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 223 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.3 $134M -5% 525k 254.63
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Meta Platforms Cl A (META) 5.6 $117M -4% 160k 734.38
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Microsoft Corporation (MSFT) 5.1 $107M -2% 207k 517.95
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Alphabet Cap Stk Cl A (GOOGL) 4.3 $90M +8% 371k 243.10
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NVIDIA Corporation (NVDA) 4.0 $85M 456k 186.58
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Amazon (AMZN) 3.4 $72M -6% 327k 219.57
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Costco Wholesale Corporation (COST) 2.8 $60M 65k 925.63
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Intuit (INTU) 2.5 $53M 77k 682.91
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Alphabet Cap Stk Cl C (GOOG) 2.5 $52M +5% 212k 243.55
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Nu Hldgs Ord Shs Cl A (NU) 1.9 $41M 2.6M 16.01
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Applovin Corp Com Cl A (APP) 1.8 $37M +2% 52k 718.54
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American Express Company (AXP) 1.7 $37M 111k 332.16
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Motorola Solutions Com New (MSI) 1.7 $36M 79k 457.29
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Eli Lilly & Co. (LLY) 1.7 $36M 47k 763.01
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MercadoLibre (MELI) 1.6 $35M 15k 2336.99
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Dell Technologies CL C (DELL) 1.6 $34M 239k 141.77
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Adobe Systems Incorporated (ADBE) 1.6 $34M +7% 96k 352.75
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Intercontinental Exchange (ICE) 1.5 $32M 188k 168.48
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Waste Management (WM) 1.4 $30M 134k 220.83
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Nebius Group Shs Class A (NBIS) 1.4 $29M +8% 259k 112.27
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Williams-Sonoma (WSM) 1.2 $26M 134k 195.45
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Automatic Data Processing (ADP) 1.2 $26M 88k 293.50
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UnitedHealth (UNH) 1.1 $24M +129% 69k 345.30
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Sea Sponsord Ads (SE) 1.1 $24M 132k 178.73
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Paychex (PAYX) 1.1 $23M 181k 126.76
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Texas Instruments Incorporated (TXN) 1.1 $22M 121k 183.73
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Qualcomm (QCOM) 1.0 $22M -3% 130k 166.36
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Booking Holdings (BKNG) 1.0 $21M 3.8k 5399.27
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Accenture Plc Ireland Shs Class A (ACN) 1.0 $21M -9% 84k 246.60
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Autodesk (ADSK) 1.0 $20M 64k 317.67
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Lowe's Companies (LOW) 1.0 $20M 81k 251.31
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Uber Technologies (UBER) 1.0 $20M -3% 205k 97.97
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Oracle Corporation (ORCL) 0.9 $19M 67k 281.24
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Ecolab (ECL) 0.9 $19M 68k 273.86
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Johnson & Johnson (JNJ) 0.8 $18M 96k 185.42
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Visa Com Cl A (V) 0.8 $16M 47k 341.38
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Crowdstrike Hldgs Cl A (CRWD) 0.7 $16M 32k 490.38
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Expedia Group Com New (EXPE) 0.7 $15M +2% 72k 213.75
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Stryker Corporation (SYK) 0.7 $15M 41k 369.67
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Cummins (CMI) 0.7 $15M 34k 422.37
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Ishares Tr Ishares Biotech (IBB) 0.7 $14M +4% 99k 144.37
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Reddit Cl A (RDDT) 0.7 $14M 61k 229.99
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Qxo Com New (QXO) 0.6 $13M +241% 687k 19.06
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Union Pacific Corporation (UNP) 0.6 $13M 55k 236.37
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Intuitive Surgical Com New (ISRG) 0.6 $13M 29k 447.23
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Fastenal Company (FAST) 0.6 $12M 253k 49.04
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Trimble Navigation (TRMB) 0.6 $12M 151k 81.65
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Wal-Mart Stores (WMT) 0.6 $12M 117k 103.06
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Mastercard Incorporated Cl A (MA) 0.5 $11M -2% 20k 568.81
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Edwards Lifesciences (EW) 0.5 $11M -8% 146k 77.77
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Abbvie (ABBV) 0.5 $11M 48k 231.54
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Coupang Cl A (CPNG) 0.5 $11M +76% 335k 32.20
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Maplebear (CART) 0.5 $11M +2% 287k 36.76
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Novartis Sponsored Adr (NVS) 0.5 $11M 82k 128.24
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W.W. Grainger (GWW) 0.5 $10M -16% 11k 952.96
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AutoNation (AN) 0.5 $10M 46k 218.77
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D.R. Horton (DHI) 0.5 $10M +9% 59k 169.47
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Paypal Holdings (PYPL) 0.5 $9.9M 147k 67.06
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Airbnb Com Cl A (ABNB) 0.5 $9.8M +7% 81k 121.42
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Church & Dwight (CHD) 0.5 $9.6M -4% 110k 87.63
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Spdr Series Trust S&p Biotech (XBI) 0.4 $9.2M +85% 92k 100.20
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Norfolk Southern (NSC) 0.4 $7.8M 26k 300.40
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Ccc Intelligent Solutions Holdings (CCCS) 0.4 $7.7M +6% 840k 9.11
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Deere & Company (DE) 0.4 $7.4M 16k 457.26
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Amgen (AMGN) 0.3 $7.3M -25% 26k 282.20
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Zoetis Cl A (ZTS) 0.3 $7.3M -45% 50k 146.32
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Expeditors International of Washington (EXPD) 0.3 $7.3M 59k 122.59
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Fiverr Intl Ord Shs (FVRR) 0.3 $7.1M +5% 292k 24.41
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Home Depot (HD) 0.3 $6.5M 16k 405.19
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Align Technology (ALGN) 0.3 $6.4M NEW 51k 125.22
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Advanced Micro Devices (AMD) 0.3 $6.3M 39k 161.79
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Linde SHS (LIN) 0.3 $6.0M -3% 13k 475.00
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Warner Bros Discovery Com Ser A (WBD) 0.3 $5.9M +37% 300k 19.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.8M +4% 11k 502.74
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Builders FirstSource (BLDR) 0.3 $5.7M 47k 121.25
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FedEx Corporation (FDX) 0.3 $5.4M -21% 23k 235.81
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Cisco Systems (CSCO) 0.2 $5.0M 74k 68.42
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Intel Corporation (INTC) 0.2 $5.0M +867% 150k 33.55
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $5.0M +26% 7.5k 666.18
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Bank of America Corporation (BAC) 0.2 $4.9M 96k 51.59
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Solventum Corp Com Shs (SOLV) 0.2 $4.9M 67k 73.00
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Merck & Co (MRK) 0.2 $4.8M -4% 58k 83.93
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JPMorgan Chase & Co. (JPM) 0.2 $4.7M +137% 15k 315.43
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.3M +326% 23k 189.70
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Waters Corporation (WAT) 0.2 $4.3M 14k 299.81
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Charles River Laboratories (CRL) 0.2 $4.3M -12% 27k 156.46
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Interactive Brokers Group In Com Cl A (IBKR) 0.2 $4.2M NEW 62k 68.81
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Corning Incorporated (GLW) 0.2 $4.2M 52k 82.03
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Nike CL B (NKE) 0.2 $4.1M 59k 69.73
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International Business Machines (IBM) 0.2 $4.1M 14k 282.16
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Micron Technology (MU) 0.2 $4.0M 24k 167.32
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Medtronic SHS (MDT) 0.2 $4.0M 42k 95.24
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Ishares Tr Short Treas Bd (SHV) 0.2 $3.9M 35k 110.49
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McDonald's Corporation (MCD) 0.2 $3.7M -16% 12k 303.89
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Block Cl A (XYZ) 0.2 $3.7M 51k 72.27
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $3.7M +335% 13k 279.29
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Ralph Lauren Corp Cl A (RL) 0.2 $3.6M 12k 313.56
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.6M -5% 43k 82.96
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Garmin SHS (GRMN) 0.2 $3.5M 14k 246.22
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Corpay Com Shs (CPAY) 0.2 $3.4M -42% 12k 288.06
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Brookfield Corp Cl A Ltd Vt Sh (BN) 0.2 $3.3M +2% 48k 68.58
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Abbott Laboratories (ABT) 0.2 $3.2M 24k 133.94
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Scotts Miracle-gro Cl A (SMG) 0.2 $3.2M 56k 56.95
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Pepsi (PEP) 0.1 $3.2M -3% 23k 140.44
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SYSCO Corporation (SYY) 0.1 $3.1M 38k 82.34
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Broadcom (AVGO) 0.1 $3.1M 9.3k 329.91
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FactSet Research Systems (FDS) 0.1 $3.0M NEW 10k 286.49
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $2.9M -28% 3.0k 968.09
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Caterpillar (CAT) 0.1 $2.8M 5.8k 477.15
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AECOM Technology Corporation (ACM) 0.1 $2.5M 19k 130.47
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Yum! Brands (YUM) 0.1 $2.4M -3% 16k 152.00
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $2.4M +202% 24k 100.25
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Pdd Holdings Sponsored Ads (PDD) 0.1 $2.4M NEW 18k 132.17
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Toll Brothers (TOL) 0.1 $2.3M -28% 17k 138.14
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Blackrock (BLK) 0.1 $2.1M 1.8k 1165.87
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Alpha Metallurgical Resources (AMR) 0.1 $2.0M +112% 12k 164.09
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Gilead Sciences (GILD) 0.1 $1.9M 17k 111.00
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Hp (HPQ) 0.1 $1.9M -24% 69k 27.23
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Chipotle Mexican Grill (CMG) 0.1 $1.8M -11% 47k 39.19
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Centene Corporation (CNC) 0.1 $1.8M NEW 50k 35.68
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Ferrari Nv Ord (RACE) 0.1 $1.8M +706% 3.6k 485.22
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At&t (T) 0.1 $1.7M 60k 28.24
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Duolingo Cl A Com (DUOL) 0.1 $1.7M NEW 5.1k 321.84
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Rh (RH) 0.1 $1.6M +18% 7.9k 203.16
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.6M -70% 9.0k 178.73
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Coinbase Global Com Cl A (COIN) 0.1 $1.6M +121% 4.7k 337.49
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Nextera Energy (NEE) 0.1 $1.6M -2% 21k 75.49
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Tesla Motors (TSLA) 0.1 $1.6M +26% 3.5k 444.72
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Synopsys (SNPS) 0.1 $1.5M -50% 3.1k 493.39
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Marvell Technology (MRVL) 0.1 $1.5M 18k 84.07
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Quanta Services (PWR) 0.1 $1.5M -58% 3.5k 414.42
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Procter & Gamble Company (PG) 0.1 $1.4M -4% 9.0k 153.65
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TJX Companies (TJX) 0.1 $1.2M -5% 8.4k 144.54
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Coca-Cola Company (KO) 0.1 $1.2M -12% 18k 66.32
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Goldman Sachs (GS) 0.1 $1.1M 1.4k 796.20
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eBay (EBAY) 0.1 $1.1M 12k 90.95
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3M Company (MMM) 0.0 $1.1M 6.8k 155.18
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $1.0M +8% 1.9k 546.75
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Agilent Technologies Inc C ommon (A) 0.0 $1.0M -3% 7.9k 128.35
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Trane Technologies SHS (TT) 0.0 $1.0M 2.4k 421.96
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IDEXX Laboratories (IDXX) 0.0 $990k 1.6k 638.89
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Anthem (ELV) 0.0 $969k NEW 3.0k 323.12
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $951k 11k 87.21
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Raytheon Technologies Corp (RTX) 0.0 $898k +32% 5.4k 167.33
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Ishares Msci Brazil Etf (EWZ) 0.0 $863k 28k 31.00
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Lennar Corp Cl A (LEN) 0.0 $861k 6.8k 126.04
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Thermo Fisher Scientific (TMO) 0.0 $848k -60% 1.7k 485.02
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $844k NEW 3.2k 259.91
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $840k 5.7k 148.61
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Wec Energy Group (WEC) 0.0 $837k 7.3k 114.59
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Analog Devices (ADI) 0.0 $828k 3.4k 245.70
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Colgate-Palmolive Company (CL) 0.0 $824k +15% 10k 79.94
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Griffon Corporation (GFF) 0.0 $800k -78% 11k 76.15
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $800k NEW 12k 65.00
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $799k -5% 7.2k 111.47
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Baidu Spon Adr Rep A (BIDU) 0.0 $791k NEW 6.0k 131.77
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $789k -83% 8.8k 89.37
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Donaldson Company (DCI) 0.0 $769k 9.4k 81.85
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Alps Etf Tr Alerian Mlp (AMLP) 0.0 $735k NEW 16k 46.93
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salesforce (CRM) 0.0 $723k -92% 3.1k 237.00
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $722k NEW 15k 49.39
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Starbucks Corporation (SBUX) 0.0 $710k -23% 8.4k 84.60
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CVS Caremark Corporation (CVS) 0.0 $657k 8.7k 75.39
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Spdr Series Trust S&p Homebuild (XHB) 0.0 $648k NEW 5.9k 110.80
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Servicenow (NOW) 0.0 $619k -15% 673.00 920.28
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Bristol Myers Squibb (BMY) 0.0 $619k -57% 14k 45.10
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Walt Disney Company (DIS) 0.0 $615k -83% 5.4k 114.50
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Louisiana-Pacific Corporation (LPX) 0.0 $609k 6.9k 88.84
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $600k +14% 8.6k 69.87
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American Electric Power Company (AEP) 0.0 $598k -10% 5.3k 112.50
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Palantir Technologies Cl A (PLTR) 0.0 $595k 3.3k 182.42
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Molina Healthcare (MOH) 0.0 $574k NEW 3.0k 191.36
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Global Payments (GPN) 0.0 $568k NEW 6.8k 83.08
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Edison International (EIX) 0.0 $557k 10k 55.28
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Netflix (NFLX) 0.0 $552k +4% 460.00 1198.92
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Take-Two Interactive Software (TTWO) 0.0 $546k 2.1k 258.36
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New Oriental Ed & Technology Spon Adr (EDU) 0.0 $531k NEW 10k 53.07
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Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $524k NEW 13k 39.18
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Sherwin-Williams Company (SHW) 0.0 $519k 1.5k 346.26
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Verizon Communications (VZ) 0.0 $517k 12k 43.95
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Palo Alto Networks (PANW) 0.0 $513k -30% 2.5k 203.62
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Vanguard World Utilities Etf (VPU) 0.0 $511k 2.7k 189.41
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Pfizer (PFE) 0.0 $511k -5% 20k 25.48
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Kenvue (KVUE) 0.0 $488k -75% 30k 16.23
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Compass Cl A (COMP) 0.0 $482k NEW 60k 8.03
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Quest Diagnostics Incorporated (DGX) 0.0 $472k 2.5k 190.58
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Boeing Company (BA) 0.0 $459k NEW 2.1k 215.83
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Electronic Arts (EA) 0.0 $451k 2.2k 201.70
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Illinois Tool Works (ITW) 0.0 $437k 1.7k 260.76
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Southern Company (SO) 0.0 $423k 4.5k 94.78
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Emerson Electric (EMR) 0.0 $374k NEW 2.9k 131.18
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Regeneron Pharmaceuticals (REGN) 0.0 $369k 657.00 562.27
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McKesson Corporation (MCK) 0.0 $363k -2% 470.00 772.57
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Danaher Corporation (DHR) 0.0 $316k -75% 1.6k 198.26
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Honeywell International (HON) 0.0 $300k 1.4k 210.50
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Us Bancorp Del Com New (USB) 0.0 $291k 6.0k 48.33
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Evercore Class A (EVR) 0.0 $287k 850.00 337.32
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Iron Mountain (IRM) 0.0 $275k 2.7k 101.94
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Coreweave Com Cl A (CRWV) 0.0 $274k NEW 2.0k 136.85
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Morgan Stanley Com New (MS) 0.0 $270k 1.7k 158.96
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RPM International (RPM) 0.0 $268k 2.3k 117.88
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Fs Kkr Capital Corp (FSK) 0.0 $267k 18k 14.93
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M&T Bank Corporation (MTB) 0.0 $267k 1.4k 197.62
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Apple Call Call Option 0.0 $263k NEW 100.00 2630.00
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Target Corporation (TGT) 0.0 $260k 2.9k 89.70
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United Parcel Service CL B (UPS) 0.0 $256k -44% 3.1k 83.53
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Hca Holdings (HCA) 0.0 $256k 600.00 426.20
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Wingstop (WING) 0.0 $254k -55% 1.0k 251.68
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ConocoPhillips (COP) 0.0 $253k 2.7k 94.59
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HEICO Corporation (HEI) 0.0 $250k 775.00 322.82
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Zscaler Incorporated (ZS) 0.0 $243k 810.00 299.66
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Biogen Idec (BIIB) 0.0 $242k 1.7k 140.08
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East West Ban (EWBC) 0.0 $240k 2.3k 106.45
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Brady Corp Cl A (BRC) 0.0 $234k 3.0k 78.03
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Johnson Ctls Intl SHS (JCI) 0.0 $220k 2.0k 109.95
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Clorox Company (CLX) 0.0 $217k -4% 1.8k 123.30
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Dxc Technology (DXC) 0.0 $209k 15k 13.63
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Spdr Series Trust Bbg Conv Sec Etf (CWB) 0.0 $207k NEW 2.3k 90.50
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Penske Automotive (PAG) 0.0 $202k NEW 1.2k 173.91
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $200k NEW 927.00 215.79
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Hyperion Defi Com New (HYPD) 0.0 $103k NEW 11k 9.58
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Sonnet Biotherapeutc Hldng I Com New (SONN) 0.0 $49k NEW 11k 4.58
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Allogene Therapeutics (ALLO) 0.0 $21k 17k 1.24
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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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