Investment House as of Sept. 30, 2025
Portfolio Holdings for Investment House
Investment House holds 223 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.3 | $134M | 525k | 254.63 | |
| Meta Platforms Cl A (META) | 5.6 | $117M | 160k | 734.38 | |
| Microsoft Corporation (MSFT) | 5.1 | $107M | 207k | 517.95 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.3 | $90M | 371k | 243.10 | |
| NVIDIA Corporation (NVDA) | 4.0 | $85M | 456k | 186.58 | |
| Amazon (AMZN) | 3.4 | $72M | 327k | 219.57 | |
| Costco Wholesale Corporation (COST) | 2.8 | $60M | 65k | 925.63 | |
| Intuit (INTU) | 2.5 | $53M | 77k | 682.91 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $52M | 212k | 243.55 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.9 | $41M | 2.6M | 16.01 | |
| Applovin Corp Com Cl A (APP) | 1.8 | $37M | 52k | 718.54 | |
| American Express Company (AXP) | 1.7 | $37M | 111k | 332.16 | |
| Motorola Solutions Com New (MSI) | 1.7 | $36M | 79k | 457.29 | |
| Eli Lilly & Co. (LLY) | 1.7 | $36M | 47k | 763.01 | |
| MercadoLibre (MELI) | 1.6 | $35M | 15k | 2336.99 | |
| Dell Technologies CL C (DELL) | 1.6 | $34M | 239k | 141.77 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $34M | 96k | 352.75 | |
| Intercontinental Exchange (ICE) | 1.5 | $32M | 188k | 168.48 | |
| Waste Management (WM) | 1.4 | $30M | 134k | 220.83 | |
| Nebius Group Shs Class A (NBIS) | 1.4 | $29M | 259k | 112.27 | |
| Williams-Sonoma (WSM) | 1.2 | $26M | 134k | 195.45 | |
| Automatic Data Processing (ADP) | 1.2 | $26M | 88k | 293.50 | |
| UnitedHealth (UNH) | 1.1 | $24M | 69k | 345.30 | |
| Sea Sponsord Ads (SE) | 1.1 | $24M | 132k | 178.73 | |
| Paychex (PAYX) | 1.1 | $23M | 181k | 126.76 | |
| Texas Instruments Incorporated (TXN) | 1.1 | $22M | 121k | 183.73 | |
| Qualcomm (QCOM) | 1.0 | $22M | 130k | 166.36 | |
| Booking Holdings (BKNG) | 1.0 | $21M | 3.8k | 5399.27 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.0 | $21M | 84k | 246.60 | |
| Autodesk (ADSK) | 1.0 | $20M | 64k | 317.67 | |
| Lowe's Companies (LOW) | 1.0 | $20M | 81k | 251.31 | |
| Uber Technologies (UBER) | 1.0 | $20M | 205k | 97.97 | |
| Oracle Corporation (ORCL) | 0.9 | $19M | 67k | 281.24 | |
| Ecolab (ECL) | 0.9 | $19M | 68k | 273.86 | |
| Johnson & Johnson (JNJ) | 0.8 | $18M | 96k | 185.42 | |
| Visa Com Cl A (V) | 0.8 | $16M | 47k | 341.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $16M | 32k | 490.38 | |
| Expedia Group Com New (EXPE) | 0.7 | $15M | 72k | 213.75 | |
| Stryker Corporation (SYK) | 0.7 | $15M | 41k | 369.67 | |
| Cummins (CMI) | 0.7 | $15M | 34k | 422.37 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $14M | 99k | 144.37 | |
| Reddit Cl A (RDDT) | 0.7 | $14M | 61k | 229.99 | |
| Qxo Com New (QXO) | 0.6 | $13M | 687k | 19.06 | |
| Union Pacific Corporation (UNP) | 0.6 | $13M | 55k | 236.37 | |
| Intuitive Surgical Com New (ISRG) | 0.6 | $13M | 29k | 447.23 | |
| Fastenal Company (FAST) | 0.6 | $12M | 253k | 49.04 | |
| Trimble Navigation (TRMB) | 0.6 | $12M | 151k | 81.65 | |
| Wal-Mart Stores (WMT) | 0.6 | $12M | 117k | 103.06 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $11M | 20k | 568.81 | |
| Edwards Lifesciences (EW) | 0.5 | $11M | 146k | 77.77 | |
| Abbvie (ABBV) | 0.5 | $11M | 48k | 231.54 | |
| Coupang Cl A (CPNG) | 0.5 | $11M | 335k | 32.20 | |
| Maplebear (CART) | 0.5 | $11M | 287k | 36.76 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $11M | 82k | 128.24 | |
| W.W. Grainger (GWW) | 0.5 | $10M | 11k | 952.96 | |
| AutoNation (AN) | 0.5 | $10M | 46k | 218.77 | |
| D.R. Horton (DHI) | 0.5 | $10M | 59k | 169.47 | |
| Paypal Holdings (PYPL) | 0.5 | $9.9M | 147k | 67.06 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $9.8M | 81k | 121.42 | |
| Church & Dwight (CHD) | 0.5 | $9.6M | 110k | 87.63 | |
| Spdr Series Trust S&p Biotech (XBI) | 0.4 | $9.2M | 92k | 100.20 | |
| Norfolk Southern (NSC) | 0.4 | $7.8M | 26k | 300.40 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 0.4 | $7.7M | 840k | 9.11 | |
| Deere & Company (DE) | 0.4 | $7.4M | 16k | 457.26 | |
| Amgen (AMGN) | 0.3 | $7.3M | 26k | 282.20 | |
| Zoetis Cl A (ZTS) | 0.3 | $7.3M | 50k | 146.32 | |
| Expeditors International of Washington (EXPD) | 0.3 | $7.3M | 59k | 122.59 | |
| Fiverr Intl Ord Shs (FVRR) | 0.3 | $7.1M | 292k | 24.41 | |
| Home Depot (HD) | 0.3 | $6.5M | 16k | 405.19 | |
| Align Technology (ALGN) | 0.3 | $6.4M | 51k | 125.22 | |
| Advanced Micro Devices (AMD) | 0.3 | $6.3M | 39k | 161.79 | |
| Linde SHS (LIN) | 0.3 | $6.0M | 13k | 475.00 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $5.9M | 300k | 19.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.8M | 11k | 502.74 | |
| Builders FirstSource (BLDR) | 0.3 | $5.7M | 47k | 121.25 | |
| FedEx Corporation (FDX) | 0.3 | $5.4M | 23k | 235.81 | |
| Cisco Systems (CSCO) | 0.2 | $5.0M | 74k | 68.42 | |
| Intel Corporation (INTC) | 0.2 | $5.0M | 150k | 33.55 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $5.0M | 7.5k | 666.18 | |
| Bank of America Corporation (BAC) | 0.2 | $4.9M | 96k | 51.59 | |
| Solventum Corp Com Shs (SOLV) | 0.2 | $4.9M | 67k | 73.00 | |
| Merck & Co (MRK) | 0.2 | $4.8M | 58k | 83.93 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $4.7M | 15k | 315.43 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.3M | 23k | 189.70 | |
| Waters Corporation (WAT) | 0.2 | $4.3M | 14k | 299.81 | |
| Charles River Laboratories (CRL) | 0.2 | $4.3M | 27k | 156.46 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $4.2M | 62k | 68.81 | |
| Corning Incorporated (GLW) | 0.2 | $4.2M | 52k | 82.03 | |
| Nike CL B (NKE) | 0.2 | $4.1M | 59k | 69.73 | |
| International Business Machines (IBM) | 0.2 | $4.1M | 14k | 282.16 | |
| Micron Technology (MU) | 0.2 | $4.0M | 24k | 167.32 | |
| Medtronic SHS (MDT) | 0.2 | $4.0M | 42k | 95.24 | |
| Ishares Tr Short Treas Bd (SHV) | 0.2 | $3.9M | 35k | 110.49 | |
| McDonald's Corporation (MCD) | 0.2 | $3.7M | 12k | 303.89 | |
| Block Cl A (XYZ) | 0.2 | $3.7M | 51k | 72.27 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $3.7M | 13k | 279.29 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $3.6M | 12k | 313.56 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.6M | 43k | 82.96 | |
| Garmin SHS (GRMN) | 0.2 | $3.5M | 14k | 246.22 | |
| Corpay Com Shs (CPAY) | 0.2 | $3.4M | 12k | 288.06 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $3.3M | 48k | 68.58 | |
| Abbott Laboratories (ABT) | 0.2 | $3.2M | 24k | 133.94 | |
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $3.2M | 56k | 56.95 | |
| Pepsi (PEP) | 0.1 | $3.2M | 23k | 140.44 | |
| SYSCO Corporation (SYY) | 0.1 | $3.1M | 38k | 82.34 | |
| Broadcom (AVGO) | 0.1 | $3.1M | 9.3k | 329.91 | |
| FactSet Research Systems (FDS) | 0.1 | $3.0M | 10k | 286.49 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $2.9M | 3.0k | 968.09 | |
| Caterpillar (CAT) | 0.1 | $2.8M | 5.8k | 477.15 | |
| AECOM Technology Corporation (ACM) | 0.1 | $2.5M | 19k | 130.47 | |
| Yum! Brands (YUM) | 0.1 | $2.4M | 16k | 152.00 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.4M | 24k | 100.25 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.1 | $2.4M | 18k | 132.17 | |
| Toll Brothers (TOL) | 0.1 | $2.3M | 17k | 138.14 | |
| Blackrock (BLK) | 0.1 | $2.1M | 1.8k | 1165.87 | |
| Alpha Metallurgical Resources (AMR) | 0.1 | $2.0M | 12k | 164.09 | |
| Gilead Sciences (GILD) | 0.1 | $1.9M | 17k | 111.00 | |
| Hp (HPQ) | 0.1 | $1.9M | 69k | 27.23 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $1.8M | 47k | 39.19 | |
| Centene Corporation (CNC) | 0.1 | $1.8M | 50k | 35.68 | |
| Ferrari Nv Ord (RACE) | 0.1 | $1.8M | 3.6k | 485.22 | |
| At&t (T) | 0.1 | $1.7M | 60k | 28.24 | |
| Duolingo Cl A Com (DUOL) | 0.1 | $1.7M | 5.1k | 321.84 | |
| Rh (RH) | 0.1 | $1.6M | 7.9k | 203.16 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.6M | 9.0k | 178.73 | |
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.6M | 4.7k | 337.49 | |
| Nextera Energy (NEE) | 0.1 | $1.6M | 21k | 75.49 | |
| Tesla Motors (TSLA) | 0.1 | $1.6M | 3.5k | 444.72 | |
| Synopsys (SNPS) | 0.1 | $1.5M | 3.1k | 493.39 | |
| Marvell Technology (MRVL) | 0.1 | $1.5M | 18k | 84.07 | |
| Quanta Services (PWR) | 0.1 | $1.5M | 3.5k | 414.42 | |
| Procter & Gamble Company (PG) | 0.1 | $1.4M | 9.0k | 153.65 | |
| TJX Companies (TJX) | 0.1 | $1.2M | 8.4k | 144.54 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 18k | 66.32 | |
| Goldman Sachs (GS) | 0.1 | $1.1M | 1.4k | 796.20 | |
| eBay (EBAY) | 0.1 | $1.1M | 12k | 90.95 | |
| 3M Company (MMM) | 0.0 | $1.1M | 6.8k | 155.18 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $1.0M | 1.9k | 546.75 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.0M | 7.9k | 128.35 | |
| Trane Technologies SHS (TT) | 0.0 | $1.0M | 2.4k | 421.96 | |
| IDEXX Laboratories (IDXX) | 0.0 | $990k | 1.6k | 638.89 | |
| Anthem (ELV) | 0.0 | $969k | 3.0k | 323.12 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $951k | 11k | 87.21 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $898k | 5.4k | 167.33 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $863k | 28k | 31.00 | |
| Lennar Corp Cl A (LEN) | 0.0 | $861k | 6.8k | 126.04 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $848k | 1.7k | 485.02 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $844k | 3.2k | 259.91 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $840k | 5.7k | 148.61 | |
| Wec Energy Group (WEC) | 0.0 | $837k | 7.3k | 114.59 | |
| Analog Devices (ADI) | 0.0 | $828k | 3.4k | 245.70 | |
| Colgate-Palmolive Company (CL) | 0.0 | $824k | 10k | 79.94 | |
| Griffon Corporation (GFF) | 0.0 | $800k | 11k | 76.15 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $800k | 12k | 65.00 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $799k | 7.2k | 111.47 | |
| Baidu Spon Adr Rep A (BIDU) | 0.0 | $791k | 6.0k | 131.77 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $789k | 8.8k | 89.37 | |
| Donaldson Company (DCI) | 0.0 | $769k | 9.4k | 81.85 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $735k | 16k | 46.93 | |
| salesforce (CRM) | 0.0 | $723k | 3.1k | 237.00 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $722k | 15k | 49.39 | |
| Starbucks Corporation (SBUX) | 0.0 | $710k | 8.4k | 84.60 | |
| CVS Caremark Corporation (CVS) | 0.0 | $657k | 8.7k | 75.39 | |
| Spdr Series Trust S&p Homebuild (XHB) | 0.0 | $648k | 5.9k | 110.80 | |
| Servicenow (NOW) | 0.0 | $619k | 673.00 | 920.28 | |
| Bristol Myers Squibb (BMY) | 0.0 | $619k | 14k | 45.10 | |
| Walt Disney Company (DIS) | 0.0 | $615k | 5.4k | 114.50 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $609k | 6.9k | 88.84 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $600k | 8.6k | 69.87 | |
| American Electric Power Company (AEP) | 0.0 | $598k | 5.3k | 112.50 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $595k | 3.3k | 182.42 | |
| Molina Healthcare (MOH) | 0.0 | $574k | 3.0k | 191.36 | |
| Global Payments (GPN) | 0.0 | $568k | 6.8k | 83.08 | |
| Edison International (EIX) | 0.0 | $557k | 10k | 55.28 | |
| Netflix (NFLX) | 0.0 | $552k | 460.00 | 1198.92 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $546k | 2.1k | 258.36 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 0.0 | $531k | 10k | 53.07 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.0 | $524k | 13k | 39.18 | |
| Sherwin-Williams Company (SHW) | 0.0 | $519k | 1.5k | 346.26 | |
| Verizon Communications (VZ) | 0.0 | $517k | 12k | 43.95 | |
| Palo Alto Networks (PANW) | 0.0 | $513k | 2.5k | 203.62 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $511k | 2.7k | 189.41 | |
| Pfizer (PFE) | 0.0 | $511k | 20k | 25.48 | |
| Kenvue (KVUE) | 0.0 | $488k | 30k | 16.23 | |
| Compass Cl A (COMP) | 0.0 | $482k | 60k | 8.03 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $472k | 2.5k | 190.58 | |
| Boeing Company (BA) | 0.0 | $459k | 2.1k | 215.83 | |
| Electronic Arts (EA) | 0.0 | $451k | 2.2k | 201.70 | |
| Illinois Tool Works (ITW) | 0.0 | $437k | 1.7k | 260.76 | |
| Southern Company (SO) | 0.0 | $423k | 4.5k | 94.78 | |
| Emerson Electric (EMR) | 0.0 | $374k | 2.9k | 131.18 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $369k | 657.00 | 562.27 | |
| McKesson Corporation (MCK) | 0.0 | $363k | 470.00 | 772.57 | |
| Danaher Corporation (DHR) | 0.0 | $316k | 1.6k | 198.26 | |
| Honeywell International (HON) | 0.0 | $300k | 1.4k | 210.50 | |
| Us Bancorp Del Com New (USB) | 0.0 | $291k | 6.0k | 48.33 | |
| Evercore Class A (EVR) | 0.0 | $287k | 850.00 | 337.32 | |
| Iron Mountain (IRM) | 0.0 | $275k | 2.7k | 101.94 | |
| Coreweave Com Cl A (CRWV) | 0.0 | $274k | 2.0k | 136.85 | |
| Morgan Stanley Com New (MS) | 0.0 | $270k | 1.7k | 158.96 | |
| RPM International (RPM) | 0.0 | $268k | 2.3k | 117.88 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $267k | 18k | 14.93 | |
| M&T Bank Corporation (MTB) | 0.0 | $267k | 1.4k | 197.62 | |
| Apple Call Call Option | 0.0 | $263k | 100.00 | 2630.00 | |
| Target Corporation (TGT) | 0.0 | $260k | 2.9k | 89.70 | |
| United Parcel Service CL B (UPS) | 0.0 | $256k | 3.1k | 83.53 | |
| Hca Holdings (HCA) | 0.0 | $256k | 600.00 | 426.20 | |
| Wingstop (WING) | 0.0 | $254k | 1.0k | 251.68 | |
| ConocoPhillips (COP) | 0.0 | $253k | 2.7k | 94.59 | |
| HEICO Corporation (HEI) | 0.0 | $250k | 775.00 | 322.82 | |
| Zscaler Incorporated (ZS) | 0.0 | $243k | 810.00 | 299.66 | |
| Biogen Idec (BIIB) | 0.0 | $242k | 1.7k | 140.08 | |
| East West Ban (EWBC) | 0.0 | $240k | 2.3k | 106.45 | |
| Brady Corp Cl A (BRC) | 0.0 | $234k | 3.0k | 78.03 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $220k | 2.0k | 109.95 | |
| Clorox Company (CLX) | 0.0 | $217k | 1.8k | 123.30 | |
| Dxc Technology (DXC) | 0.0 | $209k | 15k | 13.63 | |
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $207k | 2.3k | 90.50 | |
| Penske Automotive (PAG) | 0.0 | $202k | 1.2k | 173.91 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $200k | 927.00 | 215.79 | |
| Hyperion Defi Com New (HYPD) | 0.0 | $103k | 11k | 9.58 | |
| Sonnet Biotherapeutc Hldng I Com New (SONN) | 0.0 | $49k | 11k | 4.58 | |
| Allogene Therapeutics (ALLO) | 0.0 | $21k | 17k | 1.24 |
