INVESTMENT HOUSE LLC Q2 2024 Filing
Filed July 22, 2024
Portfolio Value
$1.8T
Holdings
203
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (203 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 627,827 | $132.2B | 7.54% | |
| 2 | MSFTMICROSOFT CORP | 241,420 | $107.9B | 6.16% | |
| 3 | METAMETA PLATFORMS INC | 189,831 | $95.7B | 5.46% | |
| 4 | NVDANVIDIA CORP | 645,580 | $79.8B | 4.55% | |
| 5 | AMZNAMAZON COM INC | 332,353 | $64.2B | 3.66% | |
| 6 | —ALPHABET INC | 344,292 | $62.7B | 3.58% | |
| 7 | INTUINTUIT | 93,982 | $61.8B | 3.52% | |
| 8 | COSTCOSTCO WHSL CORP NEW | 67,554 | $57.4B | 3.28% | |
| 9 | ADBEADOBE INC | 90,024 | $50.0B | 2.85% | |
| 10 | GOOGALPHABET INC | 243,632 | $44.7B | 2.55% | |
| 11 | LLYLILLY ELI & CO | 48,669 | $44.1B | 2.51% | |
| 12 | NUNU HLDGS LTD | 2,396,515 | $30.9B | 1.76% | |
| 13 | MSIMOTOROLA SOLUTIONS INC | 78,707 | $30.4B | 1.73% | |
| 14 | ACNACCENTURE PLC IRELAND | 93,736 | $28.4B | 1.62% | |
| 15 | WMWASTE MGMT INC DEL | 132,677 | $28.3B | 1.61% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 174,149 | $23.8B | 1.36% | |
| 17 | QCOMQUALCOMM INC | 118,798 | $23.7B | 1.35% | |
| 18 | TXNTEXAS INSTRS INC | 121,200 | $23.6B | 1.35% | |
| 19 | AXPAMERICAN EXPRESS CO | 98,101 | $22.7B | 1.30% | |
| 20 | MLB1MERCADOLIBRE INC | 13,409 | $22.0B | 1.26% | |
| 21 | PAYXPAYCHEX INC | 181,559 | $21.5B | 1.23% | |
| 22 | ADPAUTOMATIC DATA PROCESSING IN | 87,847 | $21.0B | 1.20% | |
| 23 | LOWLOWES COS INC | 75,958 | $16.7B | 0.96% | |
| 24 | MRKMERCK & CO. INC | 134,871 | $16.7B | 0.95% | |
| 25 | WSMWILLIAMS-SONOMA | 56,794 | $16.0B | 0.91% | |
| 26 | EWEDWARDS LIFESCIENCES CORP | 173,503 | $16.0B | 0.91% | |
| 27 | ECLECOLAB INC | 66,287 | $15.8B | 0.90% | |
| 28 | ADSKAUTODESK INC | 63,322 | $15.7B | 0.89% | |
| 29 | ZTSZOETIS INC | 89,645 | $15.5B | 0.89% | |
| 30 | BKNGBOOKING HLDGS INC | 3,787 | $15.0B | 0.86% | |
| 31 | CHDCHURCH & DWIGHT INC | 144,436 | $15.0B | 0.85% | |
| 32 | VVISA INC | 56,233 | $14.8B | 0.84% | |
| 33 | CRLCHARLES RIV LABS INTL INC | 68,505 | $14.2B | 0.81% | |
| 34 | SYKSTRYKER CORP | 39,461 | $13.4B | 0.77% | |
| 35 | DEDEERE & CO | 35,463 | $13.3B | 0.76% | |
| 36 | FDXFEDEX CORP | 43,832 | $13.1B | 0.75% | |
| 37 | ISRGINTUITIVE SURGICAL INC | 28,625 | $12.7B | 0.73% | |
| 38 | UNPUNION PAC CORP | 54,294 | $12.3B | 0.70% | |
| 39 | GWWGRAINGER W W INC | 13,099 | $11.8B | 0.67% | |
| 40 | JNJJOHNSON & JOHNSON | 76,550 | $11.2B | 0.64% | |
| 41 | CRWDCROWDSTRIKE HLDGS INC | 28,970 | $11.1B | 0.63% | |
| 42 | IBBISHARES TR | 80,738 | $11.1B | 0.63% | |
| 43 | AMGNAMGEN INC | 33,171 | $10.4B | 0.59% | |
| 44 | 7HPHP INC | 289,050 | $10.1B | 0.58% | |
| 45 | SESEA LTD | 132,377 | $9.5B | 0.54% | |
| 46 | ABBVABBVIE INC | 54,697 | $9.4B | 0.54% | |
| 47 | MAMASTERCARD INC | 21,188 | $9.3B | 0.53% | |
| 48 | ORCLORACLE CORP | 64,211 | $9.1B | 0.52% | |
| 49 | BACBK OF AMERICA CORP | 227,217 | $9.0B | 0.52% | |
| 50 | PYPLPAYPAL HLDGS INC | 153,275 | $8.9B | 0.51% | |
| 51 | ANAUTONATION INC | 55,425 | $8.8B | 0.50% | |
| 52 | NVSNNOVARTIS A G | 82,429 | $8.8B | 0.50% | |
| 53 | GPNGLOBAL PMTS INC | 90,650 | $8.8B | 0.50% | |
| 54 | CMICUMMINS INC | 31,096 | $8.6B | 0.49% | |
| 55 | TRMBTRIMBLE INC | 153,035 | $8.6B | 0.49% | |
| 56 | WMTWALMART INC | 117,078 | $7.9B | 0.45% | |
| 57 | FASTFASTENAL CO | 120,542 | $7.6B | 0.43% | |
| 58 | EXPDEXPEDITORS INTL WASH INC | 59,484 | $7.4B | 0.42% | |
| 59 | STZCONSTELLATION BRANDS INC | 27,874 | $7.2B | 0.41% | |
| 60 | PEPPEPSICO INC | 40,465 | $6.7B | 0.38% | |
| 61 | MDLZMONDELEZ INTL INC | 96,941 | $6.3B | 0.36% | |
| 62 | UPSUNITED PARCEL SERVICE INC | 44,310 | $6.1B | 0.35% | |
| 63 | NSCNORFOLK SOUTHERN CORP | 26,558 | $5.7B | 0.33% | |
| 64 | NKENIKE INC | 74,802 | $5.6B | 0.32% | |
| 65 | LINLINDE PLC | 12,776 | $5.6B | 0.32% | |
| 66 | DELLDELL TECHNOLOGIES INC | 39,710 | $5.5B | 0.31% | |
| 67 | HDHOME DEPOT INC | 15,433 | $5.3B | 0.30% | |
| 68 | RHRH | 21,143 | $5.2B | 0.29% | |
| 69 | DOWDOW INC | 96,456 | $5.1B | 0.29% | |
| 70 | DHID R HORTON INC | 35,649 | $5.0B | 0.29% | |
| 71 | UBERUBER TECHNOLOGIES INC | 68,775 | $5.0B | 0.29% | |
| 72 | CSCOCISCO SYS INC | 105,041 | $5.0B | 0.28% | |
| 73 | MUMICRON TECHNOLOGY | 36,784 | $4.8B | 0.28% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 9,475 | $4.8B | 0.28% | |
| 75 | SHVIshares Short Treasury | 43,645 | $4.8B | 0.28% | |
| 76 | XYZSQUARE INC | 72,663 | $4.7B | 0.27% | |
| 77 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,443 | $4.7B | 0.27% | |
| 78 | WATWATERS CORP | 15,282 | $4.4B | 0.25% | |
| 79 | SMGSCOTTS MIRACLE GRO CO | 61,545 | $4.0B | 0.23% | |
| 80 | MCDMCDONALDS CORP | 14,533 | $3.7B | 0.21% | |
| 81 | DHRDANAHER CORPORATION | 14,686 | $3.7B | 0.21% | |
| 82 | EXPEEXPEDIA GROUP INC | 28,263 | $3.6B | 0.20% | |
| 83 | TMOTHERMO FISHER SCIENTIFIC INC | 6,033 | $3.3B | 0.19% | |
| 84 | MDTMEDTRONIC PLC | 41,425 | $3.3B | 0.19% | |
| 85 | CMGCHIPOTLE MEXICAN GRILL INC | 51,700 | $3.2B | 0.18% | |
| 86 | ADIANALOG DEVICES INC | 13,880 | $3.2B | 0.18% | |
| 87 | PVHPVH CORPORATION | 28,935 | $3.1B | 0.17% | |
| 88 | CRMSALESFORCE COM INC | 11,741 | $3.0B | 0.17% | |
| 89 | SYYSYSCO CORP | 40,411 | $2.9B | 0.16% | |
| 90 | CCCCCC INTELLIGENT SOLUTIONS HL | 251,750 | $2.8B | 0.16% | |
| 91 | CPAYCORPAY INC | 10,310 | $2.7B | 0.16% | |
| 92 | KVUEKENVUE INC | 147,012 | $2.7B | 0.15% | |
| 93 | ABTABBOTT LABS | 25,562 | $2.7B | 0.15% | |
| 94 | ORLYO REILLY AUTOMOTIVE INC | 2,408 | $2.5B | 0.15% | |
| 95 | IBMINTERNATIONAL BUSINESS MACHS | 14,600 | $2.5B | 0.14% | |
| 96 | BABAALIBABA GROUP HLDG LTD | 34,540 | $2.5B | 0.14% | |
| 97 | DISDISNEY WALT CO | 24,495 | $2.4B | 0.14% | |
| 98 | GRMNGARMIN LTD | 14,625 | $2.4B | 0.14% | |
| 99 | YUMYUM BRANDS INC | 17,723 | $2.3B | 0.13% | |
| 100 | RLRALPH LAUREN CORP | 11,745 | $2.1B | 0.12% |
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