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Investment House Funds

CIK: 0001160363 Equity
Report date: 2026-03-31
AUM $226M
Expense Ratio
Category Equity
State OH
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-03-31

Holdings

From latest SEC N-PORT filing · US-listed stocks only

30 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ADBE Adobe Inc Since 2026-05-10 00724F101 Equity (Common)
1.55%
$3.52 12,000
2 GOOG Alphabet Inc. Since 2026-05-10 02079K107 Equity (Common)
1.18%
$2.68 7,920
3 GOOG Alphabet Inc. Since 2026-05-10 02079K305 Equity (Common)
9.78%
$22.14 65,500
4 AMZN Amazon.com, Inc. Since 2026-05-10 023135106 Equity (Common)
9.12%
$20.66 86,330
5 AXP American Express Company Since 2026-05-10 025816109 Equity (Common)
1.71%
$3.87 11,000
6 AAPL Apple Inc. Since 2026-05-10 037833100 Equity (Common)
5.44%
$12.32 47,473
7 ADSK Autodesk Inc Since 2026-05-10 052769106 Equity (Common)
1.23%
$2.78 11,000
8 ADP Automatic Data Processing, Inc. Since 2026-05-10 053015103 Equity (Common)
0.76%
$1.73 7,000
9 CHD Church & Dwight Co Inc. Since 2026-05-10 171340102 Equity (Common)
0.94%
$2.12 22,000
10 COST Costco Wholesale Corporation Since 2026-05-10 22160K105 Equity (Common)
2.08%
$4.70 5,000
11 CRWD Crowdstrike Holdings Inc Since 2026-05-10 22788C105 Equity (Common)
3.12%
$7.06 16,000
12 ECL Ecolab Inc. Since 2026-05-10 278865100 Equity (Common)
1.87%
$4.23 15,000
13 EXPE Expedia Group Inc Since 2026-05-10 30212P303 Equity (Common)
0.88%
$1.99 7,500
14 META Meta Platforms Inc Since 2026-05-10 30303M102 Equity (Common)
12.72%
$28.79 40,185
15 ICE Intercontinental Exchange Inc Since 2026-05-10 45866F104 Equity (Common)
2.30%
$5.21 30,000
16 INTU Intuit Inc Since 2026-05-10 461202103 Equity (Common)
3.70%
$8.38 16,800
17 ISRG Intuitive Surgical Inc. Since 2026-05-10 46120E602 Equity (Common)
6.01%
$13.61 27,000
18 CART Maplebear Inc. Since 2026-05-10 565394103 Equity (Common)
0.29%
$0.65 17,500
19 MELI Mercadolibre Inc Since 2026-05-10 58733R102 Equity (Common)
1.85%
$4.19 1,950
20 MSI Motorola Solutions Inc Since 2026-05-10 620076307 Equity (Common)
1.78%
$4.03 10,000
21 NSC Norfolk Southern Corporation Since 2026-05-10 655844108 Equity (Common)
0.90%
$2.04 7,000
22 PAYX Paychex Inc Since 2026-05-10 704326107 Equity (Common)
1.09%
$2.48 24,000
23 PYPL Paypal Holdings Inc. Since 2026-05-10 70450Y103 Equity (Common)
1.05%
$2.37 45,000
24 RDDT Reddit Inc Since 2026-05-10 75734B100 Equity (Common)
0.56%
$1.26 7,000
25 XYZ Block Inc Since 2026-05-10 852234103 Equity (Common)
0.67%
$1.51 25,000
26 SYK Stryker Corporation Since 2026-05-10 863667101 Equity (Common)
1.22%
$2.77 7,500
27 V Visa Inc Since 2026-05-10 92826C839 Equity (Common)
1.42%
$3.22 10,000
28 WSM Williams-Sonoma Inc. Since 2026-05-10 969904101 Equity (Common)
1.45%
$3.27 16,000
29 ACN Accenture PLC Since 2026-05-10 G1151C101 Equity (Common)
2.08%
$4.72 17,900
30 NU Nu Holdings Ltd. Since 2026-05-10 G6683N103 Equity (Common)
1.65%
$3.73 210,000