Investment House
Latest statistics and disclosures from Investment House's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, META, MSFT, GOOGL, NVDA, and represent 25.29% of Investment House's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$14M), QXO (+$9.3M), GOOGL (+$7.1M), ALGN (+$6.4M), CPNG, INTC, XBI, IBKR, RSP, FDS.
- Started 27 new stock positions in MOH, IBIT, BIDU, VIG, ALGN, ETH, COMP, CWB, CNC, HYPD.
- Reduced shares in these 10 stocks: CRM (-$9.6M), AAPL (-$7.3M), TTD (-$6.5M), ZTS (-$6.0M), AMZN (-$5.2M), META (-$5.2M), TLT, BABA, DIS, .
- Sold out of its positions in AZEK, COF, CNR, DOW, FXE, FXY, FXI, LAD, MDLZ, OLN. PM, SCHW, TTAN, TTD, BLD, VT, VRTX, HCC, XP, IREN.
- Investment House was a net seller of stock by $-1.5M.
- Investment House has $2.1B in assets under management (AUM), dropping by 6.63%.
- Central Index Key (CIK): 0001566030
Tip: Access up to 7 years of quarterly data
Positions held by Investment House consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio 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 |
|
| Meta Platforms Cl A (META) | 5.6 | $117M | -4% | 160k | 734.38 |
|
| Microsoft Corporation (MSFT) | 5.1 | $107M | -2% | 207k | 517.95 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $90M | +8% | 371k | 243.10 |
|
| NVIDIA Corporation (NVDA) | 4.0 | $85M | 456k | 186.58 |
|
|
| Amazon (AMZN) | 3.4 | $72M | -6% | 327k | 219.57 |
|
| Costco Wholesale Corporation (COST) | 2.8 | $60M | 65k | 925.63 |
|
|
| Intuit (INTU) | 2.5 | $53M | 77k | 682.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $52M | +5% | 212k | 243.55 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.9 | $41M | 2.6M | 16.01 |
|
|
| Applovin Corp Com Cl A (APP) | 1.8 | $37M | +2% | 52k | 718.54 |
|
| American Express Company (AXP) | 1.7 | $37M | 111k | 332.16 |
|
|
| Motorola Solutions Com New (MSI) | 1.7 | $36M | 79k | 457.29 |
|
|
| Eli Lilly & Co. (LLY) | 1.7 | $36M | 47k | 763.01 |
|
|
| MercadoLibre (MELI) | 1.6 | $35M | 15k | 2336.99 |
|
|
| Dell Technologies CL C (DELL) | 1.6 | $34M | 239k | 141.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.6 | $34M | +7% | 96k | 352.75 |
|
| Intercontinental Exchange (ICE) | 1.5 | $32M | 188k | 168.48 |
|
|
| Waste Management (WM) | 1.4 | $30M | 134k | 220.83 |
|
|
| Nebius Group Shs Class A (NBIS) | 1.4 | $29M | +8% | 259k | 112.27 |
|
| Williams-Sonoma (WSM) | 1.2 | $26M | 134k | 195.45 |
|
|
| Automatic Data Processing (ADP) | 1.2 | $26M | 88k | 293.50 |
|
|
| UnitedHealth (UNH) | 1.1 | $24M | +129% | 69k | 345.30 |
|
| Sea Sponsord Ads (SE) | 1.1 | $24M | 132k | 178.73 |
|
|
| Paychex (PAYX) | 1.1 | $23M | 181k | 126.76 |
|
|
| Texas Instruments Incorporated (TXN) | 1.1 | $22M | 121k | 183.73 |
|
|
| Qualcomm (QCOM) | 1.0 | $22M | -3% | 130k | 166.36 |
|
| Booking Holdings (BKNG) | 1.0 | $21M | 3.8k | 5399.27 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $21M | -9% | 84k | 246.60 |
|
| Autodesk (ADSK) | 1.0 | $20M | 64k | 317.67 |
|
|
| Lowe's Companies (LOW) | 1.0 | $20M | 81k | 251.31 |
|
|
| Uber Technologies (UBER) | 1.0 | $20M | -3% | 205k | 97.97 |
|
| Oracle Corporation (ORCL) | 0.9 | $19M | 67k | 281.24 |
|
|
| Ecolab (ECL) | 0.9 | $19M | 68k | 273.86 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $18M | 96k | 185.42 |
|
|
| Visa Com Cl A (V) | 0.8 | $16M | 47k | 341.38 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $16M | 32k | 490.38 |
|
|
| Expedia Group Com New (EXPE) | 0.7 | $15M | +2% | 72k | 213.75 |
|
| Stryker Corporation (SYK) | 0.7 | $15M | 41k | 369.67 |
|
|
| Cummins (CMI) | 0.7 | $15M | 34k | 422.37 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $14M | +4% | 99k | 144.37 |
|
| Reddit Cl A (RDDT) | 0.7 | $14M | 61k | 229.99 |
|
|
| Qxo Com New (QXO) | 0.6 | $13M | +241% | 687k | 19.06 |
|
| Union Pacific Corporation (UNP) | 0.6 | $13M | 55k | 236.37 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.6 | $13M | 29k | 447.23 |
|
|
| Fastenal Company (FAST) | 0.6 | $12M | 253k | 49.04 |
|
|
| Trimble Navigation (TRMB) | 0.6 | $12M | 151k | 81.65 |
|
|
| Wal-Mart Stores (WMT) | 0.6 | $12M | 117k | 103.06 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.5 | $11M | -2% | 20k | 568.81 |
|
| Edwards Lifesciences (EW) | 0.5 | $11M | -8% | 146k | 77.77 |
|
| Abbvie (ABBV) | 0.5 | $11M | 48k | 231.54 |
|
|
| Coupang Cl A (CPNG) | 0.5 | $11M | +76% | 335k | 32.20 |
|
| Maplebear (CART) | 0.5 | $11M | +2% | 287k | 36.76 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $11M | 82k | 128.24 |
|
|
| W.W. Grainger (GWW) | 0.5 | $10M | -16% | 11k | 952.96 |
|
| AutoNation (AN) | 0.5 | $10M | 46k | 218.77 |
|
|
| D.R. Horton (DHI) | 0.5 | $10M | +9% | 59k | 169.47 |
|
| Paypal Holdings (PYPL) | 0.5 | $9.9M | 147k | 67.06 |
|
|
| Airbnb Com Cl A (ABNB) | 0.5 | $9.8M | +7% | 81k | 121.42 |
|
| Church & Dwight (CHD) | 0.5 | $9.6M | -4% | 110k | 87.63 |
|
| Spdr Series Trust S&p Biotech (XBI) | 0.4 | $9.2M | +85% | 92k | 100.20 |
|
| Norfolk Southern (NSC) | 0.4 | $7.8M | 26k | 300.40 |
|
|
| Ccc Intelligent Solutions Holdings (CCCS) | 0.4 | $7.7M | +6% | 840k | 9.11 |
|
| Deere & Company (DE) | 0.4 | $7.4M | 16k | 457.26 |
|
|
| Amgen (AMGN) | 0.3 | $7.3M | -25% | 26k | 282.20 |
|
| Zoetis Cl A (ZTS) | 0.3 | $7.3M | -45% | 50k | 146.32 |
|
| Expeditors International of Washington (EXPD) | 0.3 | $7.3M | 59k | 122.59 |
|
|
| Fiverr Intl Ord Shs (FVRR) | 0.3 | $7.1M | +5% | 292k | 24.41 |
|
| Home Depot (HD) | 0.3 | $6.5M | 16k | 405.19 |
|
|
| Align Technology (ALGN) | 0.3 | $6.4M | NEW | 51k | 125.22 |
|
| Advanced Micro Devices (AMD) | 0.3 | $6.3M | 39k | 161.79 |
|
|
| Linde SHS (LIN) | 0.3 | $6.0M | -3% | 13k | 475.00 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $5.9M | +37% | 300k | 19.53 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.8M | +4% | 11k | 502.74 |
|
| Builders FirstSource (BLDR) | 0.3 | $5.7M | 47k | 121.25 |
|
|
| FedEx Corporation (FDX) | 0.3 | $5.4M | -21% | 23k | 235.81 |
|
| Cisco Systems (CSCO) | 0.2 | $5.0M | 74k | 68.42 |
|
|
| Intel Corporation (INTC) | 0.2 | $5.0M | +867% | 150k | 33.55 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $5.0M | +26% | 7.5k | 666.18 |
|
| Bank of America Corporation (BAC) | 0.2 | $4.9M | 96k | 51.59 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.2 | $4.9M | 67k | 73.00 |
|
|
| Merck & Co (MRK) | 0.2 | $4.8M | -4% | 58k | 83.93 |
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.7M | +137% | 15k | 315.43 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.3M | +326% | 23k | 189.70 |
|
| Waters Corporation (WAT) | 0.2 | $4.3M | 14k | 299.81 |
|
|
| Charles River Laboratories (CRL) | 0.2 | $4.3M | -12% | 27k | 156.46 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $4.2M | NEW | 62k | 68.81 |
|
| Corning Incorporated (GLW) | 0.2 | $4.2M | 52k | 82.03 |
|
|
| Nike CL B (NKE) | 0.2 | $4.1M | 59k | 69.73 |
|
|
| International Business Machines (IBM) | 0.2 | $4.1M | 14k | 282.16 |
|
|
| Micron Technology (MU) | 0.2 | $4.0M | 24k | 167.32 |
|
|
| Medtronic SHS (MDT) | 0.2 | $4.0M | 42k | 95.24 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $3.9M | 35k | 110.49 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $3.7M | -16% | 12k | 303.89 |
|
| Block Cl A (XYZ) | 0.2 | $3.7M | 51k | 72.27 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $3.7M | +335% | 13k | 279.29 |
|
| Ralph Lauren Corp Cl A (RL) | 0.2 | $3.6M | 12k | 313.56 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.6M | -5% | 43k | 82.96 |
|
| Garmin SHS (GRMN) | 0.2 | $3.5M | 14k | 246.22 |
|
|
| Corpay Com Shs (CPAY) | 0.2 | $3.4M | -42% | 12k | 288.06 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $3.3M | +2% | 48k | 68.58 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.2M | 24k | 133.94 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $3.2M | 56k | 56.95 |
|
|
| Pepsi (PEP) | 0.1 | $3.2M | -3% | 23k | 140.44 |
|
| SYSCO Corporation (SYY) | 0.1 | $3.1M | 38k | 82.34 |
|
|
| Broadcom (AVGO) | 0.1 | $3.1M | 9.3k | 329.91 |
|
|
| FactSet Research Systems (FDS) | 0.1 | $3.0M | NEW | 10k | 286.49 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.9M | -28% | 3.0k | 968.09 |
|
| Caterpillar (CAT) | 0.1 | $2.8M | 5.8k | 477.15 |
|
|
| AECOM Technology Corporation (ACM) | 0.1 | $2.5M | 19k | 130.47 |
|
|
| Yum! Brands (YUM) | 0.1 | $2.4M | -3% | 16k | 152.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.4M | +202% | 24k | 100.25 |
|
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $2.4M | NEW | 18k | 132.17 |
|
| Toll Brothers (TOL) | 0.1 | $2.3M | -28% | 17k | 138.14 |
|
| Blackrock (BLK) | 0.1 | $2.1M | 1.8k | 1165.87 |
|
|
| Alpha Metallurgical Resources (AMR) | 0.1 | $2.0M | +112% | 12k | 164.09 |
|
| Gilead Sciences (GILD) | 0.1 | $1.9M | 17k | 111.00 |
|
|
| Hp (HPQ) | 0.1 | $1.9M | -24% | 69k | 27.23 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $1.8M | -11% | 47k | 39.19 |
|
| Centene Corporation (CNC) | 0.1 | $1.8M | NEW | 50k | 35.68 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $1.8M | +706% | 3.6k | 485.22 |
|
| At&t (T) | 0.1 | $1.7M | 60k | 28.24 |
|
|
| Duolingo Cl A Com (DUOL) | 0.1 | $1.7M | NEW | 5.1k | 321.84 |
|
| Rh (RH) | 0.1 | $1.6M | +18% | 7.9k | 203.16 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.6M | -70% | 9.0k | 178.73 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.6M | +121% | 4.7k | 337.49 |
|
| Nextera Energy (NEE) | 0.1 | $1.6M | -2% | 21k | 75.49 |
|
| Tesla Motors (TSLA) | 0.1 | $1.6M | +26% | 3.5k | 444.72 |
|
| Synopsys (SNPS) | 0.1 | $1.5M | -50% | 3.1k | 493.39 |
|
| Marvell Technology (MRVL) | 0.1 | $1.5M | 18k | 84.07 |
|
|
| Quanta Services (PWR) | 0.1 | $1.5M | -58% | 3.5k | 414.42 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.4M | -4% | 9.0k | 153.65 |
|
| TJX Companies (TJX) | 0.1 | $1.2M | -5% | 8.4k | 144.54 |
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | -12% | 18k | 66.32 |
|
| Goldman Sachs (GS) | 0.1 | $1.1M | 1.4k | 796.20 |
|
|
| eBay (EBAY) | 0.1 | $1.1M | 12k | 90.95 |
|
|
| 3M Company (MMM) | 0.0 | $1.1M | 6.8k | 155.18 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.0M | +8% | 1.9k | 546.75 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.0M | -3% | 7.9k | 128.35 |
|
| Trane Technologies SHS (TT) | 0.0 | $1.0M | 2.4k | 421.96 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $990k | 1.6k | 638.89 |
|
|
| Anthem (ELV) | 0.0 | $969k | NEW | 3.0k | 323.12 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $951k | 11k | 87.21 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $898k | +32% | 5.4k | 167.33 |
|
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $863k | 28k | 31.00 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $861k | 6.8k | 126.04 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $848k | -60% | 1.7k | 485.02 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $844k | NEW | 3.2k | 259.91 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $840k | 5.7k | 148.61 |
|
|
| Wec Energy Group (WEC) | 0.0 | $837k | 7.3k | 114.59 |
|
|
| Analog Devices (ADI) | 0.0 | $828k | 3.4k | 245.70 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $824k | +15% | 10k | 79.94 |
|
| Griffon Corporation (GFF) | 0.0 | $800k | -78% | 11k | 76.15 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $800k | NEW | 12k | 65.00 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $799k | -5% | 7.2k | 111.47 |
|
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $791k | NEW | 6.0k | 131.77 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $789k | -83% | 8.8k | 89.37 |
|
| Donaldson Company (DCI) | 0.0 | $769k | 9.4k | 81.85 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $735k | NEW | 16k | 46.93 |
|
| salesforce (CRM) | 0.0 | $723k | -92% | 3.1k | 237.00 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $722k | NEW | 15k | 49.39 |
|
| Starbucks Corporation (SBUX) | 0.0 | $710k | -23% | 8.4k | 84.60 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $657k | 8.7k | 75.39 |
|
|
| Spdr Series Trust S&p Homebuild (XHB) | 0.0 | $648k | NEW | 5.9k | 110.80 |
|
| Servicenow (NOW) | 0.0 | $619k | -15% | 673.00 | 920.28 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $619k | -57% | 14k | 45.10 |
|
| Walt Disney Company (DIS) | 0.0 | $615k | -83% | 5.4k | 114.50 |
|
| Louisiana-Pacific Corporation (LPX) | 0.0 | $609k | 6.9k | 88.84 |
|
|
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $600k | +14% | 8.6k | 69.87 |
|
| American Electric Power Company (AEP) | 0.0 | $598k | -10% | 5.3k | 112.50 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $595k | 3.3k | 182.42 |
|
|
| Molina Healthcare (MOH) | 0.0 | $574k | NEW | 3.0k | 191.36 |
|
| Global Payments (GPN) | 0.0 | $568k | NEW | 6.8k | 83.08 |
|
| Edison International (EIX) | 0.0 | $557k | 10k | 55.28 |
|
|
| Netflix (NFLX) | 0.0 | $552k | +4% | 460.00 | 1198.92 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $546k | 2.1k | 258.36 |
|
|
| New Oriental Ed & Technology Spon Adr (EDU) | 0.0 | $531k | NEW | 10k | 53.07 |
|
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $524k | NEW | 13k | 39.18 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $519k | 1.5k | 346.26 |
|
|
| Verizon Communications (VZ) | 0.0 | $517k | 12k | 43.95 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $513k | -30% | 2.5k | 203.62 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $511k | 2.7k | 189.41 |
|
|
| Pfizer (PFE) | 0.0 | $511k | -5% | 20k | 25.48 |
|
| Kenvue (KVUE) | 0.0 | $488k | -75% | 30k | 16.23 |
|
| Compass Cl A (COMP) | 0.0 | $482k | NEW | 60k | 8.03 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $472k | 2.5k | 190.58 |
|
|
| Boeing Company (BA) | 0.0 | $459k | NEW | 2.1k | 215.83 |
|
| Electronic Arts (EA) | 0.0 | $451k | 2.2k | 201.70 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $437k | 1.7k | 260.76 |
|
|
| Southern Company (SO) | 0.0 | $423k | 4.5k | 94.78 |
|
|
| Emerson Electric (EMR) | 0.0 | $374k | NEW | 2.9k | 131.18 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $369k | 657.00 | 562.27 |
|
|
| McKesson Corporation (MCK) | 0.0 | $363k | -2% | 470.00 | 772.57 |
|
| Danaher Corporation (DHR) | 0.0 | $316k | -75% | 1.6k | 198.26 |
|
| Honeywell International (HON) | 0.0 | $300k | 1.4k | 210.50 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $291k | 6.0k | 48.33 |
|
|
| Evercore Class A (EVR) | 0.0 | $287k | 850.00 | 337.32 |
|
|
| Iron Mountain (IRM) | 0.0 | $275k | 2.7k | 101.94 |
|
|
| Coreweave Com Cl A (CRWV) | 0.0 | $274k | NEW | 2.0k | 136.85 |
|
| Morgan Stanley Com New (MS) | 0.0 | $270k | 1.7k | 158.96 |
|
|
| RPM International (RPM) | 0.0 | $268k | 2.3k | 117.88 |
|
|
| Fs Kkr Capital Corp (FSK) | 0.0 | $267k | 18k | 14.93 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $267k | 1.4k | 197.62 |
|
|
| Apple Call Call Option | 0.0 | $263k | NEW | 100.00 | 2630.00 |
|
| Target Corporation (TGT) | 0.0 | $260k | 2.9k | 89.70 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $256k | -44% | 3.1k | 83.53 |
|
| Hca Holdings (HCA) | 0.0 | $256k | 600.00 | 426.20 |
|
|
| Wingstop (WING) | 0.0 | $254k | -55% | 1.0k | 251.68 |
|
| ConocoPhillips (COP) | 0.0 | $253k | 2.7k | 94.59 |
|
|
| HEICO Corporation (HEI) | 0.0 | $250k | 775.00 | 322.82 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $243k | 810.00 | 299.66 |
|
|
| Biogen Idec (BIIB) | 0.0 | $242k | 1.7k | 140.08 |
|
|
| East West Ban (EWBC) | 0.0 | $240k | 2.3k | 106.45 |
|
|
| Brady Corp Cl A (BRC) | 0.0 | $234k | 3.0k | 78.03 |
|
|
| Johnson Ctls Intl SHS (JCI) | 0.0 | $220k | 2.0k | 109.95 |
|
|
| Clorox Company (CLX) | 0.0 | $217k | -4% | 1.8k | 123.30 |
|
| Dxc Technology (DXC) | 0.0 | $209k | 15k | 13.63 |
|
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $207k | NEW | 2.3k | 90.50 |
|
| Penske Automotive (PAG) | 0.0 | $202k | NEW | 1.2k | 173.91 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $200k | NEW | 927.00 | 215.79 |
|
| Hyperion Defi Com New (HYPD) | 0.0 | $103k | NEW | 11k | 9.58 |
|
| Sonnet Biotherapeutc Hldng I Com New (SONN) | 0.0 | $49k | NEW | 11k | 4.58 |
|
| Allogene Therapeutics (ALLO) | 0.0 | $21k | 17k | 1.24 |
|
Past Filings by Investment House
SEC 13F filings are viewable for Investment House going back to 2012
- Investment House 2025 Q3 filed Oct. 31, 2025
- Investment House 2025 Q2 filed Aug. 14, 2025
- Investment House 2025 Q1 filed May 8, 2025
- Investment House 2024 Q4 filed Feb. 11, 2025
- Investment House 2024 Q3 filed Nov. 7, 2024
- Investment House 2024 Q2 filed July 22, 2024
- Investment House 2024 Q1 filed May 2, 2024
- Investment House 2023 Q4 filed Feb. 5, 2024
- Investment House 2023 Q3 filed Nov. 9, 2023
- Investment House 2023 Q2 filed Aug. 8, 2023
- Investment House 2023 Q1 filed May 9, 2023
- Investment House 2022 Q4 filed Feb. 7, 2023
- Investment House 2022 Q3 filed Oct. 31, 2022
- Investment House 2022 Q2 filed Aug. 9, 2022
- Investment House 2022 Q1 filed April 14, 2022
- Investment House 2021 Q4 filed Feb. 9, 2022