INVESTMENT HOUSE LLC Diversified Active

Location: Redondo Beach, CA

CIK: 0001566030 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 6, 2026

Total Value: $2.104B (100.0% shares, 0.0% debt)

Holdings (215)

AAPL APPLE INC 6.7%
Value $141M Shares 519,601 Est. Cost $94.95 Unrealized +182.6%
GOOGL ALPHABET INC 5.5%
Value $116M Shares 370,462 Est. Cost $176.92 Unrealized +61.4%
META META PLATFORMS INC 5.0%
Value $106M Shares 160,951 Est. Cost $115.75 Unrealized +476.5%
MSFT MICROSOFT CORP 4.7%
Value $99.31M Shares 205,344 Est. Cost $112.65 Unrealized +344.4%
NVDA NVIDIA CORPORATION 4.0%
Value $84.7M Shares 454,137 Est. Cost $92.56 Unrealized +101.1%
AMZN AMAZON COM INC 3.6%
Value $75.92M Shares 328,924 Est. Cost $128.28 Unrealized +78.3%
GOOG ALPHABET INC 3.1%
Value $65.73M Shares 209,480 Est. Cost $113.22 Unrealized +152.9%
COST COSTCO WHSL CORP NEW 2.6%
Value $54.79M Shares 63,541 Est. Cost $114.96 Unrealized +687.9%
INTU INTUIT 2.4%
Value $50.65M Shares 76,468 Est. Cost $61.40 Unrealized +976.1%
LLY ELI LILLY & CO 2.4%
Value $50.4M Shares 46,893 Est. Cost $103.32 Unrealized +824.8%
NU NU HLDGS LTD 2.1%
Value $43.33M Shares 2,588,691 Est. Cost $8.04 Unrealized +99.8%
AXP AMERICAN EXPRESS CO 1.9%
Value $40.9M Shares 110,567 Est. Cost $168.32 Unrealized +112.1%
ADBE ADOBE INC 1.6%
Value $34.25M Shares 97,851 Est. Cost $96.97 Unrealized +250.7%
APP APPLOVIN CORP 1.6%
Value $33.94M Shares 50,370 Est. Cost $108.12 Unrealized +482.8%
DELL DELL TECHNOLOGIES INC 1.6%
Value $32.71M Shares 259,815 Est. Cost $109.33 Unrealized +28.7%
ICE INTERCONTINENTAL EXCHANGE IN 1.4%
Value $30.02M Shares 185,325 Est. Cost $59.05 Unrealized +164.5%
WM WASTE MGMT INC DEL 1.4%
Value $28.99M Shares 131,968 Est. Cost $75.71 Unrealized +180.8%
MELI MERCADOLIBRE INC 1.3%
Value $28.18M Shares 13,989 Est. Cost $1401.70 Unrealized +49.9%
UNH UNITEDHEALTH GROUP INC 1.3%
Value $26.46M Shares 80,166 Est. Cost $295.32 Unrealized +14.2%
WSM WILLIAMS SONOMA INC 1.1%
Value $23.84M Shares 133,498 Est. Cost $115.48 Unrealized +62.1%
ADP AUTOMATIC DATA PROCESSING IN 1.1%
Value $22.38M Shares 87,005 Est. Cost $85.84 Unrealized +208.5%
QCOM QUALCOMM INC 1.0%
Value $22.04M Shares 128,828 Est. Cost $81.25 Unrealized +110.2%
MSI MOTOROLA SOLUTIONS INC 1.0%
Value $21.9M Shares 57,135 Est. Cost $203.56 Unrealized +96.9%
BKNG BOOKING HOLDINGS INC 1.0%
Value $20.52M Shares 3,832 Est. Cost $2152.03 Unrealized +138.7%
EXPE EXPEDIA GROUP INC 1.0%
Value $20.4M Shares 71,989 Est. Cost $155.38 Unrealized +58.9%
PAYX PAYCHEX INC 1.0%
Value $20.3M Shares 180,970 Est. Cost $49.04 Unrealized +137.7%
JNJ JOHNSON & JOHNSON 0.9%
Value $19.83M Shares 95,829 Est. Cost $102.16 Unrealized +92.8%
LOW LOWES COS INC 0.9%
Value $19.55M Shares 81,076 Est. Cost $207.24 Unrealized +15.7%
ADSK AUTODESK INC 0.9%
Value $18.86M Shares 63,699 Est. Cost $107.34 Unrealized +181.9%
NBIS NEBIUS GROUP N.V. 0.9%
Value $18.32M Shares 218,858 Est. Cost $35.40 Unrealized +192.7%
TXN TEXAS INSTRS INC 0.9%
Value $18.04M Shares 103,982 Est. Cost $53.31 Unrealized +220.3%
ECL ECOLAB INC 0.8%
Value $17.78M Shares 67,735 Est. Cost $80.68 Unrealized +229.4%
CMI CUMMINS INC 0.8%
Value $17.33M Shares 33,947 Est. Cost $164.87 Unrealized +182.9%
SE SEA LTD 0.8%
Value $17.05M Shares 133,668 Est. Cost $48.14 Unrealized
IBB ISHARES TR 0.8%
Value $16.53M Shares 97,917 Est. Cost $126.06 Unrealized
V VISA INC 0.8%
Value $16.29M Shares 46,453 Est. Cost $187.28 Unrealized +81.7%
ISRG INTUITIVE SURGICAL INC 0.8%
Value $16.24M Shares 28,680 Est. Cost $262.95 Unrealized +102.5%
ACN ACCENTURE PLC IRELAND 0.8%
Value $15.85M Shares 59,087 Est. Cost $77.07 Unrealized +229.6%
QXO QXO INC 0.7%
Value $15.43M Shares 799,935 Est. Cost $19.10 Unrealized +0.3%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value $14.98M Shares 31,965 Est. Cost $89.55 Unrealized +468.6%
MOH MOLINA HEALTHCARE INC 0.7%
Value $14.63M Shares 84,280 Est. Cost $165.07 Unrealized -0.4%
SYK STRYKER CORPORATION 0.7%
Value $14.18M Shares 40,342 Est. Cost $77.64 Unrealized +368.1%
RDDT REDDIT INC 0.7%
Value $14.02M Shares 60,995 Est. Cost $124.90 Unrealized +68.4%
UBER UBER TECHNOLOGIES INC 0.6%
Value $13.38M Shares 163,785 Est. Cost $63.23 Unrealized +42.4%
CART MAPLEBEAR INC 0.6%
Value $13.38M Shares 297,378 Est. Cost $40.28 Unrealized +1.6%
WMT WALMART INC 0.6%
Value $13.04M Shares 117,047 Est. Cost $50.22 Unrealized +113.5%
ALGN ALIGN TECHNOLOGY INC 0.6%
Value $12.82M Shares 82,117 Est. Cost $151.58 Unrealized -5.5%
FDS FACTSET RESH SYS INC 0.6%
Value $12.3M Shares 42,393 Est. Cost $304.25 Unrealized -8.0%
UNP UNION PAC CORP 0.6%
Value $12.19M Shares 52,692 Est. Cost $149.92 Unrealized +51.6%
ABNB AIRBNB INC 0.6%
Value $11.63M Shares 85,725 Est. Cost $131.24 Unrealized -5.1%
ORCL ORACLE CORP 0.5%
Value $11.39M Shares 58,453 Est. Cost $40.78 Unrealized +483.7%
NVS NOVARTIS AG 0.5%
Value $11.28M Shares 81,848 Est. Cost $77.33 Unrealized
TRMB TRIMBLE INC 0.5%
Value $11.23M Shares 143,366 Est. Cost $30.29 Unrealized +163.0%
MA MASTERCARD INCORPORATED 0.5%
Value $11.17M Shares 19,571 Est. Cost $270.94 Unrealized +106.3%
XBI SPDR SERIES TRUST 0.5%
Value $11.16M Shares 91,495 Est. Cost $90.82 Unrealized
ABBV ABBVIE INC 0.5%
Value $10.77M Shares 47,122 Est. Cost $33.87 Unrealized +571.8%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value $10.3M Shares 120,800 Est. Cost $69.56 Unrealized +18.0%
GWW WW GRAINGER INC 0.5%
Value $9.646M Shares 9,559 Est. Cost $223.14 Unrealized +334.2%
AN AUTONATION INC 0.5%
Value $9.548M Shares 46,240 Est. Cost $142.50 Unrealized +46.0%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.4%
Value $9.006M Shares 220,525 Est. Cost $40.00 Unrealized 0.0%
PYPL PAYPAL HLDGS INC 0.4%
Value $8.796M Shares 150,675 Est. Cost $48.75 Unrealized +33.0%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value $8.688M Shares 58,303 Est. Cost $114.14 Unrealized +18.8%
PGR PROGRESSIVE CORP 0.4%
Value $8.447M Shares 37,095 Est. Cost $212.34 Unrealized 0.0%
AMGN AMGEN INC 0.4%
Value $8.363M Shares 25,552 Est. Cost $144.28 Unrealized +119.0%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $8.337M Shares 38,930 Est. Cost $140.88 Unrealized +59.4%
CHD CHURCH & DWIGHT CO INC 0.4%
Value $8.099M Shares 96,589 Est. Cost $35.04 Unrealized +143.3%
CPNG COUPANG INC 0.4%
Value $7.818M Shares 331,422 Est. Cost $26.25 Unrealized +8.4%
DHI D R HORTON INC 0.4%
Value $7.765M Shares 53,911 Est. Cost $139.61 Unrealized +8.9%
DE DEERE & CO 0.4%
Value $7.571M Shares 16,262 Est. Cost $362.65 Unrealized +29.0%
NSC NORFOLK SOUTHN CORP 0.4%
Value $7.426M Shares 25,722 Est. Cost $59.45 Unrealized +385.5%
MU MICRON TECHNOLOGY INC 0.3%
Value $6.781M Shares 23,760 Est. Cost $91.82 Unrealized +149.8%
JPM JPMORGAN CHASE & CO. 0.3%
Value $6.45M Shares 20,018 Est. Cost $253.33 Unrealized +22.2%
FDX FEDEX CORP 0.3%
Value $6.126M Shares 21,207 Est. Cost $176.81 Unrealized +47.9%
RSP INVESCO EXCHANGE TRADED FD T 0.3%
Value $5.956M Shares 31,091 Est. Cost $187.69 Unrealized
MRK MERCK & CO INC 0.3%
Value $5.837M Shares 55,454 Est. Cost $66.05 Unrealized +41.2%
CSCO CISCO SYS INC 0.3%
Value $5.658M Shares 73,450 Est. Cost $36.14 Unrealized +104.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $5.603M Shares 11,146 Est. Cost $377.33 Unrealized +31.9%
HD HOME DEPOT INC 0.3%
Value $5.419M Shares 15,748 Est. Cost $125.88 Unrealized +189.6%
WAT WATERS CORP 0.3%
Value $5.349M Shares 14,083 Est. Cost $99.69 Unrealized +269.1%
BAC BANK AMERICA CORP 0.3%
Value $5.273M Shares 95,879 Est. Cost $29.26 Unrealized +80.0%
CRL CHARLES RIV LABS INTL INC 0.2%
Value $4.876M Shares 24,442 Est. Cost $68.57 Unrealized +164.5%
TOL TOLL BROTHERS INC 0.2%
Value $4.577M Shares 33,849 Est. Cost $97.07 Unrealized +39.8%
GLW CORNING INC 0.2%
Value $4.537M Shares 51,815 Est. Cost $26.73 Unrealized +221.7%
SOLV SOLVENTUM CORP 0.2%
Value $4.319M Shares 54,511 Est. Cost $65.69 Unrealized +16.6%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $4.265M Shares 14,400 Est. Cost $155.01 Unrealized +92.8%
IBKR INTERACTIVE BROKERS GROUP IN 0.2%
Value $4.175M Shares 64,913 Est. Cost $62.99 Unrealized +6.2%
RL RALPH LAUREN CORP 0.2%
Value $4.112M Shares 11,630 Est. Cost $162.37 Unrealized +109.4%
FAST FASTENAL CO 0.2%
Value $4.079M Shares 101,637 Est. Cost $33.13 Unrealized +26.9%
MDT MEDTRONIC PLC 0.2%
Value $4.027M Shares 41,923 Est. Cost $77.30 Unrealized +25.7%
CPAY CORPAY INC 0.2%
Value $4.01M Shares 13,325 Est. Cost $307.41 Unrealized -5.6%
SHV ISHARES TR 0.2%
Value $3.984M Shares 36,166 Est. Cost $110.30 Unrealized
NKE NIKE INC 0.2%
Value $3.694M Shares 57,981 Est. Cost $47.60 Unrealized +36.4%
VAL VALARIS LTD 0.2%
Value $3.663M Shares 72,674 Est. Cost $53.67 Unrealized 0.0%
BLDR BUILDERS FIRSTSOURCE INC 0.2%
Value $3.512M Shares 34,132 Est. Cost $152.30 Unrealized -26.2%
BN BROOKFIELD CORP 0.2%
Value $3.345M Shares 72,894 Est. Cost $39.99 Unrealized +13.9%
CAT CATERPILLAR INC 0.2%
Value $3.327M Shares 5,808 Est. Cost $113.47 Unrealized +389.5%
CMCSA COMCAST CORP NEW 0.2%
Value $3.316M Shares 110,943 Est. Cost $28.53 Unrealized 0.0%
SHY ISHARES TR 0.2%
Value $3.268M Shares 39,454 Est. Cost $83.01 Unrealized
MCD MCDONALDS CORP 0.2%
Value $3.237M Shares 10,592 Est. Cost $188.18 Unrealized +62.1%
ASML ASML HOLDING N V 0.2%
Value $3.198M Shares 2,989 Est. Cost $798.26 Unrealized
AVGO BROADCOM INC 0.2%
Value $3.189M Shares 9,215 Est. Cost $144.32 Unrealized +147.4%
DUOL DUOLINGO INC 0.2%
Value $3.166M Shares 18,038 Est. Cost $263.82 Unrealized -10.7%
PEP PEPSICO INC 0.1%
Value $3.149M Shares 21,939 Est. Cost $75.88 Unrealized +92.3%
XYZ BLOCK INC 0.1%
Value $3.117M Shares 47,893 Est. Cost $32.31 Unrealized +113.5%
ZTS ZOETIS INC 0.1%
Value $3.062M Shares 24,334 Est. Cost $92.83 Unrealized +40.3%
ABT ABBOTT LABS 0.1%
Value $3.012M Shares 24,044 Est. Cost $37.08 Unrealized +243.3%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value $3.004M Shares 51,490 Est. Cost $38.52 Unrealized +43.2%
GRMN GARMIN LTD 0.1%
Value $2.886M Shares 14,225 Est. Cost $104.67 Unrealized +107.0%
COMP COMPASS INC 0.1%
Value $2.753M Shares 260,450 Est. Cost $8.89 Unrealized +2.7%
SYY SYSCO CORP 0.1%
Value $2.722M Shares 36,940 Est. Cost $26.73 Unrealized +182.4%
DIS DISNEY WALT CO 0.1%
Value $2.568M Shares 22,570 Est. Cost $107.94 Unrealized +1.5%
AMR ALPHA METALLURGICAL RESOUR I 0.1%
Value $2.474M Shares 12,376 Est. Cost $128.39 Unrealized +34.6%
RACE FERRARI N V 0.1%
Value $2.442M Shares 6,608 Est. Cost $441.33 Unrealized -9.3%
YUM YUM BRANDS INC 0.1%
Value $2.372M Shares 15,680 Est. Cost $40.57 Unrealized +264.0%
HCC WARRIOR MET COAL INC 0.1%
Value $2.204M Shares 24,993 Est. Cost $75.18 Unrealized 0.0%
GILD GILEAD SCIENCES INC 0.1%
Value $2.092M Shares 17,047 Est. Cost $46.79 Unrealized +158.4%
NFLX NETFLIX INC 0.1%
Value $1.949M Shares 20,790 Est. Cost $106.88 Unrealized +0.9%
BLK BLACKROCK INC 0.1%
Value $1.905M Shares 1,780 Est. Cost $991.05 Unrealized +9.9%
ACM AECOM 0.1%
Value $1.832M Shares 19,221 Est. Cost $41.58 Unrealized +182.0%
ALHC ALIGNMENT HEALTHCARE INC 0.1%
Value $1.665M Shares 84,326 Est. Cost $17.97 Unrealized 0.0%
GLD SPDR GOLD TR 0.1%
Value $1.645M Shares 4,150 Est. Cost $396.31 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value $1.634M Shares 20,350 Est. Cost $53.11 Unrealized +55.3%
TSLA TESLA INC 0.1%
Value $1.584M Shares 3,523 Est. Cost $257.60 Unrealized +72.1%
FVRR FIVERR INTL LTD 0.1%
Value $1.515M Shares 76,675 Est. Cost $25.30 Unrealized -14.9%
PWR QUANTA SVCS INC 0.1%
Value $1.501M Shares 3,557 Est. Cost $320.76 Unrealized +36.9%
SPY SPDR S&P 500 ETF TR 0.1%
Value $1.457M Shares 2,137 Est. Cost $582.00 Unrealized
CCC CCC INTELLIGENT SOLUTIONS HL 0.1%
Value $1.429M Shares 179,750 Est. Cost $10.53 Unrealized -22.8%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $1.397M Shares 16,440 Est. Cost $68.67 Unrealized +27.4%
LNG CHENIERE ENERGY INC 0.1%
Value $1.361M Shares 7,000 Est. Cost $209.99 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.1%
Value $1.274M Shares 8,889 Est. Cost $61.74 Unrealized +138.4%
KO COCA COLA CO 0.1%
Value $1.207M Shares 17,266 Est. Cost $32.21 Unrealized +115.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.196M Shares 1,361 Est. Cost $358.24 Unrealized +127.0%
TJX TJX COS INC NEW 0.1%
Value $1.162M Shares 7,567 Est. Cost $57.89 Unrealized +155.1%
T AT&T INC 0.1%
Value $1.151M Shares 46,350 Est. Cost $14.06 Unrealized +79.8%
ULTA ULTA BEAUTY INC 0.1%
Value $1.146M Shares 1,895 Est. Cost $407.47 Unrealized +34.9%
A AGILENT TECHNOLOGIES INC 0.1%
Value $1.081M Shares 7,945 Est. Cost $39.04 Unrealized +268.1%
MMM 3M CO 0.1%
Value $1.076M Shares 6,722 Est. Cost $83.95 Unrealized +94.4%
IDXX IDEXX LABS INC 0.0%
Value $1.022M Shares 1,510 Est. Cost $158.12 Unrealized +330.7%
HPQ HP INC 0.0%
Value $1.017M Shares 45,666 Est. Cost $22.36 Unrealized +12.9%
EBAY EBAY INC. 0.0%
Value $1.017M Shares 11,675 Est. Cost $25.77 Unrealized +235.2%
RTX RTX CORPORATION 0.0%
Value $984K Shares 5,365 Est. Cost $98.11 Unrealized +76.7%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value $979K Shares 3,221 Est. Cost $243.68 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $972K Shares 1,678 Est. Cost $553.34 Unrealized +2.1%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $934K Shares 2,400 Est. Cost $80.66 Unrealized +412.8%
SHOP SHOPIFY INC 0.0%
Value $909K Shares 5,650 Est. Cost $45.30 Unrealized +254.4%
ADI ANALOG DEVICES INC 0.0%
Value $886K Shares 3,268 Est. Cost $149.89 Unrealized +67.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value $879K Shares 20,600 Est. Cost $55.39 Unrealized
DCI DONALDSON INC 0.0%
Value $833K Shares 9,400 Est. Cost $29.49 Unrealized +193.1%
CRM SALESFORCE INC 0.0%
Value $808K Shares 3,050 Est. Cost $256.49 Unrealized -3.2%
EWZ ISHARES INC 0.0%
Value $792K Shares 24,935 Est. Cost $25.85 Unrealized
LQD ISHARES TR 0.0%
Value $790K Shares 7,165 Est. Cost $124.61 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value $770K Shares 7,300 Est. Cost $35.60 Unrealized +209.7%
CL COLGATE PALMOLIVE CO 0.0%
Value $751K Shares 9,510 Est. Cost $50.24 Unrealized +55.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $748K Shares 13,872 Est. Cost $46.61 Unrealized +2.0%
AMLP ALPS ETF TR 0.0%
Value $736K Shares 15,646 Est. Cost $46.93 Unrealized
IHF ISHARES TR 0.0%
Value $710K Shares 14,816 Est. Cost $49.37 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value $705K Shares 8,580 Est. Cost $57.42 Unrealized
LEN LENNAR CORP 0.0%
Value $702K Shares 6,829 Est. Cost $73.51 Unrealized +64.2%
CVS CVS HEALTH CORP 0.0%
Value $632K Shares 7,965 Est. Cost $60.07 Unrealized +31.0%
XHB SPDR SERIES TRUST 0.0%
Value $610K Shares 5,922 Est. Cost $110.71 Unrealized
EIX EDISON INTL 0.0%
Value $605K Shares 10,078 Est. Cost $46.42 Unrealized +23.5%
GPN GLOBAL PMTS INC 0.0%
Value $590K Shares 7,620 Est. Cost $83.39 Unrealized -3.7%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $579K Shares 3,259 Est. Cost $22.94 Unrealized +689.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $570K Shares 4,941 Est. Cost $43.72 Unrealized +169.2%
SBUX STARBUCKS CORP 0.0%
Value $560K Shares 6,650 Est. Cost $54.04 Unrealized +55.5%
LPX LOUISIANA PAC CORP 0.0%
Value $554K Shares 6,859 Est. Cost $74.43 Unrealized +13.5%
COIN COINBASE GLOBAL INC 0.0%
Value $553K Shares 2,446 Est. Cost $295.24 Unrealized +0.9%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $545K Shares 2,127 Est. Cost $160.71 Unrealized +55.1%
INTC INTEL CORP 0.0%
Value $509K Shares 13,802 Est. Cost $23.87 Unrealized +58.2%
VPU VANGUARD WORLD FD 0.0%
Value $500K Shares 2,700 Est. Cost $142.58 Unrealized
PFE PFIZER INC 0.0%
Value $499K Shares 20,053 Est. Cost $19.82 Unrealized +26.3%
OIH VANECK ETF TRUST 0.0%
Value $492K Shares 1,729 Est. Cost $259.91 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value $486K Shares 1,500 Est. Cost $209.78 Unrealized +59.3%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $467K Shares 11,466 Est. Cost $36.98 Unrealized +9.5%
PANW PALO ALTO NETWORKS INC 0.0%
Value $444K Shares 2,410 Est. Cost $176.15 Unrealized +14.5%
EA ELECTRONIC ARTS INC 0.0%
Value $436K Shares 2,135 Est. Cost $95.58 Unrealized +111.1%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $434K Shares 2,503 Est. Cost $79.61 Unrealized +128.7%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $417K Shares 540 Est. Cost $353.04 Unrealized +92.2%
RIG TRANSOCEAN LTD 0.0%
Value $413K Shares 100,000 Est. Cost $3.88 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $413K Shares 1,675 Est. Cost $64.06 Unrealized +286.5%
SO SOUTHERN CO 0.0%
Value $389K Shares 4,458 Est. Cost $37.67 Unrealized +141.3%
EMR EMERSON ELEC CO 0.0%
Value $382K Shares 2,882 Est. Cost $135.44 Unrealized -2.3%
DHR DANAHER CORPORATION 0.0%
Value $365K Shares 1,596 Est. Cost $222.79 Unrealized -1.5%
USB US BANCORP DEL 0.0%
Value $321K Shares 6,025 Est. Cost $28.10 Unrealized +73.4%
BIIB BIOGEN INC 0.0%
Value $304K Shares 1,730 Est. Cost $222.37 Unrealized -26.5%
MS MORGAN STANLEY 0.0%
Value $302K Shares 1,700 Est. Cost $120.96 Unrealized +37.6%
EVR EVERCORE INC 0.0%
Value $289K Shares 850 Est. Cost $218.31 Unrealized +47.0%
MCK MCKESSON CORP 0.0%
Value $287K Shares 350 Est. Cost $615.89 Unrealized +32.4%
TGT TARGET CORP 0.0%
Value $283K Shares 2,900 Est. Cost $84.73 Unrealized +8.1%
NOW SERVICENOW INC 0.0%
Value $282K Shares 1,840 Est. Cost $163.04 Unrealized +5.2%
HCA HCA HEALTHCARE INC 0.0%
Value $280K Shares 600 Est. Cost $319.37 Unrealized +45.2%
HON HONEYWELL INTL INC 0.0%
Value $278K Shares 1,425 Est. Cost $117.03 Unrealized +66.6%
MTB M & T BK CORP 0.0%
Value $272K Shares 1,350 Est. Cost $138.95 Unrealized +36.8%
AMAT APPLIED MATLS INC 0.0%
Value $270K Shares 1,050 Est. Cost $239.49 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value $269K Shares 15,584 Est. Cost $19.77 Unrealized -17.8%
SCHW SCHWAB CHARLES CORP 0.0%
Value $261K Shares 2,615 Est. Cost $94.74 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $260K Shares 2,625 Est. Cost $115.77 Unrealized -19.9%
FSK FS KKR CAP CORP 0.0%
Value $255K Shares 17,237 Est. Cost $12.02 Unrealized +22.3%
EWBC EAST WEST BANCORP INC 0.0%
Value $253K Shares 2,250 Est. Cost $92.96 Unrealized +13.1%
HEI HEICO CORP NEW 0.0%
Value $251K Shares 775 Est. Cost $243.50 Unrealized +29.8%
COP CONOCOPHILLIPS 0.0%
Value $250K Shares 2,675 Est. Cost $102.31 Unrealized -12.0%
BA BOEING CO 0.0%
Value $244K Shares 1,125 Est. Cost $225.47 Unrealized -8.8%
LIN LINDE PLC 0.0%
Value $241K Shares 566 Est. Cost $447.95 Unrealized -4.6%
JCI JOHNSON CTLS INTL PLC 0.0%
Value $240K Shares 2,000 Est. Cost $91.75 Unrealized +25.1%
RPM RPM INTL INC 0.0%
Value $237K Shares 2,275 Est. Cost $88.84 Unrealized +21.8%
BRC BRADY CORP 0.0%
Value $235K Shares 3,000 Est. Cost $69.75 Unrealized +10.6%
IRM IRON MTN INC DEL 0.0%
Value $232K Shares 2,800 Est. Cost $68.92 Unrealized +34.6%
DXC DXC TECHNOLOGY CO 0.0%
Value $225K Shares 15,345 Est. Cost $21.81 Unrealized -37.0%
WFC WELLS FARGO CO NEW 0.0%
Value $205K Shares 2,200 Est. Cost $86.63 Unrealized 0.0%
CWB SPDR SERIES TRUST 0.0%
Value $204K Shares 2,285 Est. Cost $90.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $204K Shares 927 Est. Cost $215.79 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value $200K Shares 2,191 Est. Cost $91.38 Unrealized
HYPD HYPERION DEFI INC 0.0%
Value $166K Shares 46,675 Est. Cost $6.53 Unrealized -12.6%
PURR HYPERLIQUID STRATEGIES INC 0.0%
Value $37,700 Shares 10,590 Est. Cost $3.47 Unrealized 0.0%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value $22,645 Shares 16,529 Est. Cost $1.33 Unrealized -0.7%