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 | |
|---|---|---|---|---|---|---|
51
Church & Dwight Co
CHD
$22.6B
| $11.1M | 0.56% |
115,238
-24,934
| -18% | -$2.4M |
|
52
PayPal
PYPL
$63.9B
| $10.9M | 0.55% |
146,380
-1,993
| -1% | -$148K |
|
53
Fastenal
FAST
$54.5B
| $10.4M | 0.53% |
248,603
-727
| -0.3% | -$30.5K |
|
54
Airbnb
ABNB
$75B
| $10M | 0.51% |
75,640
+24,540
| +48% | +$3.25M |
|
55
Novartis
NVS
$240B
| $9.9M | 0.5% |
81,817
-387
| -0.5% | -$46.8K |
|
56
Amgen
AMGN
$149B
| $9.65M | 0.49% |
34,567
-903
| -3% | -$252K |
|
|
57
UnitedHealth
UNH
$319B
| $9.43M | 0.48% |
30,236
+20,961
| +226% | +$6.54M |
|
58
AutoNation
AN
$8.37B
| $9.19M | 0.46% |
46,240
-1,605
| -3% | -$319K |
|
|
59
Reddit
RDDT
$47.6B
| $9.03M | 0.46% |
59,992
+48,125
| +406% | +$7.25M |
|
60
AbbVie
ABBV
$386B
| $8.85M | 0.45% |
47,692
-254
| -0.5% | -$47.1K |
|
61
Deere & Co
DE
$127B
| $8.26M | 0.42% |
16,250
-142
| -0.9% | -$72.2K |
|
62
Fiverr
FVRR
$881M
| $8.14M | 0.41% |
277,390
+910
| +0.3% | +$26.7K |
|
63
CCC Intelligent Solutions
CCCS
$6.37B
| $7.4M | 0.37% |
786,825
+235,105
| +43% | +$2.21M |
|
64
D.R. Horton
DHI
$53B
| $6.96M | 0.35% |
53,997
-20,533
| -28% | -$2.65M |
|
65
Corpay
CPAY
$21.7B
| $6.77M | 0.34% |
20,403
+5,333
| +35% | +$1.77M |
|
66
Expeditors International
EXPD
$16.8B
| $6.76M | 0.34% |
59,159
-7,585
| -11% | -$867K |
|
67
Norfolk Southern
NSC
$61.6B
| $6.76M | 0.34% |
26,393
-200
| -0.8% | -$51.2K |
|
68
FedEx
FDX
$54.2B
| $6.62M | 0.33% |
29,112
-11,933
| -29% | -$2.71M |
|
|
69
Trade Desk
TTD
$22.1B
| $6.48M | 0.33% |
90,012
+67,349
| +297% | +$4.85M |
|
70
Linde
LIN
$226B
| $6.09M | 0.31% |
12,987
-219
| -2% | -$103K |
|
71
Home Depot
HD
$421B
| $5.89M | 0.3% |
16,066
-45
| -0.3% | -$16.5K |
|
72
Builders FirstSource
BLDR
$15.8B
| $5.72M | 0.29% |
47,007
+6,344
| +16% | +$771K |
|
73
Coupang
CPNG
$59.1B
| $5.7M | 0.29% |
190,183
+138,333
| +267% | +$4.14M |
|
74
Advanced Micro Devices
AMD
$257B
| $5.51M | 0.28% |
38,860
+2,680
| +7% | +$380K |
|
75
Berkshire Hathaway Class B
BRK.B
$1.07T
| $5.34M | 0.27% |
11,001
+134
| +1% | +$65.1K |
|