Investment House as of Dec. 31, 2024
Portfolio Holdings for Investment House
Investment House holds 199 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $139M | 555k | 250.42 | |
| Meta Platforms Cl A (META) | 5.7 | $105M | 179k | 585.51 | |
| Microsoft Corporation (MSFT) | 5.2 | $96M | 227k | 421.50 | |
| Amazon (AMZN) | 4.2 | $77M | 349k | 219.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $67M | 352k | 189.30 | |
| NVIDIA Corporation (NVDA) | 3.5 | $64M | 474k | 134.29 | |
| Costco Wholesale Corporation (COST) | 3.2 | $60M | 65k | 916.27 | |
| Intuit (INTU) | 3.0 | $54M | 86k | 628.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $42M | 221k | 190.44 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $39M | 88k | 444.68 | |
| Eli Lilly & Co. (LLY) | 2.0 | $37M | 48k | 772.01 | |
| Motorola Solutions Com New (MSI) | 2.0 | $36M | 79k | 462.23 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.8 | $33M | 93k | 351.79 | |
| American Express Company (AXP) | 1.6 | $30M | 100k | 296.79 | |
| Waste Management (WM) | 1.5 | $27M | 135k | 201.79 | |
| Intercontinental Exchange (ICE) | 1.4 | $26M | 175k | 149.01 | |
| Automatic Data Processing (ADP) | 1.4 | $26M | 88k | 292.73 | |
| Paychex (PAYX) | 1.4 | $25M | 181k | 140.22 | |
| MercadoLibre (MELI) | 1.4 | $25M | 15k | 1700.48 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.3 | $24M | 2.3M | 10.36 | |
| Texas Instruments Incorporated (TXN) | 1.2 | $23M | 121k | 187.51 | |
| Lowe's Companies (LOW) | 1.1 | $21M | 86k | 246.80 | |
| Qualcomm (QCOM) | 1.1 | $21M | 137k | 153.62 | |
| Williams-Sonoma (WSM) | 1.1 | $21M | 112k | 185.18 | |
| Booking Holdings (BKNG) | 1.0 | $19M | 3.8k | 4968.42 | |
| Autodesk (ADSK) | 1.0 | $19M | 63k | 295.57 | |
| Ecolab (ECL) | 0.9 | $16M | 67k | 234.32 | |
| Applovin Corp Com Cl A (APP) | 0.8 | $15M | 47k | 323.83 | |
| Paypal Holdings (PYPL) | 0.8 | $15M | 179k | 85.35 | |
| Visa Com Cl A (V) | 0.8 | $15M | 48k | 316.04 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $15M | 29k | 521.96 | |
| Dell Technologies CL C (DELL) | 0.8 | $15M | 130k | 115.24 | |
| Church & Dwight (CHD) | 0.8 | $15M | 141k | 104.71 | |
| Merck & Co (MRK) | 0.8 | $15M | 148k | 99.48 | |
| Zoetis Cl A (ZTS) | 0.8 | $15M | 89k | 162.93 | |
| Stryker Corporation (SYK) | 0.8 | $14M | 40k | 360.05 | |
| Sea Sponsord Ads (SE) | 0.8 | $14M | 132k | 106.10 | |
| W.W. Grainger (GWW) | 0.7 | $14M | 13k | 1054.05 | |
| salesforce (CRM) | 0.7 | $13M | 39k | 334.33 | |
| Union Pacific Corporation (UNP) | 0.7 | $13M | 55k | 228.04 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $12M | 24k | 526.57 | |
| FedEx Corporation (FDX) | 0.7 | $12M | 43k | 281.33 | |
| Charles River Laboratories (CRL) | 0.7 | $12M | 65k | 184.60 | |
| Edwards Lifesciences (EW) | 0.7 | $12M | 162k | 74.03 | |
| Cummins (CMI) | 0.6 | $12M | 34k | 348.60 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $11M | 83k | 132.21 | |
| Trimble Navigation (TRMB) | 0.6 | $11M | 153k | 70.66 | |
| Oracle Corporation (ORCL) | 0.6 | $11M | 64k | 166.64 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $11M | 31k | 342.16 | |
| Wal-Mart Stores (WMT) | 0.6 | $11M | 117k | 90.35 | |
| Johnson & Johnson (JNJ) | 0.6 | $10M | 71k | 144.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $10M | 23k | 453.28 | |
| Hp (HPQ) | 0.5 | $9.5M | 292k | 32.63 | |
| Amgen (AMGN) | 0.5 | $9.3M | 36k | 260.64 | |
| Fastenal Company (FAST) | 0.5 | $8.7M | 122k | 71.91 | |
| Abbvie (ABBV) | 0.5 | $8.5M | 48k | 177.70 | |
| Global Payments (GPN) | 0.4 | $8.2M | 73k | 112.06 | |
| Maplebear (CART) | 0.4 | $8.1M | 197k | 41.42 | |
| Fiverr Intl Ord Shs (FVRR) | 0.4 | $8.1M | 255k | 31.73 | |
| AutoNation (AN) | 0.4 | $8.1M | 48k | 169.84 | |
| Novartis Sponsored Adr (NVS) | 0.4 | $8.0M | 82k | 97.31 | |
| Uber Technologies (UBER) | 0.4 | $7.7M | 127k | 60.32 | |
| D.R. Horton (DHI) | 0.4 | $7.1M | 51k | 139.82 | |
| Expeditors International of Washington (EXPD) | 0.4 | $6.9M | 63k | 110.77 | |
| Deere & Company (DE) | 0.4 | $6.9M | 16k | 423.70 | |
| Expedia Group Com New (EXPE) | 0.3 | $6.3M | 34k | 186.33 | |
| Norfolk Southern (NSC) | 0.3 | $6.2M | 27k | 234.70 | |
| Home Depot (HD) | 0.3 | $6.1M | 16k | 389.00 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.3 | $6.1M | 516k | 11.73 | |
| Block Cl A (XYZ) | 0.3 | $5.7M | 68k | 84.99 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $5.7M | 33k | 175.23 | |
| Rh (RH) | 0.3 | $5.7M | 15k | 393.59 | |
| Waters Corporation (WAT) | 0.3 | $5.6M | 15k | 370.98 | |
| Linde SHS (LIN) | 0.3 | $5.5M | 13k | 418.67 | |
| Solventum Corp Com Shs (SOLV) | 0.3 | $5.0M | 76k | 66.06 | |
| UnitedHealth (UNH) | 0.3 | $4.7M | 9.4k | 505.86 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.3 | $4.7M | 57k | 81.98 | |
| Pepsi (PEP) | 0.3 | $4.7M | 31k | 152.06 | |
| Bank of America Corporation (BAC) | 0.3 | $4.7M | 106k | 43.95 | |
| Nike CL B (NKE) | 0.2 | $4.6M | 61k | 75.67 | |
| McDonald's Corporation (MCD) | 0.2 | $4.3M | 15k | 289.89 | |
| Cisco Systems (CSCO) | 0.2 | $4.2M | 72k | 59.20 | |
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $4.1M | 61k | 66.34 | |
| Advanced Micro Devices (AMD) | 0.2 | $3.8M | 32k | 120.79 | |
| Corpay Com Shs (CPAY) | 0.2 | $3.8M | 11k | 338.42 | |
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $3.7M | 34k | 110.11 | |
| Danaher Corporation (DHR) | 0.2 | $3.5M | 15k | 229.55 | |
| Medtronic SHS (MDT) | 0.2 | $3.4M | 43k | 79.88 | |
| United Parcel Service CL B (UPS) | 0.2 | $3.4M | 27k | 126.10 | |
| Micron Technology (MU) | 0.2 | $3.3M | 39k | 84.16 | |
| International Business Machines (IBM) | 0.2 | $3.2M | 15k | 219.83 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $3.1M | 52k | 60.30 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $3.1M | 52k | 59.73 | |
| SYSCO Corporation (SYY) | 0.2 | $3.1M | 40k | 76.46 | |
| Bristol Myers Squibb (BMY) | 0.2 | $2.9M | 52k | 56.56 | |
| Garmin SHS (GRMN) | 0.2 | $2.9M | 14k | 206.26 | |
| Abbott Laboratories (ABT) | 0.1 | $2.7M | 24k | 113.11 | |
| Builders FirstSource (BLDR) | 0.1 | $2.7M | 19k | 142.93 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $2.7M | 12k | 230.98 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.6M | 3.8k | 693.08 | |
| Kenvue (KVUE) | 0.1 | $2.6M | 123k | 21.35 | |
| Airbnb Com Cl A (ABNB) | 0.1 | $2.6M | 20k | 131.41 | |
| Boeing Company (BA) | 0.1 | $2.6M | 14k | 177.00 | |
| Corning Incorporated (GLW) | 0.1 | $2.6M | 54k | 47.52 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.5M | 4.9k | 520.19 | |
| Synopsys (SNPS) | 0.1 | $2.4M | 5.0k | 485.36 | |
| Yum! Brands (YUM) | 0.1 | $2.3M | 17k | 134.16 | |
| Broadcom (AVGO) | 0.1 | $2.3M | 9.9k | 231.84 | |
| Tesla Motors (TSLA) | 0.1 | $2.3M | 5.6k | 403.84 | |
| Toll Brothers (TOL) | 0.1 | $2.2M | 17k | 125.95 | |
| Caterpillar (CAT) | 0.1 | $2.1M | 5.7k | 362.76 | |
| AECOM Technology Corporation (ACM) | 0.1 | $2.1M | 19k | 106.82 | |
| Pvh Corporation (PVH) | 0.1 | $2.0M | 19k | 105.75 | |
| Citigroup Com New (C) | 0.1 | $2.0M | 28k | 70.39 | |
| Marvell Technology (MRVL) | 0.1 | $2.0M | 18k | 110.45 | |
| Azek Cl A (AZEK) | 0.1 | $1.9M | 39k | 47.47 | |
| Blackrock (BLK) | 0.1 | $1.8M | 1.8k | 1025.11 | |
| Dow (DOW) | 0.1 | $1.8M | 45k | 40.13 | |
| Advance Auto Parts (AAP) | 0.1 | $1.7M | 36k | 47.29 | |
| Gilead Sciences (GILD) | 0.1 | $1.6M | 17k | 92.37 | |
| Procter & Gamble Company (PG) | 0.1 | $1.6M | 9.3k | 167.65 | |
| Nextera Energy (NEE) | 0.1 | $1.5M | 21k | 71.69 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.5M | 6.2k | 239.71 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $1.4M | 17k | 87.33 | |
| At&t (T) | 0.1 | $1.4M | 63k | 22.77 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.4M | 1.2k | 1185.80 | |
| Coca-Cola Company (KO) | 0.1 | $1.4M | 23k | 62.26 | |
| Analog Devices (ADI) | 0.1 | $1.3M | 6.1k | 212.46 | |
| Coupang Cl A (CPNG) | 0.1 | $1.1M | 52k | 21.98 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | 8.5k | 134.34 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | 12k | 91.25 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.0M | 1.9k | 538.81 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.0M | 4.6k | 221.00 | |
| 3M Company (MMM) | 0.1 | $951k | 7.4k | 129.09 | |
| Lennar Corp Cl A (LEN) | 0.1 | $949k | 7.0k | 136.37 | |
| TJX Companies (TJX) | 0.1 | $941k | 7.8k | 120.81 | |
| Trane Technologies SHS (TT) | 0.0 | $886k | 2.4k | 369.35 | |
| Nebius Group Shs Class A (NBIS) | 0.0 | $885k | 32k | 27.70 | |
| Servicenow (NOW) | 0.0 | $871k | 822.00 | 1060.12 | |
| Edison International (EIX) | 0.0 | $864k | 11k | 79.84 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $851k | 8.0k | 106.84 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $839k | 1.9k | 434.93 | |
| Colgate-Palmolive Company (CL) | 0.0 | $813k | 8.9k | 90.91 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $810k | 11k | 75.69 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $788k | 7.6k | 103.55 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $725k | 15k | 48.16 | |
| eBay (EBAY) | 0.0 | $723k | 12k | 61.95 | |
| Qxo Com New (QXO) | 0.0 | $706k | 44k | 15.90 | |
| Wec Energy Group (WEC) | 0.0 | $687k | 7.3k | 94.04 | |
| Palo Alto Networks (PANW) | 0.0 | $682k | 3.8k | 181.96 | |
| Goldman Sachs (GS) | 0.0 | $656k | 1.1k | 572.62 | |
| IDEXX Laboratories (IDXX) | 0.0 | $641k | 1.6k | 413.44 | |
| Donaldson Company (DCI) | 0.0 | $633k | 9.4k | 67.35 | |
| CVS Caremark Corporation (CVS) | 0.0 | $617k | 14k | 44.89 | |
| Whirlpool Corporation (WHR) | 0.0 | $613k | 5.4k | 114.48 | |
| Shopify Cl A (SHOP) | 0.0 | $595k | 5.6k | 106.33 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $588k | 3.0k | 197.49 | |
| Walt Disney Company (DIS) | 0.0 | $579k | 5.2k | 111.35 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $531k | 8.0k | 66.53 | |
| Pfizer (PFE) | 0.0 | $523k | 20k | 26.53 | |
| Sherwin-Williams Company (SHW) | 0.0 | $510k | 1.5k | 339.93 | |
| Biogen Idec (BIIB) | 0.0 | $500k | 3.3k | 152.92 | |
| Verizon Communications (VZ) | 0.0 | $499k | 13k | 39.99 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $491k | 689.00 | 712.33 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $490k | 3.0k | 163.42 | |
| American Electric Power Company (AEP) | 0.0 | $477k | 5.2k | 92.23 | |
| Clorox Company (CLX) | 0.0 | $456k | 2.8k | 162.41 | |
| Invesco Currencyshares Japan Japanese Yen (FXY) | 0.0 | $441k | 7.5k | 58.62 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $433k | 3.7k | 115.72 | |
| Illinois Tool Works (ITW) | 0.0 | $406k | 1.6k | 253.56 | |
| Netflix (NFLX) | 0.0 | $392k | 440.00 | 891.32 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $387k | 2.1k | 184.08 | |
| Target Corporation (TGT) | 0.0 | $385k | 2.9k | 135.18 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $383k | 18k | 21.72 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $381k | 945.00 | 402.70 | |
| Wingstop (WING) | 0.0 | $378k | 1.3k | 284.20 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $373k | 2.5k | 150.86 | |
| Southern Company (SO) | 0.0 | $367k | 4.5k | 82.33 | |
| Stellantis SHS (STLA) | 0.0 | $366k | 28k | 13.05 | |
| Electronic Arts (EA) | 0.0 | $356k | 2.4k | 146.30 | |
| Honeywell International (HON) | 0.0 | $339k | 1.5k | 225.89 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $322k | 4.3k | 75.63 | |
| Dxc Technology (DXC) | 0.0 | $307k | 15k | 19.98 | |
| Us Bancorp Del Com New (USB) | 0.0 | $293k | 6.1k | 47.83 | |
| Iron Mountain (IRM) | 0.0 | $284k | 2.7k | 105.11 | |
| RPM International (RPM) | 0.0 | $280k | 2.3k | 123.06 | |
| Brink's Company (BCO) | 0.0 | $271k | 2.9k | 92.77 | |
| ConocoPhillips (COP) | 0.0 | $265k | 2.7k | 99.17 | |
| M&T Bank Corporation (MTB) | 0.0 | $254k | 1.4k | 188.01 | |
| Evercore Class A (EVR) | 0.0 | $236k | 850.00 | 277.19 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $234k | 7.4k | 31.44 | |
| Morgan Stanley Com New (MS) | 0.0 | $226k | 1.8k | 125.72 | |
| Brady Corp Cl A (BRC) | 0.0 | $222k | 3.0k | 73.85 | |
| East West Ban (EWBC) | 0.0 | $216k | 2.3k | 95.76 | |
| Penske Automotive (PAG) | 0.0 | $202k | 1.3k | 152.44 | |
| Chevron Corporation (CVX) | 0.0 | $200k | 1.4k | 144.84 | |
| Ford Motor Company (F) | 0.0 | $189k | 19k | 9.90 | |
| Indaptus Therapeutics | 0.0 | $84k | 100k | 0.84 | |
| Contextlogic Cl A New | 0.0 | $70k | 10k | 7.03 |
