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 220 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.7 $148M -4% 512k 289.36
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Alphabet Cap Stk Cl A (GOOGL) 5.5 $121M 338k 357.37
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Dell Technologies CL C (DELL) 4.8 $105M -2% 244k 431.46
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Meta Platforms Cl A (META) 4.1 $91M 161k 563.29
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Amazon (AMZN) 3.8 $83M +6% 348k 238.34
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NVIDIA Corporation (NVDA) 3.7 $83M -4% 412k 200.09
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Microsoft Corporation (MSFT) 3.4 $75M -3% 201k 373.02
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Alphabet Cap Stk Cl C (GOOG) 3.0 $67M -3% 189k 353.33
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Costco Wholesale Corporation (COST) 2.6 $58M 62k 935.47
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Nebius Group Shs Class A (NBIS) 2.6 $58M -3% 210k 276.17
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Eli Lilly & Co. (LLY) 2.5 $56M 46k 1199.44
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Molina Healthcare (MOH) 2.0 $44M +49% 194k 228.70
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MercadoLibre (MELI) 1.7 $38M +57% 22k 1697.42
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American Express Company (AXP) 1.7 $38M -4% 112k 338.25
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Nu Hldgs Ord Shs Cl A (NU) 1.4 $31M -10% 2.3M 13.36
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Williams-Sonoma (WSM) 1.4 $31M 132k 233.10
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Texas Instruments Incorporated (TXN) 1.4 $31M 103k 298.07
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Progressive Corporation (PGR) 1.4 $30M +76% 137k 218.45
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Waste Management (WM) 1.3 $29M 131k 222.88
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Micron Technology (MU) 1.2 $27M -12% 23k 1154.29
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Crowdstrike Hldgs Cl A (CRWD) 1.1 $24M 31k 763.14
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Cummins (CMI) 1.1 $23M -2% 33k 713.20
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Johnson & Johnson (JNJ) 1.0 $23M 91k 253.97
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Sprouts Fmrs Mkt (SFM) 1.0 $22M +61% 265k 84.58
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Intercontinental Exchange (ICE) 1.0 $22M 180k 123.11
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Applovin Corp Com Cl A (APP) 1.0 $22M -6% 43k 515.23
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Qualcomm (QCOM) 1.0 $22M -8% 118k 184.79
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Advanced Micro Devices (AMD) 1.0 $22M -2% 37k 580.91
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Adobe Systems Incorporated (ADBE) 1.0 $21M +10% 104k 205.02
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Motorola Solutions Com New (MSI) 0.9 $20M 49k 415.29
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Ecolab (ECL) 0.8 $19M 67k 278.61
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Ishares Tr Ishares Biotech (IBB) 0.8 $18M 97k 190.19
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Expedia Group Com New (EXPE) 0.8 $18M -2% 70k 255.88
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Booking Holdings (BKNG) 0.8 $17M +2376% 95k 178.24
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Intuit (INTU) 0.8 $17M -3% 65k 261.00
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UnitedHealth (UNH) 0.7 $16M -3% 39k 415.63
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Lowe's Companies (LOW) 0.7 $16M -10% 72k 220.49
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Visa Com Cl A (V) 0.7 $15M -12% 42k 343.09
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Spdr Series Trust St Str Sp Biot (XBI) 0.6 $14M 90k 158.25
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Union Pacific Corporation (UNP) 0.6 $14M -2% 51k 272.00
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Align Technology (ALGN) 0.6 $14M 81k 168.66
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Wal-Mart Stores (WMT) 0.6 $13M 118k 113.26
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Sea Sponsord Ads (SE) 0.6 $13M -2% 134k 95.83
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Novartis Sponsored Adr (NVS) 0.6 $13M -2% 80k 156.72
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Maplebear (CART) 0.6 $13M -4% 265k 47.35
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Stryker Corporation (SYK) 0.6 $12M -2% 40k 314.84
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W.W. Grainger (GWW) 0.6 $12M 9.1k 1360.40
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Uber Technologies (UBER) 0.6 $12M +2% 171k 72.16
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Autodesk (ADSK) 0.6 $12M 63k 194.42
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Airbnb Com Cl A (ABNB) 0.5 $12M -2% 84k 143.10
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Abbvie (ABBV) 0.5 $12M 46k 251.64
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Qxo Com New (QXO) 0.5 $12M -22% 666k 17.28
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Corning Incorporated (GLW) 0.5 $12M -10% 45k 255.43
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Automatic Data Processing (ADP) 0.5 $12M -39% 51k 223.95
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Intuitive Surgical Com New (ISRG) 0.5 $11M 29k 397.68
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Edwards Lifesciences (EW) 0.5 $11M 119k 90.46
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Reddit Cl A (RDDT) 0.5 $10M 60k 173.58
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Deere & Company (DE) 0.5 $10M 16k 634.33
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Expeditors International of Washington (EXPD) 0.4 $9.5M 58k 162.98
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Mastercard Incorporated Cl A (MA) 0.4 $9.4M -35% 18k 513.60
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Amgen (AMGN) 0.4 $9.1M 25k 362.12
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Accenture Plc Ireland Shs Class A (ACN) 0.4 $8.9M +24% 72k 124.44
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Church & Dwight (CHD) 0.4 $8.9M -4% 92k 96.88
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Paychex (PAYX) 0.4 $8.5M -44% 86k 98.33
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AutoNation (AN) 0.4 $8.5M 46k 185.79
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D.R. Horton (DHI) 0.4 $8.3M -4% 51k 162.88
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Cisco Systems (CSCO) 0.4 $8.1M -5% 69k 117.46
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Norfolk Southern (NSC) 0.4 $8.0M 26k 314.58
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Oracle Corporation (ORCL) 0.3 $7.5M -3% 51k 146.55
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Merck & Co (MRK) 0.3 $7.1M 55k 128.50
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Trimble Navigation (TRMB) 0.3 $6.8M -5% 132k 51.18
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Builders FirstSource (BLDR) 0.3 $6.7M -22% 75k 89.48
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FedEx Corporation (FDX) 0.3 $6.5M 21k 313.14
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Caterpillar (CAT) 0.3 $6.2M 5.8k 1064.90
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Figure Technology Solutio Com Cl A (FIGR) 0.3 $6.1M -20% 197k 30.71
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Asml Hldg Nv N Y Registry Shs (ASML) 0.3 $5.9M 3.0k 1989.44
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.7M 11k 500.39
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Charles River Laboratories (CRL) 0.2 $5.4M 24k 226.79
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Waters Corporation (WAT) 0.2 $5.3M 14k 375.04
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Bank of America Corporation (BAC) 0.2 $5.3M -2% 92k 56.98
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Home Depot (HD) 0.2 $5.1M -3% 15k 352.68
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $4.7M NEW 6.3k 746.78
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Ralph Lauren Corp Cl A (RL) 0.2 $4.4M -6% 11k 401.41
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Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $4.3M +2% 39k 110.35
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Netflix (NFLX) 0.2 $4.2M +1164% 59k 71.40
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Marvell Technology (MRVL) 0.2 $4.2M 14k 297.89
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Compass Cl A (COMP) 0.2 $4.1M 332k 12.33
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Paypal Holdings (PYPL) 0.2 $4.1M -2% 95k 43.18
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International Business Machines (IBM) 0.2 $4.0M 14k 281.21
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Fastenal Company (FAST) 0.2 $3.7M 77k 48.03
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Zoetis Cl A (ZTS) 0.2 $3.7M +172% 51k 71.86
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Hca Holdings (HCA) 0.2 $3.5M +1408% 9.0k 389.89
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Delta Air Lines Com New (DAL) 0.2 $3.4M NEW 37k 93.66
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Broadcom (AVGO) 0.2 $3.4M 9.0k 377.75
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Garmin SHS (GRMN) 0.2 $3.4M 14k 237.54
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Block Cl A (XYZ) 0.1 $3.2M -4% 43k 76.00
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Toll Brothers (TOL) 0.1 $3.2M -48% 20k 164.75
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Ge Vernova (GEV) 0.1 $3.0M NEW 2.6k 1174.86
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SYSCO Corporation (SYY) 0.1 $3.0M +2% 36k 83.58
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $3.0M -4% 37k 82.11
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Fiserv (FISV) 0.1 $3.0M +92% 61k 49.05
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Scotts Miracle-gro Cl A (SMG) 0.1 $3.0M -12% 44k 68.11
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Cheniere Energy Com New (LNG) 0.1 $3.0M 12k 239.01
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.9M -43% 14k 212.77
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Boeing Company (BA) 0.1 $2.9M 13k 216.47
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SLM Corporation (SLM) 0.1 $2.8M -12% 109k 25.94
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McDonald's Corporation (MCD) 0.1 $2.8M 10k 270.31
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Pepsi (PEP) 0.1 $2.8M -3% 21k 135.40
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S&p Global Com Shs 0.1 $2.6M NEW 6.4k 407.26
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Moody's Corporation (MCO) 0.1 $2.6M NEW 5.8k 452.92
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $2.6M -5% 30k 87.04
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Medtronic SHS (MDT) 0.1 $2.6M -20% 33k 78.23
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Corpay Com Shs (CPAY) 0.1 $2.5M -19% 7.4k 333.27
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salesforce (CRM) 0.1 $2.5M +1205% 16k 156.66
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Coupang Cl A (CPNG) 0.1 $2.4M -25% 137k 17.37
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Yum! Brands (YUM) 0.1 $2.4M -5% 15k 159.86
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Valaris Cl A (VAL) 0.1 $2.2M -51% 31k 72.60
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Veeva Sys Cl A Com (VEEV) 0.1 $2.2M NEW 13k 177.47
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Griffon Corporation (GFF) 0.1 $2.2M 22k 97.53
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Abbott Laboratories (ABT) 0.1 $2.1M 24k 90.74
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Birkenstock Holding Com Shs (BIRK) 0.1 $2.1M NEW 49k 43.03
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Gilead Sciences (GILD) 0.1 $2.1M 16k 126.34
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Alpha Metallurgical Resources (AMR) 0.1 $2.0M 12k 164.94
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Duolingo Cl A Com (DUOL) 0.1 $2.0M -2% 17k 115.02
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Transocean Registered Shs (RIG) 0.1 $2.0M 403k 4.89
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Ferrari Nv Ord (RACE) 0.1 $1.9M -46% 5.2k 372.29
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JPMorgan Chase & Co. (JPM) 0.1 $1.9M -51% 5.9k 327.34
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Hewlett Packard Enterprise (HPE) 0.1 $1.8M NEW 40k 45.11
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Charter Communications Cl A (CHTR) 0.1 $1.8M NEW 13k 142.21
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Nextera Energy (NEE) 0.1 $1.7M -2% 20k 87.77
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Blackrock (BLK) 0.1 $1.7M 1.8k 961.56
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Nike CL B (NKE) 0.1 $1.6M -29% 39k 41.05
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Fedex Fght Hldg Common Stock (FDXF) 0.1 $1.6M NEW 10k 151.00
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Intel Corporation (INTC) 0.1 $1.5M -77% 11k 139.63
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Tesla Motors (TSLA) 0.1 $1.5M 3.5k 420.60
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Lululemon Athletica (LULU) 0.1 $1.4M +14% 12k 114.18
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $1.4M -68% 2.9k 477.57
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Coca-Cola Company (KO) 0.1 $1.3M -3% 16k 81.27
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Goldman Sachs (GS) 0.1 $1.3M 1.3k 1011.16
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eBay (EBAY) 0.1 $1.3M 12k 111.75
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Analog Devices (ADI) 0.1 $1.3M 3.2k 397.17
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Procter & Gamble Company (PG) 0.1 $1.2M -13% 7.9k 146.64
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TJX Companies (TJX) 0.1 $1.1M 7.6k 151.50
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Agilent Technologies Inc C ommon (A) 0.0 $1.1M +3% 8.2k 132.83
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Trane Technologies SHS (TT) 0.0 $1.1M -8% 2.2k 491.16
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Raytheon Technologies Corp (RTX) 0.0 $1.0M 5.4k 189.73
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $978k NEW 2.6k 370.04
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3M Company (MMM) 0.0 $970k -4% 6.0k 161.91
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Tenet Healthcare Corp Com New (THC) 0.0 $923k NEW 4.9k 187.08
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CVS Caremark Corporation (CVS) 0.0 $920k +11% 8.9k 103.45
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Vanguard Index Fds Growth Etf (VUG) 0.0 $915k NEW 11k 86.14
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Colgate-Palmolive Company (CL) 0.0 $873k 9.5k 91.68
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At&t (T) 0.0 $862k -10% 42k 20.70
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $862k +3% 16k 55.33
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Wec Energy Group (WEC) 0.0 $852k 7.3k 116.77
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Donaldson Company (DCI) 0.0 $844k 9.4k 89.77
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $828k 7.6k 109.07
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Spdr Gold Tr Gold Shs (GLD) 0.0 $799k +3% 2.2k 368.38
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AECOM Technology Corporation (ACM) 0.0 $796k -40% 11k 69.80
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IDEXX Laboratories (IDXX) 0.0 $795k 1.5k 526.44
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Klarna Group SHS (KLAR) 0.0 $786k -47% 39k 20.24
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Take-Two Interactive Software (TTWO) 0.0 $765k +4% 3.1k 249.98
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Applied Materials (AMAT) 0.0 $759k 1.1k 723.00
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Bristol Myers Squibb (BMY) 0.0 $749k -7% 13k 57.62
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $744k -12% 1.7k 450.98
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Starbucks Corporation (SBUX) 0.0 $695k +2% 6.8k 102.19
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $683k +4% 1.8k 372.03
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Thermo Fisher Scientific (TMO) 0.0 $682k -17% 1.4k 501.36
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $644k 5.6k 114.18
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XP Cl A (XP) 0.0 $628k -58% 39k 16.26
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American Electric Power Company (AEP) 0.0 $625k 4.6k 136.81
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $617k -19% 6.9k 89.65
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Lennar Corp Cl A (LEN) 0.0 $604k 6.7k 90.49
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Select Sector Spdr Tr St Str Util Etf (XLU) 0.0 $599k -35% 13k 45.34
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Quest Diagnostics Incorporated (DGX) 0.0 $531k 2.5k 211.95
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Sherwin-Williams Company (SHW) 0.0 $517k 1.5k 344.32
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Palo Alto Networks (PANW) 0.0 $506k -38% 1.5k 341.02
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Lam Research Corp Com New (LRCX) 0.0 $499k 1.2k 433.33
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $491k NEW 9.2k 53.11
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Walt Disney Company (DIS) 0.0 $454k -15% 4.7k 96.25
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Illinois Tool Works (ITW) 0.0 $453k 1.7k 270.47
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Louisiana-Pacific Corporation (LPX) 0.0 $452k -16% 5.8k 78.66
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Pfizer (PFE) 0.0 $434k -9% 18k 24.08
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Verizon Communications (VZ) 0.0 $429k -8% 10k 42.34
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Emerson Electric (EMR) 0.0 $408k 2.9k 143.15
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Target Corporation (TGT) 0.0 $394k +3% 3.0k 130.62
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Southern Company (SO) 0.0 $392k -8% 4.1k 95.71
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Us Bancorp Com New (USB) 0.0 $376k +3% 6.2k 60.40
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Electronic Arts (EA) 0.0 $371k -11% 1.8k 205.04
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Crocs (CROX) 0.0 $367k -7% 3.0k 120.64
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Edison International (EIX) 0.0 $361k -53% 4.8k 74.45
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Morgan Stanley Com New (MS) 0.0 $355k 1.7k 209.04
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Global Payments (GPN) 0.0 $351k +30% 4.8k 72.56
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $342k NEW 521.00 655.89
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Vanguard World Utilities Etf (VPU) 0.0 $333k 1.7k 195.73
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Regeneron Pharmaceuticals (REGN) 0.0 $327k 525.00 623.54
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M&T Bank Corporation (MTB) 0.0 $321k 1.4k 238.01
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Comcast Corp Cl A (CMCSA) 0.0 $319k -50% 13k 24.55
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Altria (MO) 0.0 $296k +32% 4.1k 71.95
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United Parcel Svcs CL B (UPS) 0.0 $296k +2% 2.8k 107.50
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Kenvue (KVUE) 0.0 $295k 15k 19.11
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Linde SHS (LIN) 0.0 $294k 566.00 518.94
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Evercore Class A (EVR) 0.0 $290k 850.00 341.44
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Johnson Controls Internation SHS (JCI) 0.0 $280k -4% 1.9k 146.11
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ConocoPhillips (COP) 0.0 $278k 2.7k 103.96
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HEICO Corporation (HEI) 0.0 $276k 775.00 356.19
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Philip Morris International (PM) 0.0 $275k NEW 1.5k 180.94
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Brady Corp Cl A (BRC) 0.0 $275k 3.0k 91.57
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East West Ban (EWBC) 0.0 $265k -8% 2.1k 129.09
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McKesson Corporation (MCK) 0.0 $265k 350.00 755.64
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RPM International (RPM) 0.0 $264k +4% 2.4k 111.15
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Biogen Idec (BIIB) 0.0 $250k 1.2k 216.06
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Spdr Series Trust St Str Conv Etf (CWB) 0.0 $246k 2.3k 107.82
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Charles Schwab Corporation (SCHW) 0.0 $241k 2.6k 92.27
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $230k 971.00 236.62
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Fs Kkr Capital Corp (FSK) 0.0 $181k 17k 10.50
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Profesionally Managed Portfo Pabra Wagon Etf (WAGN) 0.0 $171k +3% 12k 13.76
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Dxc Technology (DXC) 0.0 $133k 15k 8.85
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Hyperion Defi Com New (HYPD) 0.0 $54k -66% 17k 3.14
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Allogene Therapeutics (ALLO) 0.0 $34k 17k 2.08
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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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