IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.98B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$8.75M
2
+$7.25M
3
+$6.54M
4
NBIS
Nebius Group N.V.
NBIS
+$6.28M
5
TTD icon
Trade Desk
TTD
+$4.85M

Top Sells

1
+$6.31M
2
+$5.97M
3
+$5.76M
4
CRL icon
Charles River Laboratories
CRL
+$5.18M
5
HPQ icon
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 Change
in Stake 		Capital Flow
NEE icon
126
NextEra Energy
NEE
$175B
$1.48M 0.07%
21,350
BMY icon
127
Bristol-Myers Squibb
BMY
$99B
$1.48M 0.07%
31,999
-19,186
KO icon
128
Coca-Cola
KO
$306B
$1.45M 0.07%
20,498
+1,513
MRVL icon
129
Marvell Technology
MRVL
$75.5B
$1.4M 0.07%
18,065
+200
DOW icon
130
Dow Inc
DOW
$16.4B
$1.34M 0.07%
50,490
-34,696
DHR icon
131
Danaher
DHR
$156B
$1.29M 0.07%
6,535
-9,691
RH icon
132
RH
RH
$2.97B
$1.26M 0.06%
6,691
-7,652
TJX icon
133
TJX Companies
TJX
$163B
$1.1M 0.06%
8,919
VT icon
134
Vanguard Total World Stock ETF
VT
$54.7B
$1.08M 0.05%
+8,369
TT icon
135
Trane Technologies
TT
$92B
$1.05M 0.05%
2,400
SCHW icon
136
Charles Schwab
SCHW
$169B
$1.05M 0.05%
+11,500
MMM icon
137
3M
MMM
$90.6B
$1.03M 0.05%
6,768
-400
GS icon
138
Goldman Sachs
GS
$242B
$1.01M 0.05%
1,433
+131
SBUX icon
139
Starbucks
SBUX
$98.3B
$1.01M 0.05%
11,010
-500
RSP icon
140
Invesco S&P 500 Equal Weight ETF
RSP
$74B
$974K 0.05%
5,362
-7,818
A icon
141
Agilent Technologies
A
$41.6B
$973K 0.05%
8,245
-225
HCC icon
142
Warrior Met Coal
HCC
$4.23B
$917K 0.05%
+20,000
XLU icon
143
Utilities Select Sector SPDR Fund
XLU
$21.8B
$890K 0.05%
10,900
+200
TSLA icon
144
Tesla
TSLA
$1.34T
$882K 0.04%
2,778
-2,097
EBAY icon
145
eBay
EBAY
$38.2B
$869K 0.04%
11,675
IDXX icon
146
Idexx Laboratories
IDXX
$56B
$831K 0.04%
1,550
LQD icon
147
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$829K 0.04%
7,565
NOW icon
148
ServiceNow
NOW
$177B
$819K 0.04%
797
-25
ULTA icon
149
Ulta Beauty
ULTA
$23.9B
$819K 0.04%
1,750
CL icon
150
Colgate-Palmolive
CL
$63.5B
$813K 0.04%
8,940
4 5
6
7 8