335
|
|
||
28
Lowe's Companies
LOW
$136B
| $19.6M | 0.93% |
81,076
+565
|
|
||
29
Autodesk
ADSK
$52.7B
| $18.9M | 0.9% |
63,699
-425
|
|
||
|
NBIS
30
Nebius Group N.V.
NBIS
$32.9B
| $18.3M | 0.87% |
218,858
-40,377
|
|
||
31
Texas Instruments
TXN
$177B
| $18M | 0.86% |
103,982
-16,915
|
|
||
32
Ecolab
ECL
$77B
| $17.8M | 0.85% |
67,735
-34
|
|
||
33
Cummins
CMI
$75.3B
| $17.3M | 0.82% |
33,947
-305
|
|
||
34
Sea Limited
SE
$51.8B
| $17.1M | 0.81% |
133,668
+1,860
|
|
||
35
iShares Biotechnology ETF
IBB
$8.17B
| $16.5M | 0.79% |
97,917
-904
|
|
||
36
Visa
V
$596B
| $16.3M | 0.77% |
46,453
-760
|
|
||
37
Intuitive Surgical
ISRG
$172B
| $16.2M | 0.77% |
28,680
+55
|
|
||
38
Accenture
ACN
$123B
| $15.9M | 0.75% |
59,087
-24,467
|
|
||
|
QXO
39
QXO Inc
QXO
$14.7B
| $15.4M | 0.73% |
799,935
+112,556
|
|
||
40
CrowdStrike
CRWD
$107B
| $15M | 0.71% |
31,965
-75
|
|
||
41
Molina Healthcare
MOH
$7.54B
| $14.6M | 0.7% |
84,280
+81,280
|
|
||
42
Stryker
SYK
$134B
| $14.2M | 0.67% |
40,342
-150
|
|
||
43
Reddit
RDDT
$26.7B
| $14M | 0.67% |
60,995
+50
|
|
||
44
Uber
UBER
$154B
| $13.4M | 0.64% |
163,785
-41,436
|
|
||
45
Maplebear
CART
$9.33B
| $13.4M | 0.64% |
297,378
+10,608
|
|
||
46
Walmart Inc
WMT
$1T
| $13M | 0.62% |
117,047
+44
|
|
||
|
47
Align Technology
ALGN
$12.1B
| $12.8M | 0.61% |
82,117
+31,117
|
|
||
48
Factset
FDS
$7.7B
| $12.3M | 0.58% |
42,393
+32,092
|
|
||
49
Union Pacific
UNP
$144B
| $12.2M | 0.58% |
52,692
-2,175
|
|
||
50
Airbnb
ABNB
$76.9B
| $11.6M | 0.55% |
85,725
+4,780
|
|