IHL
Investment House LLC Portfolio holdings
AUM
$1.98B
This Quarter Return
+3.24%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.84B
AUM Growth
+$1.84B
(-0.84%)
Cap. Flow
-$38.9M
Cap. Flow
% of AUM
-2.12%
Top 10 Holdings %
Top 10 Hldgs %
40.37%
Holding
218
New
12
Increased
54
Reduced
87
Closed
19
Top Buys
| 1 |
D.R. Horton
DHI
|
$3.72M |
| 2 |
Amazon
AMZN
|
$3.64M |
| 3 |
Maplebear
CART
|
$3.44M |
| 4 |
Solventum
SOLV
|
$2.65M |
| 5 |
Airbnb
ABNB
|
$2.61M |
Top Sells
| 1 |
Apple
AAPL
|
$7.43M |
| 2 |
Global Payments
GPN
|
$5.38M |
| 3 |
Bank of America
BAC
|
$5.03M |
| 4 |
Constellation Brands
STZ
|
$4.55M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$4.33M |
Sector Composition
| 1 | Technology | 38.15% |
| 2 | Consumer Discretionary | 13.85% |
| 3 | Communication Services | 13.15% |
| 4 | Healthcare | 10.46% |
| 5 | Financials | 7.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Autodesk
ADSK
$67.3B
| $18.6M | 1.01% | 63,030 -395 | -0.6% | -$117K |
|
27
Ecolab
ECL
$78.6B
| $15.6M | 0.85% | 66,719 -355 | -0.5% | -$83.2K |
|
28
Applovin
APP
$162B
| $15.4M | 0.84% | 47,405 -510 | -1% | -$165K |
|
29
PayPal
PYPL
$67.1B
| $15.2M | 0.83% | 178,493 -267 | -0.1% | -$22.8K |
|
30
Visa
V
$683B
| $15.1M | 0.82% | 47,806 +405 | +0.9% | +$128K |
|
31
Intuitive Surgical
ISRG
$170B
| $14.9M | 0.81% | 28,625 | – | – |
|
32
Dell
DELL
$82.6B
| $14.9M | 0.81% | 129,551 +14,623 | +13% | +$1.69M |
|
33
Church & Dwight Co
CHD
$22.7B
| $14.8M | 0.8% | 140,907 -3,196 | -2% | -$335K |
|
34
Merck
MRK
$210B
| $14.8M | 0.8% | 148,297 +11,341 | +8% | +$1.13M |
|
35
Zoetis
ZTS
$69.3B
| $14.5M | 0.79% | 88,876 -1,298 | -1% | -$211K |
|
36
Stryker
SYK
$150B
| $14.4M | 0.78% | 39,856 +345 | +0.9% | +$124K |
|
37
Sea Limited
SE
$110B
| $14M | 0.76% | 131,893 -267 | -0.2% | -$28.3K |
|
38
W.W. Grainger
GWW
$48.5B
| $13.8M | 0.75% | 13,074 -25 | -0.2% | -$26.4K |
|
39
Salesforce
CRM
$245B
| $13.1M | 0.71% | 39,104 -210 | -0.5% | -$70.2K |
|
40
Union Pacific
UNP
$133B
| $12.6M | 0.69% | 55,217 +485 | +0.9% | +$111K |
|
41
Mastercard
MA
$538B
| $12.4M | 0.67% | 23,504 -305 | -1% | -$161K |
|
42
FedEx
FDX
$54.5B
| $12.2M | 0.66% | 43,236 -526 | -1% | -$148K |
|
43
Charles River Laboratories
CRL
$8.04B
| $12M | 0.66% | 65,265 -3,041 | -4% | -$561K |
|
44
Edwards Lifesciences
EW
$47.8B
| $12M | 0.65% | 161,574 -6,280 | -4% | -$465K |
|
45
Cummins
CMI
$54.9B
| $11.8M | 0.64% | 33,785 -30 | -0.1% | -$10.5K |
|
46
iShares Biotechnology ETF
IBB
$5.6B
| $11M | 0.6% | 82,981 +1,153 | +1% | +$152K |
|
47
Trimble
TRMB
$19.2B
| $10.8M | 0.59% | 153,035 | – | – |
|
48
Oracle
ORCL
$635B
| $10.7M | 0.58% | 64,346 -92 | -0.1% | -$15.3K |
|
49
CrowdStrike
CRWD
$106B
| $10.6M | 0.58% | 31,010 +160 | +0.5% | +$54.7K |
|
50
Walmart
WMT
$774B
| $10.6M | 0.58% | 117,253 -25 | -0% | -$2.26K |
|