IHL
Investment House LLC Portfolio holdings
AUM
$2.11B
1-Year Est. Return
25.51%
This Fund
S&P 500
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 | |
|---|---|---|---|---|---|---|
26
Texas Instruments
TXN
$195B
| $22.2M | 1.05% |
120,897
-541
|
|
||
27
Qualcomm
QCOM
$163B
| $21.6M | 1.02% |
129,588
-4,905
|
|
||
28
Booking.com
BKNG
$160B
| $20.7M | 0.98% |
3,825
+7
|
|
||
29
Accenture
ACN
$161B
| $20.6M | 0.98% |
83,554
-8,578
|
|
||
30
Autodesk
ADSK
$53.5B
| $20.4M | 0.97% |
64,124
+5
|
|
||
31
Lowe's Companies
LOW
$148B
| $20.2M | 0.96% |
80,511
+370
|
|
||
32
Uber
UBER
$166B
| $20.1M | 0.95% |
205,221
-7,836
|
|
||
33
Oracle
ORCL
$476B
| $18.7M | 0.89% |
66,609
+303
|
|
||
34
Ecolab
ECL
$79.5B
| $18.6M | 0.88% |
67,769
-35
|
|
||
35
Johnson & Johnson
JNJ
$547B
| $17.8M | 0.85% |
96,164
+659
|
|
||
36
Visa
V
$623B
| $16.1M | 0.76% |
47,213
-887
|
|
||
37
CrowdStrike
CRWD
$112B
| $15.7M | 0.75% |
32,040
+125
|
|
||
38
Expedia Group
EXPE
$32.4B
| $15.4M | 0.73% |
72,214
+1,980
|
|
||
39
Stryker
SYK
$140B
| $15M | 0.71% |
40,492
+250
|
|
||
40
Cummins
CMI
$79.1B
| $14.5M | 0.69% |
34,252
|
|
||
41
iShares Biotechnology ETF
IBB
$8.55B
| $14.3M | 0.68% |
98,821
+3,873
|
|
||
42
Reddit
RDDT
$34.8B
| $14M | 0.66% |
60,945
+953
|
|
||
|
QXO
43
QXO Inc
QXO
$15.6B
| $13.1M | 0.62% |
687,379
+486,185
|
|
||
44
Union Pacific
UNP
$138B
| $13M | 0.62% |
54,867
-978
|
|
||
45
Intuitive Surgical
ISRG
$178B
| $12.8M | 0.61% |
28,625
|
|
||
46
Fastenal
FAST
$49.3B
| $12.4M | 0.59% |
252,503
+3,900
|
|
||
47
Trimble
TRMB
$16.1B
| $12.3M | 0.58% |
150,785
|
|
||
48
Walmart Inc
WMT
$941B
| $12.1M | 0.57% |
117,003
|
|
||
49
Mastercard
MA
$484B
| $11.4M | 0.54% |
20,004
-551
|
|
||
50
Edwards Lifesciences
EW
$47.1B
| $11.3M | 0.54% |
145,664
-12,875
|
|