INVESTMENT HOUSE LLC Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$261.1B
Holdings
221
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (221 positions)
| Stock | Value |
|---|---|
TXNTEXAS INSTRS INC | $20.0M |
LOWLOWES COS INC | $19.1M |
APPAPPLOVIN CORP | $18.1M |
ECLECOLAB INC | $18.0M |
CMICUMMINS INC | $17.8M |
MOHMOLINA HEALTHCARE INC | $17.3M |
ADPAUTOMATIC DATA PROCESSING IN | $17.2M |
EXPEEXPEDIA GROUP INC | $16.6M |
QCOMQUALCOMM INC | $16.5M |
IBBISHARES TR | $16.5M |
BKNGBOOKING HOLDINGS INC | $16.1M |
PGRPROGRESSIVE CORP | $15.4M |
ADSKAUTODESK INC | $15.2M |
VVISA INC | $14.7M |
WMTWALMART INC | $14.5M |
MAMASTERCARD INCORPORATED | $14.2M |
AFWALIGN TECHNOLOGY INC | $14.1M |
SYKSTRYKER CORPORATION | $13.2M |
ISRGINTUITIVE SURGICAL INC | $13.2M |
UNPUNION PAC CORP | $12.7M |
NVSNNOVARTIS AG | $12.5M |
CRWDCROWDSTRIKE HLDGS INC | $12.5M |
FDSFACTSET RESH SYS INC | $11.9M |
XBISPDR SERIES TRUST | $11.7M |
ACNACCENTURE PLC IRELAND | $11.3M |
UNHUNITEDHEALTH GROUP INC | $11.1M |
ABNBAIRBNB INC | $10.9M |
GWWWW GRAINGER INC | $10.1M |
ABBVABBVIE INC | $10.0M |
DEDEERE & CO | $9.1M |
MUMICRON TECHNOLOGY INC | $9.0M |
ANAUTONATION INC | $8.9M |
AMGNAMGEN INC | $8.8M |
EXPDEXPEDITORS INTL WASH INC | $8.4M |
RDDTREDDIT INC | $8.2M |
AMDADVANCED MICRO DEVICES INC | $7.8M |
ORCLORACLE CORP | $7.5M |
FDXFEDEX CORP | $7.5M |
DHID R HORTON INC | $7.4M |
NSCNORFOLK SOUTHN CORP | $7.3M |
GLWCORNING INC | $6.6M |
MRKMERCK & CO INC | $6.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.3M |
TOLTOLL BROTHERS INC | $5.1M |
HDHOME DEPOT INC | $4.9M |
RSPINVESCO EXCHANGE TRADED FD T | $4.6M |
WATWATERS CORP | $4.2M |
SHVISHARES TR | $4.1M |
CRLCHARLES RIV LABS INTL INC | $4.1M |
CATCATERPILLAR INC | $4.1M |
RLRALPH LAUREN CORP | $4.0M |
ASMLASML HLDG NV | $3.9M |
LNGCHENIERE ENERGY INC | $3.5M |
IBMINTERNATIONAL BUSINESS MACHS | $3.5M |
PEPPEPSICO INC | $3.4M |
GRMNGARMIN LTD | $3.3M |
RACEFERRARI N V | $3.3M |
MCDMCDONALDS CORP | $3.2M |
JPMJPMORGAN CHASE & CO | $3.2M |
TSMTAIWAN SEMICONDUCTOR MANUFAC | $3.1M |
AVGOBROADCOM INC | $2.8M |
CPAYCORPAY INC | $2.7M |
BABOEING CO | $2.7M |
AMRALPHA METALLURGICAL RESOUR I | $2.6M |
YUMYUM BRANDS INC | $2.4M |
ABTABBOTT LABORATORIES | $2.4M |
GILDGILEAD SCIENCES INC | $2.3M |
ZTSZOETIS INC | $2.2M |
VLOVALERO ENERGY CORP | $2.0M |
BLKBLACKROCK INC | $1.7M |
LULULULULEMON ATHLETICA INC | $1.6M |
SPGIS&P GLOBAL INC | $1.6M |
TSLATESLA INC | $1.3M |
TJXTJX COS INC NEW | $1.2M |
PGPROCTER & GAMBLE CO | $1.2M |
GSGOLDMAN SACHS GROUP INC | $1.1M |
RTXRTX CORPORATION | $1.0M |
ADIANALOG DEVICES INC | $1.0M |
TTTRANE TECHNOLOGIES PLC | $1.0M |
ULTAULTA BEAUTY INC | $991K |
GDXJVANECK ETF TRUST | $972K |
MMM3M CO | $908K |
AG8AGILENT TECHNOLOGIES INC | $906K |
GQ9SPDR GOLD TR | $898K |
IDXXIDEXX LABS INC | $848K |
WECWEC ENERGY GROUP INC | $845K |
LQDISHARES TR | $828K |
TMOTHERMO FISHER SCIENTIFIC INC | $812K |
OIHVANECK ETF TRUST | $713K |
SHOPSHOPIFY INC | $669K |
AEPAMERICAN ELEC PWR CO INC | $599K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $581K |
DGXQUEST DIAGNOSTICS INC | $491K |
SHWSHERWIN WILLIAMS CO | $481K |
ITWILLINOIS TOOL WKS INC | $436K |
REGNREGENERON PHARMACEUTICALS | $406K |
PANWPALO ALTO NETWORKS INC | $386K |
EAELECTRONIC ARTS INC | $379K |
EMREMERSON ELEC CO | $373K |
AMATAPPLIED MATLS INC | $359K |