Sponsored

The Analysis of INVESTMENT HOUSE LLC's Holdings & P&L

Currently, INVESTMENT HOUSE LLC holds 223 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in SFM (+164.3K shares, valued at $12.7M), PGR (+40.5K shares, valued at $8.0M), WBD (+225.2K shares, valued at $6.2M); decreased their positions in UNH (-39.3K shares, valued at $10.6M), N/A (-36.7K shares, valued at $10.5M), INTU (-9.9K shares, valued at $4.3M); initiated new positions in SFM (+164.3K shares, valued at $12.7M), WBD (+225.2K shares, valued at $6.2M), SLM (+124.3K shares, valued at $2.7M).

1M P&L

+76.2M+4.07%

3M P&L

+127.0M+6.96%

HY P&L

+123.9M+6.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application148.0M

8.6%

2Consumer Electronics135.6M

7.9%

3Semiconductors134.8M

7.8%

Top Industries by Stock Count

1N/A15 stocks

7.3%

2Software - Application11 stocks

5.4%

3Drug Manufacturers - General9 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC534.4K shares2.86%2026-03-312026-04-29

ALPHABET INC ALPHABET INC333.8K shares-9.89%2026-03-312026-04-29

META META PLATFORMS INC159.5K shares-0.91%2026-03-312026-04-29

MSFT MICROSOFT CORP208.8K shares1.68%2026-03-312026-04-29

NVDA NVIDIA CORPORATION430.3K shares-5.26%2026-03-312026-04-29

AMZN AMAZON COM INC326.4K shares-0.76%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION62.9K shares-0.99%2026-03-312026-04-29

ALPHABET INC ALPHABET INC196.0K shares-6.44%2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO46.4K shares-0.96%2026-03-312026-04-29

DELL DELL TECHNOLOGIES INC250.2K shares-3.69%2026-03-312026-04-29

NU NU HLDGS LTD2.6M shares-0.35%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO117.3K shares6.06%2026-03-312026-04-29

WM WASTE MGMT INC DEL131.3K shares-0.52%2026-03-312026-04-29

INTU INTUIT66.6K shares-12.88%2026-03-312026-04-29

ICE INTERCONTINENTAL EXCHANGE IN181.8K shares-1.88%2026-03-312026-04-29

MELI MERCADOLIBRE INC14.2K shares1.72%2026-03-312026-04-29

Sponsored

WSM WILLIAMS SONOMA INC133.3K shares-0.15%2026-03-312026-04-29

ADBE ADOBE INC94.0K shares-3.98%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON92.5K shares-3.49%2026-03-312026-04-29

NBIS NEBIUS GROUP N.V.216.5K shares-1.09%2026-03-312026-04-29

MSI MOTOROLA SOLUTIONS INC50.0K shares-12.48%2026-03-312026-04-29

TXN TEXAS INSTRS INC103.4K shares-0.55%2026-03-312026-04-29

LOW LOWES COS INC81.0K shares-0.14%2026-03-312026-04-29

APP APPLOVIN CORP45.5K shares-9.67%2026-03-312026-04-29

Sponsored

ECL ECOLAB INC67.5K shares-0.28%2026-03-312026-04-29

CMI CUMMINS INC33.4K shares-1.65%2026-03-312026-04-29

MOH MOLINA HEALTHCARE INC130.0K shares54.29%2026-03-312026-04-29

ADP AUTOMATIC DATA PROCESSING IN84.7K shares-2.61%2026-03-312026-04-29

QXO QXO INC857.0K shares7.13%2026-03-312026-04-29

EXPE EXPEDIA GROUP INC72.0K shares-0.03%2026-03-312026-04-29

QCOM QUALCOMM INC129.0K shares0.11%2026-03-312026-04-29

IBB ISHARES TR97.7K shares-0.27%2026-03-312026-04-29

Sponsored

BKNG BOOKING HOLDINGS INC3.8K shares-0.42%2026-03-312026-04-29

PGR PROGRESSIVE CORP77.6K shares109.25%2026-03-312026-04-29

ADSK AUTODESK INC63.6K shares-0.14%2026-03-312026-04-29

V VISA INC48.5K shares4.41%2026-03-312026-04-29

WMT WALMART INC117.0K shares-0.02%2026-03-312026-04-29

PAYX PAYCHEX INC156.7K shares-13.38%2026-03-312026-04-29

MA MASTERCARD INCORPORATED28.5K shares45.53%2026-03-312026-04-29

ALGN ALIGN TECHNOLOGY INC82.4K shares0.33%2026-03-312026-04-29

Sponsored

SYK STRYKER CORPORATION40.3K shares-0.07%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC28.7K shares0.00%2026-03-312026-04-29

UNP UNION PAC CORP52.6K shares-0.14%2026-03-312026-04-29

SFM SPROUTS FMRS MKT INC164.3K sharesnew addition2026-03-312026-04-29

NVS NOVARTIS AG81.8K shares-0.08%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC31.9K shares-0.17%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC167.9K shares2.50%2026-03-312026-04-29

FDS FACTSET RESH SYS INC54.8K shares29.24%2026-03-312026-04-29

Sponsored

XBI SPDR SERIES TRUST91.4K shares-0.08%2026-03-312026-04-29

SE SEA LTD137.2K shares2.64%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND57.3K shares-3.06%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC40.9K shares-49.01%2026-03-312026-04-29

ABNB AIRBNB INC86.0K shares0.30%2026-03-312026-04-29

CART MAPLEBEAR INC276.3K shares-7.08%2026-03-312026-04-29

GWW WW GRAINGER INC9.3K shares-3.14%2026-03-312026-04-29

ABBV ABBVIE INC46.3K shares-1.84%2026-03-312026-04-29

Sponsored

EW EDWARDS LIFESCIENCES CORP119.0K shares-1.49%2026-03-312026-04-29

TRMB TRIMBLE INC140.2K shares-2.18%2026-03-312026-04-29

DE DEERE & CO16.1K shares-0.92%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC26.7K shares12.37%2026-03-312026-04-29

CHD CHURCH & DWIGHT CO INC96.2K shares-0.36%2026-03-312026-04-29

AMGN AMGEN INC25.5K shares-0.14%2026-03-312026-04-29

AN AUTONATION INC45.7K shares-1.23%2026-03-312026-04-29

FIGR FIGURE TECHNOLOGY SOLUTIO246.9K shares11.94%2026-03-312026-04-29

Sponsored

EXPD EXPEDITORS INTL WASH INC58.3K shares0.05%2026-03-312026-04-29

RDDT REDDIT INC61.1K shares0.25%2026-03-312026-04-29

BLDR BUILDERS FIRSTSOURCE INC96.0K shares181.15%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC38.4K shares-1.44%2026-03-312026-04-29

ORCL ORACLE CORP52.9K shares-9.51%2026-03-312026-04-29

FDX FEDEX CORP21.0K shares-1.18%2026-03-312026-04-29

DHI D R HORTON INC53.9K shares-0.03%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP25.8K shares0.12%2026-03-312026-04-29

Sponsored

GLW CORNING INC50.0K shares-3.47%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC55.2K shares-0.41%2026-03-312026-04-29

VAL VALARIS LTD63.9K shares-12.09%2026-03-312026-04-29

WBD WARNER BROS DISCOVERY INC225.2K sharesnew addition2026-03-312026-04-29

CSCO CISCO SYS INC73.5K shares0.00%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.1K shares-0.32%2026-03-312026-04-29

TOL TOLL BROTHERS INC37.7K shares11.33%2026-03-312026-04-29

HD HOME DEPOT INC15.0K shares-4.51%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP95.0K shares-0.94%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T24.1K shares-22.46%2026-03-312026-04-29

PYPL PAYPAL HLDGS INC96.8K shares-35.77%2026-03-312026-04-29

WAT WATERS CORP14.0K shares-0.50%2026-03-312026-04-29

SHV ISHARES TR37.6K shares3.85%2026-03-312026-04-29

CRL CHARLES RIV LABS INTL INC24.0K shares-1.73%2026-03-312026-04-29

CAT CATERPILLAR INC5.8K shares0.00%2026-03-312026-04-29

RL RALPH LAUREN CORP11.6K shares0.00%2026-03-312026-04-29

Sponsored

ASML ASML HLDG NV3.0K shares0.00%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC41.8K shares-0.36%2026-03-312026-04-29

FAST FASTENAL CO77.5K shares-23.79%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO12.1K shares-39.32%2026-03-312026-04-29

SOLV SOLVENTUM CORP54.5K shares-0.10%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS14.6K shares1.08%2026-03-312026-04-29

LNG CHENIERE ENERGY INC12.4K shares77.07%2026-03-312026-04-29

CPNG COUPANG INC185.3K shares-44.07%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC21.6K shares-1.60%2026-03-312026-04-29

GRMN GARMIN LTD14.2K shares0.00%2026-03-312026-04-29

RACE FERRARI N V9.7K shares46.35%2026-03-312026-04-29

MCD MCDONALDS CORP10.4K shares-1.42%2026-03-312026-04-29

SHY ISHARES TR38.3K shares-2.99%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC9.2K shares185.97%2026-03-312026-04-29

SMG SCOTTS MIRACLE-GRO CO50.0K shares-2.96%2026-03-312026-04-29

NKE NIKE INC54.4K shares-6.12%2026-03-312026-04-29

Sponsored

BROADCOM INC BROADCOM INC9.1K shares-0.94%2026-03-312026-04-29

RIG TRANSOCEAN LTD407.8K shares307.82%2026-03-312026-04-29

XYZ BLOCK INC44.6K shares-6.89%2026-03-312026-04-29

CORPAY INC CORPAY INC9.2K shares-30.96%2026-03-312026-04-29

SLM SLM CORP124.3K sharesnew addition2026-03-312026-04-29

BA BOEING CO13.3K shares1084.27%2026-03-312026-04-29

AMR ALPHA METALLURGICAL RESOUR I12.4K shares0.48%2026-03-312026-04-29

SYY SYSCO CORP35.4K shares-4.20%2026-03-312026-04-29

Sponsored

YUM YUM BRANDS INC15.7K shares0.00%2026-03-312026-04-29

ABT ABBOTT LABORATORIES23.7K shares-1.63%2026-03-312026-04-29

COMP COMPASS INC328.5K shares26.12%2026-03-312026-04-29

GILD GILEAD SCIENCES INC16.6K shares-2.64%2026-03-312026-04-29

ZTS ZOETIS INC18.6K shares-23.41%2026-03-312026-04-29

INTC INTEL CORP48.3K shares250.22%2026-03-312026-04-29

IBKR INTERACTIVE BROKERS GROUP IN31.8K shares-51.05%2026-03-312026-04-29

VLO VALERO ENERGY CORP8.1K sharesnew addition2026-03-312026-04-29

Sponsored

NEE NEXTERA ENERGY INC20.4K shares0.00%2026-03-312026-04-29

XP XP INC93.1K sharesnew addition2026-03-312026-04-29

FI FISERV INC31.5K sharesnew addition2026-03-312026-04-29

DUOL DUOLINGO INC17.7K shares-1.77%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC1.8K shares0.00%2026-03-312026-04-29

LULU LULULEMON ATHLETICA INC10.7K sharesnew addition2026-03-312026-04-29

GFF GRIFFON CORP22.5K sharesnew addition2026-03-312026-04-29

ACM AECOM19.2K shares0.00%2026-03-312026-04-29

Sponsored

JD JD.COM INC54.9K sharesnew addition2026-03-312026-04-29

SPGI S&P GLOBAL INC3.7K sharesnew addition2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC14.4K shares-12.32%2026-03-312026-04-29

T AT&T INC46.8K shares0.86%2026-03-312026-04-29

PG PROCTER & GAMBLE CO9.1K shares2.47%2026-03-312026-04-29

TSLA TESLA INC3.5K shares0.23%2026-03-312026-04-29

KO COCA COLA CO17.0K shares-1.72%2026-03-312026-04-29

TJX TJX COS INC NEW7.6K shares0.00%2026-03-312026-04-29

Sponsored

GS GOLDMAN SACHS GROUP INC1.3K shares-1.84%2026-03-312026-04-29

EBAY EBAY INC.11.7K shares0.00%2026-03-312026-04-29

RTX RTX CORPORATION5.4K shares0.00%2026-03-312026-04-29

ADI ANALOG DEVICES INC3.2K shares-2.66%2026-03-312026-04-29

TT TRANE TECHNOLOGIES PLC2.4K shares0.00%2026-03-312026-04-29

ULTA ULTA BEAUTY INC1.9K shares0.00%2026-03-312026-04-29

GDXJ VANECK ETF TRUST8.1K sharesnew addition2026-03-312026-04-29

KLAR KLARNA GROUP PLC74.0K sharesnew addition2026-03-312026-04-29

Sponsored

XLU SELECT SECTOR SPDR TR20.6K shares0.00%2026-03-312026-04-29

MMM 3M CO6.3K shares-6.99%2026-03-312026-04-29

A AGILENT TECHNOLOGIES INC7.9K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR2.1K shares-49.69%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO14.0K shares0.90%2026-03-312026-04-29

IDXX IDEXX LABS INC1.5K shares0.00%2026-03-312026-04-29

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.3K shares0.00%2026-03-312026-04-29

LQD ISHARES TR7.6K shares5.99%2026-03-312026-04-29

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.7K shares-1.49%2026-03-312026-04-29

CL COLGATE PALMOLIVE CO9.5K shares0.00%2026-03-312026-04-29

EMBJ EMBRAER S.A.13.6K sharesnew addition2026-03-312026-04-29

DCI DONALDSON INC9.4K shares0.00%2026-03-312026-04-29

STNG SCORPIO TANKERS INC10.3K sharesnew addition2026-03-312026-04-29

EIX EDISON INTL10.3K shares2.48%2026-03-312026-04-29

CMCSA COMCAST CORP NEW26.1K shares-76.50%2026-03-312026-04-29

OIH VANECK ETF TRUST1.8K shares1.97%2026-03-312026-04-29

Sponsored

PBE INVESCO EXCHANGE TRADED FD T8.6K shares0.00%2026-03-312026-04-29

SHOP SHOPIFY INC5.6K shares-0.18%2026-03-312026-04-29

IHF ISHARES TR15.1K shares1.63%2026-03-312026-04-29

AEP AMERICAN ELEC PWR CO INC4.6K shares-7.59%2026-03-312026-04-29

SBUX STARBUCKS CORP6.7K shares0.00%2026-03-312026-04-29

LEN LENNAR CORP6.7K shares-2.05%2026-03-312026-04-29

TTWO TAKE-TWO INTERACTIVE SOFTWAR2.9K shares38.27%2026-03-312026-04-29

CVS CVS HEALTH CORP8.0K shares0.00%2026-03-312026-04-29

Sponsored

PFE PFIZER INC19.8K shares-1.25%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC11.0K shares-3.92%2026-03-312026-04-29

DIS DISNEY WALT CO5.6K shares-75.25%2026-03-312026-04-29

LPX LOUISIANA PAC CORP6.9K shares0.00%2026-03-312026-04-29

DGX QUEST DIAGNOSTICS INC2.5K shares0.00%2026-03-312026-04-29

SHW SHERWIN WILLIAMS CO1.5K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.4.7K shares-77.39%2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC1.7K shares0.00%2026-03-312026-04-29

Sponsored

SO SOUTHERN CO4.5K shares0.00%2026-03-312026-04-29

EA ELECTRONIC ARTS INC2.0K shares-4.68%2026-03-312026-04-29

REGN REGENERON PHARMACEUTICALS525 shares-2.78%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC2.4K shares0.00%2026-03-312026-04-29

EMR EMERSON ELEC CO2.9K shares-1.11%2026-03-312026-04-29

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-04-29

COP CONOCOPHILLIPS2.7K shares0.00%2026-03-312026-04-29

TGT TARGET CORP2.9K shares0.00%2026-03-312026-04-29

Sponsored

VPU VANGUARD WORLD FD1.7K shares-37.04%2026-03-312026-04-29

HON HONEYWELL INTL INC1.4K shares0.00%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-33.26%2026-03-312026-04-29

USB US BANCORP6.0K shares0.00%2026-03-312026-04-29

HP INC HP INC15.9K shares-65.18%2026-03-312026-04-29

MCK MCKESSON CORP350 shares0.00%2026-03-312026-04-29

DHR DANAHER CORP DEL1.6K shares-0.94%2026-03-312026-04-29

IRM IRON MTN INC DEL2.8K shares0.00%2026-03-312026-04-29

Sponsored

HCA HCA HEALTHCARE INC600 shares0.00%2026-03-312026-04-29

LINDE PLC LINDE PLC566 shares0.00%2026-03-312026-04-29

MS MORGAN STANLEY1.7K shares0.00%2026-03-312026-04-29

MTB M & T BK CORP1.4K shares0.00%2026-03-312026-04-29

CROX CROCS INC3.3K sharesnew addition2026-03-312026-04-29

KVUE KENVUE INC15.6K shares0.00%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC2.7K shares1.90%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION2.0K shares0.00%2026-03-312026-04-29

Sponsored

EVR EVERCORE INC850 shares0.00%2026-03-312026-04-29

GPN GLOBAL PMTS INC3.7K shares-51.38%2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP1.2K sharesnew addition2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP2.6K shares0.00%2026-03-312026-04-29

BRC BRADY CORP3.0K shares0.00%2026-03-312026-04-29

EWBC EAST WEST BANCORP INC2.3K shares0.00%2026-03-312026-04-29

ANF ABERCROMBIE & FITCH CO2.6K sharesnew addition2026-03-312026-04-29

RPM RPM INTL INC2.3K shares0.00%2026-03-312026-04-29

Sponsored

CRM SALESFORCE INC1.2K shares-60.66%2026-03-312026-04-29

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-29

HEI HEICO CORP NEW775 shares0.00%2026-03-312026-04-29

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-29

BIIB BIOGEN INC1.2K shares-33.24%2026-03-312026-04-29

CWB SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS971 shares4.75%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC1.8K sharesnew addition2026-03-312026-04-29

Sponsored

MO ALTRIA GROUP INC3.1K sharesnew addition2026-03-312026-04-29

DXC DXC TECHNOLOGY CO15.0K shares-2.25%2026-03-312026-04-29

HYPERION DEFI INC HYPERION DEFI INC51.9K shares11.14%2026-03-312026-04-29

FSK FS KKR CAP CORP17.2K shares0.00%2026-03-312026-04-29

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO12.0K sharesnew addition2026-03-312026-04-29

HYPERLIQUID STRATEGIES INC HYPERLIQUID STRATEGIES INC15.0K shares41.64%2026-03-312026-04-29

ALLO ALLOGENE THERAPEUTICS INC16.5K shares0.00%2026-03-312026-04-29

AAPL

APPLE INC

2.86%

Shares534.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-9.89%

Shares333.8K

Event2026-03-31

Filed2026-04-29