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

213 positions • $1.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 7 of 11

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Booz Allen Hamilton Holding Corp

Shares:17.3K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.8B)

AECOM

Shares:19.3K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.8B)

AT&T INC.

Shares:60.4K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.8B)

BlackRock, Inc.

Shares:1.8K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.8B)

JPMORGAN CHASE & CO

Shares:6.7K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.8B)

QXO, Inc.

Shares:120.8K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.8B)

Broadcom Inc.

Shares:9.5K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.8B)

464287226

Shares:15.9K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.8B)

PROCTER & GAMBLE Co

Shares:9.1K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.8B)

NEXTERA ENERGY INC

Shares:21.4K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.8B)

LITHIA MOTORS INC

Shares:4.6K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.8B)

COCA COLA CO

Shares:19.0K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.8B)

Tesla, Inc.

Shares:4.9K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.8B)

Reddit, Inc.

Shares:11.9K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.8B)

Trade Desk, Inc.

Shares:22.7K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.8B)

Robinhood Markets, Inc.

Shares:29.7K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.8B)

Coupang, Inc.

Shares:51.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.8B)

STARBUCKS CORP

Shares:11.5K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.8B)

Marvell Technology, Inc.

Shares:17.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.8B)

TJX COMPANIES INC /DE/

Shares:8.9K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Booz Allen Hamilton Holding Corp(BAHcusip099502106)	17.3K	QoQ NEW(+17.3K) YoY NEW(+17.3K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.8B)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
AECOM(ACMcusip00766T100)	19.3K	QoQ 0.00% (-0) YoY +16.62% (+2.8K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.8B)	QoQ -13.19% (-$271.9K) YoY +10.25% (+$166.5K)
AT&T INC.(Tcusip00206R102)	60.4K	QoQ -4.10% (-2.6K) YoY +22.59% (+11.1K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.8B)	QoQ +19.09% (-$274.1K) YoY +96.99% (+$841.6K)
BlackRock, Inc.(BLKcusip09290D101)	1.8K	QoQ 0.00% (-0) YoY NEW(+1.8K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.8B)	QoQ -7.67% (-$141.1K) YoY NEW(+$1.7M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	6.7K	QoQ +8.07% (+500) YoY +25.06% (+1.3K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.8B)	QoQ +10.59% (+$157.3K) YoY +53.15% (+$569.7K)
QXO, Inc.(QXOcusip82846H405)	120.8K	QoQ +172.22% (+76.4K) YoY NEW(+120.8K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.8B)	QoQ +131.81% (+$930.4K) YoY NEW(+$1.6M)
Broadcom Inc.(AVGOcusip11135F101)	9.5K	QoQ -4.63% (-460) YoY +770.40% (+8.4K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.8B)	QoQ -31.12% (-$716.6K) YoY +9.95% (+$143.5K)
(cusip464287226)✕	15.9K	QoQ NEW(+15.9K) YoY NEW(+15.9K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.8B)	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
PROCTER & GAMBLE Co(PGcusip742718109)	9.1K	QoQ -2.41% (-225) YoY -4.03% (-383)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.8B)	QoQ -0.79% (-$12.5K) YoY +0.79% (-$12.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	21.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.8B)	QoQ -1.11% (-$17.1K) YoY +10.92% (+$149.0K)
LITHIA MOTORS INC(LADcusip536797103)	4.6K	QoQ NEW(+4.6K) YoY +121.00% (+2.5K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.8B)	QoQ NEW(+$1.4M) YoY +115.62% (+$730.5K)
COCA COLA CO(KOcusip191216100)	19.0K	QoQ -16.67% (-3.8K) YoY -21.82% (-5.3K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.8B)	QoQ -4.15% (-$58.9K) YoY -8.48% (-$126.0K)
Tesla, Inc.(TSLAcusip88160R101)	4.9K	QoQ -13.02% (-730) YoY -18.88% (-1.1K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.8B)	QoQ -44.18% (-$1.0M) YoY +19.58% (-$206.9K)
Reddit, Inc.(RDDTcusip75734B100)	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.8B)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Trade Desk, Inc.(TTDcusip88339J105)	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.8B)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Robinhood Markets, Inc.(HOODcusip770700102)	29.7K	QoQ NEW(+29.7K) YoY NEW(+29.7K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.8B)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
Coupang, Inc.(CPNGcusip22266T109)	51.9K	QoQ 0.00% (-0) YoY +6.57% (+3.2K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.8B)	QoQ -0.22% (-$2.6K) YoY +31.37% (+$271.6K)
STARBUCKS CORP(SBUXcusip855244109)	11.5K	QoQ 0.00% (+0) YoY +15.21% (+1.5K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.8B)	QoQ +7.49% (+$78.7K) YoY +23.66% (+$216.0K)
Marvell Technology, Inc.(MRVLcusip573874104)	17.9K	QoQ 0.00% (-0) YoY NEW(+17.9K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.8B)	QoQ -44.25% (-$873.2K) YoY NEW(+$1.1M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	8.9K	QoQ +14.52% (+1.1K) YoY +5.65% (+477)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.8B)	QoQ +15.46% (+$145.5K) YoY +26.88% (+$230.1K)