IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Return 20.44%
This Quarter Return
-3.93%
1 Year Return
+20.44%
3 Year Return
+104.57%
5 Year Return
+160.92%
10 Year Return
+503.94%
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
+$12.4M
Cap. Flow %
0.71%
Top 10 Hldgs %
37.01%
Holding
225
New
26
Increased
80
Reduced
64
Closed
12

Top Buys

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.75M
2
UBER icon
Uber
UBER
+$4.02M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
META icon
Meta Platforms (Facebook)
META
+$8.75M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.32M
3
AAPL icon
Apple
AAPL
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
CRL icon
51
Charles River Laboratories
CRL
$7.52B
$9.87M 0.56%
65,580
+315
+0.5% +$47.4K
PYPL icon
52
PayPal
PYPL
$63.9B
$9.68M 0.55%
148,373
-30,120
-17% -$1.97M
FAST icon
53
Fastenal
FAST
$54.5B
$9.67M 0.55%
249,330
+6,390
+3% +$248K
DHI icon
54
D.R. Horton
DHI
$53B
$9.47M 0.54%
74,530
+23,684
+47% +$3.01M
CART icon
55
Maplebear
CART
$12.2B
$9.37M 0.53%
234,940
+38,275
+19% +$1.53M
ORCL icon
56
Oracle
ORCL
$830B
$9.25M 0.53%
66,137
+1,791
+3% +$250K
NVS icon
57
Novartis
NVS
$240B
$9.16M 0.52%
82,204
-100
-0.1% -$11.1K
CRM icon
58
Salesforce
CRM
$231B
$8.96M 0.51%
33,405
-5,699
-15% -$1.53M
EXPD icon
59
Expeditors International
EXPD
$16.8B
$8.03M 0.46%
66,744
+4,145
+7% +$498K
HPQ icon
60
HP
HPQ
$26.1B
$7.86M 0.45%
283,872
-7,725
-3% -$214K
EXPE icon
61
Expedia Group
EXPE
$27.5B
$7.8M 0.44%
46,407
+12,355
+36% +$2.08M
AN icon
62
AutoNation
AN
$8.37B
$7.75M 0.44%
47,845
+255
+0.5% +$41.3K
DE icon
63
Deere & Co
DE
$127B
$7.69M 0.44%
16,392
+220
+1% +$103K
FVRR icon
64
Fiverr
FVRR
$881M
$6.55M 0.37%
276,480
+21,055
+8% +$499K
GPN icon
65
Global Payments
GPN
$20.7B
$6.31M 0.36%
64,463
-8,583
-12% -$840K
NSC icon
66
Norfolk Southern
NSC
$61.6B
$6.3M 0.36%
26,593
+50
+0.2% +$11.8K
LIN icon
67
Linde
LIN
$226B
$6.15M 0.35%
13,206
+100
+0.8% +$46.6K
ABNB icon
68
Airbnb
ABNB
$75B
$6.1M 0.35%
51,100
+31,210
+157% +$3.73M
HD icon
69
Home Depot
HD
$421B
$5.9M 0.34%
16,111
+395
+3% +$145K
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.07T
$5.79M 0.33%
10,867
-11,873
-52% -$6.32M
SPY icon
71
SPDR S&P 500 ETF Trust
SPY
$670B
$5.75M 0.33%
+10,281
New +$5.75M
WAT icon
72
Waters Corp
WAT
$17.6B
$5.38M 0.31%
14,587
-575
-4% -$212K
CPAY icon
73
Corpay
CPAY
$21.7B
$5.26M 0.3%
15,070
+3,847
+34% +$1.34M
BLDR icon
74
Builders FirstSource
BLDR
$15.8B
$5.08M 0.29%
40,663
+21,706
+115% +$2.71M
CCCS icon
75
CCC Intelligent Solutions
CCCS
$6.37B
$4.98M 0.28%
551,720
+35,900
+7% +$324K
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