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

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Expedia Group, Inc.

EXPE|30212P303

Shares:46.4K

Value:$7.8M

% of Portfolio:0.4% ($7.8M/$1.8B)

AUTONATION, INC.

AN|05329W102

Shares:47.8K

Value:$7.7M

% of Portfolio:0.4% ($7.7M/$1.8B)

DEERE & CO

DE|244199105

Shares:16.4K

Value:$7.7M

% of Portfolio:0.4% ($7.7M/$1.8B)

Fiverr International Ltd.

FVRR|M4R82T106

Shares:276.5K

Value:$6.5M

% of Portfolio:0.4% ($6.5M/$1.8B)

GLOBAL PAYMENTS INC

GPN|37940X102

Shares:64.5K

Value:$6.3M

% of Portfolio:0.4% ($6.3M/$1.8B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:26.6K

Value:$6.3M

% of Portfolio:0.4% ($6.3M/$1.8B)

LINDE PLC

LIN|G54950103

Shares:13.2K

Value:$6.1M

% of Portfolio:0.4% ($6.1M/$1.8B)

Airbnb, Inc.

ABNB|009066101

Shares:51.1K

Value:$6.1M

% of Portfolio:0.3% ($6.1M/$1.8B)

HOME DEPOT, INC.

HD|437076102

Shares:16.1K

Value:$5.9M

% of Portfolio:0.3% ($5.9M/$1.8B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.9K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$1.8B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:10.3K

Value:$5.8M

% of Portfolio:0.3% ($5.8M/$1.8B)

WATERS CORP /DE/

WAT|941848103

Shares:14.6K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$1.8B)

CORPAY, INC.

CPAY|219948106

Shares:15.1K

Value:$5.3M

% of Portfolio:0.3% ($5.3M/$1.8B)

Builders FirstSource, Inc.

BLDR|12008R107

Shares:40.7K

Value:$5.1M

% of Portfolio:0.3% ($5.1M/$1.8B)

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

Shares:551.7K

Value:$5.0M

% of Portfolio:0.3% ($5.0M/$1.8B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:9.3K

Value:$4.9M

% of Portfolio:0.3% ($4.9M/$1.8B)

Solventum Corp

SOLV|83444M101

Shares:63.3K

Value:$4.8M

% of Portfolio:0.3% ($4.8M/$1.8B)

MCDONALDS CORP

MCD|580135101

Shares:14.9K

Value:$4.7M

% of Portfolio:0.3% ($4.7M/$1.8B)

NIKE, Inc.

NKE|654106103

Shares:70.7K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.8B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:72.5K

Value:$4.5M

% of Portfolio:0.3% ($4.5M/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Expedia Group, Inc.(EXPEcusip30212P303)	46.4K	QoQ +36.28% (+12.4K) YoY +11.36% (+4.7K)	All Managers (Combined)	$7.8M	0.4% ($7.8M/$1.8B)	QoQ +22.94% (+$1.5M) YoY +35.90% (+$2.1M)
AUTONATION, INC.(ANcusip05329W102)	47.8K	QoQ +0.53% (-255) YoY -3.56% (-1.8K)	All Managers (Combined)	$7.7M	0.4% ($7.7M/$1.8B)	QoQ -4.15% (-$335.6K) YoY -5.69% (-$468.2K)
DEERE & CO(DEcusip244199105)	16.4K	QoQ +1.36% (+220) YoY -58.50% (-23.1K)	All Managers (Combined)	$7.7M	0.4% ($7.7M/$1.8B)	QoQ +12.28% (+$841.5K) YoY -52.58% (-$8.5M)
Fiverr International Ltd.(FVRRcusipM4R82T106)	276.5K	QoQ +8.24% (-21.1K) YoY NEW(+276.5K)	All Managers (Combined)	$6.5M	0.4% ($6.5M/$1.8B)	QoQ -19.21% (-$1.6M) YoY NEW(+$6.5M)
GLOBAL PAYMENTS INC(GPNcusip37940X102)	64.5K	QoQ -11.75% (-8.6K) YoY -9.65% (-6.9K)	All Managers (Combined)	$6.3M	0.4% ($6.3M/$1.8B)	QoQ -22.88% (-$1.9M) YoY -33.81% (-$3.2M)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	26.6K	QoQ +0.18% (+50) YoY +0.26% (-69)	All Managers (Combined)	$6.3M	0.4% ($6.3M/$1.8B)	QoQ +1.10% (+$68.9K) YoY -6.82% (-$461.6K)
LINDE PLC(LINcusipG54950103)	13.2K	QoQ +0.76% (+100) YoY NEW(+13.2K)	All Managers (Combined)	$6.1M	0.4% ($6.1M/$1.8B)	QoQ +12.06% (+$662.2K) YoY NEW(+$6.1M)
Airbnb, Inc.(ABNBcusip009066101)	51.1K	QoQ +156.91% (+31.2K) YoY NEW(+51.1K)	All Managers (Combined)	$6.1M	0.3% ($6.1M/$1.8B)	QoQ +133.55% (+$3.5M) YoY NEW(+$6.1M)
HOME DEPOT, INC.(HDcusip437076102)	16.1K	QoQ +2.51% (-395) YoY +12.56% (+1.8K)	All Managers (Combined)	$5.9M	0.3% ($5.9M/$1.8B)	QoQ -3.41% (-$208.9K) YoY +7.54% (+$414.0K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.9K	QoQ -52.21% (-11.9K) YoY -7.26% (-851)	All Managers (Combined)	$5.8M	0.3% ($5.8M/$1.8B)	QoQ -43.85% (-$4.5M) YoY +17.45% (-$859.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	10.3K	QoQ NEW(+10.3K) YoY +725.12% (+9.0K)	All Managers (Combined)	$5.8M	0.3% ($5.8M/$1.8B)	QoQ NEW(+$5.8M) YoY +782.51% (+$5.1M)
WATERS CORP /DE/(WATcusip941848103)	14.6K	QoQ -3.79% (-575) YoY -5.67% (-878)	All Managers (Combined)	$5.4M	0.3% ($5.4M/$1.8B)	QoQ -4.41% (-$248.5K) YoY +0.99% (-$52.8K)
CORPAY, INC.(CPAYcusip219948106)	15.1K	QoQ +34.27% (+3.8K) YoY +1068.21% (+13.8K)	All Managers (Combined)	$5.3M	0.3% ($5.3M/$1.8B)	QoQ +38.36% (+$1.5M) YoY +1220.34% (+$4.9M)
Builders FirstSource, Inc.(BLDRcusip12008R107)	40.7K	QoQ +114.50% (+21.7K) YoY NEW(+40.7K)	All Managers (Combined)	$5.1M	0.3% ($5.1M/$1.8B)	QoQ +87.50% (+$2.4M) YoY NEW(+$5.1M)
CCC Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	551.7K	QoQ +6.95% (-35.9K) YoY NEW(+551.7K)	All Managers (Combined)	$5.0M	0.3% ($5.0M/$1.8B)	QoQ -17.66% (-$1.1M) YoY NEW(+$5.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	9.3K	QoQ -1.06% (-100) YoY -2.93% (-280)	All Managers (Combined)	$4.9M	0.3% ($4.9M/$1.8B)	QoQ +2.43% (-$115.3K) YoY +2.76% (-$130.9K)
Solventum Corp(SOLVcusip83444M101)	63.3K	QoQ -16.91% (-12.9K) YoY NEW(+63.3K)	All Managers (Combined)	$4.8M	0.3% ($4.8M/$1.8B)	QoQ -4.36% (-$219.8K) YoY NEW(+$4.8M)
MCDONALDS CORP(MCDcusip580135101)	14.9K	QoQ 0.00% (+0) YoY +44.83% (+4.6K)	All Managers (Combined)	$4.7M	0.3% ($4.7M/$1.8B)	QoQ +7.75% (+$334.8K) YoY +60.45% (+$1.8M)
NIKE, Inc.(NKEcusip654106103)	70.7K	QoQ +16.63% (-10.1K) YoY -5.24% (-3.9K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.8B)	QoQ -2.15% (-$98.9K) YoY -35.99% (-$2.5M)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	72.5K	QoQ +1.40% (+1.0K) YoY -53.40% (-83.1K)	All Managers (Combined)	$4.5M	0.3% ($4.5M/$1.8B)	QoQ +5.70% (+$241.7K) YoY -42.39% (-$3.3M)