INVESTMENT HOUSE LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.0B
Holdings
216
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (216 positions)
| Stock | Value |
|---|---|
SNPSSYNOPSYS INC | $3.2M |
PEPPEPSICO INC | $3.1M |
COFCAPITAL ONE FINL CORP | $3.0M |
GRMNGARMIN LTD | $3.0M |
MUMICRON TECHNOLOGY INC | $3.0M |
CMGCHIPOTLE MEXICAN GRILL INC | $2.9M |
BNBROOKFIELD CORP | $2.9M |
SYYSYSCO CORP | $2.9M |
GLWCORNING INC | $2.7M |
TOLTOLL BROTHERS INC | $2.7M |
AVGOBROADCOM INC | $2.6M |
KVUEKENVUE INC | $2.6M |
WBDWARNER BROS DISCOVERY INC | $2.5M |
YUMYUM BRANDS INC | $2.5M |
CATCATERPILLAR INC | $2.3M |
7HPHP INC | $2.2M |
ACMAECOM | $2.2M |
AZEKAZEK CO INC | $2.0M |
GILDGILEAD SCIENCES INC | $1.9M |
BLKBLACKROCK INC | $1.9M |
JPMJPMORGAN CHASE & CO. | $1.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.8M |
TAT&T INC | $1.8M |
TTANSERVICETITAN INC | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
NEENEXTERA ENERGY INC | $1.5M |
BMYBRISTOL-MYERS SQUIBB CO | $1.5M |
KOCOCA COLA CO | $1.5M |
MRVLMARVELL TECHNOLOGY INC | $1.4M |
DOWDOW INC | $1.3M |
DHRDANAHER CORPORATION | $1.3M |
RHRH | $1.3M |
TJXTJX COS INC NEW | $1.1M |
VTVANGUARD INTL EQUITY INDEX F | $1.1M |
TTTRANE TECHNOLOGIES PLC | $1.0M |
SCHWSCHWAB CHARLES CORP | $1.0M |
MMM3M CO | $1.0M |
GSGOLDMAN SACHS GROUP INC | $1.0M |
SBUXSTARBUCKS CORP | $1.0M |
RSPINVESCO EXCHANGE TRADED FD T | $974K |
AG8AGILENT TECHNOLOGIES INC | $973K |
HCCWARRIOR MET COAL INC | $917K |
XLUSELECT SECTOR SPDR TR | $890K |
TSLATESLA INC | $882K |
EBAEBAY INC. | $869K |
IDXXIDEXX LABS INC | $831K |
LQDISHARES TR | $829K |
NOWSERVICENOW INC | $819K |
ULTAULTA BEAUTY INC | $819K |
CLCOLGATE PALMOLIVE CO | $813K |
ADIANALOG DEVICES INC | $808K |
EWZISHARES INC | $797K |
AGGISHARES TR | $785K |
FXEINVESCO CURRENCYSHARES EURO | $776K |
WECWEC ENERGY GROUP INC | $761K |
WINGWINGSTOP INC | $758K |
LADLITHIA MTRS INC | $757K |
LENLENNAR CORP | $755K |
FXIISHARES TR | $754K |
COINCOINBASE GLOBAL INC | $747K |
PANWPALO ALTO NETWORKS INC | $747K |
FXYINVESCO CURRENCYSHARES JAPAN | $743K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $686K |
CNRCORE NATURAL RESOURCES INC | $664K |
AMRALPHA METALLURGICAL RESOUR I | $654K |
SHOPSHOPIFY INC | $653K |
DCIDONALDSON INC | $652K |
AEPAMERICAN ELEC PWR CO INC | $618K |
OLNOLIN CORP | $603K |
CVSCVS HEALTH CORP | $601K |
RTXRTX CORPORATION | $590K |
NFLXNETFLIX INC | $589K |
LPXLOUISIANA PAC CORP | $581K |
UPSUNITED PARCEL SERVICE INC | $557K |
EIXEDISON INTL | $520K |
SHWSHERWIN WILLIAMS CO | $515K |
PFEPFIZER INC | $514K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $511K |
BACVERIZON COMMUNICATIONS INC | $510K |
PBEINVESCO EXCHANGE TRADED FD T | $479K |
VPUVANGUARD WORLD FD | $477K |
DGXQUEST DIAGNOSTICS INC | $445K |
PLTRPALANTIR TECHNOLOGIES INC | $444K |
VRTXVERTEX PHARMACEUTICALS INC | $431K |
ITWILLINOIS TOOL WKS INC | $414K |
SOSOUTHERN CO | $409K |
FSKFS KKR CAP CORP | $372K |
EAELECTRONIC ARTS INC | $357K |
MCKMCKESSON CORP | $352K |
INTCINTEL CORP | $347K |
REGNREGENERON PHARMACEUTICALS | $345K |
HONHONEYWELL INTL INC | $332K |
BLDTOPBUILD CORP | $324K |
MDLZMONDELEZ INTL INC | $308K |
IRENIREN LIMITED | $291K |
DYHTARGET CORP | $286K |
IRMIRON MTN INC DEL | $277K |
USBUS BANCORP DEL | $273K |
MTBM & T BK CORP | $262K |
ZSZSCALER INC | $256K |