INVESTMENT HOUSE LLC Diversified Active

Location: Redondo Beach, CA

CIK: 0001566030 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 29, 2026

Total Value: $1.922B (100.0% shares, 0.0% debt)

Holdings (223)

AAPL APPLE INC 7.1%
Value $136M Shares 534,443 Est. Cost $99.61 Unrealized +163.8%
GOOGL ALPHABET INC 5.0%
Value $95.99M Shares 333,805 Est. Cost $176.92 Unrealized +82.7%
META META PLATFORMS INC 4.7%
Value $91.25M Shares 159,486 Est. Cost $115.75 Unrealized +466.3%
MSFT MICROSOFT CORP 4.0%
Value $77.29M Shares 208,789 Est. Cost $117.97 Unrealized +268.4%
NVDA NVIDIA CORPORATION 3.9%
Value $75.04M Shares 430,267 Est. Cost $92.56 Unrealized +101.6%
AMZN AMAZON COM INC 3.5%
Value $67.99M Shares 326,435 Est. Cost $128.28 Unrealized +76.8%
COST COSTCO WHOLESALE CORPORATION 3.3%
Value $62.69M Shares 62,913 Est. Cost $114.96 Unrealized +738.4%
GOOG ALPHABET INC 2.9%
Value $56.22M Shares 195,980 Est. Cost $113.22 Unrealized +185.9%
LLY ELI LILLY & CO 2.2%
Value $42.72M Shares 46,442 Est. Cost $103.32 Unrealized +913.4%
DELL DELL TECHNOLOGIES INC 2.1%
Value $41.07M Shares 250,220 Est. Cost $109.33 Unrealized +8.9%
NU NU HLDGS LTD 1.9%
Value $37.07M Shares 2,579,718 Est. Cost $8.04 Unrealized +115.5%
AXP AMERICAN EXPRESS CO 1.8%
Value $35.47M Shares 117,272 Est. Cost $179.06 Unrealized +98.9%
WM WASTE MGMT INC DEL 1.6%
Value $30.17M Shares 131,283 Est. Cost $75.71 Unrealized +198.6%
INTU INTUIT 1.5%
Value $28.8M Shares 66,616 Est. Cost $61.40 Unrealized +710.4%
ICE INTERCONTINENTAL EXCHANGE IN 1.5%
Value $28.6M Shares 181,833 Est. Cost $59.05 Unrealized +179.4%
MELI MERCADOLIBRE INC 1.3%
Value $24.6M Shares 14,229 Est. Cost $1412.91 Unrealized +46.3%
WSM WILLIAMS SONOMA INC 1.3%
Value $24.3M Shares 133,295 Est. Cost $115.48 Unrealized +80.0%
ADBE ADOBE INC 1.2%
Value $22.84M Shares 93,955 Est. Cost $96.97 Unrealized +198.9%
JNJ JOHNSON & JOHNSON 1.2%
Value $22.61M Shares 92,481 Est. Cost $102.16 Unrealized +123.1%
NBIS NEBIUS GROUP N.V. 1.2%
Value $22.46M Shares 216,472 Est. Cost $35.40 Unrealized +172.3%
MSI MOTOROLA SOLUTIONS INC 1.1%
Value $21.7M Shares 50,007 Est. Cost $203.56 Unrealized +104.3%
TXN TEXAS INSTRS INC 1.0%
Value $20.08M Shares 103,405 Est. Cost $53.31 Unrealized +286.9%
LOW LOWES COS INC 1.0%
Value $19.13M Shares 80,966 Est. Cost $207.24 Unrealized +31.0%
APP APPLOVIN CORP 0.9%
Value $18.11M Shares 45,497 Est. Cost $108.12 Unrealized +369.0%
ECL ECOLAB INC 0.9%
Value $17.97M Shares 67,544 Est. Cost $80.68 Unrealized +254.8%
CMI CUMMINS INC 0.9%
Value $17.96M Shares 33,386 Est. Cost $164.87 Unrealized +249.1%
MOH MOLINA HEALTHCARE INC 0.9%
Value $17.33M Shares 130,032 Est. Cost $166.33 Unrealized +1.4%
ADP AUTOMATIC DATA PROCESSING IN 0.9%
Value $17.22M Shares 84,737 Est. Cost $85.84 Unrealized +180.5%
QXO QXO INC 0.9%
Value $16.64M Shares 856,968 Est. Cost $19.44 Unrealized +24.2%
EXPE EXPEDIA GROUP INC 0.9%
Value $16.62M Shares 71,964 Est. Cost $155.38 Unrealized +63.1%
QCOM QUALCOMM INC 0.9%
Value $16.61M Shares 128,966 Est. Cost $81.25 Unrealized +89.4%
IBB ISHARES TR 0.9%
Value $16.49M Shares 97,654 Est. Cost $126.06 Unrealized
BKNG BOOKING HOLDINGS INC 0.8%
Value $16.07M Shares 3,816 Est. Cost $2152.03 Unrealized +122.2%
PGR PROGRESSIVE CORP 0.8%
Value $15.39M Shares 77,623 Est. Cost $209.39 Unrealized -1.3%
ADSK AUTODESK INC 0.8%
Value $15.23M Shares 63,609 Est. Cost $107.34 Unrealized +136.4%
V VISA INC 0.8%
Value $14.66M Shares 48,503 Est. Cost $193.28 Unrealized +70.3%
WMT WALMART INC 0.8%
Value $14.54M Shares 117,027 Est. Cost $50.22 Unrealized +143.0%
PAYX PAYCHEX INC 0.8%
Value $14.44M Shares 156,748 Est. Cost $49.04 Unrealized +108.0%
MA MASTERCARD INCORPORATED 0.7%
Value $14.23M Shares 28,482 Est. Cost $354.82 Unrealized +51.9%
ALGN ALIGN TECHNOLOGY INC 0.7%
Value $14.12M Shares 82,387 Est. Cost $151.58 Unrealized +15.2%
SYK STRYKER CORPORATION 0.7%
Value $13.25M Shares 40,312 Est. Cost $77.64 Unrealized +369.7%
ISRG INTUITIVE SURGICAL INC 0.7%
Value $13.22M Shares 28,680 Est. Cost $262.95 Unrealized +98.1%
UNP UNION PAC CORP 0.7%
Value $12.77M Shares 52,616 Est. Cost $149.92 Unrealized +62.3%
SFM SPROUTS FMRS MKT INC 0.7%
Value $12.67M Shares 164,290 Est. Cost $72.37 Unrealized 0.0%
NVS NOVARTIS AG 0.7%
Value $12.49M Shares 81,783 Est. Cost $77.33 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.6%
Value $12.46M Shares 31,910 Est. Cost $89.55 Unrealized +381.4%
UBER UBER TECHNOLOGIES INC 0.6%
Value $12.08M Shares 167,885 Est. Cost $63.61 Unrealized +23.8%
FDS FACTSET RESH SYS INC 0.6%
Value $11.89M Shares 54,789 Est. Cost $291.32 Unrealized -15.2%
XBI SPDR SERIES TRUST 0.6%
Value $11.68M Shares 91,420 Est. Cost $90.82 Unrealized
SE SEA LTD 0.6%
Value $11.36M Shares 137,198 Est. Cost $49.04 Unrealized
ACN ACCENTURE PLC IRELAND 0.6%
Value $11.36M Shares 57,279 Est. Cost $77.07 Unrealized +228.6%
UNH UNITEDHEALTH GROUP INC 0.6%
Value $11.06M Shares 40,873 Est. Cost $295.32 Unrealized +4.5%
ABNB AIRBNB INC 0.6%
Value $10.86M Shares 85,985 Est. Cost $131.24 Unrealized -1.4%
CART MAPLEBEAR INC 0.5%
Value $10.35M Shares 276,323 Est. Cost $40.28 Unrealized -5.1%
GWW WW GRAINGER INC 0.5%
Value $10.1M Shares 9,259 Est. Cost $223.14 Unrealized +390.6%
ABBV ABBVIE INC 0.5%
Value $10.06M Shares 46,253 Est. Cost $33.87 Unrealized +557.2%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value $9.53M Shares 119,000 Est. Cost $69.56 Unrealized +17.8%
TRMB TRIMBLE INC 0.5%
Value $9.148M Shares 140,236 Est. Cost $30.29 Unrealized +134.4%
DE DEERE & CO 0.5%
Value $9.076M Shares 16,112 Est. Cost $362.65 Unrealized +52.0%
MU MICRON TECHNOLOGY INC 0.5%
Value $9.02M Shares 26,700 Est. Cost $124.32 Unrealized +211.3%
CHD CHURCH & DWIGHT CO INC 0.5%
Value $8.981M Shares 96,239 Est. Cost $35.04 Unrealized +170.5%
AMGN AMGEN INC 0.5%
Value $8.978M Shares 25,517 Est. Cost $144.28 Unrealized +142.3%
AN AUTONATION INC 0.5%
Value $8.918M Shares 45,670 Est. Cost $142.50 Unrealized +46.9%
FIGR FIGURE TECHNOLOGY SOLUTIO 0.4%
Value $8.381M Shares 246,865 Est. Cost $41.00 Unrealized +20.4%
EXPD EXPEDITORS INTL WASH INC 0.4%
Value $8.355M Shares 58,333 Est. Cost $114.14 Unrealized +37.4%
RDDT REDDIT INC 0.4%
Value $8.234M Shares 61,150 Est. Cost $124.90 Unrealized +51.8%
BLDR BUILDERS FIRSTSOURCE INC 0.4%
Value $7.9M Shares 95,961 Est. Cost $129.90 Unrealized -9.5%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $7.806M Shares 38,370 Est. Cost $140.88 Unrealized +57.4%
ORCL ORACLE CORP 0.4%
Value $7.781M Shares 52,895 Est. Cost $40.78 Unrealized +315.9%
FDX FEDEX CORP 0.4%
Value $7.465M Shares 20,957 Est. Cost $176.81 Unrealized +91.7%
DHI D R HORTON INC 0.4%
Value $7.396M Shares 53,896 Est. Cost $139.61 Unrealized +11.7%
NSC NORFOLK SOUTHN CORP 0.4%
Value $7.391M Shares 25,752 Est. Cost $59.45 Unrealized +401.5%
GLW CORNING INC 0.4%
Value $6.801M Shares 50,015 Est. Cost $26.73 Unrealized +317.9%
MRK MERCK & CO INC 0.3%
Value $6.643M Shares 55,229 Est. Cost $66.05 Unrealized +73.0%
VAL VALARIS LTD 0.3%
Value $6.264M Shares 63,890 Est. Cost $53.67 Unrealized +26.1%
WBD WARNER BROS DISCOVERY INC 0.3%
Value $6.185M Shares 225,221 Est. Cost $28.24 Unrealized 0.0%
CSCO CISCO SYS INC 0.3%
Value $5.699M Shares 73,450 Est. Cost $36.14 Unrealized +115.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%
Value $5.324M Shares 11,110 Est. Cost $377.33 Unrealized +30.8%
TOL TOLL BROTHERS INC 0.3%
Value $5.143M Shares 37,683 Est. Cost $102.45 Unrealized +46.4%
HD HOME DEPOT INC 0.3%
Value $4.946M Shares 15,038 Est. Cost $125.88 Unrealized +199.5%
BAC BANK AMERICA CORP 0.2%
Value $4.63M Shares 94,979 Est. Cost $29.26 Unrealized +83.4%
RSP INVESCO EXCHANGE TRADED FD T 0.2%
Value $4.627M Shares 24,109 Est. Cost $187.69 Unrealized
PYPL PAYPAL HLDGS INC 0.2%
Value $4.377M Shares 96,775 Est. Cost $48.75 Unrealized +2.7%
WAT WATERS CORP 0.2%
Value $4.173M Shares 14,013 Est. Cost $99.69 Unrealized +268.2%
SHV ISHARES TR 0.2%
Value $4.146M Shares 37,557 Est. Cost $110.31 Unrealized
CRL CHARLES RIV LABS INTL INC 0.2%
Value $4.143M Shares 24,018 Est. Cost $68.57 Unrealized +188.0%
CAT CATERPILLAR INC 0.2%
Value $4.115M Shares 5,808 Est. Cost $113.47 Unrealized +503.1%
RL RALPH LAUREN CORP 0.2%
Value $4.001M Shares 11,630 Est. Cost $162.37 Unrealized +123.6%
ASML ASML HLDG NV 0.2%
Value $3.948M Shares 2,989 Est. Cost $798.26 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $3.62M Shares 41,773 Est. Cost $77.30 Unrealized +28.7%
FAST FASTENAL CO 0.2%
Value $3.594M Shares 77,456 Est. Cost $33.13 Unrealized +33.6%
JPM JPMORGAN CHASE & CO 0.2%
Value $3.573M Shares 12,147 Est. Cost $253.33 Unrealized +22.9%
SOLV SOLVENTUM CORP 0.2%
Value $3.556M Shares 54,455 Est. Cost $65.69 Unrealized +19.3%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value $3.528M Shares 14,555 Est. Cost $156.38 Unrealized +81.6%
LNG CHENIERE ENERGY INC 0.2%
Value $3.517M Shares 12,395 Est. Cost $209.90 Unrealized -0.1%
CPNG COUPANG INC 0.2%
Value $3.499M Shares 185,350 Est. Cost $26.25 Unrealized -24.3%
PEP PEPSICO INC 0.2%
Value $3.353M Shares 21,589 Est. Cost $75.88 Unrealized +103.9%
GRMN GARMIN LTD 0.2%
Value $3.3M Shares 14,225 Est. Cost $104.67 Unrealized +104.9%
RACE FERRARI N V 0.2%
Value $3.273M Shares 9,671 Est. Cost $414.49 Unrealized -14.0%
MCD MCDONALDS CORP 0.2%
Value $3.245M Shares 10,442 Est. Cost $188.18 Unrealized +68.6%
SHY ISHARES TR 0.2%
Value $3.16M Shares 38,275 Est. Cost $83.01 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.2%
Value $3.113M Shares 9,211 Est. Cost $304.98 Unrealized
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value $3.038M Shares 49,965 Est. Cost $38.52 Unrealized +66.9%
NKE NIKE INC 0.1%
Value $2.875M Shares 54,431 Est. Cost $47.60 Unrealized +34.4%
AVGO BROADCOM INC 0.1%
Value $2.825M Shares 9,128 Est. Cost $144.32 Unrealized +131.5%
RIG TRANSOCEAN LTD 0.1%
Value $2.704M Shares 407,825 Est. Cost $4.85 Unrealized +6.5%
XYZ BLOCK INC 0.1%
Value $2.684M Shares 44,593 Est. Cost $32.31 Unrealized +86.7%
CPAY CORPAY INC 0.1%
Value $2.677M Shares 9,200 Est. Cost $307.41 Unrealized +6.6%
SLM SLM CORP 0.1%
Value $2.662M Shares 124,345 Est. Cost $25.85 Unrealized 0.0%
BA BOEING CO 0.1%
Value $2.652M Shares 13,323 Est. Cost $237.44 Unrealized +0.5%
AMR ALPHA METALLURGICAL RESOUR I 0.1%
Value $2.553M Shares 12,435 Est. Cost $128.39 Unrealized +64.0%
SYY SYSCO CORP 0.1%
Value $2.524M Shares 35,390 Est. Cost $26.73 Unrealized +207.6%
YUM YUM BRANDS INC 0.1%
Value $2.438M Shares 15,680 Est. Cost $40.57 Unrealized +287.9%
ABT ABBOTT LABORATORIES 0.1%
Value $2.428M Shares 23,652 Est. Cost $37.08 Unrealized +211.3%
COMP COMPASS INC 0.1%
Value $2.401M Shares 328,475 Est. Cost $9.48 Unrealized +24.0%
GILD GILEAD SCIENCES INC 0.1%
Value $2.313M Shares 16,597 Est. Cost $46.79 Unrealized +195.8%
ZTS ZOETIS INC 0.1%
Value $2.203M Shares 18,637 Est. Cost $92.83 Unrealized +35.7%
INTC INTEL CORP 0.1%
Value $2.133M Shares 48,337 Est. Cost $39.98 Unrealized +16.1%
IBKR INTERACTIVE BROKERS GROUP IN 0.1%
Value $2.131M Shares 31,775 Est. Cost $62.99 Unrealized +16.9%
VLO VALERO ENERGY CORP 0.1%
Value $2.011M Shares 8,141 Est. Cost $190.06 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.1%
Value $1.89M Shares 20,350 Est. Cost $53.11 Unrealized +64.1%
XP XP INC 0.1%
Value $1.773M Shares 93,120 Est. Cost $19.34 Unrealized 0.0%
FISV FISERV INC 0.1%
Value $1.76M Shares 31,535 Est. Cost $63.95 Unrealized 0.0%
DUOL DUOLINGO INC 0.1%
Value $1.747M Shares 17,719 Est. Cost $263.82 Unrealized -47.7%
BLK BLACKROCK INC 0.1%
Value $1.712M Shares 1,780 Est. Cost $991.05 Unrealized +10.7%
LULU LULULEMON ATHLETICA INC 0.1%
Value $1.642M Shares 10,727 Est. Cost $188.79 Unrealized 0.0%
GFF GRIFFON CORP 0.1%
Value $1.636M Shares 22,504 Est. Cost $85.00 Unrealized 0.0%
ACM AECOM 0.1%
Value $1.63M Shares 19,221 Est. Cost $41.58 Unrealized +133.5%
JD JD.COM INC 0.1%
Value $1.623M Shares 54,881 Est. Cost $29.57 Unrealized
SPGI S&P GLOBAL INC 0.1%
Value $1.589M Shares 3,735 Est. Cost $485.25 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $1.428M Shares 14,415 Est. Cost $68.67 Unrealized +18.1%
T AT&T INC 0.1%
Value $1.355M Shares 46,750 Est. Cost $14.06 Unrealized +83.1%
PG PROCTER & GAMBLE CO 0.1%
Value $1.316M Shares 9,109 Est. Cost $63.91 Unrealized +137.5%
TSLA TESLA INC 0.1%
Value $1.313M Shares 3,531 Est. Cost $257.60 Unrealized +65.4%
KO COCA COLA CO 0.1%
Value $1.29M Shares 16,969 Est. Cost $32.21 Unrealized +132.1%
TJX TJX COS INC NEW 0.1%
Value $1.208M Shares 7,567 Est. Cost $57.89 Unrealized +166.4%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $1.13M Shares 1,336 Est. Cost $358.24 Unrealized +160.3%
EBAY EBAY INC. 0.1%
Value $1.063M Shares 11,675 Est. Cost $25.77 Unrealized +246.6%
RTX RTX CORPORATION 0.1%
Value $1.035M Shares 5,365 Est. Cost $98.11 Unrealized +100.4%
ADI ANALOG DEVICES INC 0.1%
Value $1.012M Shares 3,181 Est. Cost $149.89 Unrealized +110.9%
TT TRANE TECHNOLOGIES PLC 0.1%
Value $1M Shares 2,400 Est. Cost $80.66 Unrealized +423.4%
ULTA ULTA BEAUTY INC 0.1%
Value $991K Shares 1,895 Est. Cost $407.47 Unrealized +64.4%
GDXJ VANECK ETF TRUST 0.1%
Value $972K Shares 8,097 Est. Cost $120.04 Unrealized
KLAR KLARNA GROUP PLC 0.1%
Value $969K Shares 74,025 Est. Cost $23.46 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value $945K Shares 20,600 Est. Cost $55.39 Unrealized
MMM 3M CO 0.0%
Value $908K Shares 6,252 Est. Cost $83.95 Unrealized +95.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value $906K Shares 7,945 Est. Cost $39.04 Unrealized +245.2%
GLD SPDR GOLD TR 0.0%
Value $898K Shares 2,088 Est. Cost $396.31 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value $849K Shares 13,997 Est. Cost $46.61 Unrealized +23.2%
IDXX IDEXX LABS INC 0.0%
Value $848K Shares 1,510 Est. Cost $158.12 Unrealized +323.9%
WEC WEC ENERGY GROUP INC 0.0%
Value $845K Shares 7,300 Est. Cost $35.60 Unrealized +208.7%
LQD ISHARES TR 0.0%
Value $828K Shares 7,594 Est. Cost $123.72 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $812K Shares 1,653 Est. Cost $553.34 Unrealized +3.8%
CL COLGATE PALMOLIVE CO 0.0%
Value $811K Shares 9,510 Est. Cost $50.24 Unrealized +76.6%
EMBJ EMBRAER S.A. 0.0%
Value $805K Shares 13,574 Est. Cost $59.34 Unrealized
DCI DONALDSON INC 0.0%
Value $798K Shares 9,400 Est. Cost $29.49 Unrealized +245.6%
STNG SCORPIO TANKERS INC 0.0%
Value $772K Shares 10,342 Est. Cost $74.66 Unrealized
EIX EDISON INTL 0.0%
Value $756K Shares 10,328 Est. Cost $46.86 Unrealized +37.9%
CMCSA COMCAST CORP NEW 0.0%
Value $749K Shares 26,076 Est. Cost $28.53 Unrealized +4.5%
OIH VANECK ETF TRUST 0.0%
Value $713K Shares 1,763 Est. Cost $262.69 Unrealized
PBE INVESCO EXCHANGE TRADED FD T 0.0%
Value $679K Shares 8,580 Est. Cost $57.42 Unrealized
SHOP SHOPIFY INC 0.0%
Value $669K Shares 5,640 Est. Cost $45.30 Unrealized +201.2%
IHF ISHARES TR 0.0%
Value $630K Shares 15,057 Est. Cost $49.25 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $599K Shares 4,566 Est. Cost $43.72 Unrealized +175.7%
SBUX STARBUCKS CORP 0.0%
Value $596K Shares 6,650 Est. Cost $54.04 Unrealized +73.2%
LEN LENNAR CORP 0.0%
Value $581K Shares 6,689 Est. Cost $73.51 Unrealized +55.7%
TTWO TAKE-TWO INTERACTIVE SOFTWAR 0.0%
Value $581K Shares 2,941 Est. Cost $178.50 Unrealized +26.0%
CVS CVS HEALTH CORP 0.0%
Value $572K Shares 7,965 Est. Cost $60.07 Unrealized +29.8%
PFE PFIZER INC 0.0%
Value $556K Shares 19,803 Est. Cost $19.82 Unrealized +32.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $553K Shares 11,017 Est. Cost $36.98 Unrealized +18.5%
DIS DISNEY WALT CO 0.0%
Value $538K Shares 5,587 Est. Cost $107.94 Unrealized +1.4%
LPX LOUISIANA PAC CORP 0.0%
Value $499K Shares 6,859 Est. Cost $74.43 Unrealized +19.7%
DGX QUEST DIAGNOSTICS INC 0.0%
Value $491K Shares 2,503 Est. Cost $79.61 Unrealized +139.4%
SHW SHERWIN WILLIAMS CO 0.0%
Value $481K Shares 1,500 Est. Cost $209.78 Unrealized +69.4%
NFLX NETFLIX INC. 0.0%
Value $452K Shares 4,700 Est. Cost $106.88 Unrealized -21.6%
ITW ILLINOIS TOOL WKS INC 0.0%
Value $436K Shares 1,675 Est. Cost $64.06 Unrealized +326.6%
SO SOUTHERN CO 0.0%
Value $430K Shares 4,458 Est. Cost $37.67 Unrealized +137.7%
EA ELECTRONIC ARTS INC 0.0%
Value $415K Shares 2,035 Est. Cost $95.58 Unrealized +111.9%
REGN REGENERON PHARMACEUTICALS 0.0%
Value $406K Shares 525 Est. Cost $353.04 Unrealized +117.9%
PANW PALO ALTO NETWORKS INC 0.0%
Value $386K Shares 2,410 Est. Cost $176.15 Unrealized -2.3%
EMR EMERSON ELEC CO 0.0%
Value $373K Shares 2,850 Est. Cost $135.44 Unrealized +9.6%
AMAT APPLIED MATLS INC 0.0%
Value $359K Shares 1,050 Est. Cost $239.49 Unrealized +36.4%
COP CONOCOPHILLIPS 0.0%
Value $353K Shares 2,675 Est. Cost $102.31 Unrealized +0.3%
TGT TARGET CORP 0.0%
Value $351K Shares 2,900 Est. Cost $84.73 Unrealized +28.9%
VPU VANGUARD WORLD FD 0.0%
Value $337K Shares 1,700 Est. Cost $142.58 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $322K Shares 1,425 Est. Cost $117.03 Unrealized +93.0%
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $318K Shares 2,175 Est. Cost $22.94 Unrealized +572.0%
USB US BANCORP 0.0%
Value $313K Shares 6,025 Est. Cost $28.10 Unrealized +101.6%
HPQ HP INC 0.0%
Value $305K Shares 15,900 Est. Cost $22.36 Unrealized -11.6%
MCK MCKESSON CORP 0.0%
Value $303K Shares 350 Est. Cost $615.89 Unrealized +42.1%
DHR DANAHER CORP DEL 0.0%
Value $300K Shares 1,581 Est. Cost $222.79 Unrealized +0.8%
IRM IRON MTN INC DEL 0.0%
Value $286K Shares 2,800 Est. Cost $68.92 Unrealized +20.8%
HCA HCA HEALTHCARE INC 0.0%
Value $284K Shares 600 Est. Cost $319.37 Unrealized +55.9%
LIN LINDE PLC 0.0%
Value $281K Shares 566 Est. Cost $447.95 Unrealized +2.7%
MS MORGAN STANLEY 0.0%
Value $280K Shares 1,700 Est. Cost $120.96 Unrealized +48.5%
MTB M & T BK CORP 0.0%
Value $279K Shares 1,350 Est. Cost $138.95 Unrealized +59.2%
CROX CROCS INC 0.0%
Value $273K Shares 3,290 Est. Cost $88.18 Unrealized 0.0%
KVUE KENVUE INC 0.0%
Value $269K Shares 15,584 Est. Cost $19.77 Unrealized -10.6%
UPS UNITED PARCEL SVCS INC 0.0%
Value $263K Shares 2,675 Est. Cost $115.66 Unrealized -5.0%
JCI JOHNSON CONTROLS INTERNATION 0.0%
Value $262K Shares 2,000 Est. Cost $91.75 Unrealized +37.4%
EVR EVERCORE INC 0.0%
Value $254K Shares 850 Est. Cost $218.31 Unrealized +61.2%
GPN GLOBAL PMTS INC 0.0%
Value $249K Shares 3,705 Est. Cost $83.39 Unrealized -10.2%
LRCX LAM RESEARCH CORP 0.0%
Value $246K Shares 1,151 Est. Cost $225.94 Unrealized 0.0%
SCHW SCHWAB CHARLES CORP 0.0%
Value $246K Shares 2,615 Est. Cost $94.74 Unrealized +5.7%
BRC BRADY CORP 0.0%
Value $244K Shares 3,000 Est. Cost $69.75 Unrealized +25.7%
EWBC EAST WEST BANCORP INC 0.0%
Value $240K Shares 2,250 Est. Cost $92.96 Unrealized +25.0%
ANF ABERCROMBIE & FITCH CO 0.0%
Value $238K Shares 2,610 Est. Cost $102.30 Unrealized 0.0%
RPM RPM INTL INC 0.0%
Value $226K Shares 2,275 Est. Cost $88.84 Unrealized +26.2%
CRM SALESFORCE INC 0.0%
Value $224K Shares 1,200 Est. Cost $256.49 Unrealized -15.9%
CVX CHEVRON CORPORATION 0.0%
Value $216K Shares 1,042 Est. Cost $171.87 Unrealized 0.0%
HEI HEICO CORP NEW 0.0%
Value $213K Shares 775 Est. Cost $243.50 Unrealized +39.2%
PSX PHILLIPS 66 0.0%
Value $212K Shares 1,163 Est. Cost $147.11 Unrealized 0.0%
BIIB BIOGEN INC 0.0%
Value $212K Shares 1,155 Est. Cost $222.37 Unrealized -17.6%
CWB SPDR SERIES TRUST 0.0%
Value $209K Shares 2,285 Est. Cost $90.50 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $209K Shares 971 Est. Cost $215.76 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value $207K Shares 1,825 Est. Cost $105.35 Unrealized 0.0%
MO ALTRIA GROUP INC 0.0%
Value $206K Shares 3,115 Est. Cost $63.03 Unrealized 0.0%
DXC DXC TECHNOLOGY CO 0.0%
Value $189K Shares 15,000 Est. Cost $21.81 Unrealized -35.0%
HYPD HYPERION DEFI INC 0.0%
Value $179K Shares 51,875 Est. Cost $6.23 Unrealized -43.6%
FSK FS KKR CAP CORP 0.0%
Value $175K Shares 17,237 Est. Cost $12.02 Unrealized +14.9%
WAGN PROFESIONALLY MANAGED PORTFO 0.0%
Value $169K Shares 11,971 Est. Cost $14.11 Unrealized
PURR HYPERLIQUID STRATEGIES INC 0.0%
Value $76,350 Shares 15,000 Est. Cost $3.65 Unrealized +12.2%
ALLO ALLOGENE THERAPEUTICS INC 0.0%
Value $40,331 Shares 16,529 Est. Cost $1.33 Unrealized +30.7%