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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
$136B
$250K 0.01%
2,675
BA icon
202
Boeing
BA
$179B
$244K 0.01%
1,125
-1,000
LIN icon
203
Linde
LIN
$240B
$241K 0.01%
566
-11,981
JCI icon
204
Johnson Controls International
JCI
$88.6B
$240K 0.01%
2,000
RPM icon
205
RPM International
RPM
$14B
$237K 0.01%
2,275
BRC icon
206
Brady Corp
BRC
$4B
$235K 0.01%
3,000
IRM icon
207
Iron Mountain
IRM
$38.1B
$232K 0.01%
2,800
+100
DXC icon
208
DXC Technology
DXC
$1.5B
$225K 0.01%
15,345
WFC icon
209
Wells Fargo
WFC
$260B
$205K 0.01%
+2,200
CWB icon
210
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$6.44B
$204K 0.01%
2,285
VIG icon
211
Vanguard Dividend Appreciation ETF
VIG
$110B
$204K 0.01%
927
BIL icon
212
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.8B
$200K 0.01%
+2,191
HYPD
213
Hyperion DeFi Inc
HYPD
$49.1M
$166K 0.01%
46,675
+35,950
PURR
214
Hyperliquid Strategies Inc
PURR
$1.45B
$37.7K ﹤0.01%
+10,590
ALLO icon
215
Allogene Therapeutics
ALLO
$656M
$22.6K ﹤0.01%
16,529
AGG icon
216
iShares Core US Aggregate Bond ETF
AGG
$138B
– –
-23,968
BABA icon
217
Alibaba
BABA
$266B
– –
-9,000
BIDU icon
218
Baidu
BIDU
$38.4B
– –
-6,000
CLX icon
219
Clorox
CLX
$11.8B
– –
-1,760
CMG icon
220
Chipotle Mexican Grill
CMG
$41.8B
– –
-46,500
CNC icon
221
Centene
CNC
$30.3B
– –
-50,400
EDU icon
222
New Oriental
EDU
$7.41B
– –
-10,000
ELV icon
223
Elevance Health
ELV
$86.4B
– –
-3,000
GFF icon
224
Griffon
GFF
$4.31B
– –
-10,508
IBIT icon
225
iShares Bitcoin Trust
IBIT
$50.1B
– –
-12,309
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