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 213 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.8 $119M -3% 535k 222.13
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Meta Platforms Cl A (META) 5.4 $95M -8% 164k 576.36
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Microsoft Corporation (MSFT) 4.8 $84M 224k 375.39
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Amazon (AMZN) 3.6 $63M -4% 332k 190.26
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Costco Wholesale Corporation (COST) 3.6 $62M 66k 945.78
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Alphabet Cap Stk Cl A (GOOGL) 3.0 $53M 345k 154.64
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NVIDIA Corporation (NVDA) 2.9 $51M 470k 108.38
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Intuit (INTU) 2.8 $49M -8% 79k 613.99
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Eli Lilly & Co. (LLY) 2.2 $39M 48k 825.92
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Motorola Solutions Com New (MSI) 2.0 $35M 80k 437.81
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Adobe Systems Incorporated (ADBE) 2.0 $34M 90k 383.53
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Alphabet Cap Stk Cl C (GOOG) 1.8 $32M -6% 207k 156.23
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Waste Management (WM) 1.8 $31M 135k 231.51
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Intercontinental Exchange (ICE) 1.7 $30M 175k 172.50
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Accenture Plc Ireland Shs Class A (ACN) 1.6 $29M 93k 312.04
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American Express Company (AXP) 1.6 $29M +6% 106k 269.05
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Paychex (PAYX) 1.6 $28M 182k 154.28
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MercadoLibre (MELI) 1.5 $27M -5% 14k 1950.92
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Automatic Data Processing (ADP) 1.5 $27M 88k 305.53
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Nu Hldgs Ord Shs Cl A (NU) 1.4 $25M +6% 2.5M 10.24
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Texas Instruments Incorporated (TXN) 1.3 $22M 123k 179.70
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Lowe's Companies (LOW) 1.2 $22M +9% 93k 233.23
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Qualcomm (QCOM) 1.2 $21M 139k 153.61
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Williams-Sonoma (WSM) 1.1 $19M +4% 117k 158.10
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Booking Holdings (BKNG) 1.0 $18M 3.8k 4606.91
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Sea Sponsord Ads (SE) 1.0 $17M 132k 130.49
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Ecolab (ECL) 1.0 $17M 67k 253.52
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Autodesk (ADSK) 1.0 $17M +2% 65k 261.80
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Visa Com Cl A (V) 1.0 $17M 48k 350.46
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Church & Dwight (CHD) 0.9 $15M 140k 110.09
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Dell Technologies CL C (DELL) 0.9 $15M +28% 166k 91.15
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Stryker Corporation (SYK) 0.8 $15M 40k 372.25
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Zoetis Cl A (ZTS) 0.8 $15M 90k 164.65
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Intuitive Surgical Com New (ISRG) 0.8 $14M 29k 495.27
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Union Pacific Corporation (UNP) 0.8 $13M 56k 236.24
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Uber Technologies (UBER) 0.8 $13M +43% 182k 72.86
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W.W. Grainger (GWW) 0.7 $13M 13k 987.83
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Applovin Corp Com Cl A (APP) 0.7 $12M 47k 264.97
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Merck & Co (MRK) 0.7 $12M -8% 136k 89.76
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Johnson & Johnson (JNJ) 0.7 $12M 72k 165.84
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Edwards Lifesciences (EW) 0.7 $12M 160k 72.48
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Mastercard Incorporated Cl A (MA) 0.6 $11M -11% 21k 548.12
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $11M +2% 32k 352.58
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Amgen (AMGN) 0.6 $11M 36k 311.55
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Ishares Tr Ishares Biotech (IBB) 0.6 $11M +3% 86k 127.90
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Cummins (CMI) 0.6 $11M +3% 35k 313.44
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Wal-Mart Stores (WMT) 0.6 $10M 118k 87.79
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Abbvie (ABBV) 0.6 $10M 48k 209.52
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Trimble Navigation (TRMB) 0.6 $10M 153k 65.65
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FedEx Corporation (FDX) 0.6 $10M -5% 41k 243.78
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Charles River Laboratories (CRL) 0.6 $9.9M 66k 150.52
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Paypal Holdings (PYPL) 0.6 $9.7M -16% 148k 65.25
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Fastenal Company (FAST) 0.6 $9.7M +2% 125k 77.55
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D.R. Horton (DHI) 0.5 $9.5M +46% 75k 127.13
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Maplebear (CART) 0.5 $9.4M +19% 235k 39.89
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Oracle Corporation (ORCL) 0.5 $9.2M +2% 66k 139.81
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Novartis Sponsored Adr (NVS) 0.5 $9.2M 82k 111.48
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salesforce (CRM) 0.5 $9.0M -14% 33k 268.36
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Expeditors International of Washington (EXPD) 0.5 $8.0M +6% 67k 120.25
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Hp (HPQ) 0.4 $7.9M -2% 284k 27.69
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Expedia Group Com New (EXPE) 0.4 $7.8M +36% 46k 168.10
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AutoNation (AN) 0.4 $7.7M 48k 161.92
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Deere & Company (DE) 0.4 $7.7M 16k 469.35
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Fiverr Intl Ord Shs (FVRR) 0.4 $6.5M +8% 277k 23.68
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Global Payments (GPN) 0.4 $6.3M -11% 65k 97.92
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Norfolk Southern (NSC) 0.4 $6.3M 27k 236.85
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Linde SHS (LIN) 0.4 $6.1M 13k 465.64
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Airbnb Com Cl A (ABNB) 0.3 $6.1M +156% 51k 119.46
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Home Depot (HD) 0.3 $5.9M +2% 16k 366.50
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.8M -52% 11k 532.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $5.8M NEW 10k 559.38
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Waters Corporation (WAT) 0.3 $5.4M -3% 15k 368.57
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Corpay Com Shs (CPAY) 0.3 $5.3M +34% 15k 348.72
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Builders FirstSource (BLDR) 0.3 $5.1M +114% 41k 124.94
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Ccc Intelligent Solutions Holdings (CCCS) 0.3 $5.0M +6% 552k 9.03
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UnitedHealth (UNH) 0.3 $4.9M 9.3k 523.75
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Solventum Corp Com Shs (SOLV) 0.3 $4.8M -16% 63k 76.04
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McDonald's Corporation (MCD) 0.3 $4.7M 15k 312.37
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Nike CL B (NKE) 0.3 $4.5M +16% 71k 63.48
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Cisco Systems (CSCO) 0.3 $4.5M 73k 61.71
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Bank of America Corporation (BAC) 0.2 $4.1M -7% 98k 41.73
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Pepsi (PEP) 0.2 $4.0M -13% 27k 149.94
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Ishares Tr China Lg-cap Etf (FXI) 0.2 $3.9M NEW 110k 35.84
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Medtronic SHS (MDT) 0.2 $3.9M 43k 89.86
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Ishares Tr Short Treas Bd (SHV) 0.2 $3.8M +2% 35k 110.46
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Block Cl A (XYZ) 0.2 $3.7M 69k 54.33
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Advanced Micro Devices (AMD) 0.2 $3.7M +14% 36k 102.74
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International Business Machines (IBM) 0.2 $3.6M 15k 248.66
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Rh (RH) 0.2 $3.4M 14k 234.41
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Danaher Corporation (DHR) 0.2 $3.3M +5% 16k 205.00
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Scotts Miracle-gro Cl A (SMG) 0.2 $3.3M 61k 54.89
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.2M -31% 39k 82.73
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Abbott Laboratories (ABT) 0.2 $3.2M 24k 132.65
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Bristol Myers Squibb (BMY) 0.2 $3.1M 51k 60.99
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Garmin SHS (GRMN) 0.2 $3.1M 14k 217.13
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Dow (DOW) 0.2 $3.0M +90% 85k 34.92
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SYSCO Corporation (SYY) 0.2 $3.0M 40k 75.04
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Kenvue (KVUE) 0.2 $3.0M 124k 23.98
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United Parcel Service CL B (UPS) 0.2 $2.8M -6% 25k 109.99
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $2.8M +9% 4.2k 662.63
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Yum! Brands (YUM) 0.2 $2.7M 17k 157.36
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Ferrari Nv Ord (RACE) 0.2 $2.7M NEW 6.2k 427.88
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Nebius Group Shs Class A (NBIS) 0.2 $2.6M +292% 125k 21.11
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Chipotle Mexican Grill (CMG) 0.1 $2.6M 52k 50.21
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Thermo Fisher Scientific (TMO) 0.1 $2.6M +8% 5.3k 497.57
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Ralph Lauren Corp Cl A (RL) 0.1 $2.6M 12k 220.74
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Synopsys (SNPS) 0.1 $2.5M +18% 5.9k 428.85
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Corning Incorporated (GLW) 0.1 $2.5M 54k 45.78
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.3M -59% 13k 173.23
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $2.3M +51% 25k 91.03
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Micron Technology (MU) 0.1 $2.2M -34% 26k 86.89
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Moody's Corporation (MCO) 0.1 $2.2M NEW 4.7k 465.69
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Gilead Sciences (GILD) 0.1 $2.2M +13% 19k 112.05
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East West Ban (EWBC) 0.1 $2.1M +953% 24k 89.76
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Liberty Media Corp Del Com Lbty One S C (FWONK) 0.1 $2.0M NEW 23k 90.01
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First Solar (FSLR) 0.1 $2.0M NEW 16k 126.43
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Azek Cl A (AZEK) 0.1 $1.9M 39k 48.89
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Caterpillar (CAT) 0.1 $1.9M 5.7k 329.80
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Shift4 Pmts Cl A (FOUR) 0.1 $1.9M NEW 23k 81.71
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Toll Brothers (TOL) 0.1 $1.8M 17k 105.59
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $1.8M NEW 17k 104.58
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AECOM Technology Corporation (ACM) 0.1 $1.8M 19k 92.73
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At&t (T) 0.1 $1.7M -4% 60k 28.28
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Blackrock (BLK) 0.1 $1.7M 1.8k 946.48
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JPMorgan Chase & Co. (JPM) 0.1 $1.6M +8% 6.7k 245.30
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Qxo Com New (QXO) 0.1 $1.6M +172% 121k 13.54
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Broadcom (AVGO) 0.1 $1.6M -4% 9.5k 167.43
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $1.6M NEW 16k 98.92
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Procter & Gamble Company (PG) 0.1 $1.6M -2% 9.1k 170.42
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Nextera Energy (NEE) 0.1 $1.5M 21k 70.89
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Lithia Motors (LAD) 0.1 $1.4M NEW 4.6k 293.54
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Coca-Cola Company (KO) 0.1 $1.4M -16% 19k 71.62
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Tesla Motors (TSLA) 0.1 $1.3M -13% 4.9k 259.16
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Reddit Cl A (RDDT) 0.1 $1.2M NEW 12k 104.90
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The Trade Desk Com Cl A (TTD) 0.1 $1.2M NEW 23k 54.72
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Robinhood Mkts Com Cl A (HOOD) 0.1 $1.2M NEW 30k 41.62
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Coupang Cl A (CPNG) 0.1 $1.1M 52k 21.93
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Starbucks Corporation (SBUX) 0.1 $1.1M 12k 98.09
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Marvell Technology (MRVL) 0.1 $1.1M 18k 61.57
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TJX Companies (TJX) 0.1 $1.1M +14% 8.9k 121.80
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3M Company (MMM) 0.1 $1.1M -2% 7.2k 146.86
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Schlumberger Com Stk (SLB) 0.1 $1.0M NEW 25k 41.80
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Agilent Technologies Inc C ommon (A) 0.1 $991k 8.5k 116.98
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Advance Auto Parts (AAP) 0.0 $860k -38% 22k 39.21
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $844k 11k 78.85
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Colgate-Palmolive Company (CL) 0.0 $838k 8.9k 93.70
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $822k -5% 7.6k 108.69
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Trane Technologies SHS (TT) 0.0 $809k 2.4k 336.92
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Lennar Corp Cl A (LEN) 0.0 $805k 7.0k 114.78
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Wec Energy Group (WEC) 0.0 $796k 7.3k 108.98
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eBay (EBAY) 0.0 $791k 12k 67.73
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Ishares Msci Brazil Etf (EWZ) 0.0 $739k NEW 29k 25.85
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Louisiana-Pacific Corporation (LPX) 0.0 $714k 7.8k 91.98
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Goldman Sachs (GS) 0.0 $711k +13% 1.3k 546.29
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Analog Devices (ADI) 0.0 $706k -42% 3.5k 201.67
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American Electric Power Company (AEP) 0.0 $689k +22% 6.3k 109.27
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Servicenow (NOW) 0.0 $654k 822.00 796.14
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Palo Alto Networks (PANW) 0.0 $654k +2% 3.8k 170.64
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IDEXX Laboratories (IDXX) 0.0 $651k 1.6k 419.95
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $641k -9% 1.8k 366.54
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Edison International (EIX) 0.0 $632k 11k 58.92
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Donaldson Company (DCI) 0.0 $630k 9.4k 67.06
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Griffon Corporation (GFF) 0.0 $621k NEW 8.7k 71.50
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Take-Two Interactive Software (TTWO) 0.0 $598k +37% 2.9k 207.25
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Ishares Msci Jpn Etf New (EWJ) 0.0 $596k NEW 8.7k 68.56
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Coinbase Global Com Cl A (COIN) 0.0 $582k NEW 3.4k 172.23
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Verizon Communications (VZ) 0.0 $561k 12k 45.36
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CVS Caremark Corporation (CVS) 0.0 $557k -40% 8.2k 67.75
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Raytheon Technologies Corp (RTX) 0.0 $535k +8% 4.0k 132.46
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Shopify Cl A (SHOP) 0.0 $535k 5.6k 95.48
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Sherwin-Williams Company (SHW) 0.0 $524k 1.5k 349.19
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Mondelez Intl Cl A (MDLZ) 0.0 $516k -85% 7.6k 67.85
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Walt Disney Company (DIS) 0.0 $513k 5.2k 98.70
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Pfizer (PFE) 0.0 $512k +2% 20k 25.34
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $506k 8.0k 63.44
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $506k +10% 1.0k 484.82
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Wingstop (WING) 0.0 $505k +68% 2.2k 225.58
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $502k 3.0k 166.00
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Invesco Currencyshares Japan Japanese Yen (FXY) 0.0 $470k 7.6k 61.50
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Vanguard World Utilities Etf (VPU) 0.0 $461k -10% 2.7k 170.81
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Biogen Idec (BIIB) 0.0 $441k 3.2k 136.84
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Regeneron Pharmaceuticals (REGN) 0.0 $437k 689.00 634.23
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Quest Diagnostics Incorporated (DGX) 0.0 $419k 2.5k 169.20
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Illinois Tool Works (ITW) 0.0 $415k +4% 1.7k 248.01
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Netflix (NFLX) 0.0 $410k 440.00 932.53
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Southern Company (SO) 0.0 $410k 4.5k 91.96
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Fs Kkr Capital Corp (FSK) 0.0 $375k 18k 20.95
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Palantir Technologies Cl A (PLTR) 0.0 $360k 4.3k 84.40
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Clorox Company (CLX) 0.0 $355k -14% 2.4k 147.25
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Electronic Arts (EA) 0.0 $352k 2.4k 144.52
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Spdr Ser Tr S&p Biotech (XBI) 0.0 $337k NEW 4.2k 81.10
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Interactive Brokers Group In Com Cl A (IBKR) 0.0 $331k NEW 2.0k 165.59
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McKesson Corporation (MCK) 0.0 $323k NEW 480.00 673.02
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Whirlpool Corporation (WHR) 0.0 $322k -33% 3.6k 90.13
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Constellation Brands Cl A (STZ) 0.0 $312k -62% 1.7k 183.52
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Target Corporation (TGT) 0.0 $303k 2.9k 104.36
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Honeywell International (HON) 0.0 $302k -5% 1.4k 211.75
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ConocoPhillips (COP) 0.0 $281k 2.7k 105.02
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $265k NEW 2.0k 132.23
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RPM International (RPM) 0.0 $263k 2.3k 115.68
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Dxc Technology (DXC) 0.0 $262k 15k 17.05
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Us Bancorp Del Com New (USB) 0.0 $254k 6.0k 42.22
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Brink's Company (BCO) 0.0 $252k 2.9k 86.16
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M&T Bank Corporation (MTB) 0.0 $241k 1.4k 178.75
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Iron Mountain (IRM) 0.0 $232k 2.7k 86.04
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Chevron Corporation (CVX) 0.0 $231k 1.4k 167.29
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HEICO Corporation (HEI) 0.0 $227k NEW 850.00 267.19
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Metropcs Communications (TMUS) 0.0 $213k NEW 800.00 266.71
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Brady Corp Cl A (BRC) 0.0 $212k 3.0k 70.64
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Hca Holdings (HCA) 0.0 $207k NEW 600.00 345.55
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Consolidated Edison (ED) 0.0 $202k NEW 1.8k 110.59
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Indaptus Therapeutics (INDP) 0.0 $71k +28% 129k 0.55
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Contextlogic Cl A New (LOGC) 0.0 $70k 10k 6.98
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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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