Investment House LLC Portfolio Holdings by Sector
Investment House LLC
- $1.72 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOGL GOOG FVRR 4 stocks |
$186,859
10.87% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE CRWD ORCL CCCS SQ SNPS FOUR 11 stocks |
$154,316
8.97% of portfolio
|
9
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$118,902
6.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI SE CPNG EBAY BABA 6 stocks |
$109,760
6.38% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TXN QCOM AMD MU AVGO MRVL ADI 9 stocks |
$106,012
6.17% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU ADSK UBER APP CRM TTD NOW COIN 9 stocks |
$102,176
5.94% of portfolio
|
4
|
3
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK JNJ AMGN ABBV NVS BMY GILD 10 stocks |
$99,953
5.81% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$72,996
4.25% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA PYPL 4 stocks |
$66,386
3.86% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$54,814
3.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$39,370
2.29% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IBB SPY FXI SHV SHY RSP TLT AGG 16 stocks |
$38,618
2.25% of portfolio
|
10
|
4
|
6
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK EW MDT ABT 4 stocks |
$33,563
1.95% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU BAC EWBC JPM 4 stocks |
$33,264
1.93% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM DXC 3 stocks |
$32,812
1.91% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE MCO 2 stocks |
$32,354
1.88% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG EXPE ABNB 3 stocks |
$31,563
1.84% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$31,280
1.82% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$27,693
1.61% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
WSM RH AAP ULTA 4 stocks |
$23,428
1.36% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
CRL WAT DHR TMO A IDXX DGX 7 stocks |
$23,175
1.35% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL HPQ 2 stocks |
$23,021
1.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW FAST 2 stocks |
$22,581
1.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX EXPD UPS 3 stocks |
$20,809
1.21% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC 2 stocks |
$19,572
1.14% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CHD PG CL CLX 4 stocks |
$18,173
1.06% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL SHW RPM 3 stocks |
$17,857
1.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$14,845
0.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$14,177
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB GRMN 2 stocks |
$13,098
0.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI TOL LEN 3 stocks |
$12,106
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI DCI ITW 3 stocks |
$11,954
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD YUM CMG SBUX WING 5 stocks |
$11,622
0.68% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
DE CAT 2 stocks |
$9,575
0.56% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN LAD 2 stocks |
$9,109
0.53% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR AZEK TT LPX 4 stocks |
$8,520
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
GPN 1 stocks |
$6,312
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,787
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$5,413
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$5,329
0.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$4,485
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE WEC AEP EIX SO ED 6 stocks |
$4,238
0.25% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE TSLA 2 stocks |
$3,934
0.23% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
SMG 1 stocks |
$3,326
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$2,974
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$2,964
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$2,763
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
RL 1 stocks |
$2,598
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS 3 stocks |
$2,482
0.14% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$2,471
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM GFF HON 3 stocks |
$1,973
0.11% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$1,955
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$1,807
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
ACM 1 stocks |
$1,789
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$1,086
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS IBKR 2 stocks |
$1,042
0.06% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$1,038
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN INDP 3 stocks |
$1,012
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO EA 2 stocks |
$949
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$923
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX HEI 2 stocks |
$762
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$515
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB MTB 2 stocks |
$495
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BCO BRC 2 stocks |
$462
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK 1 stocks |
$375
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$323
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$322
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
$311
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$280
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$232
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$231
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$207
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|