Investment House as of June 30, 2026
Portfolio Holdings for Investment House
Investment House holds 220 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.7 | $148M | 512k | 289.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $121M | 338k | 357.37 | |
| Dell Technologies CL C (DELL) | 4.8 | $105M | 244k | 431.46 | |
| Meta Platforms Cl A (META) | 4.1 | $91M | 161k | 563.29 | |
| Amazon (AMZN) | 3.8 | $83M | 348k | 238.34 | |
| NVIDIA Corporation (NVDA) | 3.7 | $83M | 412k | 200.09 | |
| Microsoft Corporation (MSFT) | 3.4 | $75M | 201k | 373.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $67M | 189k | 353.33 | |
| Costco Wholesale Corporation (COST) | 2.6 | $58M | 62k | 935.47 | |
| Nebius Group Shs Class A (NBIS) | 2.6 | $58M | 210k | 276.17 | |
| Eli Lilly & Co. (LLY) | 2.5 | $56M | 46k | 1199.44 | |
| Molina Healthcare (MOH) | 2.0 | $44M | 194k | 228.70 | |
| MercadoLibre (MELI) | 1.7 | $38M | 22k | 1697.42 | |
| American Express Company (AXP) | 1.7 | $38M | 112k | 338.25 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.4 | $31M | 2.3M | 13.36 | |
| Williams-Sonoma (WSM) | 1.4 | $31M | 132k | 233.10 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $31M | 103k | 298.07 | |
| Progressive Corporation (PGR) | 1.4 | $30M | 137k | 218.45 | |
| Waste Management (WM) | 1.3 | $29M | 131k | 222.88 | |
| Micron Technology (MU) | 1.2 | $27M | 23k | 1154.29 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $24M | 31k | 763.14 | |
| Cummins (CMI) | 1.1 | $23M | 33k | 713.20 | |
| Johnson & Johnson (JNJ) | 1.0 | $23M | 91k | 253.97 | |
| Sprouts Fmrs Mkt (SFM) | 1.0 | $22M | 265k | 84.58 | |
| Intercontinental Exchange (ICE) | 1.0 | $22M | 180k | 123.11 | |
| Applovin Corp Com Cl A (APP) | 1.0 | $22M | 43k | 515.23 | |
| Qualcomm (QCOM) | 1.0 | $22M | 118k | 184.79 | |
| Advanced Micro Devices (AMD) | 1.0 | $22M | 37k | 580.91 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $21M | 104k | 205.02 | |
| Motorola Solutions Com New (MSI) | 0.9 | $20M | 49k | 415.29 | |
| Ecolab (ECL) | 0.8 | $19M | 67k | 278.61 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $18M | 97k | 190.19 | |
| Expedia Group Com New (EXPE) | 0.8 | $18M | 70k | 255.88 | |
| Booking Holdings (BKNG) | 0.8 | $17M | 95k | 178.24 | |
| Intuit (INTU) | 0.8 | $17M | 65k | 261.00 | |
| UnitedHealth (UNH) | 0.7 | $16M | 39k | 415.63 | |
| Lowe's Companies (LOW) | 0.7 | $16M | 72k | 220.49 | |
| Visa Com Cl A (V) | 0.7 | $15M | 42k | 343.09 | |
| Spdr Series Trust St Str Sp Biot (XBI) | 0.6 | $14M | 90k | 158.25 | |
| Union Pacific Corporation (UNP) | 0.6 | $14M | 51k | 272.00 | |
| Align Technology (ALGN) | 0.6 | $14M | 81k | 168.66 | |
| Wal-Mart Stores (WMT) | 0.6 | $13M | 118k | 113.26 | |
| Sea Sponsord Ads (SE) | 0.6 | $13M | 134k | 95.83 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $13M | 80k | 156.72 | |
| Maplebear (CART) | 0.6 | $13M | 265k | 47.35 | |
| Stryker Corporation (SYK) | 0.6 | $12M | 40k | 314.84 | |
| W.W. Grainger (GWW) | 0.6 | $12M | 9.1k | 1360.40 | |
| Uber Technologies (UBER) | 0.6 | $12M | 171k | 72.16 | |
| Autodesk (ADSK) | 0.6 | $12M | 63k | 194.42 | |
| Airbnb Com Cl A (ABNB) | 0.5 | $12M | 84k | 143.10 | |
| Abbvie (ABBV) | 0.5 | $12M | 46k | 251.64 | |
| Qxo Com New (QXO) | 0.5 | $12M | 666k | 17.28 | |
| Corning Incorporated (GLW) | 0.5 | $12M | 45k | 255.43 | |
| Automatic Data Processing (ADP) | 0.5 | $12M | 51k | 223.95 | |
| Intuitive Surgical Com New (ISRG) | 0.5 | $11M | 29k | 397.68 | |
| Edwards Lifesciences (EW) | 0.5 | $11M | 119k | 90.46 | |
| Reddit Cl A (RDDT) | 0.5 | $10M | 60k | 173.58 | |
| Deere & Company (DE) | 0.5 | $10M | 16k | 634.33 | |
| Expeditors International of Washington (EXPD) | 0.4 | $9.5M | 58k | 162.98 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $9.4M | 18k | 513.60 | |
| Amgen (AMGN) | 0.4 | $9.1M | 25k | 362.12 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $8.9M | 72k | 124.44 | |
| Church & Dwight (CHD) | 0.4 | $8.9M | 92k | 96.88 | |
| Paychex (PAYX) | 0.4 | $8.5M | 86k | 98.33 | |
| AutoNation (AN) | 0.4 | $8.5M | 46k | 185.79 | |
| D.R. Horton (DHI) | 0.4 | $8.3M | 51k | 162.88 | |
| Cisco Systems (CSCO) | 0.4 | $8.1M | 69k | 117.46 | |
| Norfolk Southern (NSC) | 0.4 | $8.0M | 26k | 314.58 | |
| Oracle Corporation (ORCL) | 0.3 | $7.5M | 51k | 146.55 | |
| Merck & Co (MRK) | 0.3 | $7.1M | 55k | 128.50 | |
| Trimble Navigation (TRMB) | 0.3 | $6.8M | 132k | 51.18 | |
| Builders FirstSource (BLDR) | 0.3 | $6.7M | 75k | 89.48 | |
| FedEx Corporation (FDX) | 0.3 | $6.5M | 21k | 313.14 | |
| Caterpillar (CAT) | 0.3 | $6.2M | 5.8k | 1064.90 | |
| Figure Technology Solutio Com Cl A (FIGR) | 0.3 | $6.1M | 197k | 30.71 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $5.9M | 3.0k | 1989.44 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $5.7M | 11k | 500.39 | |
| Charles River Laboratories (CRL) | 0.2 | $5.4M | 24k | 226.79 | |
| Waters Corporation (WAT) | 0.2 | $5.3M | 14k | 375.04 | |
| Bank of America Corporation (BAC) | 0.2 | $5.3M | 92k | 56.98 | |
| Home Depot (HD) | 0.2 | $5.1M | 15k | 352.68 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $4.7M | 6.3k | 746.78 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $4.4M | 11k | 401.41 | |
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.2 | $4.3M | 39k | 110.35 | |
| Netflix (NFLX) | 0.2 | $4.2M | 59k | 71.40 | |
| Marvell Technology (MRVL) | 0.2 | $4.2M | 14k | 297.89 | |
| Compass Cl A (COMP) | 0.2 | $4.1M | 332k | 12.33 | |
| Paypal Holdings (PYPL) | 0.2 | $4.1M | 95k | 43.18 | |
| International Business Machines (IBM) | 0.2 | $4.0M | 14k | 281.21 | |
| Fastenal Company (FAST) | 0.2 | $3.7M | 77k | 48.03 | |
| Zoetis Cl A (ZTS) | 0.2 | $3.7M | 51k | 71.86 | |
| Hca Holdings (HCA) | 0.2 | $3.5M | 9.0k | 389.89 | |
| Delta Air Lines Com New (DAL) | 0.2 | $3.4M | 37k | 93.66 | |
| Broadcom (AVGO) | 0.2 | $3.4M | 9.0k | 377.75 | |
| Garmin SHS (GRMN) | 0.2 | $3.4M | 14k | 237.54 | |
| Block Cl A (XYZ) | 0.1 | $3.2M | 43k | 76.00 | |
| Toll Brothers (TOL) | 0.1 | $3.2M | 20k | 164.75 | |
| Ge Vernova (GEV) | 0.1 | $3.0M | 2.6k | 1174.86 | |
| SYSCO Corporation (SYY) | 0.1 | $3.0M | 36k | 83.58 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $3.0M | 37k | 82.11 | |
| Fiserv (FISV) | 0.1 | $3.0M | 61k | 49.05 | |
| Scotts Miracle-gro Cl A (SMG) | 0.1 | $3.0M | 44k | 68.11 | |
| Cheniere Energy Com New (LNG) | 0.1 | $3.0M | 12k | 239.01 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $2.9M | 14k | 212.77 | |
| Boeing Company (BA) | 0.1 | $2.9M | 13k | 216.47 | |
| SLM Corporation (SLM) | 0.1 | $2.8M | 109k | 25.94 | |
| McDonald's Corporation (MCD) | 0.1 | $2.8M | 10k | 270.31 | |
| Pepsi (PEP) | 0.1 | $2.8M | 21k | 135.40 | |
| S&p Global Com Shs | 0.1 | $2.6M | 6.4k | 407.26 | |
| Moody's Corporation (MCO) | 0.1 | $2.6M | 5.8k | 452.92 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $2.6M | 30k | 87.04 | |
| Medtronic SHS (MDT) | 0.1 | $2.6M | 33k | 78.23 | |
| Corpay Com Shs (CPAY) | 0.1 | $2.5M | 7.4k | 333.27 | |
| salesforce (CRM) | 0.1 | $2.5M | 16k | 156.66 | |
| Coupang Cl A (CPNG) | 0.1 | $2.4M | 137k | 17.37 | |
| Yum! Brands (YUM) | 0.1 | $2.4M | 15k | 159.86 | |
| Valaris Cl A (VAL) | 0.1 | $2.2M | 31k | 72.60 | |
| Veeva Sys Cl A Com (VEEV) | 0.1 | $2.2M | 13k | 177.47 | |
| Griffon Corporation (GFF) | 0.1 | $2.2M | 22k | 97.53 | |
| Abbott Laboratories (ABT) | 0.1 | $2.1M | 24k | 90.74 | |
| Birkenstock Holding Com Shs (BIRK) | 0.1 | $2.1M | 49k | 43.03 | |
| Gilead Sciences (GILD) | 0.1 | $2.1M | 16k | 126.34 | |
| Alpha Metallurgical Resources (AMR) | 0.1 | $2.0M | 12k | 164.94 | |
| Duolingo Cl A Com (DUOL) | 0.1 | $2.0M | 17k | 115.02 | |
| Transocean Registered Shs (RIG) | 0.1 | $2.0M | 403k | 4.89 | |
| Ferrari Nv Ord (RACE) | 0.1 | $1.9M | 5.2k | 372.29 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $1.9M | 5.9k | 327.34 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $1.8M | 40k | 45.11 | |
| Charter Communications Cl A (CHTR) | 0.1 | $1.8M | 13k | 142.21 | |
| Nextera Energy (NEE) | 0.1 | $1.7M | 20k | 87.77 | |
| Blackrock (BLK) | 0.1 | $1.7M | 1.8k | 961.56 | |
| Nike CL B (NKE) | 0.1 | $1.6M | 39k | 41.05 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $1.6M | 10k | 151.00 | |
| Intel Corporation (INTC) | 0.1 | $1.5M | 11k | 139.63 | |
| Tesla Motors (TSLA) | 0.1 | $1.5M | 3.5k | 420.60 | |
| Lululemon Athletica (LULU) | 0.1 | $1.4M | 12k | 114.18 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.4M | 2.9k | 477.57 | |
| Coca-Cola Company (KO) | 0.1 | $1.3M | 16k | 81.27 | |
| Goldman Sachs (GS) | 0.1 | $1.3M | 1.3k | 1011.16 | |
| eBay (EBAY) | 0.1 | $1.3M | 12k | 111.75 | |
| Analog Devices (ADI) | 0.1 | $1.3M | 3.2k | 397.17 | |
| Procter & Gamble Company (PG) | 0.1 | $1.2M | 7.9k | 146.64 | |
| TJX Companies (TJX) | 0.1 | $1.1M | 7.6k | 151.50 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $1.1M | 8.2k | 132.83 | |
| Trane Technologies SHS (TT) | 0.0 | $1.1M | 2.2k | 491.16 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $1.0M | 5.4k | 189.73 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $978k | 2.6k | 370.04 | |
| 3M Company (MMM) | 0.0 | $970k | 6.0k | 161.91 | |
| Tenet Healthcare Corp Com New (THC) | 0.0 | $923k | 4.9k | 187.08 | |
| CVS Caremark Corporation (CVS) | 0.0 | $920k | 8.9k | 103.45 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $915k | 11k | 86.14 | |
| Colgate-Palmolive Company (CL) | 0.0 | $873k | 9.5k | 91.68 | |
| At&t (T) | 0.0 | $862k | 42k | 20.70 | |
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $862k | 16k | 55.33 | |
| Wec Energy Group (WEC) | 0.0 | $852k | 7.3k | 116.77 | |
| Donaldson Company (DCI) | 0.0 | $844k | 9.4k | 89.77 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $828k | 7.6k | 109.07 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $799k | 2.2k | 368.38 | |
| AECOM Technology Corporation (ACM) | 0.0 | $796k | 11k | 69.80 | |
| IDEXX Laboratories (IDXX) | 0.0 | $795k | 1.5k | 526.44 | |
| Klarna Group SHS (KLAR) | 0.0 | $786k | 39k | 20.24 | |
| Take-Two Interactive Software (TTWO) | 0.0 | $765k | 3.1k | 249.98 | |
| Applied Materials (AMAT) | 0.0 | $759k | 1.1k | 723.00 | |
| Bristol Myers Squibb (BMY) | 0.0 | $749k | 13k | 57.62 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $744k | 1.7k | 450.98 | |
| Starbucks Corporation (SBUX) | 0.0 | $695k | 6.8k | 102.19 | |
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.0 | $683k | 1.8k | 372.03 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $682k | 1.4k | 501.36 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $644k | 5.6k | 114.18 | |
| XP Cl A (XP) | 0.0 | $628k | 39k | 16.26 | |
| American Electric Power Company (AEP) | 0.0 | $625k | 4.6k | 136.81 | |
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $617k | 6.9k | 89.65 | |
| Lennar Corp Cl A (LEN) | 0.0 | $604k | 6.7k | 90.49 | |
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $599k | 13k | 45.34 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $531k | 2.5k | 211.95 | |
| Sherwin-Williams Company (SHW) | 0.0 | $517k | 1.5k | 344.32 | |
| Palo Alto Networks (PANW) | 0.0 | $506k | 1.5k | 341.02 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $499k | 1.2k | 433.33 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $491k | 9.2k | 53.11 | |
| Walt Disney Company (DIS) | 0.0 | $454k | 4.7k | 96.25 | |
| Illinois Tool Works (ITW) | 0.0 | $453k | 1.7k | 270.47 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $452k | 5.8k | 78.66 | |
| Pfizer (PFE) | 0.0 | $434k | 18k | 24.08 | |
| Verizon Communications (VZ) | 0.0 | $429k | 10k | 42.34 | |
| Emerson Electric (EMR) | 0.0 | $408k | 2.9k | 143.15 | |
| Target Corporation (TGT) | 0.0 | $394k | 3.0k | 130.62 | |
| Southern Company (SO) | 0.0 | $392k | 4.1k | 95.71 | |
| Us Bancorp Com New (USB) | 0.0 | $376k | 6.2k | 60.40 | |
| Electronic Arts (EA) | 0.0 | $371k | 1.8k | 205.04 | |
| Crocs (CROX) | 0.0 | $367k | 3.0k | 120.64 | |
| Edison International (EIX) | 0.0 | $361k | 4.8k | 74.45 | |
| Morgan Stanley Com New (MS) | 0.0 | $355k | 1.7k | 209.04 | |
| Global Payments (GPN) | 0.0 | $351k | 4.8k | 72.56 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $342k | 521.00 | 655.89 | |
| Vanguard World Utilities Etf (VPU) | 0.0 | $333k | 1.7k | 195.73 | |
| Regeneron Pharmaceuticals (REGN) | 0.0 | $327k | 525.00 | 623.54 | |
| M&T Bank Corporation (MTB) | 0.0 | $321k | 1.4k | 238.01 | |
| Comcast Corp Cl A (CMCSA) | 0.0 | $319k | 13k | 24.55 | |
| Altria (MO) | 0.0 | $296k | 4.1k | 71.95 | |
| United Parcel Svcs CL B (UPS) | 0.0 | $296k | 2.8k | 107.50 | |
| Kenvue (KVUE) | 0.0 | $295k | 15k | 19.11 | |
| Linde SHS (LIN) | 0.0 | $294k | 566.00 | 518.94 | |
| Evercore Class A (EVR) | 0.0 | $290k | 850.00 | 341.44 | |
| Johnson Controls Internation SHS (JCI) | 0.0 | $280k | 1.9k | 146.11 | |
| ConocoPhillips (COP) | 0.0 | $278k | 2.7k | 103.96 | |
| HEICO Corporation (HEI) | 0.0 | $276k | 775.00 | 356.19 | |
| Philip Morris International (PM) | 0.0 | $275k | 1.5k | 180.94 | |
| Brady Corp Cl A (BRC) | 0.0 | $275k | 3.0k | 91.57 | |
| East West Ban (EWBC) | 0.0 | $265k | 2.1k | 129.09 | |
| McKesson Corporation (MCK) | 0.0 | $265k | 350.00 | 755.64 | |
| RPM International (RPM) | 0.0 | $264k | 2.4k | 111.15 | |
| Biogen Idec (BIIB) | 0.0 | $250k | 1.2k | 216.06 | |
| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $246k | 2.3k | 107.82 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $241k | 2.6k | 92.27 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $230k | 971.00 | 236.62 | |
| Fs Kkr Capital Corp (FSK) | 0.0 | $181k | 17k | 10.50 | |
| Profesionally Managed Portfo Pabra Wagon Etf (WAGN) | 0.0 | $171k | 12k | 13.76 | |
| Dxc Technology (DXC) | 0.0 | $133k | 15k | 8.85 | |
| Hyperion Defi Com New (HYPD) | 0.0 | $54k | 17k | 3.14 | |
| Allogene Therapeutics (ALLO) | 0.0 | $34k | 17k | 2.08 |
