Investment House as of Dec. 31, 2025
Portfolio Holdings for Investment House
Investment House holds 215 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.7 | $141M | 520k | 271.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $116M | 371k | 313.00 | |
| Meta Platforms Cl A (META) | 5.0 | $106M | 161k | 660.09 | |
| Microsoft Corporation (MSFT) | 4.7 | $99M | 205k | 483.62 | |
| NVIDIA Corporation (NVDA) | 4.0 | $85M | 454k | 186.50 | |
| Amazon (AMZN) | 3.6 | $76M | 329k | 230.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $66M | 210k | 313.80 | |
| Costco Wholesale Corporation (COST) | 2.6 | $55M | 64k | 862.34 | |
| Intuit (INTU) | 2.4 | $51M | 77k | 662.42 | |
| Eli Lilly & Co. (LLY) | 2.4 | $50M | 47k | 1074.69 | |
| Nu Hldgs Ord Shs Cl A (NU) | 2.1 | $43M | 2.6M | 16.74 | |
| American Express Company (AXP) | 1.9 | $41M | 111k | 369.95 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $34M | 98k | 349.99 | |
| Applovin Corp Com Cl A (APP) | 1.6 | $34M | 50k | 673.82 | |
| Dell Technologies CL C (DELL) | 1.6 | $33M | 260k | 125.88 | |
| Intercontinental Exchange (ICE) | 1.4 | $30M | 185k | 161.96 | |
| Waste Management (WM) | 1.4 | $29M | 132k | 219.71 | |
| MercadoLibre (MELI) | 1.3 | $28M | 14k | 2014.31 | |
| UnitedHealth (UNH) | 1.3 | $27M | 80k | 330.11 | |
| Williams-Sonoma (WSM) | 1.1 | $24M | 134k | 178.59 | |
| Automatic Data Processing (ADP) | 1.1 | $22M | 87k | 257.23 | |
| Qualcomm (QCOM) | 1.0 | $22M | 129k | 171.05 | |
| Motorola Solutions Com New (MSI) | 1.0 | $22M | 57k | 383.32 | |
| Booking Holdings (BKNG) | 1.0 | $21M | 3.8k | 5355.33 | |
| Expedia Group Com New (EXPE) | 1.0 | $20M | 72k | 283.31 | |
| Paychex (PAYX) | 1.0 | $20M | 181k | 112.18 | |
| Johnson & Johnson (JNJ) | 0.9 | $20M | 96k | 206.95 | |
| Lowe's Companies (LOW) | 0.9 | $20M | 81k | 241.16 | |
| Autodesk (ADSK) | 0.9 | $19M | 64k | 296.01 | |
| Nebius Group Shs Class A (NBIS) | 0.9 | $18M | 219k | 83.70 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $18M | 104k | 173.49 | |
| Ecolab (ECL) | 0.8 | $18M | 68k | 262.52 | |
| Cummins (CMI) | 0.8 | $17M | 34k | 510.45 | |
| Sea Sponsord Ads (SE) | 0.8 | $17M | 134k | 127.57 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $17M | 98k | 168.77 | |
| Visa Com Cl A (V) | 0.8 | $16M | 47k | 350.71 | |
| Intuitive Surgical Com New (ISRG) | 0.8 | $16M | 29k | 566.36 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.8 | $16M | 59k | 268.30 | |
| Qxo Com New (QXO) | 0.7 | $15M | 800k | 19.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.7 | $15M | 32k | 468.76 | |
| Molina Healthcare (MOH) | 0.7 | $15M | 84k | 173.54 | |
| Stryker Corporation (SYK) | 0.7 | $14M | 40k | 351.47 | |
| Reddit Cl A (RDDT) | 0.7 | $14M | 61k | 229.87 | |
| Uber Technologies (UBER) | 0.6 | $13M | 164k | 81.71 | |
| Maplebear (CART) | 0.6 | $13M | 297k | 44.98 | |
| Wal-Mart Stores (WMT) | 0.6 | $13M | 117k | 111.41 | |
| Align Technology (ALGN) | 0.6 | $13M | 82k | 156.15 | |
| FactSet Research Systems (FDS) | 0.6 | $12M | 42k | 290.19 | |
| Union Pacific Corporation (UNP) | 0.6 | $12M | 53k | 231.32 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $12M | 86k | 135.72 | |
| Oracle Corporation (ORCL) | 0.5 | $11M | 59k | 194.91 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $11M | 82k | 137.87 | |
| Trimble Navigation (TRMB) | 0.5 | $11M | 143k | 78.35 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $11M | 20k | 570.88 | |
| Spdr Series Trust State Street Spd (XBI) | 0.5 | $11M | 92k | 121.93 | |
| Abbvie (ABBV) | 0.5 | $11M | 47k | 228.49 | |
| Edwards Lifesciences (EW) | 0.5 | $10M | 121k | 85.25 | |
| W.W. Grainger (GWW) | 0.5 | $9.6M | 9.6k | 1009.05 | |
| AutoNation (AN) | 0.5 | $9.5M | 46k | 206.48 | |
| Figure Technology Solutio Com Cl A (FIGR) | 0.4 | $9.0M | 221k | 40.84 | |
| Paypal Holdings (PYPL) | 0.4 | $8.8M | 151k | 58.38 | |
| Expeditors International of Washington (EXPD) | 0.4 | $8.7M | 58k | 149.01 | |
| Progressive Corporation (PGR) | 0.4 | $8.4M | 37k | 227.72 | |
| Amgen (AMGN) | 0.4 | $8.4M | 26k | 327.31 | |
| Advanced Micro Devices (AMD) | 0.4 | $8.3M | 39k | 214.16 | |
| Church & Dwight (CHD) | 0.4 | $8.1M | 97k | 83.85 | |
| Coupang Cl A (CPNG) | 0.4 | $7.8M | 331k | 23.59 | |
| D.R. Horton (DHI) | 0.4 | $7.8M | 54k | 144.03 | |
| Deere & Company (DE) | 0.4 | $7.6M | 16k | 465.57 | |
| Norfolk Southern (NSC) | 0.4 | $7.4M | 26k | 288.71 | |
| Micron Technology (MU) | 0.3 | $6.8M | 24k | 285.41 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $6.5M | 20k | 322.22 | |
| FedEx Corporation (FDX) | 0.3 | $6.1M | 21k | 288.86 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $6.0M | 31k | 191.56 | |
| Merck & Co (MRK) | 0.3 | $5.8M | 56k | 105.26 | |
| Cisco Systems (CSCO) | 0.3 | $5.7M | 74k | 77.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.6M | 11k | 502.65 | |
| Home Depot (HD) | 0.3 | $5.4M | 16k | 344.10 | |
| Waters Corporation (WAT) | 0.3 | $5.3M | 14k | 379.83 | |
| Bank of America Corporation (BAC) | 0.3 | $5.3M | 96k | 55.00 | |
| Charles River Laboratories (CRL) | 0.2 | $4.9M | 24k | 199.48 | |
| Toll Brothers (TOL) | 0.2 | $4.6M | 34k | 135.22 | |
| Corning Incorporated (GLW) | 0.2 | $4.5M | 52k | 87.56 | |
| Solventum Corp Com Shs (SOLV) | 0.2 | $4.3M | 55k | 79.24 | |
| International Business Machines (IBM) | 0.2 | $4.3M | 14k | 296.21 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $4.2M | 65k | 64.31 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $4.1M | 12k | 353.61 | |
| Fastenal Company (FAST) | 0.2 | $4.1M | 102k | 40.13 | |
| Medtronic SHS (MDT) | 0.2 | $4.0M | 42k | 96.06 | |
| Corpay Com Shs (CPAY) | 0.2 | $4.0M | 13k | 300.93 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $4.0M | 36k | 110.15 | |
| Nike CL B (NKE) | 0.2 | $3.7M | 58k | 63.71 | |
| Valaris Cl A (VAL) | 0.2 | $3.7M | 73k | 50.40 | |
| Builders FirstSource (BLDR) | 0.2 | $3.5M | 34k | 102.89 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $3.3M | 73k | 45.89 | |
| Caterpillar (CAT) | 0.2 | $3.3M | 5.8k | 572.87 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $3.3M | 111k | 29.89 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.3M | 40k | 82.82 | |
| McDonald's Corporation (MCD) | 0.2 | $3.2M | 11k | 305.63 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $3.2M | 3.0k | 1069.86 | |
| Broadcom (AVGO) | 0.2 | $3.2M | 9.2k | 346.10 | |
| Duolingo Cl A Com (DUOL) | 0.2 | $3.2M | 18k | 175.50 | |
| Pepsi (PEP) | 0.1 | $3.1M | 22k | 143.52 | |
| Block Cl A (XYZ) | 0.1 | $3.1M | 48k | 65.09 | |
| Zoetis Cl A (ZTS) | 0.1 | $3.1M | 24k | 125.82 | |
| Abbott Laboratories (ABT) | 0.1 | $3.0M | 24k | 125.29 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $3.0M | 52k | 58.35 | |
| Garmin SHS (GRMN) | 0.1 | $2.9M | 14k | 202.85 | |
| Compass Cl A (COMP) | 0.1 | $2.8M | 261k | 10.57 | |
| SYSCO Corporation (SYY) | 0.1 | $2.7M | 37k | 73.69 | |
| Walt Disney Company (DIS) | 0.1 | $2.6M | 23k | 113.77 | |
| Alpha Metallurgical Resources (AMR) | 0.1 | $2.5M | 12k | 199.88 | |
| Ferrari Nv Ord (RACE) | 0.1 | $2.4M | 6.6k | 369.56 | |
| Yum! Brands (YUM) | 0.1 | $2.4M | 16k | 151.28 | |
| Warrior Met Coal (HCC) | 0.1 | $2.2M | 25k | 88.17 | |
| Gilead Sciences (GILD) | 0.1 | $2.1M | 17k | 122.74 | |
| Netflix (NFLX) | 0.1 | $1.9M | 21k | 93.76 | |
| Blackrock (BLK) | 0.1 | $1.9M | 1.8k | 1070.34 | |
| AECOM Technology Corporation (ACM) | 0.1 | $1.8M | 19k | 95.33 | |
| Alignment Healthcare (ALHC) | 0.1 | $1.7M | 84k | 19.75 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.6M | 4.2k | 396.31 | |
| Nextera Energy (NEE) | 0.1 | $1.6M | 20k | 80.28 | |
| Tesla Motors (TSLA) | 0.1 | $1.6M | 3.5k | 449.72 | |
| Fiverr Intl Ord Shs (FVRR) | 0.1 | $1.5M | 77k | 19.76 | |
| Quanta Services (PWR) | 0.1 | $1.5M | 3.6k | 422.06 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.5M | 2.1k | 681.92 | |
| Ccc Intelligent Solutions Holdings (CCC) | 0.1 | $1.4M | 180k | 7.95 | |
| Marvell Technology (MRVL) | 0.1 | $1.4M | 16k | 84.98 | |
| Cheniere Energy Com New (LNG) | 0.1 | $1.4M | 7.0k | 194.39 | |
| Procter & Gamble Company (PG) | 0.1 | $1.3M | 8.9k | 143.31 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 17k | 69.91 | |
| Goldman Sachs (GS) | 0.1 | $1.2M | 1.4k | 878.83 | |
| TJX Companies (TJX) | 0.1 | $1.2M | 7.6k | 153.61 | |
| At&t (T) | 0.1 | $1.2M | 46k | 24.84 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $1.1M | 1.9k | 605.01 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $1.1M | 7.9k | 136.07 | |
| 3M Company (MMM) | 0.1 | $1.1M | 6.7k | 160.10 | |
| IDEXX Laboratories (IDXX) | 0.0 | $1.0M | 1.5k | 676.53 | |
| Hp (HPQ) | 0.0 | $1.0M | 46k | 22.28 | |
| eBay (EBAY) | 0.0 | $1.0M | 12k | 87.10 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $984k | 5.4k | 183.40 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $979k | 3.2k | 303.89 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $972k | 1.7k | 579.45 | |
| Trane Technologies SHS (TT) | 0.0 | $934k | 2.4k | 389.20 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $910k | 5.7k | 160.97 | |
| Analog Devices (ADI) | 0.0 | $886k | 3.3k | 271.20 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $879k | 21k | 42.69 | |
| Donaldson Company (DCI) | 0.0 | $833k | 9.4k | 88.66 | |
| salesforce (CRM) | 0.0 | $808k | 3.1k | 264.91 | |
| Ishares Msci Brazil Etf (EWZ) | 0.0 | $792k | 25k | 31.77 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $790k | 7.2k | 110.19 | |
| Wec Energy Group (WEC) | 0.0 | $770k | 7.3k | 105.46 | |
| Colgate-Palmolive Company (CL) | 0.0 | $752k | 9.5k | 79.02 | |
| Bristol Myers Squibb (BMY) | 0.0 | $748k | 14k | 53.94 | |
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $736k | 16k | 47.02 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $710k | 15k | 47.94 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $705k | 8.6k | 82.15 | |
| Lennar Corp Cl A (LEN) | 0.0 | $702k | 6.8k | 102.80 | |
| CVS Caremark Corporation (CVS) | 0.0 | $632k | 8.0k | 79.36 | |
| Spdr Series Trust State Street Spd (XHB) | 0.0 | $610k | 5.9k | 102.96 | |
| Edison International (EIX) | 0.0 | $605k | 10k | 60.02 | |
| Global Payments (GPN) | 0.0 | $590k | 7.6k | 77.40 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $579k | 3.3k | 177.75 | |
| American Electric Power Company (AEP) | 0.0 | $570k | 4.9k | 115.31 | |
| Starbucks Corporation (SBUX) | 0.0 | $560k | 6.7k | 84.21 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $554k | 6.9k | 80.76 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $553k | 2.4k | 226.14 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $545k | 2.1k | 256.03 | |
| Intel Corporation (INTC) | 0.0 | $509k | 14k | 36.90 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $500k | 2.7k | 185.04 | |
| Pfizer (PFE) | 0.0 | $499k | 20k | 24.90 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $492k | 1.7k | 284.77 | |
| Sherwin-Williams Company (SHW) | 0.0 | $486k | 1.5k | 324.03 | |
| Verizon Communications (VZ) | 0.0 | $467k | 12k | 40.73 | |
| Palo Alto Networks (PANW) | 0.0 | $444k | 2.4k | 184.20 | |
| Electronic Arts (EA) | 0.0 | $436k | 2.1k | 204.33 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $434k | 2.5k | 173.53 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $417k | 540.00 | 771.87 | |
| Transocean Registered Shs (RIG) | 0.0 | $413k | 100k | 4.13 | |
| Illinois Tool Works (ITW) | 0.0 | $413k | 1.7k | 246.30 | |
| Southern Company (SO) | 0.0 | $389k | 4.5k | 87.21 | |
| Emerson Electric (EMR) | 0.0 | $383k | 2.9k | 132.72 | |
| Danaher Corporation (DHR) | 0.0 | $365k | 1.6k | 228.92 | |
| Us Bancorp Del Com New (USB) | 0.0 | $322k | 6.0k | 53.36 | |
| Biogen Idec (BIIB) | 0.0 | $305k | 1.7k | 175.99 | |
| Morgan Stanley Com New (MS) | 0.0 | $302k | 1.7k | 177.53 | |
| Evercore Class A (EVR) | 0.0 | $289k | 850.00 | 340.25 | |
| McKesson Corporation (MCK) | 0.0 | $287k | 350.00 | 820.33 | |
| Target Corporation (TGT) | 0.0 | $284k | 2.9k | 97.75 | |
| Servicenow (NOW) | 0.0 | $282k | 1.8k | 153.19 | |
| Hca Holdings (HCA) | 0.0 | $280k | 600.00 | 466.86 | |
| Honeywell International (HON) | 0.0 | $278k | 1.4k | 195.09 | |
| M&T Bank Corporation (MTB) | 0.0 | $272k | 1.4k | 201.48 | |
| Applied Materials (AMAT) | 0.0 | $270k | 1.1k | 256.99 | |
| Kenvue (KVUE) | 0.0 | $269k | 16k | 17.25 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $261k | 2.6k | 99.91 | |
| United Parcel Service CL B (UPS) | 0.0 | $260k | 2.6k | 99.19 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $255k | 17k | 14.81 | |
| East West Ban (EWBC) | 0.0 | $253k | 2.3k | 112.39 | |
| HEICO Corporation (HEI) | 0.0 | $251k | 775.00 | 323.59 | |
| ConocoPhillips (COP) | 0.0 | $250k | 2.7k | 93.61 | |
| Boeing Company (BA) | 0.0 | $244k | 1.1k | 217.12 | |
| Linde SHS (LIN) | 0.0 | $241k | 566.00 | 426.39 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $240k | 2.0k | 119.75 | |
| RPM International (RPM) | 0.0 | $237k | 2.3k | 104.00 | |
| Brady Corp Cl A (BRC) | 0.0 | $235k | 3.0k | 78.37 | |
| Iron Mountain (IRM) | 0.0 | $232k | 2.8k | 82.95 | |
| Dxc Technology (DXC) | 0.0 | $225k | 15k | 14.65 | |
| Wells Fargo & Company (WFC) | 0.0 | $205k | 2.2k | 93.20 | |
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $204k | 2.3k | 89.20 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $204k | 927.00 | 219.78 | |
| Spdr Series Trust State Street Spd (BIL) | 0.0 | $200k | 2.2k | 91.38 | |
| Hyperion Defi Com New (HYPD) | 0.0 | $166k | 47k | 3.56 | |
| Hyperliquid Strategies (PURR) | 0.0 | $38k | 11k | 3.56 | |
| Allogene Therapeutics (ALLO) | 0.0 | $23k | 17k | 1.37 |
