IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$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 Change
in Stake 		Capital Flow
CRL icon
51
Charles River Laboratories
CRL
$8.81B
$9.87M 0.56%
65,580
+315
PYPL icon
52
PayPal
PYPL
$63.6B
$9.68M 0.55%
148,373
-30,120
FAST icon
53
Fastenal
FAST
$47.7B
$9.67M 0.55%
249,330
+6,390
DHI icon
54
D.R. Horton
DHI
$44B
$9.47M 0.54%
74,530
+23,684
CART icon
55
Maplebear
CART
$9.66B
$9.37M 0.53%
234,940
+38,275
ORCL icon
56
Oracle
ORCL
$732B
$9.25M 0.53%
66,137
+1,791
NVS icon
57
Novartis
NVS
$235B
$9.16M 0.52%
82,204
-100
CRM icon
58
Salesforce
CRM
$244B
$8.96M 0.51%
33,405
-5,699
EXPD icon
59
Expeditors International
EXPD
$16.3B
$8.03M 0.46%
66,744
+4,145
HPQ icon
60
HP
HPQ
$25.7B
$7.86M 0.45%
283,872
-7,725
EXPE icon
61
Expedia Group
EXPE
$27.3B
$7.8M 0.44%
46,407
+12,355
AN icon
62
AutoNation
AN
$7.14B
$7.75M 0.44%
47,845
+255
DE icon
63
Deere & Co
DE
$126B
$7.69M 0.44%
16,392
+220
FVRR icon
64
Fiverr
FVRR
$819M
$6.55M 0.37%
276,480
+21,055
GPN icon
65
Global Payments
GPN
$19.1B
$6.31M 0.36%
64,463
-8,583
NSC icon
66
Norfolk Southern
NSC
$63.2B
$6.3M 0.36%
26,593
+50
LIN icon
67
Linde
LIN
$202B
$6.15M 0.35%
13,206
+100
ABNB icon
68
Airbnb
ABNB
$77.3B
$6.1M 0.35%
51,100
+31,210
HD icon
69
Home Depot
HD
$378B
$5.9M 0.34%
16,111
+395
BRK.B icon
70
Berkshire Hathaway Class B
BRK.B
$1.03T
$5.79M 0.33%
10,867
-11,873
SPY icon
71
SPDR S&P 500 ETF Trust
SPY
$675B
$5.75M 0.33%
+10,281
WAT icon
72
Waters Corp
WAT
$20.4B
$5.38M 0.31%
14,587
-575
CPAY icon
73
Corpay
CPAY
$18B
$5.26M 0.3%
15,070
+3,847
BLDR icon
74
Builders FirstSource
BLDR
$12.3B
$5.08M 0.29%
40,663
+21,706
CCCS icon
75
CCC Intelligent Solutions
CCCS
$5.7B
$4.98M 0.28%
551,720
+35,900
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3
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