IHL
Investment House LLC Portfolio holdings
AUM
$2.11B
1-Year Est. Return
25.51%
1 Year Est. Return
+25.51%
AUM
$1.98B
AUM Growth
+$221M
(+13%)
Holding
235
Top Buys
| 1 | +$8.75M | |
| 2 | +$7.25M | |
| 3 | +$6.54M | |
| 4 |
NBIS
Nebius Group N.V.
NBIS
|
+$6.28M |
| 5 |
Trade Desk
TTD
|
+$4.85M |
Top Sells
| 1 | +$6.31M | |
| 2 | +$5.97M | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Sea Limited
SE
$82.9B
| $20.9M | 1.06% |
130,593
-1,075
|
|
||
27
Uber
UBER
$191B
| $19.9M | 1.01% |
213,057
+30,863
|
|
||
28
Autodesk
ADSK
$63.3B
| $19.8M | 1% |
64,119
-431
|
|
||
29
Ecolab
ECL
$74.2B
| $18.3M | 0.92% |
67,804
+465
|
|
||
30
Lowe's Companies
LOW
$130B
| $17.8M | 0.9% |
80,141
-13,283
|
|
||
31
Applovin
APP
$188B
| $17.6M | 0.89% |
50,362
+3,462
|
|
||
32
Visa
V
$649B
| $17.1M | 0.86% |
48,100
+369
|
|
||
33
CrowdStrike
CRWD
$133B
| $16.3M | 0.82% |
31,915
-10
|
|
||
34
Stryker
SYK
$143B
| $15.9M | 0.81% |
40,242
+196
|
|
||
35
Intuitive Surgical
ISRG
$200B
| $15.6M | 0.79% |
28,625
|
|
||
36
Johnson & Johnson
JNJ
$470B
| $14.6M | 0.74% |
95,505
+23,261
|
|
||
37
Oracle
ORCL
$620B
| $14.5M | 0.73% |
66,306
+169
|
|
||
38
Zoetis
ZTS
$53.4B
| $14.2M | 0.72% |
91,026
+865
|
|
||
39
W.W. Grainger
GWW
$44.5B
| $13.5M | 0.68% |
13,002
-72
|
|
||
|
NBIS
40
Nebius Group N.V.
NBIS
$22.3B
| $13.2M | 0.67% |
238,759
+113,554
|
|
||
41
Union Pacific
UNP
$131B
| $12.8M | 0.65% |
55,845
-347
|
|
||
42
Maplebear
CART
$10.6B
| $12.7M | 0.64% |
279,685
+44,745
|
|
||
43
Edwards Lifesciences
EW
$50B
| $12.4M | 0.63% |
158,539
-1,315
|
|
||
44
iShares Biotechnology ETF
IBB
$6.53B
| $12M | 0.61% |
94,948
+9,292
|
|
||
45
Salesforce
CRM
$229B
| $11.9M | 0.6% |
43,513
+10,108
|
|
||
46
Expedia Group
EXPE
$32.8B
| $11.8M | 0.6% |
70,234
+23,827
|
|
||
47
Mastercard
MA
$499B
| $11.6M | 0.58% |
20,555
-258
|
|
||
48
Trimble
TRMB
$18.3B
| $11.5M | 0.58% |
150,785
-1,700
|
|
||
49
Walmart
WMT
$818B
| $11.4M | 0.58% |
117,003
-450
|
|
||
50
Cummins
CMI
$64.5B
| $11.2M | 0.57% |
34,252
-553
|
|