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
$2.1B
AUM Growth
-$4.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.01M
3
+$8.82M
4
PGR icon
Progressive
PGR
+$8.38M
5
ALGN icon
Align Technology
ALGN
+$4.46M

Top Sells

1
+$8.72M
2
+$6.35M
3
+$6.22M
4
WBD icon
Warner Bros
WBD
+$5.85M
5
CCC
CCC Intelligent Solutions
CCC
+$5.37M

Sector Composition

1 Technology 32.89%
2 Communication Services 17.4%
3 Consumer Discretionary 13.67%
4 Healthcare 11.25%
5 Financials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COP icon
201
ConocoPhillips
COP
$150B
$250K 0.01%
2,675
BA icon
202
Boeing
BA
$179B
$244K 0.01%
1,125
-1,000
LIN icon
203
Linde
LIN
$235B
$241K 0.01%
566
-11,981
JCI icon
204
Johnson Controls International
JCI
$88.8B
$240K 0.01%
2,000
RPM icon
205
RPM International
RPM
$12.9B
$237K 0.01%
2,275
BRC icon
206
Brady Corp
BRC
$3.88B
$235K 0.01%
3,000
IRM icon
207
Iron Mountain
IRM
$37.8B
$232K 0.01%
2,800
+100
DXC icon
208
DXC Technology
DXC
$2.02B
$225K 0.01%
15,345
WFC icon
209
Wells Fargo
WFC
$248B
$205K 0.01%
+2,200
CWB icon
210
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.52B
$204K 0.01%
2,285
VIG icon
211
Vanguard Dividend Appreciation ETF
VIG
$105B
$204K 0.01%
927
BIL icon
212
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.3B
$200K 0.01%
+2,191
HYPD
213
Hyperion DeFi Inc
HYPD
$47.6M
$166K 0.01%
46,675
+35,950
PURR
214
Hyperliquid Strategies Inc
PURR
$777M
$37.7K ﹤0.01%
+10,590
ALLO icon
215
Allogene Therapeutics
ALLO
$740M
$22.6K ﹤0.01%
16,529
CRWV
216
CoreWeave Inc
CRWV
$62.9B
– –
-2,000
ETH
217
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.86B
– –
-13,374
ZS icon
218
Zscaler
ZS
$22.5B
– –
-810
WING icon
219
Wingstop
WING
$4.39B
– –
-1,010
WBD icon
220
Warner Bros
WBD
$67.6B
– –
-299,656
TLT icon
221
iShares 20+ Year Treasury Bond ETF
TLT
$42.2B
– –
-8,832
SONN
222
DELISTED
Sonnet BioTherapeutics
SONN
– –
-10,625
SNPS icon
223
Synopsys
SNPS
$93.7B
– –
-3,060
RH icon
224
RH
RH
$2.45B
– –
-7,919
PDD icon
225
Pinduoduo
PDD
$142B
– –
-17,913
6 7 8
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