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 March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.1 $136M +2% 534k 253.79
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Alphabet Cap Stk Cl A (GOOGL) 5.0 $96M -9% 334k 287.56
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Meta Platforms Cl A (META) 4.7 $91M 160k 572.13
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Microsoft Corporation (MSFT) 4.0 $77M 209k 370.17
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NVIDIA Corporation (NVDA) 3.9 $75M -5% 430k 174.40
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Amazon (AMZN) 3.5 $68M 326k 208.27
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Costco Wholesale Corporation (COST) 3.3 $63M 63k 996.44
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Alphabet Cap Stk Cl C (GOOG) 2.9 $56M -6% 196k 286.86
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Eli Lilly & Co. (LLY) 2.2 $43M 46k 919.78
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Dell Technologies CL C (DELL) 2.1 $41M -3% 250k 164.13
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Nu Hldgs Ord Shs Cl A (NU) 1.9 $37M 2.6M 14.37
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American Express Company (AXP) 1.8 $36M +6% 117k 302.48
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Waste Management (WM) 1.6 $30M 131k 229.79
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Intuit (INTU) 1.5 $29M -12% 67k 432.38
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Intercontinental Exchange (ICE) 1.5 $29M 182k 157.28
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MercadoLibre (MELI) 1.3 $25M 14k 1729.06
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Williams-Sonoma (WSM) 1.3 $24M 133k 182.33
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Adobe Systems Incorporated (ADBE) 1.2 $23M -3% 94k 243.08
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Johnson & Johnson (JNJ) 1.2 $23M -3% 93k 244.44
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Nebius Group Shs Class A (NBIS) 1.2 $23M 217k 103.76
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Motorola Solutions Com New (MSI) 1.1 $22M -12% 50k 433.97
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Texas Instruments Incorporated (TXN) 1.0 $20M 103k 194.14
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Lowe's Companies (LOW) 1.0 $19M 81k 236.28
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Applovin Corp Com Cl A (APP) 0.9 $18M -9% 46k 398.00
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Ecolab (ECL) 0.9 $18M 68k 266.02
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Cummins (CMI) 0.9 $18M 33k 538.01
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Molina Healthcare (MOH) 0.9 $17M +54% 130k 133.30
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Automatic Data Processing (ADP) 0.9 $17M -2% 85k 203.18
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Qxo Com New (QXO) 0.9 $17M +7% 857k 19.42
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Expedia Group Com New (EXPE) 0.9 $17M 72k 230.89
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Qualcomm (QCOM) 0.9 $17M 129k 128.78
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Ishares Tr Ishares Biotech (IBB) 0.9 $17M 98k 168.85
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Booking Holdings (BKNG) 0.8 $16M 3.8k 4210.32
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Progressive Corporation (PGR) 0.8 $15M +109% 78k 198.24
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Autodesk (ADSK) 0.8 $15M 64k 239.40
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Visa Com Cl A (V) 0.8 $15M +4% 49k 302.24
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Wal-Mart Stores (WMT) 0.8 $15M 117k 124.28
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Paychex (PAYX) 0.8 $14M -13% 157k 92.12
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Mastercard Incorporated Cl A (MA) 0.7 $14M +45% 29k 499.66
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Align Technology (ALGN) 0.7 $14M 82k 171.43
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Stryker Corporation (SYK) 0.7 $13M 40k 328.59
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Intuitive Surgical Com New (ISRG) 0.7 $13M 29k 460.99
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Union Pacific Corporation (UNP) 0.7 $13M 53k 242.62
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Sprouts Fmrs Mkt (SFM) 0.7 $13M NEW 164k 77.13
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Novartis Sponsored Adr (NVS) 0.7 $13M 82k 152.75
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Crowdstrike Hldgs Cl A (CRWD) 0.6 $13M 32k 390.41
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Uber Technologies (UBER) 0.6 $12M +2% 168k 71.93
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FactSet Research Systems (FDS) 0.6 $12M +29% 55k 216.99
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Spdr Series Trust State Street Spd (XBI) 0.6 $12M 91k 127.73
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Sea Sponsord Ads (SE) 0.6 $11M +2% 137k 82.81
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $11M -3% 57k 198.29
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UnitedHealth (UNH) 0.6 $11M -49% 41k 270.59
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Airbnb Com Cl A (ABNB) 0.6 $11M 86k 126.28
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Maplebear (CART) 0.5 $10M -7% 276k 37.46
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W.W. Grainger (GWW) 0.5 $10M -3% 9.3k 1090.81
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Abbvie (ABBV) 0.5 $10M 46k 217.49
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Edwards Lifesciences (EW) 0.5 $9.5M 119k 80.08
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Trimble Navigation (TRMB) 0.5 $9.1M -2% 140k 65.23
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Deere & Company (DE) 0.5 $9.1M 16k 563.30
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Micron Technology (MU) 0.5 $9.0M +12% 27k 337.84
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Church & Dwight (CHD) 0.5 $9.0M 96k 93.32
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Amgen (AMGN) 0.5 $9.0M 26k 351.85
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AutoNation (AN) 0.5 $8.9M 46k 195.26
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Figure Technology Solutio Com Cl A (FIGR) 0.4 $8.4M +11% 247k 33.95
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Expeditors International of Washington (EXPD) 0.4 $8.4M 58k 143.23
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Reddit Cl A (RDDT) 0.4 $8.2M 61k 134.65
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Builders FirstSource (BLDR) 0.4 $7.9M +181% 96k 82.33
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Advanced Micro Devices (AMD) 0.4 $7.8M 38k 203.43
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Oracle Corporation (ORCL) 0.4 $7.8M -9% 53k 147.11
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FedEx Corporation (FDX) 0.4 $7.5M 21k 356.19
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D.R. Horton (DHI) 0.4 $7.4M 54k 137.22
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Norfolk Southern (NSC) 0.4 $7.4M 26k 286.99
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Corning Incorporated (GLW) 0.4 $6.8M -3% 50k 135.97
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Merck & Co (MRK) 0.3 $6.6M 55k 120.29
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Valaris Cl A (VAL) 0.3 $6.3M -12% 64k 98.04
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Warner Bros Discovery Com Ser A (WBD) 0.3 $6.2M NEW 225k 27.46
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Cisco Systems (CSCO) 0.3 $5.7M 74k 77.59
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $5.3M 11k 479.20
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Toll Brothers (TOL) 0.3 $5.1M +11% 38k 136.47
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Home Depot (HD) 0.3 $4.9M -4% 15k 328.89
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Bank of America Corporation (BAC) 0.2 $4.6M 95k 48.75
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $4.6M -22% 24k 191.92
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Paypal Holdings (PYPL) 0.2 $4.4M -35% 97k 45.23
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Waters Corporation (WAT) 0.2 $4.2M 14k 297.80
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Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $4.1M +3% 38k 110.39
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Charles River Laboratories (CRL) 0.2 $4.1M 24k 172.50
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Caterpillar (CAT) 0.2 $4.1M 5.8k 708.46
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Ralph Lauren Corp Cl A (RL) 0.2 $4.0M 12k 343.99
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $3.9M 3.0k 1320.83
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Medtronic SHS (MDT) 0.2 $3.6M 42k 86.65
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Fastenal Company (FAST) 0.2 $3.6M -23% 78k 46.40
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JPMorgan Chase & Co. (JPM) 0.2 $3.6M -39% 12k 294.16
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Solventum Corp Com Shs (SOLV) 0.2 $3.6M 55k 65.30
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International Business Machines (IBM) 0.2 $3.5M 15k 242.39
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Cheniere Energy Com New (LNG) 0.2 $3.5M +77% 12k 283.76
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Coupang Cl A (CPNG) 0.2 $3.5M -44% 185k 18.88
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Pepsi (PEP) 0.2 $3.4M 22k 155.29
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Garmin SHS (GRMN) 0.2 $3.3M 14k 232.01
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Ferrari Nv Ord (RACE) 0.2 $3.3M +46% 9.7k 338.45
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McDonald's Corporation (MCD) 0.2 $3.2M 10k 310.79
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $3.2M -2% 38k 82.57
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $3.1M +185% 9.2k 337.95
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Scotts Miracle-gro Cl A (SMG) 0.2 $3.0M -2% 50k 60.81
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Nike CL B (NKE) 0.1 $2.9M -6% 54k 52.82
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Broadcom (AVGO) 0.1 $2.8M 9.1k 309.51
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Transocean Registered Shs (RIG) 0.1 $2.7M +307% 408k 6.63
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Block Cl A (XYZ) 0.1 $2.7M -6% 45k 60.18
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Corpay Com Shs (CPAY) 0.1 $2.7M -30% 9.2k 290.99
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SLM Corporation (SLM) 0.1 $2.7M NEW 124k 21.41
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Boeing Company (BA) 0.1 $2.7M +1084% 13k 199.03
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Alpha Metallurgical Resources (AMR) 0.1 $2.6M 12k 205.27
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SYSCO Corporation (SYY) 0.1 $2.5M -4% 35k 71.33
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Yum! Brands (YUM) 0.1 $2.4M 16k 155.48
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Abbott Laboratories (ABT) 0.1 $2.4M 24k 102.67
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Compass Cl A (COMP) 0.1 $2.4M +26% 329k 7.31
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Gilead Sciences (GILD) 0.1 $2.3M -2% 17k 139.37
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Zoetis Cl A (ZTS) 0.1 $2.2M -23% 19k 118.21
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Intel Corporation (INTC) 0.1 $2.1M +250% 48k 44.13
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $2.1M -51% 32k 67.07
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Valero Energy Corporation (VLO) 0.1 $2.0M NEW 8.1k 247.08
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Nextera Energy (NEE) 0.1 $1.9M 20k 92.88
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XP Cl A (XP) 0.1 $1.8M NEW 93k 19.04
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Fiserv (FISV) 0.1 $1.8M NEW 32k 55.80
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Duolingo Cl A Com (DUOL) 0.1 $1.7M 18k 98.57
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Blackrock (BLK) 0.1 $1.7M 1.8k 961.71
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Lululemon Athletica (LULU) 0.1 $1.6M NEW 11k 153.10
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Griffon Corporation (GFF) 0.1 $1.6M NEW 23k 72.68
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AECOM Technology Corporation (ACM) 0.1 $1.6M 19k 84.82
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Jd.com Spon Ads Cl A (JD) 0.1 $1.6M NEW 55k 29.57
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S&p Global (SPGI) 0.1 $1.6M NEW 3.7k 425.34
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Marvell Technology (MRVL) 0.1 $1.4M -12% 14k 99.05
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At&t (T) 0.1 $1.4M 47k 28.99
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Procter & Gamble Company (PG) 0.1 $1.3M +2% 9.1k 144.44
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Tesla Motors (TSLA) 0.1 $1.3M 3.5k 371.75
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Coca-Cola Company (KO) 0.1 $1.3M 17k 76.05
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TJX Companies (TJX) 0.1 $1.2M 7.6k 159.70
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Goldman Sachs (GS) 0.1 $1.1M 1.3k 845.82
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eBay (EBAY) 0.1 $1.1M 12k 91.02
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Raytheon Technologies Corp (RTX) 0.1 $1.0M 5.4k 192.90
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Analog Devices (ADI) 0.1 $1.0M -2% 3.2k 318.14
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Trane Technologies SHS (TT) 0.1 $1.0M 2.4k 416.74
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.1 $991k 1.9k 522.71
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.1 $972k NEW 8.1k 120.04
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Klarna Group SHS (KLAR) 0.1 $969k NEW 74k 13.09
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Select Sector Spdr Tr State Street Uti (XLU) 0.0 $945k 21k 45.89
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3M Company (MMM) 0.0 $908k -6% 6.3k 145.23
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Agilent Technologies Inc C ommon (A) 0.0 $906k 7.9k 113.98
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Spdr Gold Tr Gold Shs (GLD) 0.0 $898k -49% 2.1k 430.29
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Bristol Myers Squibb (BMY) 0.0 $849k 14k 60.65
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IDEXX Laboratories (IDXX) 0.0 $849k 1.5k 561.89
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Wec Energy Group (WEC) 0.0 $845k 7.3k 115.77
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $828k +5% 7.6k 108.99
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Thermo Fisher Scientific (TMO) 0.0 $813k 1.7k 491.53
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Colgate-Palmolive Company (CL) 0.0 $811k 9.5k 85.23
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Embraer Sponsored Ads (EMBJ) 0.0 $806k NEW 14k 59.34
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Donaldson Company (DCI) 0.0 $798k 9.4k 84.87
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Scorpio Tankers SHS (STNG) 0.0 $772k NEW 10k 74.66
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Edison International (EIX) 0.0 $756k +2% 10k 73.18
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Comcast Corp Cl A (CMCSA) 0.0 $749k -76% 26k 28.71
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Vaneck Etf Trust Oil Services Etf (OIH) 0.0 $713k 1.8k 404.21
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Invesco Exchange Traded Fd T Biotechnology (PBE) 0.0 $679k 8.6k 79.18
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $669k 5.6k 118.62
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Ishares Tr Us Hlthcr Pr Etf (IHF) 0.0 $630k 15k 41.85
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American Electric Power Company (AEP) 0.0 $599k -7% 4.6k 131.08
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Starbucks Corporation (SBUX) 0.0 $596k 6.7k 89.59
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Lennar Corp Cl A (LEN) 0.0 $581k -2% 6.7k 86.84
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Take-Two Interactive Software (TTWO) 0.0 $581k +38% 2.9k 197.50
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CVS Caremark Corporation (CVS) 0.0 $572k 8.0k 71.82
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Pfizer (PFE) 0.0 $556k 20k 28.08
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Verizon Communications (VZ) 0.0 $553k -3% 11k 50.20
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Walt Disney Company (DIS) 0.0 $539k -75% 5.6k 96.38
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Louisiana-Pacific Corporation (LPX) 0.0 $499k 6.9k 72.75
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Quest Diagnostics Incorporated (DGX) 0.0 $491k 2.5k 195.98
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Sherwin-Williams Company (SHW) 0.0 $481k 1.5k 320.55
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Netflix (NFLX) 0.0 $452k -77% 4.7k 96.15
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Illinois Tool Works (ITW) 0.0 $436k 1.7k 260.29
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Southern Company (SO) 0.0 $430k 4.5k 96.53
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Electronic Arts (EA) 0.0 $415k -4% 2.0k 203.87
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Regeneron Pharmaceuticals (REGN) 0.0 $406k -2% 525.00 772.64
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Palo Alto Networks (PANW) 0.0 $386k 2.4k 160.32
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Emerson Electric (EMR) 0.0 $373k 2.9k 131.02
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Applied Materials (AMAT) 0.0 $359k 1.1k 341.79
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ConocoPhillips (COP) 0.0 $353k 2.7k 132.00
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Target Corporation (TGT) 0.0 $352k 2.9k 121.20
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Vanguard World Utilities Etf (VPU) 0.0 $337k -37% 1.7k 198.14
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Honeywell International (HON) 0.0 $322k 1.4k 226.03
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Palantir Technologies Cl A (PLTR) 0.0 $318k -33% 2.2k 146.28
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Us Bancorp Com New (USB) 0.0 $313k 6.0k 52.01
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Hp (HPQ) 0.0 $305k -65% 16k 19.21
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McKesson Corporation (MCK) 0.0 $303k 350.00 865.41
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Danaher Corporation (DHR) 0.0 $300k 1.6k 189.60
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Iron Mountain (IRM) 0.0 $286k 2.8k 102.14
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Hca Holdings (HCA) 0.0 $284k 600.00 473.24
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Linde SHS (LIN) 0.0 $281k 566.00 495.76
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Morgan Stanley Com New (MS) 0.0 $280k 1.7k 164.57
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M&T Bank Corporation (MTB) 0.0 $279k 1.4k 206.72
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Crocs (CROX) 0.0 $273k NEW 3.3k 83.02
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Kenvue (KVUE) 0.0 $269k 16k 17.24
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United Parcel Svcs CL B (UPS) 0.0 $263k 2.7k 98.38
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Johnson Controls Internation SHS (JCI) 0.0 $262k 2.0k 130.95
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Evercore Class A (EVR) 0.0 $254k 850.00 298.51
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Global Payments (GPN) 0.0 $249k -51% 3.7k 67.30
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Lam Research Corp Com New (LRCX) 0.0 $246k NEW 1.2k 213.66
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Charles Schwab Corporation (SCHW) 0.0 $246k 2.6k 93.98
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Brady Corp Cl A (BRC) 0.0 $244k 3.0k 81.24
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East West Ban (EWBC) 0.0 $240k 2.3k 106.76
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Abercrombie & Fitch Cl A (ANF) 0.0 $239k NEW 2.6k 91.37
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RPM International (RPM) 0.0 $226k 2.3k 99.40
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salesforce (CRM) 0.0 $224k -60% 1.2k 186.67
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Chevron Corporation (CVX) 0.0 $216k NEW 1.0k 206.90
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HEICO Corporation (HEI) 0.0 $213k 775.00 274.20
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Phillips 66 (PSX) 0.0 $212k NEW 1.2k 182.18
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Biogen Idec (BIIB) 0.0 $212k -33% 1.2k 183.33
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Spdr Series Trust State Street Spd (CWB) 0.0 $209k 2.3k 91.52
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $209k +4% 971.00 215.06
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Consolidated Edison (ED) 0.0 $207k NEW 1.8k 113.18
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Altria (MO) 0.0 $206k NEW 3.1k 65.99
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Dxc Technology (DXC) 0.0 $189k -2% 15k 12.57
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Hyperion Defi Com New (HYPD) 0.0 $179k +11% 52k 3.45
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Fs Kkr Capital Corp (FSK) 0.0 $176k 17k 10.18
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Profesionally Managed Portfo Pabrai Wagons Et 0.0 $169k NEW 12k 14.11
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Hyperliquid Strategies (PURR) 0.0 $76k +41% 15k 5.09
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Allogene Therapeutics (ALLO) 0.0 $40k 17k 2.44
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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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