IHL
Investment House LLC Portfolio holdings
AUM
$1.92B
1-Year Est. Return
23.26%
This Fund
S&P 500
1 Year Est. Return
+23.26%
AUM
$1.92B
AUM Growth
-$182M
(-8.7%)
Holding
237
Top Buys
| 1 | +$12.3M | |
| 2 | +$8.36M | |
| 3 | +$7.28M | |
| 4 |
Builders FirstSource
BLDR
|
+$6.6M |
| 5 |
Warner Bros
WBD
|
+$6.31M |
Top Sells
| 1 | +$11.7M | |
| 2 | +$11.5M | |
| 3 | +$4.7M | |
| 4 |
NVIDIA
NVDA
|
+$4.38M |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$4.24M |
Sector Composition
| 1 | Technology | 31.32% |
| 2 | Communication Services | 15.77% |
| 3 | Consumer Discretionary | 13.35% |
| 4 | Healthcare | 10.99% |
| 5 | Financials | 10.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$110B
| $11.4M | 0.59% |
57,279
-1,808
|
|
||
52
UnitedHealth
UNH
$335B
| $11.1M | 0.58% |
40,873
-39,293
|
|
||
53
Airbnb
ABNB
$84.2B
| $10.9M | 0.57% |
85,985
+260
|
|
||
54
Maplebear
CART
$9.99B
| $10.4M | 0.54% |
276,323
-21,055
|
|
||
55
W.W. Grainger
GWW
$54.4B
| $10.1M | 0.53% |
9,259
-300
|
|
||
56
AbbVie
ABBV
$365B
| $10.1M | 0.52% |
46,253
-869
|
|
||
57
Edwards Lifesciences
EW
$48.4B
| $9.53M | 0.5% |
119,000
-1,800
|
|
||
58
Trimble
TRMB
$15.9B
| $9.15M | 0.48% |
140,236
-3,130
|
|
||
59
Deere & Co
DE
$156B
| $9.08M | 0.47% |
16,112
-150
|
|
||
60
Micron Technology
MU
$611B
| $9.02M | 0.47% |
26,700
+2,940
|
|
||
61
Church & Dwight Co
CHD
$22.7B
| $8.98M | 0.47% |
96,239
-350
|
|
||
62
Amgen
AMGN
$178B
| $8.98M | 0.47% |
25,517
-35
|
|
||
63
AutoNation
AN
$7.21B
| $8.92M | 0.46% |
45,670
-570
|
|
||
|
FIGR
64
Figure Technology Solutions
FIGR
$8.04B
| $8.38M | 0.44% |
246,865
+26,340
|
|
||
65
Expeditors International
EXPD
$19.6B
| $8.36M | 0.43% |
58,333
+30
|
|
||
66
Reddit
RDDT
$32B
| $8.23M | 0.43% |
61,150
+155
|
|
||
|
67
Builders FirstSource
BLDR
$8.14B
| $7.9M | 0.41% |
95,961
+61,829
|
|
||
68
Advanced Micro Devices
AMD
$588B
| $7.81M | 0.41% |
38,370
-560
|
|
||
69
Oracle
ORCL
$494B
| $7.78M | 0.4% |
52,895
-5,558
|
|
||
70
FedEx
FDX
$93.9B
| $7.46M | 0.39% |
20,957
-250
|
|
||
71
D.R. Horton
DHI
$42.5B
| $7.4M | 0.38% |
53,896
-15
|
|
||
72
Norfolk Southern
NSC
$70.9B
| $7.39M | 0.38% |
25,752
+30
|
|
||
73
Corning
GLW
$136B
| $6.8M | 0.35% |
50,015
-1,800
|
|
||
74
Merck
MRK
$277B
| $6.64M | 0.35% |
55,229
-225
|
|
||
75
Valaris
VAL
$7.08B
| $6.26M | 0.33% |
63,890
-8,784
|
|