Investment House as of March 31, 2025
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 | 535k | 222.13 | |
| Meta Platforms Cl A (META) | 5.4 | $95M | 164k | 576.36 | |
| Microsoft Corporation (MSFT) | 4.8 | $84M | 224k | 375.39 | |
| Amazon (AMZN) | 3.6 | $63M | 332k | 190.26 | |
| Costco Wholesale Corporation (COST) | 3.6 | $62M | 66k | 945.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $53M | 345k | 154.64 | |
| NVIDIA Corporation (NVDA) | 2.9 | $51M | 470k | 108.38 | |
| Intuit (INTU) | 2.8 | $49M | 79k | 613.99 | |
| Eli Lilly & Co. (LLY) | 2.2 | $39M | 48k | 825.92 | |
| Motorola Solutions Com New (MSI) | 2.0 | $35M | 80k | 437.81 | |
| Adobe Systems Incorporated (ADBE) | 2.0 | $34M | 90k | 383.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $32M | 207k | 156.23 | |
| Waste Management (WM) | 1.8 | $31M | 135k | 231.51 | |
| Intercontinental Exchange (ICE) | 1.7 | $30M | 175k | 172.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $29M | 93k | 312.04 | |
| American Express Company (AXP) | 1.6 | $29M | 106k | 269.05 | |
| Paychex (PAYX) | 1.6 | $28M | 182k | 154.28 | |
| MercadoLibre (MELI) | 1.5 | $27M | 14k | 1950.92 | |
| Automatic Data Processing (ADP) | 1.5 | $27M | 88k | 305.53 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.4 | $25M | 2.5M | 10.24 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $22M | 123k | 179.70 | |
| Lowe's Companies (LOW) | 1.2 | $22M | 93k | 233.23 | |
| Qualcomm (QCOM) | 1.2 | $21M | 139k | 153.61 | |
| Williams-Sonoma (WSM) | 1.1 | $19M | 117k | 158.10 | |
| Booking Holdings (BKNG) | 1.0 | $18M | 3.8k | 4606.91 | |
| Sea Sponsord Ads (SE) | 1.0 | $17M | 132k | 130.49 | |
| Ecolab (ECL) | 1.0 | $17M | 67k | 253.52 | |
| Autodesk (ADSK) | 1.0 | $17M | 65k | 261.80 | |
| Visa Com Cl A (V) | 1.0 | $17M | 48k | 350.46 | |
| Church & Dwight (CHD) | 0.9 | $15M | 140k | 110.09 | |
| Dell Technologies CL C (DELL) | 0.9 | $15M | 166k | 91.15 | |
| Stryker Corporation (SYK) | 0.8 | $15M | 40k | 372.25 | |
| Zoetis Cl A (ZTS) | 0.8 | $15M | 90k | 164.65 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $14M | 29k | 495.27 | |
| Union Pacific Corporation (UNP) | 0.8 | $13M | 56k | 236.24 | |
| Uber Technologies (UBER) | 0.8 | $13M | 182k | 72.86 | |
| W.W. Grainger (GWW) | 0.7 | $13M | 13k | 987.83 | |
| Applovin Corp Com Cl A (APP) | 0.7 | $12M | 47k | 264.97 | |
| Merck & Co (MRK) | 0.7 | $12M | 136k | 89.76 | |
| Johnson & Johnson (JNJ) | 0.7 | $12M | 72k | 165.84 | |
| Edwards Lifesciences (EW) | 0.7 | $12M | 160k | 72.48 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $11M | 21k | 548.12 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $11M | 32k | 352.58 | |
| Amgen (AMGN) | 0.6 | $11M | 36k | 311.55 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $11M | 86k | 127.90 | |
| Cummins (CMI) | 0.6 | $11M | 35k | 313.44 | |
| Wal-Mart Stores (WMT) | 0.6 | $10M | 118k | 87.79 | |
| Abbvie (ABBV) | 0.6 | $10M | 48k | 209.52 | |
| Trimble Navigation (TRMB) | 0.6 | $10M | 153k | 65.65 | |
| FedEx Corporation (FDX) | 0.6 | $10M | 41k | 243.78 | |
| Charles River Laboratories (CRL) | 0.6 | $9.9M | 66k | 150.52 | |
| Paypal Holdings (PYPL) | 0.6 | $9.7M | 148k | 65.25 | |
| Fastenal Company (FAST) | 0.6 | $9.7M | 125k | 77.55 | |
| D.R. Horton (DHI) | 0.5 | $9.5M | 75k | 127.13 | |
| Maplebear (CART) | 0.5 | $9.4M | 235k | 39.89 | |
| Oracle Corporation (ORCL) | 0.5 | $9.2M | 66k | 139.81 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $9.2M | 82k | 111.48 | |
| salesforce (CRM) | 0.5 | $9.0M | 33k | 268.36 | |
| Expeditors International of Washington (EXPD) | 0.5 | $8.0M | 67k | 120.25 | |
| Hp (HPQ) | 0.4 | $7.9M | 284k | 27.69 | |
| Expedia Group Com New (EXPE) | 0.4 | $7.8M | 46k | 168.10 | |
| AutoNation (AN) | 0.4 | $7.7M | 48k | 161.92 | |
| Deere & Company (DE) | 0.4 | $7.7M | 16k | 469.35 | |
| Fiverr Intl Ord Shs (FVRR) | 0.4 | $6.5M | 277k | 23.68 | |
| Global Payments (GPN) | 0.4 | $6.3M | 65k | 97.92 | |
| Norfolk Southern (NSC) | 0.4 | $6.3M | 27k | 236.85 | |
| Linde SHS (LIN) | 0.4 | $6.1M | 13k | 465.64 | |
| Airbnb Com Cl A (ABNB) | 0.3 | $6.1M | 51k | 119.46 | |
| Home Depot (HD) | 0.3 | $5.9M | 16k | 366.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.8M | 11k | 532.58 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $5.8M | 10k | 559.38 | |
| Waters Corporation (WAT) | 0.3 | $5.4M | 15k | 368.57 | |
| Corpay Com Shs (CPAY) | 0.3 | $5.3M | 15k | 348.72 | |
| Builders FirstSource (BLDR) | 0.3 | $5.1M | 41k | 124.94 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.3 | $5.0M | 552k | 9.03 | |
| UnitedHealth (UNH) | 0.3 | $4.9M | 9.3k | 523.75 | |
| Solventum Corp Com Shs (SOLV) | 0.3 | $4.8M | 63k | 76.04 | |
| McDonald's Corporation (MCD) | 0.3 | $4.7M | 15k | 312.37 | |
| Nike CL B (NKE) | 0.3 | $4.5M | 71k | 63.48 | |
| Cisco Systems (CSCO) | 0.3 | $4.5M | 73k | 61.71 | |
| Bank of America Corporation (BAC) | 0.2 | $4.1M | 98k | 41.73 | |
| Pepsi (PEP) | 0.2 | $4.0M | 27k | 149.94 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.2 | $3.9M | 110k | 35.84 | |
| Medtronic SHS (MDT) | 0.2 | $3.9M | 43k | 89.86 | |
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $3.8M | 35k | 110.46 | |
| Block Cl A (XYZ) | 0.2 | $3.7M | 69k | 54.33 | |
| Advanced Micro Devices (AMD) | 0.2 | $3.7M | 36k | 102.74 | |
| International Business Machines (IBM) | 0.2 | $3.6M | 15k | 248.66 | |
| Rh (RH) | 0.2 | $3.4M | 14k | 234.41 | |
| Danaher Corporation (DHR) | 0.2 | $3.3M | 16k | 205.00 | |
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $3.3M | 61k | 54.89 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.2M | 39k | 82.73 | |
| Abbott Laboratories (ABT) | 0.2 | $3.2M | 24k | 132.65 | |
| Bristol Myers Squibb (BMY) | 0.2 | $3.1M | 51k | 60.99 | |
| Garmin SHS (GRMN) | 0.2 | $3.1M | 14k | 217.13 | |
| Dow (DOW) | 0.2 | $3.0M | 85k | 34.92 | |
| SYSCO Corporation (SYY) | 0.2 | $3.0M | 40k | 75.04 | |
| Kenvue (KVUE) | 0.2 | $3.0M | 124k | 23.98 | |
| United Parcel Service CL B (UPS) | 0.2 | $2.8M | 25k | 109.99 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.8M | 4.2k | 662.63 | |
| Yum! Brands (YUM) | 0.2 | $2.7M | 17k | 157.36 | |
| Ferrari Nv Ord (RACE) | 0.2 | $2.7M | 6.2k | 427.88 | |
| Nebius Group Shs Class A (NBIS) | 0.2 | $2.6M | 125k | 21.11 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.6M | 52k | 50.21 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $2.6M | 5.3k | 497.57 | |
| Ralph Lauren Corp Cl A (RL) | 0.1 | $2.6M | 12k | 220.74 | |
| Synopsys (SNPS) | 0.1 | $2.5M | 5.9k | 428.85 | |
| Corning Incorporated (GLW) | 0.1 | $2.5M | 54k | 45.78 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.3M | 13k | 173.23 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $2.3M | 25k | 91.03 | |
| Micron Technology (MU) | 0.1 | $2.2M | 26k | 86.89 | |
| Moody's Corporation (MCO) | 0.1 | $2.2M | 4.7k | 465.69 | |
| Gilead Sciences (GILD) | 0.1 | $2.2M | 19k | 112.05 | |
| East West Ban (EWBC) | 0.1 | $2.1M | 24k | 89.76 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.1 | $2.0M | 23k | 90.01 | |
| First Solar (FSLR) | 0.1 | $2.0M | 16k | 126.43 | |
| Azek Cl A (AZEK) | 0.1 | $1.9M | 39k | 48.89 | |
| Caterpillar (CAT) | 0.1 | $1.9M | 5.7k | 329.80 | |
| Shift4 Pmts Cl A (FOUR) | 0.1 | $1.9M | 23k | 81.71 | |
| Toll Brothers (TOL) | 0.1 | $1.8M | 17k | 105.59 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.8M | 17k | 104.58 | |
| AECOM Technology Corporation (ACM) | 0.1 | $1.8M | 19k | 92.73 | |
| At&t (T) | 0.1 | $1.7M | 60k | 28.28 | |
| Blackrock (BLK) | 0.1 | $1.7M | 1.8k | 946.48 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.6M | 6.7k | 245.30 | |
| Qxo Com New (QXO) | 0.1 | $1.6M | 121k | 13.54 | |
| Broadcom (AVGO) | 0.1 | $1.6M | 9.5k | 167.43 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $1.6M | 16k | 98.92 | |
| Procter & Gamble Company (PG) | 0.1 | $1.6M | 9.1k | 170.42 | |
| Nextera Energy (NEE) | 0.1 | $1.5M | 21k | 70.89 | |
| Lithia Motors (LAD) | 0.1 | $1.4M | 4.6k | 293.54 | |
| Coca-Cola Company (KO) | 0.1 | $1.4M | 19k | 71.62 | |
| Tesla Motors (TSLA) | 0.1 | $1.3M | 4.9k | 259.16 | |
| Reddit Cl A (RDDT) | 0.1 | $1.2M | 12k | 104.90 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $1.2M | 23k | 54.72 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $1.2M | 30k | 41.62 | |
| Coupang Cl A (CPNG) | 0.1 | $1.1M | 52k | 21.93 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | 12k | 98.09 | |
| Marvell Technology (MRVL) | 0.1 | $1.1M | 18k | 61.57 | |
| TJX Companies (TJX) | 0.1 | $1.1M | 8.9k | 121.80 | |
| 3M Company (MMM) | 0.1 | $1.1M | 7.2k | 146.86 | |
| Schlumberger Com Stk (SLB) | 0.1 | $1.0M | 25k | 41.80 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $991k | 8.5k | 116.98 | |
| Advance Auto Parts (AAP) | 0.0 | $860k | 22k | 39.21 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $844k | 11k | 78.85 | |
| Colgate-Palmolive Company (CL) | 0.0 | $838k | 8.9k | 93.70 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $822k | 7.6k | 108.69 | |
| Trane Technologies SHS (TT) | 0.0 | $809k | 2.4k | 336.92 | |
| Lennar Corp Cl A (LEN) | 0.0 | $805k | 7.0k | 114.78 | |
| Wec Energy Group (WEC) | 0.0 | $796k | 7.3k | 108.98 | |
| eBay (EBAY) | 0.0 | $791k | 12k | 67.73 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $739k | 29k | 25.85 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $714k | 7.8k | 91.98 | |
| Goldman Sachs (GS) | 0.0 | $711k | 1.3k | 546.29 | |
| Analog Devices (ADI) | 0.0 | $706k | 3.5k | 201.67 | |
| American Electric Power Company (AEP) | 0.0 | $689k | 6.3k | 109.27 | |
| Servicenow (NOW) | 0.0 | $654k | 822.00 | 796.14 | |
| Palo Alto Networks (PANW) | 0.0 | $654k | 3.8k | 170.64 | |
| IDEXX Laboratories (IDXX) | 0.0 | $651k | 1.6k | 419.95 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $641k | 1.8k | 366.54 | |
| Edison International (EIX) | 0.0 | $632k | 11k | 58.92 | |
| Donaldson Company (DCI) | 0.0 | $630k | 9.4k | 67.06 | |
| Griffon Corporation (GFF) | 0.0 | $621k | 8.7k | 71.50 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $598k | 2.9k | 207.25 | |
| Ishares Msci Jpn Etf New (EWJ) | 0.0 | $596k | 8.7k | 68.56 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $582k | 3.4k | 172.23 | |
| Verizon Communications (VZ) | 0.0 | $561k | 12k | 45.36 | |
| CVS Caremark Corporation (CVS) | 0.0 | $557k | 8.2k | 67.75 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $535k | 4.0k | 132.46 | |
| Shopify Cl A (SHOP) | 0.0 | $535k | 5.6k | 95.48 | |
| Sherwin-Williams Company (SHW) | 0.0 | $524k | 1.5k | 349.19 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $516k | 7.6k | 67.85 | |
| Walt Disney Company (DIS) | 0.0 | $513k | 5.2k | 98.70 | |
| Pfizer (PFE) | 0.0 | $512k | 20k | 25.34 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $506k | 8.0k | 63.44 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $506k | 1.0k | 484.82 | |
| Wingstop (WING) | 0.0 | $505k | 2.2k | 225.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $502k | 3.0k | 166.00 | |
| Invesco Currencyshares Japan Japanese Yen (FXY) | 0.0 | $470k | 7.6k | 61.50 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $461k | 2.7k | 170.81 | |
| Biogen Idec (BIIB) | 0.0 | $441k | 3.2k | 136.84 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $437k | 689.00 | 634.23 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $419k | 2.5k | 169.20 | |
| Illinois Tool Works (ITW) | 0.0 | $415k | 1.7k | 248.01 | |
| Netflix (NFLX) | 0.0 | $410k | 440.00 | 932.53 | |
| Southern Company (SO) | 0.0 | $410k | 4.5k | 91.96 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $375k | 18k | 20.95 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $360k | 4.3k | 84.40 | |
| Clorox Company (CLX) | 0.0 | $355k | 2.4k | 147.25 | |
| Electronic Arts (EA) | 0.0 | $352k | 2.4k | 144.52 | |
| Spdr Ser Tr S&p Biotech (XBI) | 0.0 | $337k | 4.2k | 81.10 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $331k | 2.0k | 165.59 | |
| McKesson Corporation (MCK) | 0.0 | $323k | 480.00 | 673.02 | |
| Whirlpool Corporation (WHR) | 0.0 | $322k | 3.6k | 90.13 | |
| Constellation Brands Cl A (STZ) | 0.0 | $312k | 1.7k | 183.52 | |
| Target Corporation (TGT) | 0.0 | $303k | 2.9k | 104.36 | |
| Honeywell International (HON) | 0.0 | $302k | 1.4k | 211.75 | |
| ConocoPhillips (COP) | 0.0 | $281k | 2.7k | 105.02 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $265k | 2.0k | 132.23 | |
| RPM International (RPM) | 0.0 | $263k | 2.3k | 115.68 | |
| Dxc Technology (DXC) | 0.0 | $262k | 15k | 17.05 | |
| Us Bancorp Del Com New (USB) | 0.0 | $254k | 6.0k | 42.22 | |
| Brink's Company (BCO) | 0.0 | $252k | 2.9k | 86.16 | |
| M&T Bank Corporation (MTB) | 0.0 | $241k | 1.4k | 178.75 | |
| Iron Mountain (IRM) | 0.0 | $232k | 2.7k | 86.04 | |
| Chevron Corporation (CVX) | 0.0 | $231k | 1.4k | 167.29 | |
| HEICO Corporation (HEI) | 0.0 | $227k | 850.00 | 267.19 | |
| Metropcs Communications (TMUS) | 0.0 | $213k | 800.00 | 266.71 | |
| Brady Corp Cl A (BRC) | 0.0 | $212k | 3.0k | 70.64 | |
| Hca Holdings (HCA) | 0.0 | $207k | 600.00 | 345.55 | |
| Consolidated Edison (ED) | 0.0 | $202k | 1.8k | 110.59 | |
| Indaptus Therapeutics | 0.0 | $71k | 129k | 0.55 | |
| Contextlogic Cl A New | 0.0 | $70k | 10k | 6.98 |
