INVESTMENT HOUSE LLC Q1 2025 Filing
Filed May 8, 2025
Portfolio Value
$1.8T
Holdings
213
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (213 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 535,285 | $118.9B | 6.77% | |
| 2 | METAMETA PLATFORMS INC | 164,129 | $94.6B | 5.39% | |
| 3 | MSFTMICROSOFT CORP | 223,533 | $83.9B | 4.78% | |
| 4 | AMZNAMAZON COM INC | 332,236 | $63.2B | 3.60% | |
| 5 | COSTCOSTCO WHSL CORP NEW | 65,960 | $62.4B | 3.55% | |
| 6 | GOOGLALPHABET INC | 344,723 | $53.3B | 3.03% | |
| 7 | NVDANVIDIA CORPORATION | 470,255 | $51.0B | 2.90% | |
| 8 | INTUINTUIT | 79,211 | $48.6B | 2.77% | |
| 9 | LLYELI LILLY & CO | 47,535 | $39.3B | 2.24% | |
| 10 | MSIMOTOROLA SOLUTIONS INC | 79,702 | $34.9B | 1.99% | |
| 11 | ADBEADOBE INC | 89,629 | $34.4B | 1.96% | |
| 12 | GOOGALPHABET INC | 207,439 | $32.4B | 1.84% | |
| 13 | WMWASTE MGMT INC DEL | 135,115 | $31.3B | 1.78% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 174,876 | $30.2B | 1.72% | |
| 15 | ACNACCENTURE PLC IRELAND | 92,764 | $28.9B | 1.65% | |
| 16 | AXPAMERICAN EXPRESS CO | 106,192 | $28.6B | 1.63% | |
| 17 | PAYXPAYCHEX INC | 181,951 | $28.1B | 1.60% | |
| 18 | MLB1MERCADOLIBRE INC | 13,931 | $27.2B | 1.55% | |
| 19 | ADPAUTOMATIC DATA PROCESSING IN | 87,531 | $26.7B | 1.52% | |
| 20 | NUNU HLDGS LTD | 2,482,374 | $25.4B | 1.45% | |
| 21 | TXNTEXAS INSTRS INC | 122,613 | $22.0B | 1.25% | |
| 22 | LOWLOWES COS INC | 93,424 | $21.8B | 1.24% | |
| 23 | QCOMQUALCOMM INC | 139,070 | $21.4B | 1.22% | |
| 24 | WSMWILLIAMS SONOMA INC | 117,431 | $18.6B | 1.06% | |
| 25 | BKNGBOOKING HOLDINGS INC | 3,833 | $17.7B | 1.01% | |
| 26 | SESEA LTD | 131,668 | $17.2B | 0.98% | |
| 27 | ECLECOLAB INC | 67,339 | $17.1B | 0.97% | |
| 28 | ADSKAUTODESK INC | 64,550 | $16.9B | 0.96% | |
| 29 | VVISA INC | 47,731 | $16.7B | 0.95% | |
| 30 | CHDCHURCH & DWIGHT CO INC | 140,172 | $15.4B | 0.88% | |
| 31 | DELLDELL TECHNOLOGIES INC | 166,335 | $15.2B | 0.86% | |
| 32 | SYKSTRYKER CORPORATION | 40,046 | $14.9B | 0.85% | |
| 33 | ZTSZOETIS INC | 90,161 | $14.8B | 0.85% | |
| 34 | ISRGINTUITIVE SURGICAL INC | 28,625 | $14.2B | 0.81% | |
| 35 | UNPUNION PAC CORP | 56,192 | $13.3B | 0.76% | |
| 36 | UBERUBER TECHNOLOGIES INC | 182,194 | $13.3B | 0.76% | |
| 37 | GWWGRAINGER W W INC | 13,074 | $12.9B | 0.74% | |
| 38 | APPAPPLOVIN CORP | 46,900 | $12.4B | 0.71% | |
| 39 | MRKMERCK & CO INC | 136,125 | $12.2B | 0.70% | |
| 40 | JNJJOHNSON & JOHNSON | 72,244 | $12.0B | 0.68% | |
| 41 | EWEDWARDS LIFESCIENCES CORP | 159,854 | $11.6B | 0.66% | |
| 42 | MAMASTERCARD INCORPORATED | 20,813 | $11.4B | 0.65% | |
| 43 | CRWDCROWDSTRIKE HLDGS INC | 31,925 | $11.3B | 0.64% | |
| 44 | AMGNAMGEN INC | 35,470 | $11.1B | 0.63% | |
| 45 | IBBISHARES TR | 85,656 | $11.0B | 0.62% | |
| 46 | CMICUMMINS INC | 34,805 | $10.9B | 0.62% | |
| 47 | WMTWALMART INC | 117,453 | $10.3B | 0.59% | |
| 48 | ABBVABBVIE INC | 47,946 | $10.0B | 0.57% | |
| 49 | TRMBTRIMBLE INC | 152,485 | $10.0B | 0.57% | |
| 50 | FDXFEDEX CORP | 41,045 | $10.0B | 0.57% | |
| 51 | CRLCHARLES RIV LABS INTL INC | 65,580 | $9.9B | 0.56% | |
| 52 | PYPLPAYPAL HLDGS INC | 148,373 | $9.7B | 0.55% | |
| 53 | FASTFASTENAL CO | 124,665 | $9.7B | 0.55% | |
| 54 | DHID R HORTON INC | 74,530 | $9.5B | 0.54% | |
| 55 | CARTMAPLEBEAR INC | 234,940 | $9.4B | 0.53% | |
| 56 | ORCLORACLE CORP | 66,137 | $9.2B | 0.53% | |
| 57 | NVSNNOVARTIS AG | 82,204 | $9.2B | 0.52% | |
| 58 | CRMSALESFORCE INC | 33,405 | $9.0B | 0.51% | |
| 59 | EXPDEXPEDITORS INTL WASH INC | 66,744 | $8.0B | 0.46% | |
| 60 | 7HPHP INC | 283,872 | $7.9B | 0.45% | |
| 61 | EXPEEXPEDIA GROUP INC | 46,407 | $7.8B | 0.44% | |
| 62 | ANAUTONATION INC | 47,845 | $7.7B | 0.44% | |
| 63 | DEDEERE & CO | 16,392 | $7.7B | 0.44% | |
| 64 | FVRRFIVERR INTL LTD | 276,480 | $6.5B | 0.37% | |
| 65 | GPNGLOBAL PMTS INC | 64,463 | $6.3B | 0.36% | |
| 66 | NSCNORFOLK SOUTHN CORP | 26,593 | $6.3B | 0.36% | |
| 67 | LINLINDE PLC | 13,206 | $6.1B | 0.35% | |
| 68 | ABNBAIRBNB INC | 51,100 | $6.1B | 0.35% | |
| 69 | HDHOME DEPOT INC | 16,111 | $5.9B | 0.34% | |
| 70 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,867 | $5.8B | 0.33% | |
| 71 | SPYSPDR S&P 500 ETF TR | 10,281 | $5.8B | 0.33% | |
| 72 | WATWATERS CORP | 14,587 | $5.4B | 0.31% | |
| 73 | CPAYCORPAY INC | 15,070 | $5.3B | 0.30% | |
| 74 | BLDRBUILDERS FIRSTSOURCE INC | 40,663 | $5.1B | 0.29% | |
| 75 | CCCCCC INTELLIGENT SOLUTIONS HL | 551,720 | $5.0B | 0.28% | |
| 76 | UNHUNITEDHEALTH GROUP INC | 9,275 | $4.9B | 0.28% | |
| 77 | SOLVSOLVENTUM CORP | 63,283 | $4.8B | 0.27% | |
| 78 | MCDMCDONALDS CORP | 14,893 | $4.7B | 0.26% | |
| 79 | NKENIKE INC | 70,663 | $4.5B | 0.26% | |
| 80 | CSCOCISCO SYS INC | 72,534 | $4.5B | 0.25% | |
| 81 | BACBANK AMERICA CORP | 97,689 | $4.1B | 0.23% | |
| 82 | PEPPEPSICO INC | 26,481 | $4.0B | 0.23% | |
| 83 | FXIISHARES TR | 109,712 | $3.9B | 0.22% | |
| 84 | MDTMEDTRONIC PLC | 43,031 | $3.9B | 0.22% | |
| 85 | SHVISHARES TR | 34,812 | $3.8B | 0.22% | |
| 86 | XYZBLOCK INC | 68,518 | $3.7B | 0.21% | |
| 87 | AMDADVANCED MICRO DEVICES INC | 36,180 | $3.7B | 0.21% | |
| 88 | IBMINTERNATIONAL BUSINESS MACHS | 14,500 | $3.6B | 0.21% | |
| 89 | RHRH | 14,343 | $3.4B | 0.19% | |
| 90 | DHRDANAHER CORPORATION | 16,226 | $3.3B | 0.19% | |
| 91 | SMGSCOTTS MIRACLE-GRO CO | 60,595 | $3.3B | 0.19% | |
| 92 | SHYISHARES TR | 39,147 | $3.2B | 0.18% | |
| 93 | ABTABBOTT LABS | 24,154 | $3.2B | 0.18% | |
| 94 | BMYBRISTOL-MYERS SQUIBB CO | 51,185 | $3.1B | 0.18% | |
| 95 | GRMNGARMIN LTD | 14,225 | $3.1B | 0.18% | |
| 96 | DOWDOW INC | 85,186 | $3.0B | 0.17% | |
| 97 | SYYSYSCO CORP | 39,510 | $3.0B | 0.17% | |
| 98 | KVUEKENVUE INC | 123,631 | $3.0B | 0.17% | |
| 99 | UPSUNITED PARCEL SERVICE INC | 25,268 | $2.8B | 0.16% | |
| 100 | ASMLASML HOLDING N V | 4,170 | $2.8B | 0.16% |
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