IHL
Investment House LLC Portfolio holdings
AUM
$2.1B
1-Year Est. Return
25.71%
This Fund
S&P 500
1 Year Est. Return
+25.71%
AUM
$2.1B
AUM Growth
-$4.48M
(-0.21%)
Holding
236
Top Buys
| 1 | +$13.4M | |
| 2 | +$9.01M | |
| 3 | +$8.82M | |
| 4 |
Progressive
PGR
|
+$8.38M |
| 5 |
Align Technology
ALGN
|
+$4.46M |
Top Sells
| 1 | +$8.72M | |
| 2 | +$6.35M | |
| 3 | +$6.22M | |
| 4 |
Warner Bros
WBD
|
+$5.85M |
| 5 |
CCC
CCC Intelligent Solutions
CCC
|
+$5.37M |
Sector Composition
| 1 | Technology | 32.89% |
| 2 | Communication Services | 17.4% |
| 3 | Consumer Discretionary | 13.67% |
| 4 | Healthcare | 11.25% |
| 5 | Financials | 10.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Oracle
ORCL
$448B
| $11.4M | 0.54% |
58,453
-8,156
|
|
||
52
Novartis
NVS
$296B
| $11.3M | 0.54% |
81,848
-169
|
|
||
53
Trimble
TRMB
$15.6B
| $11.2M | 0.53% |
143,366
-7,419
|
|
||
54
Mastercard
MA
$453B
| $11.2M | 0.53% |
19,571
-433
|
|
||
55
State Street SPDR S&P Biotech ETF
XBI
$7.87B
| $11.2M | 0.53% |
91,495
-470
|
|
||
56
AbbVie
ABBV
$392B
| $10.8M | 0.51% |
47,122
-560
|
|
||
57
Edwards Lifesciences
EW
$48.5B
| $10.3M | 0.49% |
120,800
-24,864
|
|
||
58
W.W. Grainger
GWW
$50.2B
| $9.65M | 0.46% |
9,559
-1,265
|
|
||
59
AutoNation
AN
$6.34B
| $9.55M | 0.45% |
46,240
|
|
||
|
FIGR
60
Figure Technology Solutions
FIGR
$7.64B
| $9.01M | 0.43% |
+220,525
|
|
||
61
PayPal
PYPL
$41.8B
| $8.8M | 0.42% |
150,675
+3,295
|
|
||
62
Expeditors International
EXPD
$19.1B
| $8.69M | 0.41% |
58,303
-1,106
|
|
||
|
63
Progressive
PGR
$120B
| $8.45M | 0.4% |
+37,095
|
|
||
64
Amgen
AMGN
$197B
| $8.36M | 0.4% |
25,552
-346
|
|
||
65
Advanced Micro Devices
AMD
$321B
| $8.34M | 0.4% |
38,930
-150
|
|
||
66
Church & Dwight Co
CHD
$23.2B
| $8.1M | 0.38% |
96,589
-12,952
|
|
||
67
Coupang
CPNG
$37.4B
| $7.82M | 0.37% |
331,422
-3,595
|
|
||
68
D.R. Horton
DHI
$41.2B
| $7.76M | 0.37% |
53,911
-5,000
|
|
||
69
Deere & Co
DE
$155B
| $7.57M | 0.36% |
16,262
+12
|
|
||
70
Norfolk Southern
NSC
$65.3B
| $7.43M | 0.35% |
25,722
-146
|
|
||
71
Micron Technology
MU
$497B
| $6.78M | 0.32% |
23,760
-425
|
|
||
72
JPMorgan Chase
JPM
$772B
| $6.45M | 0.31% |
20,018
+5,037
|
|
||
73
FedEx
FDX
$82.8B
| $6.13M | 0.29% |
21,207
-1,655
|
|
||
74
Invesco S&P 500 Equal Weight ETF
RSP
$85.9B
| $5.96M | 0.28% |
31,091
+8,217
|
|
||
75
Merck
MRK
$285B
| $5.84M | 0.28% |
55,454
-2,212
|
|