INVESTMENT HOUSE LLC Q1 2022 Filing
Filed April 14, 2022
Portfolio Value
$1.4T
Holdings
172
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (172 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 783,732 | $136.8B | 9.98% | |
| 2 | MSFTMICROSOFT CORP | 199,825 | $61.6B | 4.49% | |
| 3 | INTUINTUIT | 113,099 | $54.4B | 3.96% | |
| 4 | AMZNAMAZON COM INC | 15,746 | $51.3B | 3.74% | |
| 5 | —ALPHABET INC | 17,133 | $47.7B | 3.47% | |
| 6 | ADBEADOBE INC | 100,940 | $46.0B | 3.35% | |
| 7 | METAFACEBOOK INC | 200,586 | $44.6B | 3.25% | |
| 8 | GOOGALPHABET INC | 15,923 | $44.5B | 3.24% | |
| 9 | COSTCOSTCO WHSL CORP NEW | 69,393 | $40.0B | 2.91% | |
| 10 | SPYSPDR S&P 500 ETF TR | 76,865 | $34.7B | 2.53% | |
| 11 | ACNACCENTURE PLC IRELAND | 96,225 | $32.5B | 2.37% | |
| 12 | CRLCHARLES RIV LABS INTL INC | 90,480 | $25.7B | 1.87% | |
| 13 | SMGSCOTTS MIRACLE GRO CO | 198,935 | $24.5B | 1.78% | |
| 14 | PAYXPAYCHEX INC | 164,951 | $22.5B | 1.64% | |
| 15 | ICEINTERCONTINENTAL EXCHANGE IN | 170,153 | $22.5B | 1.64% | |
| 16 | TXNTEXAS INSTRS INC | 122,285 | $22.4B | 1.64% | |
| 17 | QCOMQUALCOMM INC | 139,308 | $21.3B | 1.55% | |
| 18 | NVDANVIDIA CORP | 77,671 | $21.2B | 1.55% | |
| 19 | WMWASTE MGMT INC DEL | 127,484 | $20.2B | 1.47% | |
| 20 | PYPLPAYPAL HLDGS INC | 173,275 | $20.0B | 1.46% | |
| 21 | FDXFEDEX CORP | 76,807 | $17.8B | 1.30% | |
| 22 | MSIMOTOROLA SOLUTIONS INC | 73,146 | $17.7B | 1.29% | |
| 23 | CHDCHURCH & DWIGHT INC | 175,582 | $17.4B | 1.27% | |
| 24 | UPSUNITED PARCEL SERVICE INC | 79,411 | $17.0B | 1.24% | |
| 25 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 109,880 | $16.9B | 1.23% | |
| 26 | ADPAUTOMATIC DATA PROCESSING IN | 73,022 | $16.6B | 1.21% | |
| 27 | ZTSZOETIS INC | 76,498 | $14.4B | 1.05% | |
| 28 | EWEDWARDS LIFESCIENCES CORP | 121,675 | $14.3B | 1.04% | |
| 29 | ECLECOLAB INC | 79,747 | $14.1B | 1.03% | |
| 30 | JNJJOHNSON & JOHNSON | 77,624 | $13.8B | 1.00% | |
| 31 | LLYLILLY ELI & CO | 44,506 | $12.7B | 0.93% | |
| 32 | TRMBTRIMBLE INC | 175,664 | $12.7B | 0.92% | |
| 33 | ABBVABBVIE INC | 77,311 | $12.5B | 0.91% | |
| 34 | NKENIKE INC | 89,055 | $12.0B | 0.87% | |
| 35 | ADSKAUTODESK INC | 53,370 | $11.4B | 0.83% | |
| 36 | MACMACERICH CO | 727,760 | $11.4B | 0.83% | |
| 37 | GLWCORNING INC | 298,978 | $11.0B | 0.80% | |
| 38 | IBBISHARES TR | 83,783 | $10.9B | 0.80% | |
| 39 | UNPUNION PAC CORP | 38,927 | $10.6B | 0.78% | |
| 40 | CSCOCISCO SYS INC | 190,290 | $10.6B | 0.77% | |
| 41 | SYKSTRYKER CORP | 39,672 | $10.6B | 0.77% | |
| 42 | IFFINTERNATIONAL FLAVORS&FRAGRA | 77,400 | $10.2B | 0.74% | |
| 43 | AMGNAMGEN INC | 37,232 | $9.0B | 0.66% | |
| 44 | 7HPHP INC | 245,138 | $8.9B | 0.65% | |
| 45 | XYZSQUARE INC | 65,201 | $8.8B | 0.64% | |
| 46 | CRWDCROWDSTRIKE HLDGS INC | 38,440 | $8.7B | 0.64% | |
| 47 | VVISA INC | 38,491 | $8.5B | 0.62% | |
| 48 | ISRGINTUITIVE SURGICAL INC | 28,225 | $8.5B | 0.62% | |
| 49 | NSCNORFOLK SOUTHERN CORP | 29,233 | $8.3B | 0.61% | |
| 50 | GWWGRAINGER W W INC | 15,327 | $7.9B | 0.58% | |
| 51 | BRK/BBERKSHIRE HATHAWAY INC DEL | 20,116 | $7.1B | 0.52% | |
| 52 | DHRDANAHER CORPORATION | 23,021 | $6.8B | 0.49% | |
| 53 | MRKMERCK & CO. INC | 80,224 | $6.6B | 0.48% | |
| 54 | MAMASTERCARD INC | 17,997 | $6.4B | 0.47% | |
| 55 | WATWATERS CORP | 20,674 | $6.4B | 0.47% | |
| 56 | FASTFASTENAL CO | 100,605 | $6.0B | 0.44% | |
| 57 | HDHOME DEPOT INC | 19,535 | $5.8B | 0.43% | |
| 58 | PEPPEPSICO INC | 34,911 | $5.8B | 0.43% | |
| 59 | TMOTHERMO FISHER SCIENTIFIC INC | 9,463 | $5.6B | 0.41% | |
| 60 | NVSNNOVARTIS A G | 61,803 | $5.4B | 0.40% | |
| 61 | CVSCVS HEALTH CORP | 52,238 | $5.3B | 0.39% | |
| 62 | MDTMEDTRONIC PLC | 46,416 | $5.2B | 0.38% | |
| 63 | ORCLORACLE CORP | 61,327 | $5.1B | 0.37% | |
| 64 | UNHUNITEDHEALTH GROUP INC | 9,510 | $4.8B | 0.35% | |
| 65 | ABTABBOTT LABS | 38,791 | $4.6B | 0.33% | |
| 66 | CMICUMMINS INC | 20,807 | $4.3B | 0.31% | |
| 67 | CRMSALESFORCE COM INC | 18,721 | $4.0B | 0.29% | |
| 68 | MMM3M CO | 26,392 | $3.9B | 0.29% | |
| 69 | SYYSYSCO CORP | 47,835 | $3.9B | 0.28% | |
| 70 | NDQINVESCO QQQ TR | 10,000 | $3.6B | 0.26% | |
| 71 | STZCONSTELLATION BRANDS INC | 15,587 | $3.6B | 0.26% | |
| 72 | BMYBRISTOL-MYERS SQUIBB CO | 46,927 | $3.4B | 0.25% | |
| 73 | LOWLOWES COS INC | 16,350 | $3.3B | 0.24% | |
| 74 | PFEPFIZER INC | 63,643 | $3.3B | 0.24% | |
| 75 | INTCINTEL CORP | 65,301 | $3.2B | 0.24% | |
| 76 | WMTWALMART INC | 21,617 | $3.2B | 0.23% | |
| 77 | BLKCHFBLACKROCK INC | 4,192 | $3.2B | 0.23% | |
| 78 | ADIANALOG DEVICES INC | 18,568 | $3.1B | 0.22% | |
| 79 | GMGENERAL MTRS CO | 65,310 | $2.9B | 0.21% | |
| 80 | BKNGBOOKING HLDGS INC | 1,164 | $2.7B | 0.20% | |
| 81 | TOLTOLL BROTHERS INC | 55,565 | $2.6B | 0.19% | |
| 82 | SHYISHARES TR | 28,202 | $2.4B | 0.17% | |
| 83 | DISDISNEY WALT CO | 16,901 | $2.3B | 0.17% | |
| 84 | YUMYUM BRANDS INC | 18,630 | $2.2B | 0.16% | |
| 85 | TSLATESLA INC | 1,930 | $2.1B | 0.15% | |
| 86 | UBERUBER TECHNOLOGIES INC | 54,960 | $2.0B | 0.14% | |
| 87 | HESHESS CORP | 16,809 | $1.8B | 0.13% | |
| 88 | BABOEING CO | 9,025 | $1.7B | 0.13% | |
| 89 | BAXBAXTER INTL INC | 22,168 | $1.7B | 0.13% | |
| 90 | NEENEXTERA ENERGY INC | 19,600 | $1.7B | 0.12% | |
| 91 | MCDMCDONALDS CORP | 6,260 | $1.5B | 0.11% | |
| 92 | MRVLMARVELL TECHNOLOGY GROUP LTD | 20,645 | $1.5B | 0.11% | |
| 93 | AG8AGILENT TECHNOLOGIES INC | 10,920 | $1.4B | 0.11% | |
| 94 | KOCOCA COLA CO | 23,235 | $1.4B | 0.11% | |
| 95 | PGPROCTER & GAMBLE CO | 9,170 | $1.4B | 0.10% | |
| 96 | AXPAMERICAN EXPRESS CO | 7,375 | $1.4B | 0.10% | |
| 97 | DHID R HORTON INC | 18,320 | $1.4B | 0.10% | |
| 98 | ACMAECOM | 17,050 | $1.3B | 0.10% | |
| 99 | MLB1MERCADOLIBRE INC | 979 | $1.2B | 0.08% | |
| 100 | WHRWHIRLPOOL CORP | 6,732 | $1.2B | 0.08% |
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