Investment House as of June 30, 2025
Portfolio Holdings for Investment House
Investment House holds 216 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 6.2 | $123M | 167k | 738.09 | |
| Apple (AAPL) | 5.7 | $114M | 553k | 205.17 | |
| Microsoft Corporation (MSFT) | 5.3 | $105M | 212k | 497.41 | |
| Amazon (AMZN) | 3.9 | $77M | 351k | 219.39 | |
| NVIDIA Corporation (NVDA) | 3.7 | $73M | 464k | 157.99 | |
| Costco Wholesale Corporation (COST) | 3.2 | $64M | 65k | 989.95 | |
| Intuit (INTU) | 3.1 | $62M | 79k | 787.63 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $60M | 341k | 176.23 | |
| MercadoLibre (MELI) | 1.9 | $38M | 15k | 2613.69 | |
| Eli Lilly & Co. (LLY) | 1.9 | $37M | 47k | 779.54 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.8 | $36M | 202k | 177.39 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.8 | $36M | 2.6M | 13.72 | |
| American Express Company (AXP) | 1.8 | $35M | 111k | 318.98 | |
| Intercontinental Exchange (ICE) | 1.7 | $35M | 188k | 183.47 | |
| Adobe Systems Incorporated (ADBE) | 1.7 | $35M | 89k | 386.88 | |
| Motorola Solutions Com New (MSI) | 1.7 | $33M | 79k | 420.46 | |
| Waste Management (WM) | 1.6 | $31M | 134k | 228.82 | |
| Dell Technologies CL C (DELL) | 1.5 | $29M | 238k | 122.60 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $28M | 92k | 298.89 | |
| Automatic Data Processing (ADP) | 1.4 | $27M | 88k | 308.40 | |
| Paychex (PAYX) | 1.3 | $26M | 181k | 145.46 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $25M | 121k | 207.62 | |
| Booking Holdings (BKNG) | 1.1 | $22M | 3.8k | 5789.24 | |
| Williams-Sonoma (WSM) | 1.1 | $22M | 133k | 163.37 | |
| Qualcomm (QCOM) | 1.1 | $21M | 135k | 159.26 | |
| Sea Sponsord Ads (SE) | 1.1 | $21M | 131k | 159.94 | |
| Uber Technologies (UBER) | 1.0 | $20M | 213k | 93.30 | |
| Autodesk (ADSK) | 1.0 | $20M | 64k | 309.57 | |
| Ecolab (ECL) | 0.9 | $18M | 68k | 269.44 | |
| Lowe's Companies (LOW) | 0.9 | $18M | 80k | 221.87 | |
| Applovin Corp Com Cl A (APP) | 0.9 | $18M | 50k | 350.08 | |
| Visa Com Cl A (V) | 0.9 | $17M | 48k | 355.05 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $16M | 32k | 509.31 | |
| Stryker Corporation (SYK) | 0.8 | $16M | 40k | 395.63 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $16M | 29k | 543.41 | |
| Johnson & Johnson (JNJ) | 0.7 | $15M | 96k | 152.75 | |
| Oracle Corporation (ORCL) | 0.7 | $15M | 66k | 218.63 | |
| Zoetis Cl A (ZTS) | 0.7 | $14M | 91k | 155.95 | |
| W.W. Grainger (GWW) | 0.7 | $14M | 13k | 1040.24 | |
| Nebius Group Shs Class A (NBIS) | 0.7 | $13M | 239k | 55.33 | |
| Union Pacific Corporation (UNP) | 0.6 | $13M | 56k | 230.08 | |
| Maplebear (CART) | 0.6 | $13M | 280k | 45.24 | |
| Edwards Lifesciences (EW) | 0.6 | $12M | 159k | 78.21 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $12M | 95k | 126.51 | |
| salesforce (CRM) | 0.6 | $12M | 44k | 272.69 | |
| Expedia Group Com New (EXPE) | 0.6 | $12M | 70k | 168.68 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $12M | 21k | 561.94 | |
| Trimble Navigation (TRMB) | 0.6 | $12M | 151k | 75.98 | |
| Wal-Mart Stores (WMT) | 0.6 | $11M | 117k | 97.78 | |
| Cummins (CMI) | 0.6 | $11M | 34k | 327.50 | |
| Church & Dwight (CHD) | 0.6 | $11M | 115k | 96.11 | |
| Paypal Holdings (PYPL) | 0.6 | $11M | 146k | 74.32 | |
| Fastenal Company (FAST) | 0.5 | $10M | 249k | 42.00 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $10M | 76k | 132.34 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $9.9M | 82k | 121.01 | |
| Amgen (AMGN) | 0.5 | $9.7M | 35k | 279.21 | |
| UnitedHealth (UNH) | 0.5 | $9.4M | 30k | 311.97 | |
| AutoNation (AN) | 0.5 | $9.2M | 46k | 198.65 | |
| Reddit Cl A (RDDT) | 0.5 | $9.0M | 60k | 150.57 | |
| Abbvie (ABBV) | 0.4 | $8.9M | 48k | 185.62 | |
| Deere & Company (DE) | 0.4 | $8.3M | 16k | 508.49 | |
| Fiverr Intl Ord Shs (FVRR) | 0.4 | $8.1M | 277k | 29.33 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.4 | $7.4M | 787k | 9.41 | |
| D.R. Horton (DHI) | 0.4 | $7.0M | 54k | 128.92 | |
| Corpay Com Shs (CPAY) | 0.3 | $6.8M | 20k | 331.82 | |
| Expeditors International of Washington (EXPD) | 0.3 | $6.8M | 59k | 114.25 | |
| Norfolk Southern (NSC) | 0.3 | $6.8M | 26k | 255.97 | |
| FedEx Corporation (FDX) | 0.3 | $6.6M | 29k | 227.31 | |
| The Trade Desk Com Cl A (TTD) | 0.3 | $6.5M | 90k | 71.99 | |
| Linde SHS (LIN) | 0.3 | $6.1M | 13k | 469.18 | |
| Home Depot (HD) | 0.3 | $5.9M | 16k | 366.64 | |
| Builders FirstSource (BLDR) | 0.3 | $5.7M | 47k | 121.58 | |
| Coupang Cl A (CPNG) | 0.3 | $5.7M | 190k | 29.96 | |
| Advanced Micro Devices (AMD) | 0.3 | $5.5M | 39k | 141.90 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.3M | 11k | 485.77 | |
| Solventum Corp Com Shs (SOLV) | 0.3 | $5.1M | 68k | 75.84 | |
| Waters Corporation (WAT) | 0.3 | $5.0M | 15k | 349.04 | |
| Cisco Systems (CSCO) | 0.3 | $5.0M | 73k | 69.38 | |
| Merck & Co (MRK) | 0.2 | $4.8M | 61k | 79.16 | |
| Charles River Laboratories (CRL) | 0.2 | $4.8M | 31k | 151.73 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $4.6M | 53k | 88.25 | |
| Bank of America Corporation (BAC) | 0.2 | $4.5M | 96k | 47.32 | |
| Qxo Com New (QXO) | 0.2 | $4.3M | 201k | 21.54 | |
| McDonald's Corporation (MCD) | 0.2 | $4.3M | 15k | 292.17 | |
| International Business Machines (IBM) | 0.2 | $4.3M | 15k | 294.78 | |
| Nike CL B (NKE) | 0.2 | $4.3M | 60k | 71.04 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.2 | $4.1M | 50k | 82.93 | |
| Walt Disney Company (DIS) | 0.2 | $4.1M | 33k | 124.01 | |
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $3.8M | 35k | 110.42 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.8M | 46k | 82.86 | |
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $3.7M | 57k | 65.96 | |
| Medtronic SHS (MDT) | 0.2 | $3.7M | 42k | 87.17 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.6M | 5.9k | 617.83 | |
| Griffon Corporation (GFF) | 0.2 | $3.5M | 49k | 72.37 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $3.5M | 31k | 113.41 | |
| Block Cl A (XYZ) | 0.2 | $3.5M | 51k | 67.93 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $3.4M | 4.2k | 801.39 | |
| Abbott Laboratories (ABT) | 0.2 | $3.3M | 24k | 136.01 | |
| Quanta Services (PWR) | 0.2 | $3.2M | 8.6k | 378.08 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $3.2M | 12k | 274.28 | |
| Synopsys (SNPS) | 0.2 | $3.2M | 6.1k | 512.68 | |
| Pepsi (PEP) | 0.2 | $3.1M | 23k | 132.04 | |
| Capital One Financial (COF) | 0.2 | $3.0M | 14k | 212.76 | |
| Garmin SHS (GRMN) | 0.2 | $3.0M | 14k | 208.72 | |
| Micron Technology (MU) | 0.1 | $3.0M | 24k | 123.25 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $2.9M | 52k | 56.15 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $2.9M | 47k | 61.85 | |
| SYSCO Corporation (SYY) | 0.1 | $2.9M | 38k | 75.74 | |
| Corning Incorporated (GLW) | 0.1 | $2.7M | 52k | 52.59 | |
| Toll Brothers (TOL) | 0.1 | $2.7M | 23k | 114.13 | |
| Broadcom (AVGO) | 0.1 | $2.6M | 9.4k | 275.65 | |
| Kenvue (KVUE) | 0.1 | $2.6M | 124k | 20.93 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.1 | $2.5M | 219k | 11.46 | |
| Yum! Brands (YUM) | 0.1 | $2.5M | 17k | 148.18 | |
| Caterpillar (CAT) | 0.1 | $2.3M | 5.8k | 388.21 | |
| Hp (HPQ) | 0.1 | $2.2M | 92k | 24.46 | |
| AECOM Technology Corporation (ACM) | 0.1 | $2.2M | 19k | 112.86 | |
| Azek Cl A (AZEK) | 0.1 | $2.0M | 37k | 54.35 | |
| Gilead Sciences (GILD) | 0.1 | $1.9M | 17k | 110.87 | |
| Blackrock (BLK) | 0.1 | $1.9M | 1.8k | 1049.25 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.8M | 6.3k | 289.92 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.8M | 4.4k | 405.43 | |
| At&t (T) | 0.1 | $1.8M | 61k | 28.94 | |
| Servicetitan Shs Cl A (TTAN) | 0.1 | $1.5M | 14k | 107.18 | |
| Procter & Gamble Company (PG) | 0.1 | $1.5M | 9.4k | 159.32 | |
| Nextera Energy (NEE) | 0.1 | $1.5M | 21k | 69.42 | |
| Bristol Myers Squibb (BMY) | 0.1 | $1.5M | 32k | 46.29 | |
| Coca-Cola Company (KO) | 0.1 | $1.5M | 21k | 70.75 | |
| Marvell Technology (MRVL) | 0.1 | $1.4M | 18k | 77.40 | |
| Dow (DOW) | 0.1 | $1.3M | 51k | 26.48 | |
| Danaher Corporation (DHR) | 0.1 | $1.3M | 6.5k | 197.54 | |
| Rh (RH) | 0.1 | $1.3M | 6.7k | 189.01 | |
| TJX Companies (TJX) | 0.1 | $1.1M | 8.9k | 123.49 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $1.1M | 8.4k | 128.52 | |
| Trane Technologies SHS (TT) | 0.1 | $1.0M | 2.4k | 437.41 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $1.0M | 12k | 91.24 | |
| 3M Company (MMM) | 0.1 | $1.0M | 6.8k | 152.24 | |
| Goldman Sachs (GS) | 0.1 | $1.0M | 1.4k | 707.62 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.0M | 11k | 91.63 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $975k | 5.4k | 181.74 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $973k | 8.2k | 118.01 | |
| Warrior Met Coal (HCC) | 0.0 | $917k | 20k | 45.83 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $890k | 11k | 81.66 | |
| Tesla Motors (TSLA) | 0.0 | $883k | 2.8k | 317.66 | |
| eBay (EBAY) | 0.0 | $869k | 12k | 74.46 | |
| IDEXX Laboratories (IDXX) | 0.0 | $831k | 1.6k | 536.34 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $829k | 7.6k | 109.61 | |
| Servicenow (NOW) | 0.0 | $819k | 797.00 | 1028.08 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $819k | 1.8k | 467.82 | |
| Colgate-Palmolive Company (CL) | 0.0 | $813k | 8.9k | 90.90 | |
| Analog Devices (ADI) | 0.0 | $808k | 3.4k | 238.02 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $797k | 28k | 28.85 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $785k | 7.9k | 99.20 | |
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $776k | 7.1k | 108.79 | |
| Wec Energy Group (WEC) | 0.0 | $761k | 7.3k | 104.20 | |
| Wingstop (WING) | 0.0 | $758k | 2.3k | 336.74 | |
| Lithia Motors (LAD) | 0.0 | $757k | 2.2k | 337.82 | |
| Lennar Corp Cl A (LEN) | 0.0 | $755k | 6.8k | 110.61 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $754k | 21k | 36.76 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $747k | 2.1k | 350.49 | |
| Palo Alto Networks (PANW) | 0.0 | $747k | 3.7k | 204.64 | |
| Invesco Currencyshares Japan Japanese Yen (FXY) | 0.0 | $743k | 12k | 63.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $687k | 3.0k | 226.49 | |
| Core Natural Resources Com Shs (CNR) | 0.0 | $664k | 9.5k | 69.74 | |
| Alpha Metallurgical Resources (AMR) | 0.0 | $654k | 5.8k | 112.48 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $653k | 5.7k | 115.35 | |
| Donaldson Company (DCI) | 0.0 | $652k | 9.4k | 69.35 | |
| American Electric Power Company (AEP) | 0.0 | $618k | 6.0k | 103.76 | |
| Olin Corp Com Par $1 (OLN) | 0.0 | $603k | 30k | 20.09 | |
| CVS Caremark Corporation (CVS) | 0.0 | $601k | 8.7k | 68.98 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $590k | 4.0k | 146.02 | |
| Netflix (NFLX) | 0.0 | $589k | 440.00 | 1339.13 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $581k | 6.8k | 85.99 | |
| United Parcel Service CL B (UPS) | 0.0 | $557k | 5.5k | 100.94 | |
| Edison International (EIX) | 0.0 | $520k | 10k | 51.60 | |
| Sherwin-Williams Company (SHW) | 0.0 | $515k | 1.5k | 343.36 | |
| Pfizer (PFE) | 0.0 | $514k | 21k | 24.24 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $511k | 2.1k | 242.85 | |
| Verizon Communications (VZ) | 0.0 | $510k | 12k | 43.27 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $480k | 7.5k | 64.10 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $477k | 2.7k | 176.51 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $445k | 2.5k | 179.63 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $444k | 3.3k | 136.32 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $431k | 969.00 | 445.20 | |
| Illinois Tool Works (ITW) | 0.0 | $414k | 1.7k | 247.25 | |
| Southern Company (SO) | 0.0 | $409k | 4.5k | 91.84 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $372k | 18k | 20.75 | |
| Electronic Arts (EA) | 0.0 | $357k | 2.2k | 159.70 | |
| McKesson Corporation (MCK) | 0.0 | $352k | 480.00 | 732.81 | |
| Intel Corporation (INTC) | 0.0 | $347k | 16k | 22.40 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $345k | 657.00 | 525.00 | |
| Honeywell International (HON) | 0.0 | $332k | 1.4k | 232.88 | |
| Topbuild (BLD) | 0.0 | $324k | 1.0k | 323.74 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $309k | 4.6k | 67.44 | |
| Iren Ordinary Shares (IREN) | 0.0 | $291k | 20k | 14.57 | |
| Target Corporation (TGT) | 0.0 | $286k | 2.9k | 98.65 | |
| Iron Mountain (IRM) | 0.0 | $277k | 2.7k | 102.57 | |
| Us Bancorp Del Com New (USB) | 0.0 | $273k | 6.0k | 45.25 | |
| M&T Bank Corporation (MTB) | 0.0 | $262k | 1.4k | 193.99 | |
| Zscaler Incorporated (ZS) | 0.0 | $256k | 815.00 | 313.94 | |
| HEICO Corporation (HEI) | 0.0 | $254k | 775.00 | 328.00 | |
| RPM International (RPM) | 0.0 | $250k | 2.3k | 109.84 | |
| ConocoPhillips (COP) | 0.0 | $240k | 2.7k | 89.74 | |
| Morgan Stanley Com New (MS) | 0.0 | $240k | 1.7k | 140.86 | |
| Dxc Technology (DXC) | 0.0 | $235k | 15k | 15.29 | |
| Hca Holdings (HCA) | 0.0 | $230k | 600.00 | 383.10 | |
| Evercore Class A (EVR) | 0.0 | $230k | 850.00 | 270.02 | |
| East West Ban (EWBC) | 0.0 | $227k | 2.3k | 100.98 | |
| Clorox Company (CLX) | 0.0 | $220k | 1.8k | 120.07 | |
| Ferrari Nv Ord (RACE) | 0.0 | $220k | 448.00 | 490.74 | |
| Biogen Idec (BIIB) | 0.0 | $217k | 1.7k | 125.59 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $211k | 2.0k | 105.62 | |
| Brady Corp Cl A (BRC) | 0.0 | $204k | 3.0k | 67.97 | |
| XP Cl A (XP) | 0.0 | $202k | 10k | 20.20 | |
| Philip Morris International (PM) | 0.0 | $200k | 1.1k | 182.13 | |
| Allogene Therapeutics (ALLO) | 0.0 | $19k | 17k | 1.13 |
