THE INVESTMENT HOUSE GROWTH FUND

SCHEDULE OF INVESTMENTS

April 30, 2026 (Unaudited)

 

COMMON STOCKS - 100.0% Shares Value
Communications - 24.9%
Internet Media & Services - 24.9%
Alphabet, Inc. - Class A  65,500  $25,204,400 
Alphabet, Inc. - Class C  7,920   3,024,965 
Expedia Group, Inc.  7,500   1,862,775 
Meta Platforms, Inc. - Class A  40,185   24,589,603 
Reddit, Inc. - Class A (a)  7,000   1,030,610 
       55,712,353 
Consumer Discretionary - 14.0%
E-Commerce Discretionary - 11.8%
Amazon.com, Inc. (a)  86,330   22,882,630 
MercadoLibre, Inc. (a)  1,950   3,495,629 
       26,378,259 
Retail - Discretionary - 2.2%
Lowe's Companies, Inc.  8,500   2,029,715 
Williams-Sonoma, Inc.  16,000   2,899,360 
       4,929,075 
Consumer Staples - 3.2%
Household Products - 0.9%
Church & Dwight Company, Inc.  22,000   2,135,320 
         
Retail - Consumer Staples - 2.3%
Costco Wholesale Corporation  5,000   5,072,650 
         
Financials - 5.0%
Institutional Financial Services - 3.4%
Intercontinental Exchange, Inc.  30,000   4,742,700 
Nu Holdings Ltd. - Class A (a)  210,000   3,040,800 
       7,783,500 
Specialty Finance - 1.6%
American Express Company  11,000   3,553,550 
         
Health Care - 6.6%
Medical Equipment & Devices - 6.6%
Intuitive Surgical, Inc. (a)  27,000   12,355,470 
 
 

 

THE INVESTMENT HOUSE GROWTH FUND

SCHEDULE OF INVESTMENTS (Continued)

 

COMMON STOCKS - 100.0% (Continued) Shares Value
Health Care - 6.6% (Continued)
Medical Equipment & Devices - 6.6% (Continued)
Stryker Corporation  7,500  $2,363,475 
       14,718,945 
Industrials - 2.2%
Commercial Support Services - 1.2%
Waste Management, Inc.  12,000   2,790,600 
         
Transportation & Logistics - 1.0%
Norfolk Southern Corporation  7,000   2,210,810 
         
Materials - 1.7%
Chemicals - 1.7%
Ecolab, Inc.  15,000   3,909,000 
         
Technology - 42.4%
Semiconductors - 16.2%
NVIDIA Corporation  119,945   23,937,424 
QUALCOMM, Inc.  13,700   2,460,246 
Texas Instruments, Inc.  35,000   9,837,800 
       36,235,470 
Software - 10.8%
Adobe, Inc. (a)  12,000   2,953,200 
Autodesk, Inc. (a)  11,000   2,607,000 
CrowdStrike Holdings, Inc. - Class A (a)  16,000   7,132,000 
Intuit, Inc.  16,800   6,526,800 
Microsoft Corporation  12,000   4,893,360 
       24,112,360 
Technology Hardware - 9.1%
Apple, Inc.  47,473   12,881,798 
Dell Technologies, Inc. - Class C  15,000   3,134,250 
Motorola Solutions, Inc.  10,000   4,390,300 
       20,406,348 
Technology Services - 6.3%
Accenture plc - Class A  17,900   3,198,909 
Automatic Data Processing, Inc.  7,000   1,483,580 
Block, Inc. - Class A (a)  25,000   1,762,750 
 
 

 

THE INVESTMENT HOUSE GROWTH FUND

SCHEDULE OF INVESTMENTS (Continued)

 

COMMON STOCKS - 100.0% (Continued) Shares Value
Technology - 42.4% (Continued)
Technology Services - 6.3% (Continued)
Paychex, Inc.  24,000  $2,223,120 
PayPal Holdings, Inc.  45,000   2,256,300 
Visa, Inc. - Class A  10,000   3,298,400 
       14,223,059 
         
Total Common Stocks (Cost $32,614,727)     $224,171,299 
         
         
MONEY MARKET FUNDS - 0.1%  Shares   Value 
First American Government Obligations Fund -
 Class Z, 3.54% (b) (Cost $123,195)
 123,195  $123,195 
         
Total Investments at Value - 100.1% (Cost $32,737,922) (c)     $224,294,494 
         
Liabilities in Excess of Other Assets - (0.1%)      (178,607)
         
Net Assets - 100.0%     $224,115,887 

 

 

 

(a) Non-income producing security.
(b) The rate shown is the 7-day effective yield as of April 30, 2026.
(c) All securities are pledged as collateral for the Fund's bank line of credit.