INVESTMENT HOUSE LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1566030
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.9B
Holdings
223
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
INVESTMENT HOUSE LLC disclosed 223 positions worth $1.9B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio, followed by $GOOG and $META. During the quarter the fund opened 21 new positions and exited 12 — including a new stake in $SFM and a full exit from $BN. The portfolio is most concentrated in Technology (46.6% of disclosed assets). All figures are sourced directly from INVESTMENT HOUSE LLC’s Form 13F-HR filing with the SEC under CIK 1566030.
AI Fund Analysis
DiversifyingSector Allocation
TechnologyConsumer DiscretionaryHealthcareFinancialsIndustrialsOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.1#112
Quality
$135.6M534,443 sh - 80.2#45
Quality
$96.0M333,805 sh - 80.9#35
Quality
$91.2M159,486 sh - 83.7
Quality
$77.3M208,789 sh - 90.2
Quality
$75.0M430,267 sh - 74.6
Quality
$68.0M326,435 sh - 67.0
Quality
$62.7M62,913 sh - 80.2
Quality
$56.2M195,980 sh - 89.3
Quality
$42.7M46,442 sh - 76.0
Quality
$41.1M250,220 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Apple Inc.$AAPL | 76.1#112 | $135.6M | 534,443 |
 Alphabet Inc.$GOOG | 80.2#45 | $96.0M | 333,805 |
 Meta Platforms, Inc.$META | 80.9#35 | $91.2M | 159,486 |
 MICROSOFT CORP$MSFT | 83.7 | $77.3M | 208,789 |
 NVIDIA CORP$NVDA | 90.2 | $75.0M | 430,267 |
 AMAZON COM INC$AMZN | 74.6 | $68.0M | 326,435 |
 COSTCO WHOLESALE CORP /NEW$COST | 67.0 | $62.7M | 62,913 |
 Alphabet Inc.$GOOGL | 80.2 | $56.2M | 195,980 |
 ELI LILLY & Co$LLY | 89.3 | $42.7M | 46,442 |
 Dell Technologies Inc.$DELL | 76.0 | $41.1M | 250,220 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of INVESTMENT HOUSE LLC's 223 positions.
Showing top 10 of 223 holdings.
Sector Allocation
Technology
$895.5M
Consumer Discretionary
$324.3M
Healthcare
$205.6M
Financials
$191.6M
Industrials
$141.4M
Other
$40.7M
Utilities
$34.9M
Consumer Staples
$29.2M
Full Holdings — INVESTMENT HOUSE LLC (Q1 2026)
All 223 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $135.6M | 7.1% | +3% | 76.1 |
| 2 | $GOOG | Alphabet Inc. | $96.0M | 5.0% | -10% | 80.2 |
| 3 | $META | Meta Platforms, Inc. | $91.2M | 4.8% | -1% | 80.9 |
| 4 | $MSFT | MICROSOFT CORP | $77.3M | 4.0% | +2% | 83.7 |
| 5 | $NVDA | NVIDIA CORP | $75.0M | 3.9% | -5% | 90.2 |
| 6 | $AMZN | AMAZON COM INC | $68.0M | 3.5% | -1% | 74.6 |
| 7 | $COST | COSTCO WHOLESALE CORP /NEW | $62.7M | 3.3% | -1% | 67 |
| 8 | $GOOGL | Alphabet Inc. | $56.2M | 2.9% | -6% | 80.2 |
| 9 | $LLY | ELI LILLY & Co | $42.7M | 2.2% | -1% | 89.3 |
| 10 | $DELL | Dell Technologies Inc. | $41.1M | 2.1% | -4% | 76 |
| 11 |  $NU | Nu Holdings Ltd. | $37.1M | 1.9% | -0% | — |
| 12 |  $AXP | AMERICAN EXPRESS CO | $35.5M | 1.9% | +6% | 73.2 |
| 13 |  $WM | WASTE MANAGEMENT INC | $30.2M | 1.6% | -1% | 70.7 |
| 14 |  $INTU | INTUIT INC. | $28.8M | 1.5% | -13% | 82 |
| 15 |  $ICE | Intercontinental Exchange, Inc. | $28.6M | 1.5% | -2% | 73.8 |
| 16 |  $MELI | MERCADOLIBRE INC | $24.6M | 1.3% | +2% | 77.5 |
| 17 |  $WSM | WILLIAMS SONOMA INC | $24.3M | 1.3% | -0% | 65 |
| 18 |  $ADBE | ADOBE INC. | $22.8M | 1.2% | -4% | 80.4 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $22.6M | 1.2% | -3% | 72.8 |
| 20 |  $NBIS | Nebius Group N.V. | $22.5M | 1.2% | -1% | — |
| 21 |  $MSI | Motorola Solutions, Inc. | $21.7M | 1.1% | -12% | 73.8 |
| 22 |  $TXN | TEXAS INSTRUMENTS INC | $20.1M | 1.0% | -1% | 70.4 |
| 23 |  $LOW | LOWES COMPANIES INC | $19.1M | 1.0% | -0% | 63.5 |
| 24 |  $APP | AppLovin Corp | $18.1M | 0.9% | -10% | 86.8 |
| 25 |  $ECL | ECOLAB INC. | $18.0M | 0.9% | -0% | 64.3 |
| 26 |  $CMI | CUMMINS INC | $18.0M | 0.9% | -2% | 58.9 |
| 27 |  $MOH | MOLINA HEALTHCARE, INC. | $17.3M | 0.9% | +54% | 60.5 |
| 28 |  $ADP | AUTOMATIC DATA PROCESSING INC | $17.2M | 0.9% | -3% | 77.9 |
| 29 |  $QXO | QXO, Inc. | $16.6M | 0.9% | +7% | 53.5 |
| 30 |  $EXPE | Expedia Group, Inc. | $16.6M | 0.9% | -0% | 65.7 |
| 31 |  $QCOM | QUALCOMM INC/DE | $16.6M | 0.9% | +0% | 81.9 |
| 32 | — | ISHARES TR | $16.5M | 0.9% | -0% | — |
| 33 |  $BKNG | Booking Holdings Inc. | $16.1M | 0.8% | -0% | 55.3 |
| 34 |  $PGR | PROGRESSIVE CORP/OH/ | $15.4M | 0.8% | +109% | 83.6 |
| 35 |  $ADSK | Autodesk, Inc. | $15.2M | 0.8% | -0% | 76.4 |
| 36 |  $V | VISA INC. | $14.7M | 0.8% | +4% | 83.5 |
| 37 |  $WMT | Walmart Inc. | $14.5M | 0.8% | -0% | 63.2 |
| 38 |  $PAYX | PAYCHEX INC | $14.4M | 0.8% | -13% | 75.1 |
| 39 |  $MA | Mastercard Inc | $14.2M | 0.7% | +46% | 81.7 |
| 40 |  $ALGN | ALIGN TECHNOLOGY INC | $14.1M | 0.7% | +0% | 58.2 |
| 41 |  $SYK | STRYKER CORP | $13.2M | 0.7% | -0% | 69.8 |
| 42 |  $ISRG | INTUITIVE SURGICAL INC | $13.2M | 0.7% | +0% | 81.4 |
| 43 |  $UNP | UNION PACIFIC CORP | $12.8M | 0.7% | -0% | 74 |
| 44 |  $SFM | Sprouts Farmers Market, Inc. | $12.7M | 0.7% | NEW | 73.4 |
| 45 |  $NVS | NOVARTIS AG | $12.5M | 0.7% | -0% | — |
| 46 |  $CRWD | CrowdStrike Holdings, Inc. | $12.5M | 0.7% | -0% | 55 |
| 47 |  $UBER | Uber Technologies, Inc | $12.1M | 0.6% | +3% | 79.3 |
| 48 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $11.9M | 0.6% | +29% | 67.9 |
| 49 | — | SPDR SERIES TRUST | $11.7M | 0.6% | -0% | — |
| 50 |  $SE | Sea Ltd | $11.4M | 0.6% | +3% | — |
| 51 |  $ACN | Accenture plc | $11.4M | 0.6% | -3% | — |
| 52 |  $UNH | UNITEDHEALTH GROUP INC | $11.1M | 0.6% | -49% | 66.8 |
| 53 |  $ABNB | Airbnb, Inc. | $10.9M | 0.6% | +0% | 70.1 |
| 54 |  $CART | Maplebear Inc. | $10.4M | 0.5% | -7% | 76.4 |
| 55 |  $GWW | W.W. GRAINGER, INC. | $10.1M | 0.5% | -3% | 69.5 |
| 56 |  $ABBV | AbbVie Inc. | $10.1M | 0.5% | -2% | 59.3 |
| 57 |  $EW | Edwards Lifesciences Corp | $9.5M | 0.5% | -1% | 67.6 |
| 58 |  $TRMB | TRIMBLE INC. | $9.1M | 0.5% | -2% | 52.1 |
| 59 |  $DE | DEERE & CO | $9.1M | 0.5% | -1% | 57.4 |
| 60 |  $MU | MICRON TECHNOLOGY INC | $9.0M | 0.5% | +12% | 88.4 |
| 61 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $9.0M | 0.5% | -0% | 65.3 |
| 62 |  $AMGN | AMGEN INC | $9.0M | 0.5% | -0% | 79.5 |
| 63 |  $AN | AUTONATION, INC. | $8.9M | 0.5% | -1% | 51 |
| 64 |  $FIGR | Figure Technology Solutions, Inc. | $8.4M | 0.4% | +12% | — |
| 65 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $8.4M | 0.4% | +0% | 71.2 |
| 66 |  $RDDT | Reddit, Inc. | $8.2M | 0.4% | +0% | 79.3 |
| 67 |  $BLDR | Builders FirstSource, Inc. | $7.9M | 0.4% | +181% | 48.4 |
| 68 |  $AMD | ADVANCED MICRO DEVICES INC | $7.8M | 0.4% | -1% | 78.8 |
| 69 |  $ORCL | ORACLE CORP | $7.8M | 0.4% | -10% | 67.2 |
| 70 |  $FDX | FEDEX CORP | $7.5M | 0.4% | -1% | 60.3 |
| 71 |  $DHI | HORTON D R INC /DE/ | $7.4M | 0.4% | -0% | 54.6 |
| 72 |  $NSC | NORFOLK SOUTHERN CORP | $7.4M | 0.4% | +0% | 70.8 |
| 73 |  $GLW | CORNING INC /NY | $6.8M | 0.3% | -3% | 72.7 |
| 74 |  $MRK | Merck & Co., Inc. | $6.6M | 0.3% | -0% | 70.9 |
| 75 |  $VAL | Valaris Ltd | $6.3M | 0.3% | -12% | — |
| 76 |  $WBD | Warner Bros. Discovery, Inc. | $6.2M | 0.3% | NEW | 42.1 |
| 77 |  $CSCO | CISCO SYSTEMS, INC. | $5.7M | 0.3% | +0% | 72.3 |
| 78 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.3M | 0.3% | -0% | 64.5 |
| 79 |  $TOL | Toll Brothers, Inc. | $5.1M | 0.3% | +11% | 68.3 |
| 80 |  $HD | HOME DEPOT, INC. | $4.9M | 0.3% | -5% | 69.2 |
| 81 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.6M | 0.2% | -1% | 68.4 |
| 82 |  $IVZ | Invesco Ltd. | $4.6M | 0.2% | -22% | — |
| 83 |  $PYPL | PayPal Holdings, Inc. | $4.4M | 0.2% | -36% | 70.5 |
| 84 |  $WAT | WATERS CORP /DE/ | $4.2M | 0.2% | -0% | 69.9 |
| 85 | — | ISHARES TR | $4.1M | 0.2% | +4% | — |
| 86 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $4.1M | 0.2% | -2% | 47.1 |
| 87 |  $CAT | CATERPILLAR INC | $4.1M | 0.2% | +0% | 67.8 |
| 88 |  $RL | RALPH LAUREN CORP | $4.0M | 0.2% | +0% | 76.6 |
| 89 |  $ASML | ASML HOLDING NV | $3.9M | 0.2% | +0% | — |
| 90 |  $MDT | Medtronic plc | $3.6M | 0.2% | -0% | — |
| 91 |  $FAST | FASTENAL CO | $3.6M | 0.2% | -24% | 73.5 |
| 92 |  $JPM | JPMORGAN CHASE & CO | $3.6M | 0.2% | -39% | 35.6 |
| 93 |  $SOLV | Solventum Corp | $3.6M | 0.2% | -0% | 55.7 |
| 94 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.5M | 0.2% | +1% | 66.7 |
| 95 |  $LNG | Cheniere Energy, Inc. | $3.5M | 0.2% | +77% | 48.4 |
| 96 |  $CPNG | Coupang, Inc. | $3.5M | 0.2% | -44% | 56.4 |
| 97 |  $PEP | PEPSICO INC | $3.4M | 0.2% | -2% | 62.7 |
| 98 |  $GRMN | GARMIN LTD | $3.3M | 0.2% | +0% | — |
| 99 |  $RACE | Ferrari N.V. | $3.3M | 0.2% | +46% | — |
| 100 |  $MCD | MCDONALDS CORP | $3.2M | 0.2% | -1% | 73.9 |
| 101 | — | ISHARES TR | $3.2M | 0.2% | -3% | — |
| 102 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $3.1M | 0.2% | +186% | — |
| 103 |  $SMG | SCOTTS MIRACLE-GRO CO | $3.0M | 0.2% | -3% | 74.9 |
| 104 |  $NKE | NIKE, Inc. | $2.9M | 0.1% | -6% | 53.4 |
| 105 |  $AVGO | Broadcom Inc. | $2.8M | 0.1% | -1% | 86.4 |
| 106 |  $RIG | Transocean Ltd. | $2.7M | 0.1% | +308% | — |
| 107 |  $XYZ | Block, Inc. | $2.7M | 0.1% | -7% | 60.3 |
| 108 |  $CPAY | CORPAY, INC. | $2.7M | 0.1% | -31% | 67.1 |
| 109 |  $SLM | SLM Corp | $2.7M | 0.1% | NEW | — |
| 110 |  $BA | BOEING CO | $2.7M | 0.1% | +1084% | 51.8 |
| 111 |  $AMR | Alpha Metallurgical Resources, Inc. | $2.6M | 0.1% | +0% | 32 |
| 112 |  $SYY | SYSCO CORP | $2.5M | 0.1% | -4% | 58.4 |
| 113 |  $YUM | YUM BRANDS INC | $2.4M | 0.1% | +0% | 71.7 |
| 114 |  $ABT | ABBOTT LABORATORIES | $2.4M | 0.1% | -2% | 67 |
| 115 |  $COMP | Compass, Inc. | $2.4M | 0.1% | +26% | 58.3 |
| 116 |  $GILD | GILEAD SCIENCES, INC. | $2.3M | 0.1% | -3% | 77.8 |
| 117 |  $ZTS | Zoetis Inc. | $2.2M | 0.1% | -23% | 72.6 |
| 118 |  $INTC | INTEL CORP | $2.1M | 0.1% | +250% | 41.5 |
| 119 |  $IBKR | Interactive Brokers Group, Inc. | $2.1M | 0.1% | -51% | 75.5 |
| 120 |  $VLO | VALERO ENERGY CORP/TX | $2.0M | 0.1% | NEW | 51.4 |
| 121 |  $NEE | NEXTERA ENERGY INC | $1.9M | 0.1% | +0% | 71.7 |
| 122 |  $XP | XP Inc. | $1.8M | 0.1% | NEW | — |
| 123 |  $FISV | FISERV INC | $1.8M | 0.1% | NEW | 67.4 |
| 124 |  $DUOL | Duolingo, Inc. | $1.7M | 0.1% | -2% | 82 |
| 125 |  $BLK | BlackRock, Inc. | $1.7M | 0.1% | +0% | 70.3 |
| 126 |  $LULU | lululemon athletica inc. | $1.6M | 0.1% | NEW | 62.9 |
| 127 |  $GFF | GRIFFON CORP | $1.6M | 0.1% | NEW | 39.1 |
| 128 |  $ACM | AECOM | $1.6M | 0.1% | +0% | 58.2 |
| 129 |  $JD | JD.com, Inc. | $1.6M | 0.1% | NEW | — |
| 130 |  $SPGI | S&P Global Inc. | $1.6M | 0.1% | NEW | 79.4 |
| 131 |  $MRVL | Marvell Technology, Inc. | $1.4M | 0.1% | -12% | 77.3 |
| 132 |  $T | AT&T INC. | $1.4M | 0.1% | +1% | 71.9 |
| 133 |  $PG | PROCTER & GAMBLE Co | $1.3M | 0.1% | +2% | 72.9 |
| 134 |  $TSLA | Tesla, Inc. | $1.3M | 0.1% | +0% | 50.1 |
| 135 |  $KO | COCA COLA CO | $1.3M | 0.1% | -2% | 74 |
| 136 |  $TJX | TJX COMPANIES INC /DE/ | $1.2M | 0.1% | +0% | 70.7 |
| 137 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.1% | -2% | — |
| 138 |  $EBAY | EBAY INC | $1.1M | 0.1% | +0% | 69.3 |
| 139 |  $RTX | RTX Corp | $1.0M | 0.1% | +0% | 70 |
| 140 |  $ADI | ANALOG DEVICES INC | $1.0M | 0.1% | -3% | 76.2 |
| 141 |  $TT | Trane Technologies plc | $1.0M | 0.1% | +0% | — |
| 142 |  $ULTA | Ulta Beauty, Inc. | $990,535 | 0.1% | +0% | 66.6 |
| 143 | — | VANECK ETF TRUST | $971,964 | 0.1% | +368% | — |
| 144 |  $KLAR | Klarna Group plc | $968,987 | 0.1% | NEW | — |
| 145 | — | SELECT SECTOR SPDR TR | $945,334 | 0.1% | +0% | — |
| 146 |  $MMM | 3M CO | $907,978 | 0.1% | -7% | 60.7 |
| 147 |  $A | AGILENT TECHNOLOGIES, INC. | $905,571 | 0.1% | +0% | 64.6 |
| 148 |  $GLD | SPDR GOLD TRUST | $898,446 | 0.1% | -50% | — |
| 149 |  $BMY | BRISTOL MYERS SQUIBB CO | $848,918 | 0.0% | +1% | 70.1 |
| 150 |  $IDXX | IDEXX LABORATORIES INC /DE | $848,454 | 0.0% | +0% | 73.6 |
| 151 |  $WEC | WEC ENERGY GROUP, INC. | $845,121 | 0.0% | +0% | 67 |
| 152 | — | ISHARES TR | $827,670 | 0.0% | +6% | — |
| 153 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $812,499 | 0.0% | -1% | 63.7 |
| 154 |  $CL | COLGATE PALMOLIVE CO | $810,537 | 0.0% | +0% | 72.4 |
| 155 |  $EMBJ | EMBRAER S.A. | $805,481 | 0.0% | NEW | — |
| 156 |  $DCI | DONALDSON Co INC | $797,778 | 0.0% | +0% | 64.7 |
| 157 |  $STNG | Scorpio Tankers Inc. | $772,134 | 0.0% | NEW | — |
| 158 |  $EIX | EDISON INTERNATIONAL | $755,785 | 0.0% | +2% | 70.7 |
| 159 |  $CCZ | COMCAST CORP | $748,642 | 0.0% | -76% | 70.4 |
| 160 | — | VANECK ETF TRUST | $712,622 | 0.0% | +2% | — |
| 161 | $IVZ | Invesco Ltd. | $679,364 | 0.0% | +0% | — |
| 162 |  $SHOP | SHOPIFY INC. | $669,017 | 0.0% | -0% | — |
| 163 | — | ISHARES TR | $630,135 | 0.0% | +2% | — |
| 164 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $598,511 | 0.0% | -8% | 75.4 |
| 165 |  $SBUX | STARBUCKS CORP | $595,774 | 0.0% | +0% | 54.6 |
| 166 |  $LEN | LENNAR CORP /NEW/ | $580,873 | 0.0% | -2% | 49.2 |
| 167 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $580,848 | 0.0% | +38% | 47.2 |
| 168 |  $CVS | CVS HEALTH Corp | $572,046 | 0.0% | +0% | 51.3 |
| 169 |  $PFE | PFIZER INC | $556,081 | 0.0% | -1% | 69 |
| 170 |  $VZ | VERIZON COMMUNICATIONS INC | $553,053 | 0.0% | -4% | 71.6 |
| 171 |  $DIS | Walt Disney Co | $538,475 | 0.0% | -75% | 68.9 |
| 172 |  $LPX | LOUISIANA-PACIFIC CORP | $498,992 | 0.0% | +0% | 50.7 |
| 173 |  $DGX | QUEST DIAGNOSTICS INC | $490,538 | 0.0% | +0% | 69.1 |
| 174 |  $SHW | SHERWIN WILLIAMS CO | $480,825 | 0.0% | +0% | 65.3 |
| 175 |  $NFLX | NETFLIX INC | $451,905 | 0.0% | -77% | 86.7 |
| 176 |  $ITW | ILLINOIS TOOL WORKS INC | $435,986 | 0.0% | +0% | 71.2 |
| 177 |  $SO | SOUTHERN CO | $430,313 | 0.0% | +0% | 65.1 |
| 178 |  $EA | ELECTRONIC ARTS INC. | $414,875 | 0.0% | -5% | 71.1 |
| 179 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $405,636 | 0.0% | -3% | 75.1 |
| 180 |  $PANW | Palo Alto Networks Inc | $386,371 | 0.0% | +0% | 66.5 |
| 181 |  $EMR | EMERSON ELECTRIC CO | $373,407 | 0.0% | -1% | 65.9 |
| 182 |  $AMAT | APPLIED MATERIALS INC /DE | $358,880 | 0.0% | +0% | 74.8 |
| 183 |  $COP | CONOCOPHILLIPS | $353,100 | 0.0% | +0% | 74.8 |
| 184 |  $TGT | TARGET CORP | $351,480 | 0.0% | +0% | 53.1 |
| 185 | — | VANGUARD WORLD FD | $336,838 | 0.0% | -37% | — |
| 186 |  $HON | HONEYWELL INTERNATIONAL INC | $322,093 | 0.0% | +0% | 65.7 |
| 187 |  $PLTR | Palantir Technologies Inc. | $318,159 | 0.0% | -33% | 85.8 |
| 188 |  $USB | US BANCORP DE | $313,360 | 0.0% | +0% | 71.4 |
| 189 |  $HPQ | HP INC | $305,439 | 0.0% | -65% | 58.9 |
| 190 |  $MCK | MCKESSON CORP | $302,892 | 0.0% | +0% | 63.7 |
| 191 |  $DHR | DANAHER CORP /DE/ | $299,758 | 0.0% | -1% | 63.9 |
| 192 |  $IRM | IRON MOUNTAIN INC | $285,992 | 0.0% | +0% | 50.7 |
| 193 |  $HCA | HCA Healthcare, Inc. | $283,944 | 0.0% | +0% | 70.5 |
| 194 |  $LIN | LINDE PLC | $280,600 | 0.0% | +0% | — |
| 195 |  $MS | MORGAN STANLEY | $279,769 | 0.0% | +0% | — |
| 196 |  $MTB | M&T BANK CORP | $279,072 | 0.0% | +0% | 64.1 |
| 197 |  $CROX | Crocs, Inc. | $273,136 | 0.0% | NEW | 42.1 |
| 198 |  $KVUE | Kenvue Inc. | $268,668 | 0.0% | +0% | 60.2 |
| 199 |  $UPS | UNITED PARCEL SERVICE INC | $263,167 | 0.0% | +2% | 58.2 |
| 200 |  $JCI | Johnson Controls International plc | $261,900 | 0.0% | +0% | — |
| 201 |  $EVR | Evercore Inc. | $253,734 | 0.0% | +0% | 76.1 |
| 202 |  $GPN | GLOBAL PAYMENTS INC | $249,347 | 0.0% | -51% | 42.9 |
| 203 |  $LRCX | LAM RESEARCH CORP | $245,923 | 0.0% | NEW | 82.4 |
| 204 |  $SCHW | SCHWAB CHARLES CORP | $245,758 | 0.0% | +0% | 77.2 |
| 205 |  $BRC | BRADY CORP | $243,720 | 0.0% | +0% | 65.8 |
| 206 |  $EWBC | EAST WEST BANCORP INC | $240,210 | 0.0% | +0% | — |
| 207 |  $ANF | ABERCROMBIE & FITCH CO /DE/ | $238,476 | 0.0% | NEW | 64.6 |
| 208 |  $RPM | RPM INTERNATIONAL INC/DE/ | $226,135 | 0.0% | +0% | 57.3 |
| 209 |  $CRM | Salesforce, Inc. | $224,004 | 0.0% | -61% | 75.2 |
| 210 |  $CVX | CHEVRON CORP | $215,590 | 0.0% | NEW | 54.7 |
| 211 |  $HEI | HEICO CORP | $212,505 | 0.0% | +0% | 79.2 |
| 212 |  $PSX | Phillips 66 | $211,875 | 0.0% | NEW | 47.6 |
| 213 |  $BIIB | BIOGEN INC. | $211,746 | 0.0% | -33% | 65.6 |
| 214 | — | SPDR SERIES TRUST | $209,123 | 0.0% | +0% | — |
| 215 | — | VANGUARD SPECIALIZED FUNDS | $208,823 | 0.0% | +5% | — |
| 216 |  $ED | CONSOLIDATED EDISON INC | $206,554 | 0.0% | NEW | 71.6 |
| 217 |  $MO | ALTRIA GROUP, INC. | $205,559 | 0.0% | NEW | 72.1 |
| 218 |  $DXC | DXC Technology Co | $188,550 | 0.0% | -2% | 52.1 |
| 219 |  $HYPD | HYPERION DEFI, INC. | $178,969 | 0.0% | +11% | — |
| 220 |  $FSK | FS KKR Capital Corp | $175,473 | 0.0% | +0% | — |
| 221 | — | PROFESIONALLY MANAGED PORTFO | $168,851 | 0.0% | NEW | — |
| 222 |  $PURR | Hyperliquid Strategies Inc | $76,350 | 0.0% | +42% | — |
| 223 |  $ALLO | Allogene Therapeutics, Inc. | $40,331 | 0.0% | +0% | — |
New Positions (21)
$SFM Sprouts Farmers Market, Inc.$12.7M$WBD Warner Bros. Discovery, Inc.$6.2M$SLM SLM Corp$2.7M$VLO VALERO ENERGY CORP/TX$2.0M$XP XP Inc.$1.8M$FISV FISERV INC$1.8M$LULU lululemon athletica inc.$1.6M$GFF GRIFFON CORP$1.6M$JD JD.com, Inc.$1.6M$SPGI S&P Global Inc.$1.6M$KLAR Klarna Group plc$968,987$EMBJ EMBRAER S.A.$805,481$STNG Scorpio Tankers Inc.$772,134$CROX Crocs, Inc.$273,136$LRCX LAM RESEARCH CORP$245,923Exited Positions (12)
$BN BROOKFIELD Corp /ON/
$HCC WARRIOR MET COAL, INC.
$ALHC Alignment Healthcare, Inc.
$FVRR Fiverr International Ltd.
$PWR QUANTA SERVICES, INC.
$SPY SPDR S&P 500 ETF TRUST
$CCC CCC Intelligent Solutions Holdings Inc. ISHARES INC
ALPS ETF TR
$COIN Coinbase Global, Inc.
$NOW ServiceNow, Inc.
$WFC WELLS FARGO & COMPANY/MNBrowse Top Institutional Investors
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