INVESTMENT HOUSE LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1566030
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$2.2B
Holdings
220
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
INVESTMENT HOUSE LLC disclosed 220 positions worth $2.2B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 6.7% of the equity portfolio, followed by $GOOG and $DELL. During the quarter the fund opened 15 new positions and exited 18 — including a new stake in $SPY and a full exit from $FDS. The portfolio is most concentrated in Technology (49.0% 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
Concentrating
$AAPL6.7% weight
Held 10 quarters
$GOOG5.5% weight
Held 10 quarters
$DELL4.8% weight
Held 10 quarters
$META4.1% weight
Held 10 quarters
$AMZN3.8% weight
Held 10 quarters
ISHARES TR - TRUST ISHARE
4 quarters accumulating
$TSLA4 quarters accumulating
$TTWO4 quarters accumulating
$MOH3 quarters accumulating
$COMP3 quarters accumulating
Sector Allocation
TechnologyConsumer DiscretionaryHealthcareFinancialsIndustrialsOther
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 76.4#84
Quality
$148.1M511,759 sh - 78.2#57
Quality
$120.9M338,423 sh - 71.2#193
Quality
$105.4M244,395 sh - 79.6
Quality
$90.7M161,072 sh - 68.7
Quality
$83.0M348,447 sh - 85.9
Quality
$82.5M412,272 sh - 79.8
Quality
$75.1M201,427 sh - 78.2
Quality
$66.6M188,492 sh - 66.2
Quality
$58.3M62,273 sh - —
Quality
$57.9M209,648 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $148.1M | 511,759 |
| Alphabet Inc.$GOOG | 78.2#57 | $120.9M | 338,423 |
| Dell Technologies Inc.$DELL | 71.2#193 | $105.4M | 244,395 |
| Meta Platforms, Inc.$META | 79.6 | $90.7M | 161,072 |
| AMAZON COM INC$AMZN | 68.7 | $83.0M | 348,447 |
 NVIDIA CORP$NVDA | 85.9 | $82.5M | 412,272 |
 MICROSOFT CORP$MSFT | 79.8 | $75.1M | 201,427 |
 Alphabet Inc.$GOOGL | 78.2 | $66.6M | 188,492 |
 COSTCO WHOLESALE CORP /NEW$COST | 66.2 | $58.3M | 62,273 |
 Nebius Group N.V.$NBIS | — | $57.9M | 209,648 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of INVESTMENT HOUSE LLC's 220 positions.
Showing top 10 of 220 holdings.
Sector Allocation
Technology
$1.1B
Consumer Discretionary
$346.2M
Healthcare
$253.3M
Financials
$189.1M
Industrials
$160.7M
Other
$51.5M
Consumer Staples
$38.6M
Materials
$33.7M
Full Holdings — INVESTMENT HOUSE LLC (Q2 2026)
All 220 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. | $148.1M | 6.7% | -4% | 76.4 |
| 2 | $GOOG | Alphabet Inc. | $120.9M | 5.5% | +1% | 78.2 |
| 3 | $DELL | Dell Technologies Inc. | $105.4M | 4.8% | -2% | 71.2 |
| 4 | $META | Meta Platforms, Inc. | $90.7M | 4.1% | +1% | 79.6 |
| 5 | $AMZN | AMAZON COM INC | $83.0M | 3.8% | +7% | 68.7 |
| 6 | $NVDA | NVIDIA CORP | $82.5M | 3.7% | -4% | 85.9 |
| 7 | $MSFT | MICROSOFT CORP | $75.1M | 3.4% | -4% | 79.8 |
| 8 | $GOOGL | Alphabet Inc. | $66.6M | 3.0% | -4% | 78.2 |
| 9 | $COST | COSTCO WHOLESALE CORP /NEW | $58.3M | 2.6% | -1% | 66.2 |
| 10 | $NBIS | Nebius Group N.V. | $57.9M | 2.6% | -3% | — |
| 11 |  $LLY | ELI LILLY & Co | $55.6M | 2.5% | -0% | 87.5 |
| 12 | $MOH | MOLINA HEALTHCARE, INC. | $44.3M | 2.0% | +49% | 56.5 |
| 13 |  $MELI | MERCADOLIBRE INC | $38.0M | 1.7% | +57% | 80.2 |
| 14 |  $AXP | AMERICAN EXPRESS CO | $37.9M | 1.7% | -4% | 69.4 |
| 15 |  $NU | Nu Holdings Ltd. | $30.8M | 1.4% | -11% | — |
| 16 |  $WSM | WILLIAMS SONOMA INC | $30.8M | 1.4% | -1% | 66.1 |
| 17 |  $TXN | TEXAS INSTRUMENTS INC | $30.7M | 1.4% | -0% | 73.4 |
| 18 |  $PGR | PROGRESSIVE CORP/OH/ | $30.0M | 1.4% | +77% | 80.1 |
| 19 |  $WM | WASTE MANAGEMENT INC | $29.1M | 1.3% | -1% | 67.6 |
| 20 |  $MU | MICRON TECHNOLOGY INC | $27.0M | 1.2% | -12% | 86.2 |
| 21 |  $CRWD | CrowdStrike Holdings, Inc. | $24.0M | 1.1% | -2% | 67.7 |
| 22 |  $CMI | CUMMINS INC | $23.3M | 1.1% | -2% | 58.1 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $23.2M | 1.1% | -1% | 69 |
| 24 |  $SFM | Sprouts Farmers Market, Inc. | $22.4M | 1.0% | +61% | 64.8 |
| 25 |  $ICE | Intercontinental Exchange, Inc. | $22.2M | 1.0% | -1% | 73.7 |
| 26 |  $APP | AppLovin Corp | $22.0M | 1.0% | -6% | 84.4 |
| 27 |  $QCOM | QUALCOMM INC/DE | $21.8M | 1.0% | -8% | 70.5 |
| 28 |  $AMD | ADVANCED MICRO DEVICES INC | $21.7M | 1.0% | -3% | 79.8 |
| 29 |  $ADBE | ADOBE INC. | $21.2M | 1.0% | +10% | 77.6 |
| 30 |  $MSI | Motorola Solutions, Inc. | $20.4M | 0.9% | -2% | 71.8 |
| 31 |  $ECL | ECOLAB INC. | $18.7M | 0.8% | -1% | 63.3 |
| 32 | — | ISHARES TR - ISHARES BIOTECH | $18.4M | 0.8% | -1% | — |
| 33 |  $EXPE | Expedia Group, Inc. | $17.9M | 0.8% | -3% | 71.1 |
| 34 |  $BKNG | Booking Holdings Inc. | $16.8M | 0.8% | +2377% | 58.5 |
| 35 |  $INTU | INTUIT INC. | $16.8M | 0.8% | -3% | 79.3 |
| 36 |  $UNH | UNITEDHEALTH GROUP INC | $16.4M | 0.7% | -4% | 62.7 |
| 37 |  $LOW | LOWES COMPANIES INC | $16.0M | 0.7% | -11% | 60.8 |
| 38 |  $V | VISA INC. | $14.5M | 0.7% | -13% | 82.9 |
| 39 | — | SPDR SERIES TRUST - ST STR SP BIOT | $14.2M | 0.6% | -2% | — |
| 40 |  $UNP | UNION PACIFIC CORP | $14.0M | 0.6% | -2% | 69.7 |
| 41 |  $ALGN | ALIGN TECHNOLOGY INC | $13.6M | 0.6% | -2% | 58.9 |
| 42 |  $WMT | Walmart Inc. | $13.3M | 0.6% | +0% | 60.2 |
| 43 |  $SE | Sea Ltd | $12.9M | 0.6% | -2% | — |
| 44 |  $NVS | NOVARTIS AG | $12.6M | 0.6% | -2% | — |
| 45 |  $CART | Maplebear Inc. | $12.6M | 0.6% | -4% | 70.6 |
| 46 |  $SYK | STRYKER CORP | $12.4M | 0.6% | -2% | 72.1 |
| 47 |  $GWW | W.W. GRAINGER, INC. | $12.4M | 0.6% | -1% | 61.8 |
| 48 |  $UBER | Uber Technologies, Inc | $12.4M | 0.6% | +2% | 73.5 |
| 49 |  $ADSK | Autodesk, Inc. | $12.2M | 0.6% | -1% | 78.6 |
| 50 |  $ABNB | Airbnb, Inc. | $12.0M | 0.5% | -2% | 71 |
| 51 |  $ABBV | AbbVie Inc. | $11.6M | 0.5% | -1% | 72.6 |
| 52 |  $QXO | QXO, Inc. | $11.5M | 0.5% | -22% | 49 |
| 53 |  $GLW | CORNING INC /NY | $11.5M | 0.5% | -10% | 73.7 |
| 54 |  $ADP | AUTOMATIC DATA PROCESSING INC | $11.5M | 0.5% | -40% | 69.8 |
| 55 |  $ISRG | INTUITIVE SURGICAL INC | $11.3M | 0.5% | -1% | 79.9 |
| 56 |  $EW | Edwards Lifesciences Corp | $10.7M | 0.5% | -0% | 69.4 |
| 57 |  $RDDT | Reddit, Inc. | $10.4M | 0.5% | -2% | 79.8 |
| 58 |  $DE | DEERE & CO | $10.2M | 0.5% | +0% | 55.4 |
| 59 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $9.5M | 0.4% | +0% | 66 |
| 60 |  $MA | Mastercard Inc | $9.4M | 0.4% | -36% | 85.1 |
| 61 |  $AMGN | AMGEN INC | $9.1M | 0.4% | -2% | 79.2 |
| 62 |  $ACN | Accenture plc | $8.9M | 0.4% | +25% | — |
| 63 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $8.9M | 0.4% | -5% | 58.1 |
| 64 |  $PAYX | PAYCHEX INC | $8.5M | 0.4% | -45% | 74.6 |
| 65 |  $AN | AUTONATION, INC. | $8.5M | 0.4% | +0% | 47.8 |
| 66 |  $DHI | HORTON D R INC /DE/ | $8.3M | 0.4% | -5% | 53.6 |
| 67 |  $CSCO | CISCO SYSTEMS, INC. | $8.1M | 0.4% | -6% | 70.3 |
| 68 |  $NSC | NORFOLK SOUTHERN CORP | $8.0M | 0.4% | -1% | 63.2 |
| 69 |  $ORCL | ORACLE CORP | $7.5M | 0.3% | -3% | 66.2 |
| 70 |  $MRK | Merck & Co., Inc. | $7.1M | 0.3% | -0% | 59.9 |
| 71 |  $TRMB | TRIMBLE INC. | $6.8M | 0.3% | -6% | 49.3 |
| 72 |  $BLDR | Builders FirstSource, Inc. | $6.7M | 0.3% | -22% | 45.9 |
| 73 |  $FDX | FEDEX CORP | $6.5M | 0.3% | -1% | 60.3 |
| 74 |  $CAT | CATERPILLAR INC | $6.2M | 0.3% | -0% | 66.5 |
| 75 |  $FIGR | Figure Technology Solutions, Inc. | $6.1M | 0.3% | -20% | 77.1 |
| 76 |  $ASML | ASML HOLDING NV | $5.9M | 0.3% | +0% | — |
| 77 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.7M | 0.3% | +2% | 73.8 |
| 78 |  $CRL | CHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $5.4M | 0.3% | +0% | 43.8 |
| 79 |  $WAT | WATERS CORP /DE/ | $5.3M | 0.2% | +1% | 60.4 |
| 80 |  $BAC | BANK OF AMERICA CORP /DE/ | $5.3M | 0.2% | -3% | 67.6 |
| 81 |  $HD | HOME DEPOT, INC. | $5.1M | 0.2% | -4% | 60.3 |
| 82 |  $SPY | SPDR S&P 500 ETF TRUST | $4.7M | 0.2% | NEW | — |
| 83 |  $RL | RALPH LAUREN CORP | $4.4M | 0.2% | -6% | 66.3 |
| 84 | — | ISHARES TR - TRUST ISHARE 0-1 | $4.3M | 0.2% | +3% | — |
| 85 |  $NFLX | NETFLIX INC | $4.2M | 0.2% | +1164% | 78.8 |
| 86 |  $MRVL | Marvell Technology, Inc. | $4.2M | 0.2% | -1% | 76.5 |
| 87 | $COMP | Compass, Inc. | $4.1M | 0.2% | +1% | 61.2 |
| 88 |  $PYPL | PayPal Holdings, Inc. | $4.1M | 0.2% | -2% | 64.1 |
| 89 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4.0M | 0.2% | -2% | 70 |
| 90 |  $FAST | FASTENAL CO | $3.7M | 0.2% | -1% | 66.9 |
| 91 |  $ZTS | Zoetis Inc. | $3.7M | 0.2% | +173% | 68.6 |
| 92 |  $HCA | HCA Healthcare, Inc. | $3.5M | 0.2% | +1408% | 68.9 |
| 93 |  $DAL | DELTA AIR LINES, INC. | $3.4M | 0.1% | NEW | 57.5 |
| 94 |  $AVGO | Broadcom Inc. | $3.4M | 0.1% | -1% | 84.5 |
| 95 |  $GRMN | GARMIN LTD | $3.4M | 0.1% | +0% | — |
| 96 |  $XYZ | Block, Inc. | $3.2M | 0.1% | -4% | 51.8 |
| 97 |  $TOL | Toll Brothers, Inc. | $3.2M | 0.1% | -48% | 58.1 |
| 98 |  $GEV | GE Vernova Inc. | $3.0M | 0.1% | NEW | 81.1 |
| 99 |  $SYY | SYSCO CORP | $3.0M | 0.1% | +2% | 54.7 |
| 100 | — | ISHARES TR - 1 3 YR TREAS BD | $3.0M | 0.1% | -4% | — |
| 101 |  $FISV | FISERV INC | $3.0M | 0.1% | +93% | 60.7 |
| 102 |  $SMG | SCOTTS MIRACLE-GRO CO | $3.0M | 0.1% | -13% | 45.8 |
| 103 |  $LNG | Cheniere Energy, Inc. | $3.0M | 0.1% | -0% | 66.5 |
| 104 |  $IVZ | Invesco Ltd. | $2.9M | 0.1% | -43% | — |
| 105 |  $BA | BOEING CO | $2.9M | 0.1% | -0% | 61.6 |
| 106 |  $SLM | SLM Corp | $2.8M | 0.1% | -12% | 52.4 |
| 107 |  $MCD | MCDONALDS CORP | $2.8M | 0.1% | +0% | 69 |
| 108 |  $PEP | PEPSICO INC | $2.8M | 0.1% | -4% | 63.4 |
| 109 |  $SPGI | S&P Global Inc. | $2.6M | 0.1% | +73% | 76.1 |
| 110 |  $MCO | MOODYS CORP /DE/ | $2.6M | 0.1% | NEW | 79.1 |
| 111 |  $IBKR | Interactive Brokers Group, Inc. | $2.6M | 0.1% | -6% | 77 |
| 112 |  $MDT | Medtronic plc | $2.6M | 0.1% | -21% | 68.7 |
| 113 |  $CPAY | CORPAY, INC. | $2.5M | 0.1% | -19% | 70.8 |
| 114 |  $CRM | Salesforce, Inc. | $2.5M | 0.1% | +1205% | 77 |
| 115 |  $CPNG | Coupang, Inc. | $2.4M | 0.1% | -26% | 50.6 |
| 116 |  $YUM | YUM BRANDS INC | $2.4M | 0.1% | -5% | 73.7 |
| 117 |  $VAL | Valaris Ltd | $2.2M | 0.1% | -52% | — |
| 118 |  $VEEV | VEEVA SYSTEMS INC | $2.2M | 0.1% | NEW | 77.6 |
| 119 |  $GFF | GRIFFON CORP | $2.2M | 0.1% | -0% | 54.6 |
| 120 |  $ABT | ABBOTT LABORATORIES | $2.1M | 0.1% | -1% | 65.5 |
| 121 |  $BIRK | Birkenstock Holding plc | $2.1M | 0.1% | NEW | — |
| 122 |  $GILD | GILEAD SCIENCES, INC. | $2.1M | 0.1% | -1% | 57.4 |
| 123 |  $AMR | Alpha Metallurgical Resources, Inc. | $2.0M | 0.1% | -2% | 37.8 |
| 124 |  $DUOL | Duolingo, Inc. | $2.0M | 0.1% | -2% | 74.5 |
| 125 |  $RIG | Transocean Ltd. | $2.0M | 0.1% | -1% | — |
| 126 |  $RACE | Ferrari N.V. | $1.9M | 0.1% | -46% | — |
| 127 |  $JPM | JPMORGAN CHASE & CO | $1.9M | 0.1% | -52% | 70.7 |
| 128 |  $HPE | Hewlett Packard Enterprise Co | $1.8M | 0.1% | NEW | 70.5 |
| 129 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $1.8M | 0.1% | NEW | 59 |
| 130 |  $NEE | NEXTERA ENERGY INC | $1.7M | 0.1% | -2% | 64.6 |
| 131 |  $BLK | BlackRock, Inc. | $1.7M | 0.1% | +0% | 70 |
| 132 |  $NKE | NIKE, Inc. | $1.6M | 0.1% | -29% | 49.3 |
| 133 |  $FDXF | FedEx Freight Holding Company, Inc. | $1.6M | 0.1% | NEW | — |
| 134 |  $INTC | INTEL CORP | $1.5M | 0.1% | -78% | 45.6 |
| 135 | $TSLA | Tesla, Inc. | $1.5M | 0.1% | +0% | 53.9 |
| 136 |  $LULU | lululemon athletica inc. | $1.4M | 0.1% | +14% | 67.7 |
| 137 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.4M | 0.1% | -69% | — |
| 138 |  $KO | COCA COLA CO | $1.3M | 0.1% | -3% | 69.5 |
| 139 |  $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.1% | -1% | 73.5 |
| 140 |  $EBAY | EBAY INC | $1.3M | 0.1% | +0% | 66.4 |
| 141 |  $ADI | ANALOG DEVICES INC | $1.3M | 0.1% | +0% | 79.2 |
| 142 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.1% | -13% | 64.6 |
| 143 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.1% | +0% | 68.7 |
| 144 |  $A | AGILENT TECHNOLOGIES, INC. | $1.1M | 0.1% | +3% | 67.1 |
| 145 |  $TT | Trane Technologies plc | $1.1M | 0.1% | -8% | — |
| 146 |  $RTX | RTX Corp | $1.0M | 0.1% | +0% | 73.2 |
| 147 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $977,646 | 0.0% | NEW | — |
| 148 |  $MMM | 3M CO | $970,165 | 0.0% | -4% | 64.9 |
| 149 |  $THC | TENET HEALTHCARE CORP | $922,679 | 0.0% | NEW | 66.2 |
| 150 |  $CVS | CVS HEALTH Corp | $919,461 | 0.0% | +12% | 59.4 |
| 151 | — | VANGUARD INDEX FDS - GROWTH ETF | $914,635 | 0.0% | NEW | — |
| 152 |  $CL | COLGATE PALMOLIVE CO | $873,074 | 0.0% | +0% | 61.3 |
| 153 |  $T | AT&T INC. | $861,738 | 0.0% | -11% | 65.7 |
| 154 | — | ISHARES TR - US HLTHCR PR ETF | $861,488 | 0.0% | +3% | — |
| 155 |  $WEC | WEC ENERGY GROUP, INC. | $852,421 | 0.0% | +0% | 60.1 |
| 156 |  $DCI | DONALDSON Co INC | $843,838 | 0.0% | +0% | 60.5 |
| 157 | — | ISHARES TR - IBOXX INV CP ETF | $828,278 | 0.0% | +0% | — |
| 158 |  $GLD | SPDR GOLD TRUST | $798,648 | 0.0% | +4% | — |
| 159 |  $ACM | AECOM | $795,720 | 0.0% | -41% | 47.1 |
| 160 |  $IDXX | IDEXX LABORATORIES INC /DE | $794,924 | 0.0% | +0% | 73.8 |
| 161 |  $KLAR | Klarna Group plc | $786,324 | 0.0% | -48% | — |
| 162 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $764,689 | 0.0% | +4% | 55.6 |
| 163 |  $AMAT | APPLIED MATERIALS INC /DE | $759,150 | 0.0% | +0% | 72.3 |
| 164 |  $BMY | BRISTOL MYERS SQUIBB CO | $748,887 | 0.0% | -7% | 70.4 |
| 165 |  $ULTA | Ulta Beauty, Inc. | $744,117 | 0.0% | -13% | 67.3 |
| 166 |  $SBUX | STARBUCKS CORP | $694,892 | 0.0% | +2% | 58.2 |
| 167 | — | VANECK ETF TRUST - OIL SERVICES ETF | $683,419 | 0.0% | +4% | — |
| 168 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $681,850 | 0.0% | -18% | 65.1 |
| 169 |  $SHOP | SHOPIFY INC. | $643,975 | 0.0% | +0% | 64.9 |
| 170 |  $XP | XP Inc. | $628,043 | 0.0% | -59% | — |
| 171 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $624,674 | 0.0% | +0% | 66.8 |
| 172 | $IVZ | Invesco Ltd. | $616,782 | 0.0% | -20% | — |
| 173 |  $LEN | LENNAR CORP /NEW/ | $603,478 | 0.0% | -0% | 47.2 |
| 174 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $598,488 | 0.0% | -36% | — |
| 175 |  $DGX | QUEST DIAGNOSTICS INC | $530,511 | 0.0% | +0% | 69 |
| 176 |  $SHW | SHERWIN WILLIAMS CO | $516,480 | 0.0% | +0% | 61.3 |
| 177 |  $PANW | Palo Alto Networks Inc | $506,415 | 0.0% | -38% | 65.5 |
| 178 |  $LRCX | LAM RESEARCH CORP | $498,763 | 0.0% | +0% | 79.4 |
| 179 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $490,630 | 0.0% | NEW | — |
| 180 |  $DIS | Walt Disney Co | $454,011 | 0.0% | -16% | 60.1 |
| 181 |  $ITW | ILLINOIS TOOL WORKS INC | $453,037 | 0.0% | +0% | 63.6 |
| 182 |  $LPX | LOUISIANA-PACIFIC CORP | $452,295 | 0.0% | -16% | 41.6 |
| 183 |  $PFE | PFIZER INC | $433,560 | 0.0% | -9% | 62 |
| 184 |  $VZ | VERIZON COMMUNICATIONS INC | $428,608 | 0.0% | -8% | 65.8 |
| 185 |  $EMR | EMERSON ELECTRIC CO | $407,978 | 0.0% | +0% | 65.3 |
| 186 |  $TGT | TARGET CORP | $393,562 | 0.0% | +4% | 60.7 |
| 187 |  $SO | SOUTHERN CO | $392,411 | 0.0% | -8% | 62 |
| 188 |  $USB | US BANCORP \DE\ | $375,990 | 0.0% | +3% | 65.3 |
| 189 |  $EA | ELECTRONIC ARTS INC. | $371,122 | 0.0% | -11% | 62.9 |
| 190 |  $CROX | Crocs, Inc. | $366,746 | 0.0% | -8% | 58 |
| 191 |  $EIX | EDISON INTERNATIONAL | $360,785 | 0.0% | -53% | 61.2 |
| 192 |  $MS | MORGAN STANLEY | $355,368 | 0.0% | +0% | 75.8 |
| 193 |  $GPN | GLOBAL PAYMENTS INC | $350,465 | 0.0% | +30% | 47 |
| 194 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $341,719 | 0.0% | NEW | — |
| 195 | — | VANGUARD WORLD FD - UTILITIES ETF | $332,741 | 0.0% | +0% | — |
| 196 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $327,359 | 0.0% | +0% | 71 |
| 197 |  $MTB | M&T BANK CORP | $321,314 | 0.0% | +0% | 58.6 |
| 198 |  $CCZ | COMCAST CORP | $319,394 | 0.0% | -50% | 59.5 |
| 199 |  $MO | ALTRIA GROUP, INC. | $296,229 | 0.0% | +32% | 67.4 |
| 200 |  $UPS | UNITED PARCEL SERVICE INC | $295,625 | 0.0% | +3% | 58.6 |
| 201 |  $KVUE | Kenvue Inc. | $295,192 | 0.0% | -1% | 60.3 |
| 202 |  $LIN | LINDE PLC | $293,720 | 0.0% | +0% | — |
| 203 |  $EVR | Evercore Inc. | $290,224 | 0.0% | +0% | 76.9 |
| 204 |  $JCI | Johnson Controls International plc | $280,093 | 0.0% | -4% | — |
| 205 |  $COP | CONOCOPHILLIPS | $278,093 | 0.0% | +0% | 70.2 |
| 206 |  $HEI | HEICO CORP | $276,047 | 0.0% | +0% | 75.6 |
| 207 |  $PM | Philip Morris International Inc. | $274,850 | 0.0% | NEW | 75.9 |
| 208 |  $BRC | BRADY CORP | $274,710 | 0.0% | +0% | 58.6 |
| 209 |  $EWBC | EAST WEST BANCORP INC | $264,635 | 0.0% | -9% | 65.6 |
| 210 |  $MCK | MCKESSON CORP | $264,474 | 0.0% | +0% | 63.4 |
| 211 |  $RPM | RPM INTERNATIONAL INC/DE/ | $263,981 | 0.0% | +4% | 59.6 |
| 212 |  $BIIB | BIOGEN INC. | $249,549 | 0.0% | +0% | 64.7 |
| 213 | — | SPDR SERIES TRUST - ST STR CONV ETF | $246,369 | 0.0% | +0% | — |
| 214 |  $SCHW | SCHWAB CHARLES CORP | $241,286 | 0.0% | +0% | 79.4 |
| 215 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $229,758 | 0.0% | +0% | — |
| 216 |  $FSK | FS KKR Capital Corp | $180,989 | 0.0% | +0% | — |
| 217 | — | PROFESIONALLY MANAGED PORTFO - PABRA WAGON ETF | $170,817 | 0.0% | +4% | — |
| 218 |  $DXC | DXC Technology Co | $132,768 | 0.0% | +0% | 54.8 |
| 219 |  $HYPD | HYPERION DEFI, INC. | $54,322 | 0.0% | -67% | — |
| 220 |  $ALLO | Allogene Therapeutics, Inc. | $34,380 | 0.0% | +0% | 33.9 |
New Positions (15)
$SPY SPDR S&P 500 ETF TRUST$4.7M$DAL DELTA AIR LINES, INC.$3.4M$GEV GE Vernova Inc.$3.0M$MCO MOODYS CORP /DE/$2.6M$VEEV VEEVA SYSTEMS INC$2.2M$BIRK Birkenstock Holding plc$2.1M$HPE Hewlett Packard Enterprise Co$1.8M$CHTR CHARTER COMMUNICATIONS, INC. /MO/$1.8M$FDXF FedEx Freight Holding Company, Inc.$1.6M VANGUARD INDEX FDS - TOTAL STK MKT$977,646
$THC TENET HEALTHCARE CORP$922,679 VANGUARD INDEX FDS - GROWTH ETF$914,635
SELECT SECTOR SPDR TR - ST STR ENERG ETF$490,630
VANECK ETF TRUST - SEMICONDUCTR ETF$341,719
$PM Philip Morris International Inc.$274,850Exited Positions (18)
$FDS FACTSET RESEARCH SYSTEMS INC
$WBD Warner Bros. Discovery, Inc.
$SOLV Solventum Corp
$VLO VALERO ENERGY CORP/TX
$JD JD.com, Inc. VANECK ETF TRUST
$EMBJ EMBRAER S.A.
$STNG Scorpio Tankers Inc.
$HON HONEYWELL INTERNATIONAL INC
$PLTR Palantir Technologies Inc.
$HPQ HP INC
$DHR DANAHER CORP /DE/
$IRM IRON MOUNTAIN INC
$ANF ABERCROMBIE & FITCH CO /DE/
$CVX CHEVRON CORPBrowse Top Institutional Investors
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