IHL

Investment House LLC Portfolio holdings

AUM $1.92B
1-Year Est. Return 23.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.92B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.36M
3
+$7.28M
4
BLDR icon
Builders FirstSource
BLDR
+$6.6M
5
WBD icon
Warner Bros
WBD
+$6.31M

Top Sells

1
+$11.7M
2
+$11.5M
3
+$4.7M
4
NVDA icon
NVIDIA
NVDA
+$4.38M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.24M

Sector Composition

1 Technology 31.32%
2 Communication Services 15.77%
3 Consumer Discretionary 13.35%
4 Healthcare 10.99%
5 Financials 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVR icon
201
Evercore
EVR
$12.5B
$254K 0.01%
850
GPN icon
202
Global Payments
GPN
$19.9B
$249K 0.01%
3,705
-3,915
LRCX icon
203
Lam Research
LRCX
$321B
$246K 0.01%
+1,151
SCHW icon
204
Charles Schwab
SCHW
$159B
$246K 0.01%
2,615
BRC icon
205
Brady Corp
BRC
$3.88B
$244K 0.01%
3,000
EWBC icon
206
East-West Bancorp
EWBC
$17.2B
$240K 0.01%
2,250
ANF icon
207
Abercrombie & Fitch
ANF
$3.78B
$238K 0.01%
+2,610
RPM icon
208
RPM International
RPM
$12.9B
$226K 0.01%
2,275
CRM icon
209
Salesforce
CRM
$150B
$224K 0.01%
1,200
-1,850
CVX icon
210
Chevron
CVX
$380B
$216K 0.01%
+1,042
HEI icon
211
HEICO Corp
HEI
$37.4B
$213K 0.01%
775
PSX icon
212
Phillips 66
PSX
$70.6B
$212K 0.01%
+1,163
BIIB icon
213
Biogen
BIIB
$27.5B
$212K 0.01%
1,155
-575
CWB icon
214
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.52B
$209K 0.01%
2,285
VIG icon
215
Vanguard Dividend Appreciation ETF
VIG
$105B
$209K 0.01%
971
+44
ED icon
216
Consolidated Edison
ED
$40.7B
$207K 0.01%
+1,825
MO icon
217
Altria Group
MO
$125B
$206K 0.01%
+3,115
DXC icon
218
DXC Technology
DXC
$2.02B
$189K 0.01%
15,000
-345
HYPD
219
Hyperion DeFi Inc
HYPD
$47.6M
$179K 0.01%
51,875
+5,200
FSK icon
220
FS KKR Capital
FSK
$3.23B
$175K 0.01%
17,237
WAGN
221
Pabrai Wagons ETF
WAGN
$178M
$169K 0.01%
+11,971
PURR
222
Hyperliquid Strategies Inc
PURR
$777M
$76.3K ﹤0.01%
15,000
+4,410
ALLO icon
223
Allogene Therapeutics
ALLO
$740M
$40.3K ﹤0.01%
16,529
XHB icon
224
State Street SPDR S&P Homebuilders ETF
XHB
$1.54B
– –
-5,922
WFC icon
225
Wells Fargo
WFC
$248B
– –
-2,200
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