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
SHW icon
176
Sherwin-Williams
SHW
$84B
$515K 0.03%
1,500
PFE icon
177
Pfizer
PFE
$147B
$514K 0.03%
21,191
+993
TTWO icon
178
Take-Two Interactive
TTWO
$43.9B
$511K 0.03%
2,104
-783
VZ icon
179
Verizon
VZ
$173B
$510K 0.03%
11,782
-585
PBE icon
180
Invesco Biotechnology & Genome ETF
PBE
$246M
$479K 0.02%
7,480
-500
VPU icon
181
Vanguard Utilities ETF
VPU
$7.78B
$477K 0.02%
2,700
DGX icon
182
Quest Diagnostics
DGX
$20.9B
$445K 0.02%
2,475
PLTR icon
183
Palantir
PLTR
$410B
$444K 0.02%
3,259
-1,000
VRTX icon
184
Vertex Pharmaceuticals
VRTX
$110B
$431K 0.02%
969
-75
ITW icon
185
Illinois Tool Works
ITW
$71.2B
$414K 0.02%
1,675
SO icon
186
Southern Company
SO
$100B
$409K 0.02%
4,458
FSK icon
187
FS KKR Capital
FSK
$4.36B
$372K 0.02%
17,911
EA icon
188
Electronic Arts
EA
$50.2B
$357K 0.02%
2,235
-200
MCK icon
189
McKesson
MCK
$104B
$352K 0.02%
480
INTC icon
190
Intel
INTC
$171B
$347K 0.02%
+15,499
REGN icon
191
Regeneron Pharmaceuticals
REGN
$73B
$345K 0.02%
657
-32
HON icon
192
Honeywell
HON
$127B
$332K 0.02%
1,425
BLD icon
193
TopBuild
BLD
$11.9B
$324K 0.02%
+1,000
MDLZ icon
194
Mondelez International
MDLZ
$73.5B
$308K 0.02%
4,574
-3,030
IREN icon
195
Iris Energy
IREN
$13.8B
$291K 0.01%
+20,000
TGT icon
196
Target
TGT
$41.2B
$286K 0.01%
2,900
IRM icon
197
Iron Mountain
IRM
$27B
$277K 0.01%
2,700
USB icon
198
US Bancorp
USB
$73.5B
$273K 0.01%
6,025
MTB icon
199
M&T Bank
MTB
$28.6B
$262K 0.01%
1,350
ZS icon
200
Zscaler
ZS
$48.9B
$256K 0.01%
+815
6 7
8
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