Investment House LLC Portfolio Holdings by Sector

Investment House LLC

$1.81 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META GOOGL GOOG FVRR 4 stocks	$222,588 12.31% of portfolio	2	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE ORCL CRWD CCCS SQ SNPS PANW 9 stocks	$171,466 9.49% of portfolio	4	5	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$139,092 7.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN QCOM AMD MU AVGO MRVL ADI 9 stocks	$121,557 6.72% of portfolio	3	5	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI SE CPNG EBAY 5 stocks	$117,482 6.5% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU ADSK APP CRM UBER NOW SHOP 7 stocks	$107,282 5.93% of portfolio	1	5	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY MRK JNJ AMGN ABBV NVS BMY GILD 10 stocks	$93,190 5.16% of portfolio	3	5	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP PYPL V MA 4 stocks	$72,279 4.0% of portfolio	2	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT TGT 3 stocks	$70,643 3.91% of portfolio	1	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP PAYX 2 stocks	$51,004 2.82% of portfolio	-	2	-	-	0 Calls 0 Puts
Communication Equipment \| Technology MSI CSCO 2 stocks	$40,566 2.24% of portfolio	-	2	-	-	0 Calls 0 Puts
Information Technology Services \| Technology ACN IBM DXC 3 stocks	$36,088 2.0% of portfolio	-	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU BAC C JPM EWBC 5 stocks	$32,602 1.8% of portfolio	4	1	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK EW MDT ABT 4 stocks	$32,449 1.8% of portfolio	1	3	-	-	0 Calls 0 Puts
ETFs \| ETFs IBB RSP SHY SHV TLT VOO LQD XLU 13 stocks	$31,711 1.75% of portfolio	7	2	3	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM RH AAP ORLY ULTA 5 stocks	$30,465 1.69% of portfolio	-	4	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG EXPE ABNB 3 stocks	$27,856 1.54% of portfolio	2	1	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW HD 2 stocks	$27,236 1.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$27,198 1.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services ICE 1 stocks	$26,054 1.44% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare CRL WAT DHR TMO A IDXX DGX 7 stocks	$25,845 1.43% of portfolio	1	3	-	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL HPQ 2 stocks	$24,443 1.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials GWW FAST 2 stocks	$22,514 1.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX EXPD UPS 3 stocks	$22,490 1.24% of portfolio	1	2	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$18,820 1.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CHD PG CL CLX 4 stocks	$17,585 0.97% of portfolio	-	3	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW RPM 3 stocks	$16,421 0.91% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$14,941 0.83% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$14,480 0.8% of portfolio	-	1	-	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology TRMB GRMN 2 stocks	$13,747 0.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials CMI DCI ITW 3 stocks	$12,815 0.71% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD CMG YUM SBUX WING 5 stocks	$11,182 0.62% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$10,307 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI TOL LEN 3 stocks	$10,238 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE CAT 2 stocks	$8,931 0.49% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical AN PAG 2 stocks	$8,283 0.46% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials GPN 1 stocks	$8,185 0.45% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR AZEK TT LPX 4 stocks	$6,245 0.35% of portfolio	3	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$6,076 0.34% of portfolio	-	2	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS 2 stocks	$5,358 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL PVH 2 stocks	$4,704 0.26% of portfolio	-	2	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$4,584 0.25% of portfolio	-	1	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials SMG 1 stocks	$4,059 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE EIX WEC AEP SO 5 stocks	$3,922 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$3,108 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$3,059 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$2,986 0.17% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA STLA F 3 stocks	$2,817 0.16% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$2,637 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$2,551 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ACM 1 stocks	$2,061 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ 2 stocks	$1,934 0.11% of portfolio	1	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$1,791 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$1,289 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS EVR MS 3 stocks	$1,116 0.06% of portfolio	1	1	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$1,013 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$971 0.05% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN VRTX INDP 3 stocks	$955 0.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$940 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services TTWO EA 2 stocks	$742 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$612 0.03% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB MTB 2 stocks	$545 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Security & Protection Services \| Industrials BCO BRC 2 stocks	$491 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services FSK 1 stocks	$383 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM 1 stocks	$283 0.02% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP 1 stocks	$265 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$200 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts

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Investment House LLC Portfolio Holdings by Sector

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