Investment House

Latest statistics and disclosures from Investment House's latest quarterly 13F-HR filing:

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Portfolio Holdings for Investment House

Investment House holds 215 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $141M 520k 271.86
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Alphabet Cap Stk Cl A (GOOGL) 5.5 $116M 371k 313.00
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Meta Platforms Cl A (META) 5.0 $106M 161k 660.09
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Microsoft Corporation (MSFT) 4.7 $99M 205k 483.62
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NVIDIA Corporation (NVDA) 4.0 $85M 454k 186.50
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Amazon (AMZN) 3.6 $76M 329k 230.82
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Alphabet Cap Stk Cl C (GOOG) 3.1 $66M 210k 313.80
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Costco Wholesale Corporation (COST) 2.6 $55M 64k 862.34
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Intuit (INTU) 2.4 $51M 77k 662.42
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Eli Lilly & Co. (LLY) 2.4 $50M 47k 1074.69
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Nu Hldgs Ord Shs Cl A (NU) 2.1 $43M 2.6M 16.74
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American Express Company (AXP) 1.9 $41M 111k 369.95
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Adobe Systems Incorporated (ADBE) 1.6 $34M +2% 98k 349.99
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Applovin Corp Com Cl A (APP) 1.6 $34M -2% 50k 673.82
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Dell Technologies CL C (DELL) 1.6 $33M +8% 260k 125.88
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Intercontinental Exchange (ICE) 1.4 $30M 185k 161.96
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Waste Management (WM) 1.4 $29M 132k 219.71
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MercadoLibre (MELI) 1.3 $28M -5% 14k 2014.31
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UnitedHealth (UNH) 1.3 $27M +15% 80k 330.11
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Williams-Sonoma (WSM) 1.1 $24M 134k 178.59
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Automatic Data Processing (ADP) 1.1 $22M 87k 257.23
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Qualcomm (QCOM) 1.0 $22M 129k 171.05
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Motorola Solutions Com New (MSI) 1.0 $22M -27% 57k 383.32
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Booking Holdings (BKNG) 1.0 $21M 3.8k 5355.33
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Expedia Group Com New (EXPE) 1.0 $20M 72k 283.31
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Paychex (PAYX) 1.0 $20M 181k 112.18
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Johnson & Johnson (JNJ) 0.9 $20M 96k 206.95
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Lowe's Companies (LOW) 0.9 $20M 81k 241.16
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Autodesk (ADSK) 0.9 $19M 64k 296.01
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Nebius Group Shs Class A (NBIS) 0.9 $18M -15% 219k 83.70
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Texas Instruments Incorporated (TXN) 0.9 $18M -13% 104k 173.49
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Ecolab (ECL) 0.8 $18M 68k 262.52
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Cummins (CMI) 0.8 $17M 34k 510.45
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Sea Sponsord Ads (SE) 0.8 $17M 134k 127.57
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Ishares Tr Ishares Biotech (IBB) 0.8 $17M 98k 168.77
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Visa Com Cl A (V) 0.8 $16M 47k 350.71
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Intuitive Surgical Com New (ISRG) 0.8 $16M 29k 566.36
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Accenture Plc Ireland Shs Class A (ACN) 0.8 $16M -29% 59k 268.30
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Qxo Com New (QXO) 0.7 $15M +16% 800k 19.29
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Crowdstrike Hldgs Cl A (CRWD) 0.7 $15M 32k 468.76
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Molina Healthcare (MOH) 0.7 $15M +2709% 84k 173.54
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Stryker Corporation (SYK) 0.7 $14M 40k 351.47
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Reddit Cl A (RDDT) 0.7 $14M 61k 229.87
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Uber Technologies (UBER) 0.6 $13M -20% 164k 81.71
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Maplebear (CART) 0.6 $13M +3% 297k 44.98
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Wal-Mart Stores (WMT) 0.6 $13M 117k 111.41
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Align Technology (ALGN) 0.6 $13M +61% 82k 156.15
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FactSet Research Systems (FDS) 0.6 $12M +311% 42k 290.19
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Union Pacific Corporation (UNP) 0.6 $12M -3% 53k 231.32
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Airbnb Com Cl A (ABNB) 0.6 $12M +5% 86k 135.72
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Oracle Corporation (ORCL) 0.5 $11M -12% 59k 194.91
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Novartis Sponsored Adr (NVS) 0.5 $11M 82k 137.87
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Trimble Navigation (TRMB) 0.5 $11M -4% 143k 78.35
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Mastercard Incorporated Cl A (MA) 0.5 $11M -2% 20k 570.88
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Spdr Series Trust State Street Spd (XBI) 0.5 $11M 92k 121.93
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Abbvie (ABBV) 0.5 $11M 47k 228.49
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Edwards Lifesciences (EW) 0.5 $10M -17% 121k 85.25
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W.W. Grainger (GWW) 0.5 $9.6M -11% 9.6k 1009.05
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AutoNation (AN) 0.5 $9.5M 46k 206.48
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Figure Technology Solutio Com Cl A (FIGR) 0.4 $9.0M NEW 221k 40.84
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Paypal Holdings (PYPL) 0.4 $8.8M +2% 151k 58.38
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Expeditors International of Washington (EXPD) 0.4 $8.7M 58k 149.01
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Progressive Corporation (PGR) 0.4 $8.4M NEW 37k 227.72
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Amgen (AMGN) 0.4 $8.4M 26k 327.31
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Advanced Micro Devices (AMD) 0.4 $8.3M 39k 214.16
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Church & Dwight (CHD) 0.4 $8.1M -11% 97k 83.85
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Coupang Cl A (CPNG) 0.4 $7.8M 331k 23.59
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D.R. Horton (DHI) 0.4 $7.8M -8% 54k 144.03
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Deere & Company (DE) 0.4 $7.6M 16k 465.57
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Norfolk Southern (NSC) 0.4 $7.4M 26k 288.71
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Micron Technology (MU) 0.3 $6.8M 24k 285.41
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JPMorgan Chase & Co. (JPM) 0.3 $6.5M +33% 20k 322.22
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FedEx Corporation (FDX) 0.3 $6.1M -7% 21k 288.86
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $6.0M +35% 31k 191.56
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Merck & Co (MRK) 0.3 $5.8M -3% 56k 105.26
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Cisco Systems (CSCO) 0.3 $5.7M 74k 77.03
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.6M -2% 11k 502.65
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Home Depot (HD) 0.3 $5.4M 16k 344.10
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Waters Corporation (WAT) 0.3 $5.3M 14k 379.83
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Bank of America Corporation (BAC) 0.3 $5.3M 96k 55.00
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Charles River Laboratories (CRL) 0.2 $4.9M -10% 24k 199.48
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Toll Brothers (TOL) 0.2 $4.6M +103% 34k 135.22
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Corning Incorporated (GLW) 0.2 $4.5M 52k 87.56
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Solventum Corp Com Shs (SOLV) 0.2 $4.3M -18% 55k 79.24
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International Business Machines (IBM) 0.2 $4.3M 14k 296.21
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Interactive Brokers Group In Com Cl A (IBKR) 0.2 $4.2M +5% 65k 64.31
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Ralph Lauren Corp Cl A (RL) 0.2 $4.1M 12k 353.61
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Fastenal Company (FAST) 0.2 $4.1M -59% 102k 40.13
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Medtronic SHS (MDT) 0.2 $4.0M 42k 96.06
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Corpay Com Shs (CPAY) 0.2 $4.0M +13% 13k 300.93
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Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $4.0M +3% 36k 110.15
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Nike CL B (NKE) 0.2 $3.7M 58k 63.71
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Valaris Cl A (VAL) 0.2 $3.7M NEW 73k 50.40
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Builders FirstSource (BLDR) 0.2 $3.5M -27% 34k 102.89
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $3.3M +51% 73k 45.89
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Caterpillar (CAT) 0.2 $3.3M 5.8k 572.87
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Comcast Corp Cl A (CMCSA) 0.2 $3.3M NEW 111k 29.89
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.3M -8% 40k 82.82
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McDonald's Corporation (MCD) 0.2 $3.2M -13% 11k 305.63
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $3.2M 3.0k 1069.86
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Broadcom (AVGO) 0.2 $3.2M 9.2k 346.10
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Duolingo Cl A Com (DUOL) 0.2 $3.2M +250% 18k 175.50
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Pepsi (PEP) 0.1 $3.1M -2% 22k 143.52
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Block Cl A (XYZ) 0.1 $3.1M -6% 48k 65.09
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Zoetis Cl A (ZTS) 0.1 $3.1M -51% 24k 125.82
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Abbott Laboratories (ABT) 0.1 $3.0M 24k 125.29
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Scotts Miracle-gro Cl A (SMG) 0.1 $3.0M -8% 52k 58.35
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Garmin SHS (GRMN) 0.1 $2.9M 14k 202.85
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Compass Cl A (COMP) 0.1 $2.8M +334% 261k 10.57
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SYSCO Corporation (SYY) 0.1 $2.7M -2% 37k 73.69
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Walt Disney Company (DIS) 0.1 $2.6M +320% 23k 113.77
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Alpha Metallurgical Resources (AMR) 0.1 $2.5M 12k 199.88
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Ferrari Nv Ord (RACE) 0.1 $2.4M +82% 6.6k 369.56
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Yum! Brands (YUM) 0.1 $2.4M -2% 16k 151.28
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Warrior Met Coal (HCC) 0.1 $2.2M NEW 25k 88.17
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Gilead Sciences (GILD) 0.1 $2.1M 17k 122.74
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Netflix (NFLX) 0.1 $1.9M +4419% 21k 93.76
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Blackrock (BLK) 0.1 $1.9M 1.8k 1070.34
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AECOM Technology Corporation (ACM) 0.1 $1.8M 19k 95.33
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Alignment Healthcare (ALHC) 0.1 $1.7M NEW 84k 19.75
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Spdr Gold Tr Gold Shs (GLD) 0.1 $1.6M NEW 4.2k 396.31
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Nextera Energy (NEE) 0.1 $1.6M 20k 80.28
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Tesla Motors (TSLA) 0.1 $1.6M 3.5k 449.72
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Fiverr Intl Ord Shs (FVRR) 0.1 $1.5M -73% 77k 19.76
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Quanta Services (PWR) 0.1 $1.5M 3.6k 422.06
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.5M -71% 2.1k 681.92
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Ccc Intelligent Solutions Holdings (CCC) 0.1 $1.4M -78% 180k 7.95
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Marvell Technology (MRVL) 0.1 $1.4M -7% 16k 84.98
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Cheniere Energy Com New (LNG) 0.1 $1.4M NEW 7.0k 194.39
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Procter & Gamble Company (PG) 0.1 $1.3M 8.9k 143.31
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Coca-Cola Company (KO) 0.1 $1.2M -4% 17k 69.91
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Goldman Sachs (GS) 0.1 $1.2M -3% 1.4k 878.83
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TJX Companies (TJX) 0.1 $1.2M -9% 7.6k 153.61
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At&t (T) 0.1 $1.2M -23% 46k 24.84
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $1.1M 1.9k 605.01
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Agilent Technologies Inc C ommon (A) 0.1 $1.1M 7.9k 136.07
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3M Company (MMM) 0.1 $1.1M 6.7k 160.10
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IDEXX Laboratories (IDXX) 0.0 $1.0M -2% 1.5k 676.53
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Hp (HPQ) 0.0 $1.0M -33% 46k 22.28
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eBay (EBAY) 0.0 $1.0M 12k 87.10
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Raytheon Technologies Corp (RTX) 0.0 $984k 5.4k 183.40
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $979k -75% 3.2k 303.89
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Thermo Fisher Scientific (TMO) 0.0 $972k -4% 1.7k 579.45
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Trane Technologies SHS (TT) 0.0 $934k 2.4k 389.20
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $910k 5.7k 160.97
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Analog Devices (ADI) 0.0 $886k -2% 3.3k 271.20
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Select Sector Spdr Tr State Street Uti (XLU) 0.0 $879k +88% 21k 42.69
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Donaldson Company (DCI) 0.0 $833k 9.4k 88.66
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salesforce (CRM) 0.0 $808k 3.1k 264.91
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Ishares Msci Brazil Etf (EWZ) 0.0 $792k -10% 25k 31.77
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $790k 7.2k 110.19
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Wec Energy Group (WEC) 0.0 $770k 7.3k 105.46
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Colgate-Palmolive Company (CL) 0.0 $752k -7% 9.5k 79.02
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Bristol Myers Squibb (BMY) 0.0 $748k 14k 53.94
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $736k 16k 47.02
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $710k 15k 47.94
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $705k 8.6k 82.15
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Lennar Corp Cl A (LEN) 0.0 $702k 6.8k 102.80
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CVS Caremark Corporation (CVS) 0.0 $632k -8% 8.0k 79.36
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Spdr Series Trust State Street Spd (XHB) 0.0 $610k 5.9k 102.96
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Edison International (EIX) 0.0 $605k 10k 60.02
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Global Payments (GPN) 0.0 $590k +11% 7.6k 77.40
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Palantir Technologies Cl A (PLTR) 0.0 $579k 3.3k 177.75
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American Electric Power Company (AEP) 0.0 $570k -7% 4.9k 115.31
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Starbucks Corporation (SBUX) 0.0 $560k -20% 6.7k 84.21
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Louisiana-Pacific Corporation (LPX) 0.0 $554k 6.9k 80.76
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Coinbase Global Com Cl A (COIN) 0.0 $553k -48% 2.4k 226.14
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Take-Two Interactive Software (TTWO) 0.0 $545k 2.1k 256.03
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Intel Corporation (INTC) 0.0 $509k -90% 14k 36.90
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Vanguard World Utilities Etf (VPU) 0.0 $500k 2.7k 185.04
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Pfizer (PFE) 0.0 $499k 20k 24.90
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $492k -46% 1.7k 284.77
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Sherwin-Williams Company (SHW) 0.0 $486k 1.5k 324.03
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Verizon Communications (VZ) 0.0 $467k -2% 12k 40.73
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Palo Alto Networks (PANW) 0.0 $444k -4% 2.4k 184.20
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Electronic Arts (EA) 0.0 $436k -4% 2.1k 204.33
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Quest Diagnostics Incorporated (DGX) 0.0 $434k 2.5k 173.53
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Regeneron Pharmaceuticals (REGN) 0.0 $417k -17% 540.00 771.87
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Transocean Registered Shs (RIG) 0.0 $413k NEW 100k 4.13
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Illinois Tool Works (ITW) 0.0 $413k 1.7k 246.30
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Southern Company (SO) 0.0 $389k 4.5k 87.21
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Emerson Electric (EMR) 0.0 $383k 2.9k 132.72
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Danaher Corporation (DHR) 0.0 $365k 1.6k 228.92
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Us Bancorp Del Com New (USB) 0.0 $322k 6.0k 53.36
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Biogen Idec (BIIB) 0.0 $305k 1.7k 175.99
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Morgan Stanley Com New (MS) 0.0 $302k 1.7k 177.53
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Evercore Class A (EVR) 0.0 $289k 850.00 340.25
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McKesson Corporation (MCK) 0.0 $287k -25% 350.00 820.33
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Target Corporation (TGT) 0.0 $284k 2.9k 97.75
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Servicenow (NOW) 0.0 $282k +173% 1.8k 153.19
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Hca Holdings (HCA) 0.0 $280k 600.00 466.86
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Honeywell International (HON) 0.0 $278k 1.4k 195.09
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M&T Bank Corporation (MTB) 0.0 $272k 1.4k 201.48
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Applied Materials (AMAT) 0.0 $270k NEW 1.1k 256.99
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Kenvue (KVUE) 0.0 $269k -48% 16k 17.25
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Charles Schwab Corporation (SCHW) 0.0 $261k NEW 2.6k 99.91
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United Parcel Service CL B (UPS) 0.0 $260k -14% 2.6k 99.19
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Fs Kkr Capital Corp (FSK) 0.0 $255k -3% 17k 14.81
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East West Ban (EWBC) 0.0 $253k 2.3k 112.39
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HEICO Corporation (HEI) 0.0 $251k 775.00 323.59
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ConocoPhillips (COP) 0.0 $250k 2.7k 93.61
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Boeing Company (BA) 0.0 $244k -47% 1.1k 217.12
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Linde SHS (LIN) 0.0 $241k -95% 566.00 426.39
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Johnson Ctls Intl SHS (JCI) 0.0 $240k 2.0k 119.75
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RPM International (RPM) 0.0 $237k 2.3k 104.00
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Brady Corp Cl A (BRC) 0.0 $235k 3.0k 78.37
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Iron Mountain (IRM) 0.0 $232k +3% 2.8k 82.95
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Dxc Technology (DXC) 0.0 $225k 15k 14.65
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Wells Fargo & Company (WFC) 0.0 $205k NEW 2.2k 93.20
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Spdr Series Trust State Street Spd (CWB) 0.0 $204k 2.3k 89.20
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $204k 927.00 219.78
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Spdr Series Trust State Street Spd (BIL) 0.0 $200k NEW 2.2k 91.38
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Hyperion Defi Com New (HYPD) 0.0 $166k +335% 47k 3.56
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Hyperliquid Strategies (PURR) 0.0 $38k NEW 11k 3.56
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Allogene Therapeutics (ALLO) 0.0 $23k 17k 1.37
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Past Filings by Investment House

SEC 13F filings are viewable for Investment House going back to 2012

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