13F HOLDINGS REPORT
INVESTMENT HOUSE LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001398344-25-015489
Total Value
$1.98B
Positions
216
Other Managers
0
Confidential Omitted
No
Holdings (216)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 166,688 | $123.0M | 6.22% |
| 2 | APPLE INC | AAPL | 553,357 | $113.5M | 5.74% |
| 3 | MICROSOFT CORP | MSFT | 211,949 | $105.4M | 5.33% |
| 4 | AMAZON COM INC | AMZN | 351,012 | $77.0M | 3.89% |
| 5 | NVIDIA CORPORATION | NVDA | 463,926 | $73.3M | 3.71% |
| 6 | COSTCO WHSL CORP NEW | 22160K105 | 64,586 | $63.9M | 3.23% |
| 7 | INTUIT | INTU | 78,773 | $62.0M | 3.14% |
| 8 | ALPHABET INC | GOOG | 341,448 | $60.2M | 3.04% |
| 9 | MERCADOLIBRE INC | MELI | 14,653 | $38.3M | 1.94% |
| 10 | ELI LILLY & CO | LLY | 47,165 | $36.8M | 1.86% |
| 11 | ALPHABET INC | GOOG | 201,676 | $35.8M | 1.81% |
| 12 | NU HLDGS LTD | NU | 2,597,716 | $35.6M | 1.80% |
| 13 | AMERICAN EXPRESS CO | AXP | 110,596 | $35.3M | 1.78% |
| 14 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 188,210 | $34.5M | 1.75% |
| 15 | ADOBE INC | ADBE | 89,186 | $34.5M | 1.74% |
| 16 | MOTOROLA SOLUTIONS INC | MSI | 79,000 | $33.2M | 1.68% |
| 17 | WASTE MGMT INC DEL | 94106L109 | 134,446 | $30.8M | 1.56% |
| 18 | DELL TECHNOLOGIES INC | DELL | 237,725 | $29.1M | 1.47% |
| 19 | ACCENTURE PLC IRELAND | ACN | 92,132 | $27.5M | 1.39% |
| 20 | AUTOMATIC DATA PROCESSING IN | ADP | 87,496 | $27.0M | 1.36% |
| 21 | PAYCHEX INC | PAYX | 181,435 | $26.4M | 1.33% |
| 22 | TEXAS INSTRS INC | 882508104 | 121,438 | $25.2M | 1.27% |
| 23 | BOOKING HOLDINGS INC | BKNG | 3,818 | $22.1M | 1.12% |
| 24 | WILLIAMS SONOMA INC | WSM | 133,188 | $21.8M | 1.10% |
| 25 | QUALCOMM INC | QCOM | 134,493 | $21.4M | 1.08% |
| 26 | SEA LTD | SE | 130,593 | $20.9M | 1.06% |
| 27 | UBER TECHNOLOGIES INC | UBER | 213,057 | $19.9M | 1.01% |
| 28 | AUTODESK INC | ADSK | 64,119 | $19.8M | 1.00% |
| 29 | ECOLAB INC | ECL | 67,804 | $18.3M | 0.92% |
| 30 | LOWES COS INC | 548661107 | 80,141 | $17.8M | 0.90% |
| 31 | APPLOVIN CORP | APP | 50,362 | $17.6M | 0.89% |
| 32 | VISA INC | V | 48,100 | $17.1M | 0.86% |
| 33 | CROWDSTRIKE HLDGS INC | CRWD | 31,915 | $16.3M | 0.82% |
| 34 | STRYKER CORPORATION | SYK | 40,242 | $15.9M | 0.81% |
| 35 | INTUITIVE SURGICAL INC | ISRG | 28,625 | $15.6M | 0.79% |
| 36 | JOHNSON & JOHNSON | JNJ | 95,505 | $14.6M | 0.74% |
| 37 | ORACLE CORP | ORCL-PD | 66,306 | $14.5M | 0.73% |
| 38 | ZOETIS INC | ZTS | 91,026 | $14.2M | 0.72% |
| 39 | GRAINGER W W INC | 384802104 | 13,002 | $13.5M | 0.68% |
| 40 | NEBIUS GROUP N.V. | NBIS | 238,759 | $13.2M | 0.67% |
| 41 | UNION PAC CORP | UNP | 55,845 | $12.8M | 0.65% |
| 42 | MAPLEBEAR INC | CART | 279,685 | $12.7M | 0.64% |
| 43 | EDWARDS LIFESCIENCES CORP | EW | 158,539 | $12.4M | 0.63% |
| 44 | ISHARES TR | 464287556 | 94,948 | $12.0M | 0.61% |
| 45 | SALESFORCE INC | CRM | 43,513 | $11.9M | 0.60% |
| 46 | EXPEDIA GROUP INC | EXPE | 70,234 | $11.8M | 0.60% |
| 47 | MASTERCARD INCORPORATED | MA | 20,555 | $11.6M | 0.58% |
| 48 | TRIMBLE INC | TRMB | 150,785 | $11.5M | 0.58% |
| 49 | WALMART INC | WMT | 117,003 | $11.4M | 0.58% |
| 50 | CUMMINS INC | CMI | 34,252 | $11.2M | 0.57% |
| 51 | CHURCH & DWIGHT CO INC | CHD | 115,238 | $11.1M | 0.56% |
| 52 | PAYPAL HLDGS INC | PYPL | 146,380 | $10.9M | 0.55% |
| 53 | FASTENAL CO | FAST | 248,603 | $10.4M | 0.53% |
| 54 | AIRBNB INC | ABNB | 75,640 | $10.0M | 0.51% |
| 55 | NOVARTIS AG | NVSEF | 81,817 | $9.9M | 0.50% |
| 56 | AMGEN INC | AMGN | 34,567 | $9.7M | 0.49% |
| 57 | UNITEDHEALTH GROUP INC | UNH | 30,236 | $9.4M | 0.48% |
| 58 | AUTONATION INC | AN | 46,240 | $9.2M | 0.46% |
| 59 | REDDIT INC | RDDT | 59,992 | $9.0M | 0.46% |
| 60 | ABBVIE INC | ABBV | 47,692 | $8.9M | 0.45% |
| 61 | DEERE & CO | DE | 16,250 | $8.3M | 0.42% |
| 62 | FIVERR INTL LTD | M4R82T106 | 277,390 | $8.1M | 0.41% |
| 63 | CCC INTELLIGENT SOLUTIONS HL | CCC | 786,825 | $7.4M | 0.37% |
| 64 | D R HORTON INC | 23331A109 | 53,997 | $7.0M | 0.35% |
| 65 | CORPAY INC | CPAY | 20,403 | $6.8M | 0.34% |
| 66 | EXPEDITORS INTL WASH INC | 302130109 | 59,159 | $6.8M | 0.34% |
| 67 | NORFOLK SOUTHN CORP | 655844108 | 26,393 | $6.8M | 0.34% |
| 68 | FEDEX CORP | FDX | 29,112 | $6.6M | 0.33% |
| 69 | THE TRADE DESK INC | 88339J105 | 90,012 | $6.5M | 0.33% |
| 70 | LINDE PLC | LIN | 12,987 | $6.1M | 0.31% |
| 71 | HOME DEPOT INC | HD | 16,066 | $5.9M | 0.30% |
| 72 | BUILDERS FIRSTSOURCE INC | BLDR | 47,007 | $5.7M | 0.29% |
| 73 | COUPANG INC | CPNG | 190,183 | $5.7M | 0.29% |
| 74 | ADVANCED MICRO DEVICES INC | AMD | 38,860 | $5.5M | 0.28% |
| 75 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 11,001 | $5.3M | 0.27% |
| 76 | SOLVENTUM CORP | SOLV | 67,628 | $5.1M | 0.26% |
| 77 | WATERS CORP | 941848103 | 14,454 | $5.0M | 0.26% |
| 78 | CISCO SYS INC | CSCO | 72,607 | $5.0M | 0.25% |
| 79 | MERCK & CO INC | MRK | 60,688 | $4.8M | 0.24% |
| 80 | CHARLES RIV LABS INTL INC | 159864107 | 31,413 | $4.8M | 0.24% |
| 81 | ISHARES TR | 464287432 | 52,670 | $4.6M | 0.24% |
| 82 | BANK AMERICA CORP | 060505104 | 95,879 | $4.5M | 0.23% |
| 83 | QXO INC | QXO-PB | 201,194 | $4.3M | 0.22% |
| 84 | MCDONALDS CORP | MCD | 14,736 | $4.3M | 0.22% |
| 85 | INTERNATIONAL BUSINESS MACHS | INTR | 14,500 | $4.3M | 0.22% |
| 86 | NIKE INC | NKE | 59,887 | $4.3M | 0.22% |
| 87 | SPDR SERIES TRUST | 78464A870 | 49,515 | $4.1M | 0.21% |
| 88 | DISNEY WALT CO | 254687106 | 32,892 | $4.1M | 0.21% |
| 89 | ISHARES TR | 464288679 | 34,812 | $3.8M | 0.19% |
| 90 | ISHARES TR | 464287457 | 45,539 | $3.8M | 0.19% |
| 91 | SCOTTS MIRACLE-GRO CO | SMG | 56,565 | $3.7M | 0.19% |
| 92 | MEDTRONIC PLC | MDT | 42,068 | $3.7M | 0.19% |
| 93 | SPDR S&P 500 ETF TR | SPY | 5,902 | $3.6M | 0.18% |
| 94 | GRIFFON CORP | GFF | 48,501 | $3.5M | 0.18% |
| 95 | ALIBABA GROUP HLDG LTD | BBAAY | 30,700 | $3.5M | 0.18% |
| 96 | BLOCK INC | BSQKZ | 50,878 | $3.5M | 0.17% |
| 97 | ASML HOLDING N V | ASMLF | 4,189 | $3.4M | 0.17% |
| 98 | ABBOTT LABS | ABLZF | 24,088 | $3.3M | 0.17% |
| 99 | QUANTA SVCS INC | 74762E102 | 8,577 | $3.2M | 0.16% |
| 100 | RALPH LAUREN CORP | RL | 11,730 | $3.2M | 0.16% |
| 101 | SYNOPSYS INC | SNPS | 6,147 | $3.2M | 0.16% |
| 102 | PEPSICO INC | PEP | 23,189 | $3.1M | 0.15% |
| 103 | CAPITAL ONE FINL CORP | 14040H105 | 14,231 | $3.0M | 0.15% |
| 104 | GARMIN LTD | GRMN | 14,225 | $3.0M | 0.15% |
| 105 | MICRON TECHNOLOGY INC | MU | 24,035 | $3.0M | 0.15% |
| 106 | CHIPOTLE MEXICAN GRILL INC | CMG | 52,300 | $2.9M | 0.15% |
| 107 | BROOKFIELD CORP | 11271J107 | 46,728 | $2.9M | 0.15% |
| 108 | SYSCO CORP | SYY | 38,140 | $2.9M | 0.15% |
| 109 | CORNING INC | GLW | 51,665 | $2.7M | 0.14% |
| 110 | TOLL BROTHERS INC | TOL | 23,256 | $2.7M | 0.13% |
| 111 | BROADCOM INC | AVGO | 9,437 | $2.6M | 0.13% |
| 112 | KENVUE INC | KVUE | 123,681 | $2.6M | 0.13% |
| 113 | WARNER BROS DISCOVERY INC | WBD | 218,488 | $2.5M | 0.13% |
| 114 | YUM BRANDS INC | YUM | 16,610 | $2.5M | 0.12% |
| 115 | CATERPILLAR INC | CAT | 5,808 | $2.3M | 0.11% |
| 116 | HP INC | HPQ | 91,966 | $2.2M | 0.11% |
| 117 | AECOM | ACM | 19,221 | $2.2M | 0.11% |
| 118 | AZEK CO INC | 05478C105 | 36,530 | $2.0M | 0.10% |
| 119 | GILEAD SCIENCES INC | GILD | 17,047 | $1.9M | 0.10% |
| 120 | BLACKROCK INC | BLK | 1,780 | $1.9M | 0.09% |
| 121 | JPMORGAN CHASE & CO. | VYLD | 6,316 | $1.8M | 0.09% |
| 122 | THERMO FISHER SCIENTIFIC INC | TMO | 4,444 | $1.8M | 0.09% |
| 123 | AT&T INC | T-PC | 61,444 | $1.8M | 0.09% |
| 124 | SERVICETITAN INC | TTAN | 14,336 | $1.5M | 0.08% |
| 125 | PROCTER AND GAMBLE CO | 742718109 | 9,418 | $1.5M | 0.08% |
| 126 | NEXTERA ENERGY INC | NEE-PW | 21,350 | $1.5M | 0.07% |
| 127 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 31,999 | $1.5M | 0.07% |
| 128 | COCA COLA CO | KO | 20,498 | $1.5M | 0.07% |
| 129 | MARVELL TECHNOLOGY INC | MRVL | 18,065 | $1.4M | 0.07% |
| 130 | DOW INC | DOW | 50,490 | $1.3M | 0.07% |
| 131 | DANAHER CORPORATION | 235851102 | 6,535 | $1.3M | 0.07% |
| 132 | RH | RH | 6,691 | $1.3M | 0.06% |
| 133 | TJX COS INC NEW | 872540109 | 8,919 | $1.1M | 0.06% |
| 134 | VANGUARD INTL EQUITY INDEX F | 922042742 | 8,369 | $1.1M | 0.05% |
| 135 | TRANE TECHNOLOGIES PLC | TT | 2,400 | $1.0M | 0.05% |
| 136 | SCHWAB CHARLES CORP | SCHW-PJ | 11,500 | $1.0M | 0.05% |
| 137 | 3M CO | MMM | 6,768 | $1.0M | 0.05% |
| 138 | GOLDMAN SACHS GROUP INC | GSCE | 1,433 | $1.0M | 0.05% |
| 139 | STARBUCKS CORP | SBUX | 11,010 | $1.0M | 0.05% |
| 140 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,362 | $974,490 | 0.05% |
| 141 | AGILENT TECHNOLOGIES INC | A | 8,245 | $972,992 | 0.05% |
| 142 | WARRIOR MET COAL INC | HCC | 20,000 | $916,600 | 0.05% |
| 143 | SELECT SECTOR SPDR TR | 81369Y886 | 10,900 | $890,094 | 0.05% |
| 144 | TESLA INC | TSLA | 2,778 | $882,459 | 0.04% |
| 145 | EBAY INC. | EBAY | 11,675 | $869,321 | 0.04% |
| 146 | IDEXX LABS INC | 45168D104 | 1,550 | $831,327 | 0.04% |
| 147 | ISHARES TR | 464287242 | 7,565 | $829,200 | 0.04% |
| 148 | SERVICENOW INC | NOW | 797 | $819,380 | 0.04% |
| 149 | ULTA BEAUTY INC | ULTA | 1,750 | $818,685 | 0.04% |
| 150 | COLGATE PALMOLIVE CO | CL | 8,940 | $812,646 | 0.04% |
| 151 | ANALOG DEVICES INC | ADI | 3,395 | $808,078 | 0.04% |
| 152 | ISHARES INC | 464286400 | 27,637 | $797,327 | 0.04% |
| 153 | ISHARES TR | 464287226 | 7,915 | $785,168 | 0.04% |
| 154 | INVESCO CURRENCYSHARES EURO | FXE | 7,133 | $775,999 | 0.04% |
| 155 | WEC ENERGY GROUP INC | WEC | 7,300 | $760,660 | 0.04% |
| 156 | WINGSTOP INC | WING | 2,250 | $757,665 | 0.04% |
| 157 | LITHIA MTRS INC | 536797103 | 2,240 | $756,717 | 0.04% |
| 158 | LENNAR CORP | LEN-B | 6,829 | $755,356 | 0.04% |
| 159 | ISHARES TR | 464287184 | 20,517 | $754,205 | 0.04% |
| 160 | COINBASE GLOBAL INC | COIN | 2,132 | $747,245 | 0.04% |
| 161 | PALO ALTO NETWORKS INC | PANW | 3,650 | $746,936 | 0.04% |
| 162 | INVESCO CURRENCYSHARES JAPAN | 46138W107 | 11,615 | $742,663 | 0.04% |
| 163 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 3,031 | $686,491 | 0.03% |
| 164 | CORE NATURAL RESOURCES INC | CNR | 9,520 | $663,925 | 0.03% |
| 165 | ALPHA METALLURGICAL RESOUR I | 020764106 | 5,810 | $653,509 | 0.03% |
| 166 | SHOPIFY INC | SHOP | 5,660 | $652,881 | 0.03% |
| 167 | DONALDSON INC | DCI | 9,400 | $651,890 | 0.03% |
| 168 | AMERICAN ELEC PWR CO INC | 025537101 | 5,957 | $618,098 | 0.03% |
| 169 | OLIN CORP | OLN | 30,000 | $602,700 | 0.03% |
| 170 | CVS HEALTH CORP | CVS | 8,715 | $601,161 | 0.03% |
| 171 | RTX CORPORATION | RTX | 4,040 | $589,921 | 0.03% |
| 172 | NETFLIX INC | NFLX | 440 | $589,217 | 0.03% |
| 173 | LOUISIANA PAC CORP | LPX | 6,759 | $581,206 | 0.03% |
| 174 | UNITED PARCEL SERVICE INC | UPS | 5,516 | $556,785 | 0.03% |
| 175 | EDISON INTL | 281020107 | 10,078 | $520,012 | 0.03% |
| 176 | SHERWIN WILLIAMS CO | SHW | 1,500 | $515,040 | 0.03% |
| 177 | PFIZER INC | PFE | 21,191 | $513,681 | 0.03% |
| 178 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 2,104 | $510,956 | 0.03% |
| 179 | VERIZON COMMUNICATIONS INC | VZ | 11,782 | $509,807 | 0.03% |
| 180 | INVESCO EXCHANGE TRADED FD T | IVZ | 7,480 | $479,468 | 0.02% |
| 181 | VANGUARD WORLD FD | 92204A876 | 2,700 | $476,577 | 0.02% |
| 182 | QUEST DIAGNOSTICS INC | DGX | 2,475 | $444,584 | 0.02% |
| 183 | PALANTIR TECHNOLOGIES INC | PLTR | 3,259 | $444,267 | 0.02% |
| 184 | VERTEX PHARMACEUTICALS INC | VRTX | 969 | $431,399 | 0.02% |
| 185 | ILLINOIS TOOL WKS INC | 452308109 | 1,675 | $414,144 | 0.02% |
| 186 | SOUTHERN CO | SOMN | 4,458 | $409,403 | 0.02% |
| 187 | FS KKR CAP CORP | FSK | 17,911 | $371,653 | 0.02% |
| 188 | ELECTRONIC ARTS INC | EA | 2,235 | $356,930 | 0.02% |
| 189 | MCKESSON CORP | MCK | 480 | $351,748 | 0.02% |
| 190 | INTEL CORP | INTC | 15,499 | $347,178 | 0.02% |
| 191 | REGENERON PHARMACEUTICALS | REGN | 657 | $344,925 | 0.02% |
| 192 | HONEYWELL INTL INC | 438516106 | 1,425 | $331,854 | 0.02% |
| 193 | TOPBUILD CORP | BLD | 1,000 | $323,740 | 0.02% |
| 194 | MONDELEZ INTL INC | 609207105 | 4,574 | $308,471 | 0.02% |
| 195 | IREN LIMITED | IREN | 20,000 | $291,400 | 0.01% |
| 196 | TARGET CORP | TGT | 2,900 | $286,085 | 0.01% |
| 197 | IRON MTN INC DEL | 46284V101 | 2,700 | $276,939 | 0.01% |
| 198 | US BANCORP DEL | USB-PS | 6,025 | $272,631 | 0.01% |
| 199 | M & T BK CORP | 55261F104 | 1,350 | $261,887 | 0.01% |
| 200 | ZSCALER INC | ZS | 815 | $255,861 | 0.01% |
| 201 | HEICO CORP NEW | HEI-A | 775 | $254,200 | 0.01% |
| 202 | RPM INTL INC | 749685103 | 2,275 | $249,886 | 0.01% |
| 203 | CONOCOPHILLIPS | COP | 2,675 | $240,055 | 0.01% |
| 204 | MORGAN STANLEY | MS-PQ | 1,700 | $239,462 | 0.01% |
| 205 | DXC TECHNOLOGY CO | DXC | 15,345 | $234,625 | 0.01% |
| 206 | HCA HEALTHCARE INC | HCA | 600 | $229,860 | 0.01% |
| 207 | EVERCORE INC | EVR | 850 | $229,517 | 0.01% |
| 208 | EAST WEST BANCORP INC | EWBC | 2,250 | $227,205 | 0.01% |
| 209 | CLOROX CO DEL | CLX | 1,835 | $220,328 | 0.01% |
| 210 | FERRARI N V | RACE | 448 | $219,852 | 0.01% |
| 211 | BIOGEN INC | BIIB | 1,730 | $217,271 | 0.01% |
| 212 | JOHNSON CTLS INTL PLC | G51502105 | 2,000 | $211,240 | 0.01% |
| 213 | BRADY CORP | BRC | 3,000 | $203,910 | 0.01% |
| 214 | XP INC | XP | 10,000 | $202,000 | 0.01% |
| 215 | PHILIP MORRIS INTL INC | 718172109 | 1,100 | $200,343 | 0.01% |
| 216 | ALLOGENE THERAPEUTICS INC | ALLO | 16,529 | $18,678 | 0.00% |