Investment-House

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "HOOD",
  "AZEK",
  "CCCS",
  "FWONK",
  "MU",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "BABA",
  "GOOGL",
  "AXP",
  "ASML",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "CMI",
  "EBAY",
  "RL",
  "EXPE",
  "EXPD",
  "IBKR",
  "GILD",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "LEN",
  "ITW",
  null,
  "BKNG",
  "ICE",
  "META",
  null,
  null,
  null,
  "LIN",
  null,
  null,
  "MRVL",
  "MA",
  "QXO",
  "MDT",
  "MSFT",
  "MDLZ",
  "TMUS",
  "DXC",
  "HEI",
  "NVS",
  "NU",
  "FAST",
  "ORCL",
  "PAYX",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IRM",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "KVUE",
  "DGX",
  "REGN",
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "RTX",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UPS",
  "AAP",
  "EWBC",
  "LPX",
  "LAD",
  "ULTA",
  "TSM",
  "SMG",
  "GPN",
  "FSK",
  "GFF",
  "VRTX",
  "EA",
  "EW",
  "TT",
  "RH",
  "ADSK",
  "TOL",
  "AMD",
  "CPAY",
  "WEC",
  "WM",
  "FSLR",
  "FOUR",
  "AEP",
  null,
  "FVRR",
  "INDP",
  "IDXX",
  "RACE",
  "DHI",
  "AMZN",
  "MSI",
  "TTWO",
  "HCA",
  "ACM",
  "USB",
  null,
  "V",
  "WMT",
  "WAT",
  "WSM",
  "WHR",
  "WING",
  null,
  "YUM",
  "SOLV",
  "GRMN",
  "CART",
  "MTB",
  "BIIB",
  "EIX",
  "NSC",
  "SO",
  "TTD",
  "TRMB",
  "CRM",
  "RDDT",
  "SYY",
  "MELI",
  "MCK",
  "GWW",
  "FDX",
  null,
  "AN",
  "ADP",
  "BAC",
  "BRK-B",
  "BAH",
  null,
  "BMY",
  "BCO",
  "BRC",
  "BLDR",
  "CRL",
  "CVX",
  "CMG",
  "CHD",
  "CSCO",
  "CLX",
  "KO",
  "COIN",
  "CL",
  "COP",
  "STZ",
  "ED",
  "COST",
  "GLW",
  "CPNG",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DCI",
  "RSP",
  "EWJ",
  "ADI",
  "MCO",
  "NEE",
  "NKE",
  "DIS",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-08
Total Holdings: 213
Total Value: 1756543843
Accession Number: 0001398344-25-008970
Form Type: 13F-HR
CIK: investment-house
Manager Name: Investment-House

Data Enrichment

92% identified

197 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

213 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 11

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DXC Technology Co

DXC|23355L106

Shares:15.3K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$1.8B)

US BANCORP \DE\

USB|902973304

Shares:6.0K

Value:$254.4K

% of Portfolio:0.0% ($254.4K/$1.8B)

BRINKS CO

BCO|109696104

Shares:2.9K

Value:$251.6K

% of Portfolio:0.0% ($251.6K/$1.8B)

M&T BANK CORP

MTB|55261F104

Shares:1.4K

Value:$241.3K

% of Portfolio:0.0% ($241.3K/$1.8B)

IRON MOUNTAIN INC

IRM|46284V101

Shares:2.7K

Value:$232.3K

% of Portfolio:0.0% ($232.3K/$1.8B)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$1.8B)

HEICO CORP

HEI|422806109

Shares:850

Value:$227.1K

% of Portfolio:0.0% ($227.1K/$1.8B)

T-Mobile US, Inc.

TMUS|872590104

Shares:800

Value:$213.4K

% of Portfolio:0.0% ($213.4K/$1.8B)

BRADY CORP

BRC|104674106

Shares:3.0K

Value:$211.9K

% of Portfolio:0.0% ($211.9K/$1.8B)

HCA Healthcare, Inc.

HCA|40412C101

Shares:600

Value:$207.3K

% of Portfolio:0.0% ($207.3K/$1.8B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:1.8K

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$1.8B)

Indaptus Therapeutics, Inc.

INDP|45339J105

Shares:128.9K

Value:$70.9K

% of Portfolio:0.0% ($70.9K/$1.8B)

21077C305

Shares:10.0K

Value:$69.8K

% of Portfolio:0.0% ($69.8K/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DXC Technology Co(DXCcusip23355L106)	15.3K	QoQ 0.00% (-0) YoY -4.30% (-690)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$1.8B)	QoQ -14.66% (-$45.0K) YoY -23.07% (-$78.5K)
US BANCORP \DE\(USBcusip902973304)	6.0K	QoQ -1.63% (-100) YoY -4.74% (-300)	All Managers (Combined)	$254.4K	0.0% ($254.4K/$1.8B)	QoQ -13.17% (-$38.6K) YoY -10.02% (-$28.4K)
BRINKS CO(BCOcusip109696104)	2.9K	QoQ 0.00% (-0) YoY +6.95% (-190)	All Managers (Combined)	$251.6K	0.0% ($251.6K/$1.8B)	QoQ -7.12% (-$19.3K) YoY -0.24% (-$610)
M&T BANK CORP(MTBcusip55261F104)	1.4K	QoQ 0.00% (-0) YoY NEW(+1.4K)	All Managers (Combined)	$241.3K	0.0% ($241.3K/$1.8B)	QoQ -4.92% (-$12.5K) YoY NEW(+$241.3K)
IRON MOUNTAIN INC(IRMcusip46284V101)	2.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$232.3K	0.0% ($232.3K/$1.8B)	QoQ -18.14% (-$51.5K) YoY +7.26% (+$15.7K)
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ 0.00% (+0) YoY -89.28% (-11.5K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$1.8B)	QoQ +15.49% (+$31.0K) YoY -88.64% (-$1.8M)
HEICO CORP(HEIcusip422806109)	850	QoQ NEW(+850) YoY NEW(+850)	All Managers (Combined)	$227.1K	0.0% ($227.1K/$1.8B)	QoQ NEW(+$227.1K) YoY NEW(+$227.1K)
T-Mobile US, Inc.(TMUScusip872590104)	800	QoQ NEW(+800) YoY NEW(+800)	All Managers (Combined)	$213.4K	0.0% ($213.4K/$1.8B)	QoQ NEW(+$213.4K) YoY NEW(+$213.4K)
BRADY CORP(BRCcusip104674106)	3.0K	QoQ 0.00% (-0) YoY NEW(+3.0K)	All Managers (Combined)	$211.9K	0.0% ($211.9K/$1.8B)	QoQ -4.34% (-$9.6K) YoY NEW(+$211.9K)
HCA Healthcare, Inc.(HCAcusip40412C101)	600	QoQ NEW(+600) YoY 0.00% (+0)	All Managers (Combined)	$207.3K	0.0% ($207.3K/$1.8B)	QoQ NEW(+$207.3K) YoY +3.60% (+$7.2K)
CONSOLIDATED EDISON INC(EDcusip209115104)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$201.8K	0.0% ($201.8K/$1.8B)	QoQ NEW(+$201.8K) YoY NEW(+$201.8K)
Indaptus Therapeutics, Inc.(INDPcusip45339J105)	128.9K	QoQ +28.62% (-28.7K) YoY +25.78% (-26.4K)	All Managers (Combined)	$70.9K	0.0% ($70.9K/$1.8B)	QoQ -16.00% (-$13.5K) YoY -69.12% (-$158.6K)
(cusip21077C305)✕	10.0K	QoQ 0.00% (-0) YoY NEW(+10.0K)	All Managers (Combined)	$69.8K	0.0% ($69.8K/$1.8B)	QoQ -0.71% (-$500) YoY NEW(+$69.8K)