INVESTMENT HOUSE LLC Q3 2021 Filing

Filed November 12, 2021

Portfolio Value

$1.4T

Holdings

186

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (186 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
827,405$117.1B8.53%
2
METAFACEBOOK INC
209,249$71.0B5.17%
3
INTUINTUIT
121,836$65.7B4.79%
4
MSFTMICROSOFT CORP
208,037$58.6B4.27%
5
ADBEADOBE INC
101,428$58.4B4.25%
6
AMZNAMAZON COM INC
15,482$50.9B3.71%
7
PYPLPAYPAL HLDGS INC
185,550$48.3B3.52%
8
ALPHABET INC
17,963$48.0B3.50%
9
GOOGALPHABET INC
16,117$43.0B3.13%
10
CRLCHARLES RIV LABS INTL INC
92,396$38.1B2.78%
11
COSTCOSTCO WHSL CORP NEW
71,462$32.1B2.34%
12
SMGSCOTTS MIRACLE GRO CO
219,205$32.1B2.34%
13
ACNACCENTURE PLC IRELAND
96,025$30.7B2.24%
14
TXNTEXAS INSTRS INC
119,585$23.0B1.67%
15
ICEINTERCONTINENTAL EXCHANGE IN
171,803$19.7B1.44%
16
WMWASTE MGMT INC DEL
126,821$18.9B1.38%
17
QCOMQUALCOMM INC
139,583$18.0B1.31%
18
PAYXPAYCHEX INC
156,203$17.6B1.28%
19
NVDANVIDIA CORP
81,341$16.9B1.23%
20
ECLECOLAB INC
79,632$16.6B1.21%
21
XYZSQUARE INC
66,736$16.0B1.17%
22
TRMBTRIMBLE INC
183,114$15.1B1.10%
23
CHDCHURCH & DWIGHT INC
180,012$14.9B1.08%
24
TTWOTAKE-TWO INTERACTIVE SOFTWAR
95,895$14.8B1.08%
25
ZTSZOETIS INC
73,753$14.3B1.04%
26
ADPAUTOMATIC DATA PROCESSING IN
71,446$14.3B1.04%
27
EWEDWARDS LIFESCIENCES CORP
125,775$14.2B1.04%
28
IFFINTERNATIONAL FLAVORS&FRAGRA
104,675$14.0B1.02%
29
ADSKAUTODESK INC
48,780$13.9B1.01%
30
IBBISHARES TR
84,788$13.7B1.00%
31
JNJJOHNSON & JOHNSON
84,757$13.7B1.00%
32
NKENIKE INC
90,600$13.2B0.96%
33
MSIMOTOROLA SOLUTIONS INC
56,406$13.1B0.95%
34
UPSUNITED PARCEL SERVICE INC
68,146$12.4B0.90%
35
LLYLILLY ELI & CO
49,256$11.4B0.83%
36
GLWCORNING INC
301,103$11.0B0.80%
37
SYKSTRYKER CORP
40,012$10.6B0.77%
38
CSCOCISCO SYS INC
185,165$10.1B0.73%
39
ISRGINTUITIVE SURGICAL INC
9,355$9.3B0.68%
40
FDXFEDEX CORP
41,806$9.2B0.67%
41
CRWDCROWDSTRIKE HLDGS INC
35,820$8.8B0.64%
42
AMGNAMGEN INC
40,833$8.7B0.63%
43
VVISA INC
38,651$8.6B0.63%
44
ABBVABBVIE INC
79,051$8.5B0.62%
45
WATWATERS CORP
21,049$7.5B0.55%
46
UNPUNION PAC CORP
38,249$7.5B0.55%
47
MRKMERCK & CO. INC
98,806$7.4B0.54%
48
NSCNORFOLK SOUTHERN CORP
29,708$7.1B0.52%
49
MAMASTERCARD INC
19,047$6.6B0.48%
50
7HPHP INC
240,047$6.6B0.48%
51
NVSNNOVARTIS A G
79,513$6.5B0.47%
52
HDHOME DEPOT INC
19,535$6.4B0.47%
53
SPYSPDR S&P 500 ETF TR
14,429$6.2B0.45%
54
MDTMEDTRONIC PLC
49,051$6.1B0.45%
55
GWWGRAINGER W W INC
15,427$6.1B0.44%
56
STZCONSTELLATION BRANDS INC
26,935$5.7B0.41%
57
ORCLORACLE CORP
64,477$5.6B0.41%
58
PEPPEPSICO INC
36,341$5.5B0.40%
59
MMM3M CO
30,542$5.4B0.39%
60
ABTABBOTT LABS
42,897$5.1B0.37%
61
CMICUMMINS INC
22,437$5.0B0.37%
62
CVSCVS HEALTH CORP
53,163$4.5B0.33%
63
CRMSALESFORCE COM INC
15,795$4.3B0.31%
64
GMGENERAL MTRS CO
77,960$4.1B0.30%
65
BLKCHFBLACKROCK INC
4,875$4.1B0.30%
66
INTCINTEL CORP
76,006$4.0B0.30%
67
BMYBRISTOL-MYERS SQUIBB CO
65,446$3.9B0.28%
68
SYYSYSCO CORP
48,915$3.8B0.28%
69
UNHUNITEDHEALTH GROUP INC
9,510$3.7B0.27%
70
NDQINVESCO QQQ TR
10,231$3.7B0.27%
71
LNGCHENIERE ENERGY INC
37,205$3.6B0.26%
72
BRK/BBERKSHIRE HATHAWAY INC DEL
12,466$3.4B0.25%
73
PFEPFIZER INC
72,843$3.1B0.23%
74
TOLTOLL BROTHERS INC
56,250$3.1B0.23%
75
DISDISNEY WALT CO
18,275$3.1B0.23%
76
CLXCLOROX CO DEL
17,283$2.9B0.21%
77
BKNGBOOKING HLDGS INC
1,164$2.8B0.20%
78
KWEBKRANESHARES TR
59,716$2.6B0.19%
79
WMTWALMART INC
18,652$2.6B0.19%
80
YUMYUM BRANDS INC
19,405$2.4B0.17%
81
BAXBAXTER INTL INC
29,187$2.3B0.17%
82
MRNAMODERNA INC
5,425$2.1B0.15%
83
VRTXVERTEX PHARMACEUTICALS INC
10,795$2.0B0.14%
84
DHRDANAHER CORPORATION
6,406$1.9B0.14%
85
AG8AGILENT TECHNOLOGIES INC
11,300$1.8B0.13%
86
BACVERIZON COMMUNICATIONS INC
31,791$1.7B0.13%
87
PGPROCTER & GAMBLE CO
11,970$1.7B0.12%
88
GILDGILEAD SCIENCES INC
23,102$1.6B0.12%
89
YUMCYUM CHINA HLDGS INC
27,165$1.6B0.12%
90
FRPTFRESHPET INC
11,019$1.6B0.11%
91
WHRWHIRLPOOL CORP
7,572$1.5B0.11%
92
NEENEXTERA ENERGY INC
19,600$1.5B0.11%
93
MLB1MERCADOLIBRE INC
916$1.5B0.11%
94
LVSLAS VEGAS SANDS CORP
41,444$1.5B0.11%
95
MCDMCDONALDS CORP
6,290$1.5B0.11%
96
NIONIO INC
42,078$1.5B0.11%
97
TSLATESLA INC
1,930$1.5B0.11%
98
LOWLOWES COS INC
7,015$1.4B0.10%
99
IBMINTERNATIONAL BUSINESS MACHS
9,912$1.4B0.10%
100
DHID R HORTON INC
15,560$1.3B0.10%
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