Investment House as of March 31, 2026
Portfolio Holdings for Investment House
Investment House holds 223 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.1 | $136M | 534k | 253.79 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $96M | 334k | 287.56 | |
| Meta Platforms Cl A (META) | 4.7 | $91M | 160k | 572.13 | |
| Microsoft Corporation (MSFT) | 4.0 | $77M | 209k | 370.17 | |
| NVIDIA Corporation (NVDA) | 3.9 | $75M | 430k | 174.40 | |
| Amazon (AMZN) | 3.5 | $68M | 326k | 208.27 | |
| Costco Wholesale Corporation (COST) | 3.3 | $63M | 63k | 996.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $56M | 196k | 286.86 | |
| Eli Lilly & Co. (LLY) | 2.2 | $43M | 46k | 919.78 | |
| Dell Technologies CL C (DELL) | 2.1 | $41M | 250k | 164.13 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.9 | $37M | 2.6M | 14.37 | |
| American Express Company (AXP) | 1.8 | $36M | 117k | 302.48 | |
| Waste Management (WM) | 1.6 | $30M | 131k | 229.79 | |
| Intuit (INTU) | 1.5 | $29M | 67k | 432.38 | |
| Intercontinental Exchange (ICE) | 1.5 | $29M | 182k | 157.28 | |
| MercadoLibre (MELI) | 1.3 | $25M | 14k | 1729.06 | |
| Williams-Sonoma (WSM) | 1.3 | $24M | 133k | 182.33 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $23M | 94k | 243.08 | |
| Johnson & Johnson (JNJ) | 1.2 | $23M | 93k | 244.44 | |
| Nebius Group Shs Class A (NBIS) | 1.2 | $23M | 217k | 103.76 | |
| Motorola Solutions Com New (MSI) | 1.1 | $22M | 50k | 433.97 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $20M | 103k | 194.14 | |
| Lowe's Companies (LOW) | 1.0 | $19M | 81k | 236.28 | |
| Applovin Corp Com Cl A (APP) | 0.9 | $18M | 46k | 398.00 | |
| Ecolab (ECL) | 0.9 | $18M | 68k | 266.02 | |
| Cummins (CMI) | 0.9 | $18M | 33k | 538.01 | |
| Molina Healthcare (MOH) | 0.9 | $17M | 130k | 133.30 | |
| Automatic Data Processing (ADP) | 0.9 | $17M | 85k | 203.18 | |
| Qxo Com New (QXO) | 0.9 | $17M | 857k | 19.42 | |
| Expedia Group Com New (EXPE) | 0.9 | $17M | 72k | 230.89 | |
| Qualcomm (QCOM) | 0.9 | $17M | 129k | 128.78 | |
| Ishares Tr Ishares Biotech (IBB) | 0.9 | $17M | 98k | 168.85 | |
| Booking Holdings (BKNG) | 0.8 | $16M | 3.8k | 4210.32 | |
| Progressive Corporation (PGR) | 0.8 | $15M | 78k | 198.24 | |
| Autodesk (ADSK) | 0.8 | $15M | 64k | 239.40 | |
| Visa Com Cl A (V) | 0.8 | $15M | 49k | 302.24 | |
| Wal-Mart Stores (WMT) | 0.8 | $15M | 117k | 124.28 | |
| Paychex (PAYX) | 0.8 | $14M | 157k | 92.12 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $14M | 29k | 499.66 | |
| Align Technology (ALGN) | 0.7 | $14M | 82k | 171.43 | |
| Stryker Corporation (SYK) | 0.7 | $13M | 40k | 328.59 | |
| Intuitive Surgical Com New (ISRG) | 0.7 | $13M | 29k | 460.99 | |
| Union Pacific Corporation (UNP) | 0.7 | $13M | 53k | 242.62 | |
| Sprouts Fmrs Mkt (SFM) | 0.7 | $13M | 164k | 77.13 | |
| Novartis Sponsored Adr (NVS) | 0.7 | $13M | 82k | 152.75 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $13M | 32k | 390.41 | |
| Uber Technologies (UBER) | 0.6 | $12M | 168k | 71.93 | |
| FactSet Research Systems (FDS) | 0.6 | $12M | 55k | 216.99 | |
| Spdr Series Trust State Street Spd (XBI) | 0.6 | $12M | 91k | 127.73 | |
| Sea Sponsord Ads (SE) | 0.6 | $11M | 137k | 82.81 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $11M | 57k | 198.29 | |
| UnitedHealth (UNH) | 0.6 | $11M | 41k | 270.59 | |
| Airbnb Com Cl A (ABNB) | 0.6 | $11M | 86k | 126.28 | |
| Maplebear (CART) | 0.5 | $10M | 276k | 37.46 | |
| W.W. Grainger (GWW) | 0.5 | $10M | 9.3k | 1090.81 | |
| Abbvie (ABBV) | 0.5 | $10M | 46k | 217.49 | |
| Edwards Lifesciences (EW) | 0.5 | $9.5M | 119k | 80.08 | |
| Trimble Navigation (TRMB) | 0.5 | $9.1M | 140k | 65.23 | |
| Deere & Company (DE) | 0.5 | $9.1M | 16k | 563.30 | |
| Micron Technology (MU) | 0.5 | $9.0M | 27k | 337.84 | |
| Church & Dwight (CHD) | 0.5 | $9.0M | 96k | 93.32 | |
| Amgen (AMGN) | 0.5 | $9.0M | 26k | 351.85 | |
| AutoNation (AN) | 0.5 | $8.9M | 46k | 195.26 | |
| Figure Technology Solutio Com Cl A (FIGR) | 0.4 | $8.4M | 247k | 33.95 | |
| Expeditors International of Washington (EXPD) | 0.4 | $8.4M | 58k | 143.23 | |
| Reddit Cl A (RDDT) | 0.4 | $8.2M | 61k | 134.65 | |
| Builders FirstSource (BLDR) | 0.4 | $7.9M | 96k | 82.33 | |
| Advanced Micro Devices (AMD) | 0.4 | $7.8M | 38k | 203.43 | |
| Oracle Corporation (ORCL) | 0.4 | $7.8M | 53k | 147.11 | |
| FedEx Corporation (FDX) | 0.4 | $7.5M | 21k | 356.19 | |
| D.R. Horton (DHI) | 0.4 | $7.4M | 54k | 137.22 | |
| Norfolk Southern (NSC) | 0.4 | $7.4M | 26k | 286.99 | |
| Corning Incorporated (GLW) | 0.4 | $6.8M | 50k | 135.97 | |
| Merck & Co (MRK) | 0.3 | $6.6M | 55k | 120.29 | |
| Valaris Cl A (VAL) | 0.3 | $6.3M | 64k | 98.04 | |
| Warner Bros Discovery Com Ser A (WBD) | 0.3 | $6.2M | 225k | 27.46 | |
| Cisco Systems (CSCO) | 0.3 | $5.7M | 74k | 77.59 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.3M | 11k | 479.20 | |
| Toll Brothers (TOL) | 0.3 | $5.1M | 38k | 136.47 | |
| Home Depot (HD) | 0.3 | $4.9M | 15k | 328.89 | |
| Bank of America Corporation (BAC) | 0.2 | $4.6M | 95k | 48.75 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $4.6M | 24k | 191.92 | |
| Paypal Holdings (PYPL) | 0.2 | $4.4M | 97k | 45.23 | |
| Waters Corporation (WAT) | 0.2 | $4.2M | 14k | 297.80 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $4.1M | 38k | 110.39 | |
| Charles River Laboratories (CRL) | 0.2 | $4.1M | 24k | 172.50 | |
| Caterpillar (CAT) | 0.2 | $4.1M | 5.8k | 708.46 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $4.0M | 12k | 343.99 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $3.9M | 3.0k | 1320.83 | |
| Medtronic SHS (MDT) | 0.2 | $3.6M | 42k | 86.65 | |
| Fastenal Company (FAST) | 0.2 | $3.6M | 78k | 46.40 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $3.6M | 12k | 294.16 | |
| Solventum Corp Com Shs (SOLV) | 0.2 | $3.6M | 55k | 65.30 | |
| International Business Machines (IBM) | 0.2 | $3.5M | 15k | 242.39 | |
| Cheniere Energy Com New (LNG) | 0.2 | $3.5M | 12k | 283.76 | |
| Coupang Cl A (CPNG) | 0.2 | $3.5M | 185k | 18.88 | |
| Pepsi (PEP) | 0.2 | $3.4M | 22k | 155.29 | |
| Garmin SHS (GRMN) | 0.2 | $3.3M | 14k | 232.01 | |
| Ferrari Nv Ord (RACE) | 0.2 | $3.3M | 9.7k | 338.45 | |
| McDonald's Corporation (MCD) | 0.2 | $3.2M | 10k | 310.79 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $3.2M | 38k | 82.57 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $3.1M | 9.2k | 337.95 | |
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $3.0M | 50k | 60.81 | |
| Nike CL B (NKE) | 0.1 | $2.9M | 54k | 52.82 | |
| Broadcom (AVGO) | 0.1 | $2.8M | 9.1k | 309.51 | |
| Transocean Registered Shs (RIG) | 0.1 | $2.7M | 408k | 6.63 | |
| Block Cl A (XYZ) | 0.1 | $2.7M | 45k | 60.18 | |
| Corpay Com Shs (CPAY) | 0.1 | $2.7M | 9.2k | 290.99 | |
| SLM Corporation (SLM) | 0.1 | $2.7M | 124k | 21.41 | |
| Boeing Company (BA) | 0.1 | $2.7M | 13k | 199.03 | |
| Alpha Metallurgical Resources (AMR) | 0.1 | $2.6M | 12k | 205.27 | |
| SYSCO Corporation (SYY) | 0.1 | $2.5M | 35k | 71.33 | |
| Yum! Brands (YUM) | 0.1 | $2.4M | 16k | 155.48 | |
| Abbott Laboratories (ABT) | 0.1 | $2.4M | 24k | 102.67 | |
| Compass Cl A (COMP) | 0.1 | $2.4M | 329k | 7.31 | |
| Gilead Sciences (GILD) | 0.1 | $2.3M | 17k | 139.37 | |
| Zoetis Cl A (ZTS) | 0.1 | $2.2M | 19k | 118.21 | |
| Intel Corporation (INTC) | 0.1 | $2.1M | 48k | 44.13 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $2.1M | 32k | 67.07 | |
| Valero Energy Corporation (VLO) | 0.1 | $2.0M | 8.1k | 247.08 | |
| Nextera Energy (NEE) | 0.1 | $1.9M | 20k | 92.88 | |
| XP Cl A (XP) | 0.1 | $1.8M | 93k | 19.04 | |
| Fiserv (FISV) | 0.1 | $1.8M | 32k | 55.80 | |
| Duolingo Cl A Com (DUOL) | 0.1 | $1.7M | 18k | 98.57 | |
| Blackrock (BLK) | 0.1 | $1.7M | 1.8k | 961.71 | |
| Lululemon Athletica (LULU) | 0.1 | $1.6M | 11k | 153.10 | |
| Griffon Corporation (GFF) | 0.1 | $1.6M | 23k | 72.68 | |
| AECOM Technology Corporation (ACM) | 0.1 | $1.6M | 19k | 84.82 | |
| Jd.com Spon Ads Cl A (JD) | 0.1 | $1.6M | 55k | 29.57 | |
| S&p Global (SPGI) | 0.1 | $1.6M | 3.7k | 425.34 | |
| Marvell Technology (MRVL) | 0.1 | $1.4M | 14k | 99.05 | |
| At&t (T) | 0.1 | $1.4M | 47k | 28.99 | |
| Procter & Gamble Company (PG) | 0.1 | $1.3M | 9.1k | 144.44 | |
| Tesla Motors (TSLA) | 0.1 | $1.3M | 3.5k | 371.75 | |
| Coca-Cola Company (KO) | 0.1 | $1.3M | 17k | 76.05 | |
| TJX Companies (TJX) | 0.1 | $1.2M | 7.6k | 159.70 | |
| Goldman Sachs (GS) | 0.1 | $1.1M | 1.3k | 845.82 | |
| eBay (EBAY) | 0.1 | $1.1M | 12k | 91.02 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $1.0M | 5.4k | 192.90 | |
| Analog Devices (ADI) | 0.1 | $1.0M | 3.2k | 318.14 | |
| Trane Technologies SHS (TT) | 0.1 | $1.0M | 2.4k | 416.74 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $991k | 1.9k | 522.71 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $972k | 8.1k | 120.04 | |
| Klarna Group SHS (KLAR) | 0.1 | $969k | 74k | 13.09 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $945k | 21k | 45.89 | |
| 3M Company (MMM) | 0.0 | $908k | 6.3k | 145.23 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $906k | 7.9k | 113.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $898k | 2.1k | 430.29 | |
| Bristol Myers Squibb (BMY) | 0.0 | $849k | 14k | 60.65 | |
| IDEXX Laboratories (IDXX) | 0.0 | $849k | 1.5k | 561.89 | |
| Wec Energy Group (WEC) | 0.0 | $845k | 7.3k | 115.77 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $828k | 7.6k | 108.99 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $813k | 1.7k | 491.53 | |
| Colgate-Palmolive Company (CL) | 0.0 | $811k | 9.5k | 85.23 | |
| Embraer Sponsored Ads (EMBJ) | 0.0 | $806k | 14k | 59.34 | |
| Donaldson Company (DCI) | 0.0 | $798k | 9.4k | 84.87 | |
| Scorpio Tankers SHS (STNG) | 0.0 | $772k | 10k | 74.66 | |
| Edison International (EIX) | 0.0 | $756k | 10k | 73.18 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $749k | 26k | 28.71 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $713k | 1.8k | 404.21 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $679k | 8.6k | 79.18 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $669k | 5.6k | 118.62 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $630k | 15k | 41.85 | |
| American Electric Power Company (AEP) | 0.0 | $599k | 4.6k | 131.08 | |
| Starbucks Corporation (SBUX) | 0.0 | $596k | 6.7k | 89.59 | |
| Lennar Corp Cl A (LEN) | 0.0 | $581k | 6.7k | 86.84 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $581k | 2.9k | 197.50 | |
| CVS Caremark Corporation (CVS) | 0.0 | $572k | 8.0k | 71.82 | |
| Pfizer (PFE) | 0.0 | $556k | 20k | 28.08 | |
| Verizon Communications (VZ) | 0.0 | $553k | 11k | 50.20 | |
| Walt Disney Company (DIS) | 0.0 | $539k | 5.6k | 96.38 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $499k | 6.9k | 72.75 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $491k | 2.5k | 195.98 | |
| Sherwin-Williams Company (SHW) | 0.0 | $481k | 1.5k | 320.55 | |
| Netflix (NFLX) | 0.0 | $452k | 4.7k | 96.15 | |
| Illinois Tool Works (ITW) | 0.0 | $436k | 1.7k | 260.29 | |
| Southern Company (SO) | 0.0 | $430k | 4.5k | 96.53 | |
| Electronic Arts (EA) | 0.0 | $415k | 2.0k | 203.87 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $406k | 525.00 | 772.64 | |
| Palo Alto Networks (PANW) | 0.0 | $386k | 2.4k | 160.32 | |
| Emerson Electric (EMR) | 0.0 | $373k | 2.9k | 131.02 | |
| Applied Materials (AMAT) | 0.0 | $359k | 1.1k | 341.79 | |
| ConocoPhillips (COP) | 0.0 | $353k | 2.7k | 132.00 | |
| Target Corporation (TGT) | 0.0 | $352k | 2.9k | 121.20 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $337k | 1.7k | 198.14 | |
| Honeywell International (HON) | 0.0 | $322k | 1.4k | 226.03 | |
| Palantir Technologies Cl A (PLTR) | 0.0 | $318k | 2.2k | 146.28 | |
| Us Bancorp Com New (USB) | 0.0 | $313k | 6.0k | 52.01 | |
| Hp (HPQ) | 0.0 | $305k | 16k | 19.21 | |
| McKesson Corporation (MCK) | 0.0 | $303k | 350.00 | 865.41 | |
| Danaher Corporation (DHR) | 0.0 | $300k | 1.6k | 189.60 | |
| Iron Mountain (IRM) | 0.0 | $286k | 2.8k | 102.14 | |
| Hca Holdings (HCA) | 0.0 | $284k | 600.00 | 473.24 | |
| Linde SHS (LIN) | 0.0 | $281k | 566.00 | 495.76 | |
| Morgan Stanley Com New (MS) | 0.0 | $280k | 1.7k | 164.57 | |
| M&T Bank Corporation (MTB) | 0.0 | $279k | 1.4k | 206.72 | |
| Crocs (CROX) | 0.0 | $273k | 3.3k | 83.02 | |
| Kenvue (KVUE) | 0.0 | $269k | 16k | 17.24 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $263k | 2.7k | 98.38 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $262k | 2.0k | 130.95 | |
| Evercore Class A (EVR) | 0.0 | $254k | 850.00 | 298.51 | |
| Global Payments (GPN) | 0.0 | $249k | 3.7k | 67.30 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $246k | 1.2k | 213.66 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $246k | 2.6k | 93.98 | |
| Brady Corp Cl A (BRC) | 0.0 | $244k | 3.0k | 81.24 | |
| East West Ban (EWBC) | 0.0 | $240k | 2.3k | 106.76 | |
| Abercrombie & Fitch Cl A (ANF) | 0.0 | $239k | 2.6k | 91.37 | |
| RPM International (RPM) | 0.0 | $226k | 2.3k | 99.40 | |
| salesforce (CRM) | 0.0 | $224k | 1.2k | 186.67 | |
| Chevron Corporation (CVX) | 0.0 | $216k | 1.0k | 206.90 | |
| HEICO Corporation (HEI) | 0.0 | $213k | 775.00 | 274.20 | |
| Phillips 66 (PSX) | 0.0 | $212k | 1.2k | 182.18 | |
| Biogen Idec (BIIB) | 0.0 | $212k | 1.2k | 183.33 | |
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $209k | 2.3k | 91.52 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $209k | 971.00 | 215.06 | |
| Consolidated Edison (ED) | 0.0 | $207k | 1.8k | 113.18 | |
| Altria (MO) | 0.0 | $206k | 3.1k | 65.99 | |
| Dxc Technology (DXC) | 0.0 | $189k | 15k | 12.57 | |
| Hyperion Defi Com New (HYPD) | 0.0 | $179k | 52k | 3.45 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $176k | 17k | 10.18 | |
| Profesionally Managed Portfo Pabrai Wagons Et | 0.0 | $169k | 12k | 14.11 | |
| Hyperliquid Strategies (PURR) | 0.0 | $76k | 15k | 5.09 | |
| Allogene Therapeutics (ALLO) | 0.0 | $40k | 17k | 2.44 |
