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 |
|---|---|---|---|---|---|
| 101 | YUMYUM BRANDS INC | 17,243 | $2.7B | 0.15% | |
| 102 | RACEFERRARI N V | 6,244 | $2.7B | 0.15% | |
| 103 | NBISNEBIUS GROUP N.V. | 125,205 | $2.6B | 0.15% | |
| 104 | CMGCHIPOTLE MEXICAN GRILL INC | 52,250 | $2.6B | 0.15% | |
| 105 | TMOTHERMO FISHER SCIENTIFIC INC | 5,272 | $2.6B | 0.15% | |
| 106 | RLRALPH LAUREN CORP | 11,770 | $2.6B | 0.15% | |
| 107 | SNPSSYNOPSYS INC | 5,892 | $2.5B | 0.14% | |
| 108 | GLWCORNING INC | 53,991 | $2.5B | 0.14% | |
| 109 | RSPINVESCO EXCHANGE TRADED FD T | 13,180 | $2.3B | 0.13% | |
| 110 | TLTISHARES TR | 24,939 | $2.3B | 0.13% | |
| 111 | MUMICRON TECHNOLOGY INC | 25,515 | $2.2B | 0.13% | |
| 112 | MCOMOODYS CORP | 4,699 | $2.2B | 0.12% | |
| 113 | GILDGILEAD SCIENCES INC | 19,327 | $2.2B | 0.12% | |
| 114 | EWBCEAST WEST BANCORP INC | 23,713 | $2.1B | 0.12% | |
| 115 | FWONALIBERTY MEDIA CORP DEL | 22,634 | $2.0B | 0.12% | |
| 116 | FSLRFIRST SOLAR INC | 15,469 | $2.0B | 0.11% | |
| 117 | AZEKAZEK CO INC | 39,255 | $1.9B | 0.11% | |
| 118 | CATCATERPILLAR INC | 5,708 | $1.9B | 0.11% | |
| 119 | FOURSHIFT4 PMTS INC | 22,690 | $1.9B | 0.11% | |
| 120 | TOLTOLL BROTHERS INC | 17,316 | $1.8B | 0.10% | |
| 121 | BAHBOOZ ALLEN HAMILTON HLDG COR | 17,285 | $1.8B | 0.10% | |
| 122 | ACMAECOM | 19,296 | $1.8B | 0.10% | |
| 123 | TAT&T INC | 60,444 | $1.7B | 0.10% | |
| 124 | BLKBLACKROCK INC | 1,795 | $1.7B | 0.10% | |
| 125 | JPMJPMORGAN CHASE & CO. | 6,692 | $1.6B | 0.09% | |
| 126 | QXOQXO INC | 120,839 | $1.6B | 0.09% | |
| 127 | AVGOBROADCOM INC | 9,470 | $1.6B | 0.09% | |
| 128 | AGGISHARES TR | 15,898 | $1.6B | 0.09% | |
| 129 | PGPROCTER AND GAMBLE CO | 9,103 | $1.6B | 0.09% | |
| 130 | NEENEXTERA ENERGY INC | 21,350 | $1.5B | 0.09% | |
| 131 | LADLITHIA MTRS INC | 4,641 | $1.4B | 0.08% | |
| 132 | KOCOCA COLA CO | 18,985 | $1.4B | 0.08% | |
| 133 | TSLATESLA INC | 4,875 | $1.3B | 0.07% | |
| 134 | RDDTREDDIT INC | 11,867 | $1.2B | 0.07% | |
| 135 | TTDTHE TRADE DESK INC | 22,663 | $1.2B | 0.07% | |
| 136 | HOODROBINHOOD MKTS INC | 29,657 | $1.2B | 0.07% | |
| 137 | CPNGCOUPANG INC | 51,850 | $1.1B | 0.06% | |
| 138 | SBUXSTARBUCKS CORP | 11,510 | $1.1B | 0.06% | |
| 139 | MRVLMARVELL TECHNOLOGY INC | 17,865 | $1.1B | 0.06% | |
| 140 | TJXTJX COS INC NEW | 8,919 | $1.1B | 0.06% | |
| 141 | MMM3M CO | 7,168 | $1.1B | 0.06% | |
| 142 | SLBSCHLUMBERGER LTD | 24,845 | $1.0B | 0.06% | |
| 143 | AG8AGILENT TECHNOLOGIES INC | 8,470 | $990.8M | 0.06% | |
| 144 | AWNADVANCE AUTO PARTS INC | 21,935 | $860.1M | 0.05% | |
| 145 | XLUSELECT SECTOR SPDR TR | 10,700 | $843.7M | 0.05% | |
| 146 | CLCOLGATE PALMOLIVE CO | 8,940 | $837.7M | 0.05% | |
| 147 | LQDISHARES TR | 7,565 | $822.2M | 0.05% | |
| 148 | TTTRANE TECHNOLOGIES PLC | 2,400 | $808.6M | 0.05% | |
| 149 | LENLENNAR CORP | 7,012 | $804.8M | 0.05% | |
| 150 | WECWEC ENERGY GROUP INC | 7,300 | $795.6M | 0.05% | |
| 151 | EBAEBAY INC. | 11,675 | $790.7M | 0.05% | |
| 152 | EWZISHARES INC | 28,588 | $739.0M | 0.04% | |
| 153 | LPXLOUISIANA PAC CORP | 7,759 | $713.7M | 0.04% | |
| 154 | GSGOLDMAN SACHS GROUP INC | 1,302 | $711.3M | 0.04% | |
| 155 | ADIANALOG DEVICES INC | 3,500 | $705.8M | 0.04% | |
| 156 | AEPAMERICAN ELEC PWR CO INC | 6,307 | $689.2M | 0.04% | |
| 157 | NOWSERVICENOW INC | 822 | $654.4M | 0.04% | |
| 158 | PANWPALO ALTO NETWORKS INC | 3,830 | $653.6M | 0.04% | |
| 159 | IDXXIDEXX LABS INC | 1,550 | $650.9M | 0.04% | |
| 160 | ULTAULTA BEAUTY INC | 1,750 | $641.4M | 0.04% | |
| 161 | EIXEDISON INTL | 10,723 | $631.8M | 0.04% | |
| 162 | DCIDONALDSON INC | 9,400 | $630.4M | 0.04% | |
| 163 | GFFGRIFFON CORP | 8,680 | $620.6M | 0.04% | |
| 164 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2,887 | $598.3M | 0.03% | |
| 165 | EWJISHARES INC | 8,694 | $596.1M | 0.03% | |
| 166 | COINCOINBASE GLOBAL INC | 3,379 | $582.0M | 0.03% | |
| 167 | BACVERIZON COMMUNICATIONS INC | 12,367 | $561.0M | 0.03% | |
| 168 | CVSCVS HEALTH CORP | 8,215 | $556.6M | 0.03% | |
| 169 | RTXRTX CORPORATION | 4,040 | $535.1M | 0.03% | |
| 170 | SHOPSHOPIFY INC | 5,600 | $534.7M | 0.03% | |
| 171 | SHWSHERWIN WILLIAMS CO | 1,500 | $523.8M | 0.03% | |
| 172 | MDLZMONDELEZ INTL INC | 7,604 | $515.9M | 0.03% | |
| 173 | DISDISNEY WALT CO | 5,200 | $513.2M | 0.03% | |
| 174 | PFEPFIZER INC | 20,198 | $511.8M | 0.03% | |
| 175 | PBEINVESCO EXCHANGE TRADED FD T | 7,980 | $506.3M | 0.03% | |
| 176 | VRTXVERTEX PHARMACEUTICALS INC | 1,044 | $506.2M | 0.03% | |
| 177 | WINGWINGSTOP INC | 2,240 | $505.3M | 0.03% | |
| 178 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 3,026 | $502.3M | 0.03% | |
| 179 | FXYINVESCO CURRENCYSHARES JAPAN | 7,648 | $470.4M | 0.03% | |
| 180 | VPUVANGUARD WORLD FD | 2,700 | $461.2M | 0.03% | |
| 181 | BIIBBIOGEN INC | 3,219 | $440.5M | 0.03% | |
| 182 | REGNREGENERON PHARMACEUTICALS | 689 | $437.0M | 0.02% | |
| 183 | DGXQUEST DIAGNOSTICS INC | 2,475 | $418.8M | 0.02% | |
| 184 | ITWILLINOIS TOOL WKS INC | 1,675 | $415.4M | 0.02% | |
| 185 | NFLXNETFLIX INC | 440 | $410.3M | 0.02% | |
| 186 | SOSOUTHERN CO | 4,458 | $409.9M | 0.02% | |
| 187 | FSKFS KKR CAP CORP | 17,911 | $375.2M | 0.02% | |
| 188 | PLTRPALANTIR TECHNOLOGIES INC | 4,259 | $359.5M | 0.02% | |
| 189 | CLXCLOROX CO DEL | 2,410 | $354.9M | 0.02% | |
| 190 | EAELECTRONIC ARTS INC | 2,435 | $351.9M | 0.02% | |
| 191 | XBISPDR SER TR | 4,150 | $336.6M | 0.02% | |
| 192 | IBKRINTERACTIVE BROKERS GROUP IN | 2,000 | $331.2M | 0.02% | |
| 193 | MCKMCKESSON CORP | 480 | $323.0M | 0.02% | |
| 194 | WHRWHIRLPOOL CORP | 3,575 | $322.2M | 0.02% | |
| 195 | STZCONSTELLATION BRANDS INC | 1,700 | $312.0M | 0.02% | |
| 196 | DYHTARGET CORP | 2,900 | $302.6M | 0.02% | |
| 197 | HONHONEYWELL INTL INC | 1,425 | $301.7M | 0.02% | |
| 198 | COPCONOCOPHILLIPS | 2,675 | $280.9M | 0.02% | |
| 199 | BABAALIBABA GROUP HLDG LTD | 2,000 | $264.5M | 0.02% | |
| 200 | RPMRPM INTL INC | 2,275 | $263.2M | 0.01% |