INVESTMENT HOUSE LLC Q2 2026 Filing
Filed July 21, 2026
Portfolio Value
$261.1B
Holdings
221
Report Date
Q2 2026
Filing Type
13F-HR
All Holdings (221 positions)
| Stock | Value |
|---|---|
NUNU HLDGS LTD | $37.0B |
QXOQXO INC | $16.6B |
PAYXPAYCHEX INC | $14.3B |
SFMSPROUTS FMRS MKT INC | $12.7B |
UBERUBER TECHNOLOGIES INC | $12.1B |
SESEA LTD | $11.4B |
CARTMAPLEBEAR INC | $10.4B |
EWEDWARDS LIFESCIENCES CORP | $9.5B |
TRMBTRIMBLE INC | $9.1B |
CHDCHURCH & DWIGHT CO INC | $9.0B |
FIGRFIGURE TECHNOLOGY SOLUTIO | $8.4B |
BLDRBUILDERS FIRSTSOURCE INC | $7.9B |
VALVALARIS LTD | $6.3B |
WBDWARNER BROS DISCOVERY INC | $6.2B |
CSCOCISCO SYS INC | $5.5B |
BACBANK OF AMER CORP | $4.5B |
PYPLPAYPAL HLDGS INC | $4.4B |
MDTMEDTRONIC PLC | $3.6B |
FASTFASTENAL CO | $3.6B |
SOLVSOLVENTUM CORP | $3.6B |
CPNGCOUPANG INC | $3.5B |
SHYISHARES TR | $3.2B |
SMGSCOTTS MIRACLE-GRO CO | $3.0B |
NKENIKE INC | $2.9B |
RIGTRANSOCEAN LTD | $2.7B |
XYZBLOCK INC | $2.7B |
SLMSLM CORP | $2.7B |
SYYSYSCO CORP | $2.5B |
COMPCOMPASS INC | $2.4B |
INTCINTEL CORP | $2.1B |
IBKRINTERACTIVE BROKERS GROUP IN | $2.1B |
NEENEXTERA ENERGY INC | $1.8B |
XPXP INC | $1.8B |
FISVFISERV INC | $1.8B |
DUOLDUOLINGO INC | $1.7B |
GFFGRIFFON CORP | $1.6B |
ACMAECOM | $1.6B |
JDJD.COM INC | $1.6B |
MRVLMARVELL TECHNOLOGY INC | $1.4B |
TAT&T INC | $1.4B |
KOCOCA COLA CO | $1.3B |
EBAEBAY INC. | $1.1B |
KLARKLARNA GROUP PLC | $969.0M |
XLUSELECT SECTOR SPDR TR | $945.3M |
CLCOLGATE PALMOLIVE CO | $810.5M |
EMBJEMBRAER S.A. | $805.5M |
DCIDONALDSON INC | $797.8M |
BMYBRISTOL-MYERS SQUIBB CO | $788.3M |
STNGSCORPIO TANKERS INC | $772.1M |
CMCSACOMCAST CORP NEW | $748.6M |
PBEINVESCO EXCHANGE TRADED FD T | $679.4M |
AQLTISHARES TR | $630.1M |
SBUXSTARBUCKS CORP | $595.8M |
LENLENNAR CORP | $580.9M |
CVSCVS HEALTH CORP | $572.0M |
BACVERIZON COMMUNICATIONS INC | $508.2M |
PFEPFIZER INC | $505.6M |
LPXLOUISIANA PAC CORP | $499.0M |
DISDISNEY WALT CO | $461.4M |
SOSOUTHERN CO | $395.7M |
EIXEDISON INTL | $354.6M |
USBUS BANCORP | $313.4M |
7HPHP INC | $305.4M |
KVUEKENVUE INC | $275.9M |
CROXCROCS INC | $273.1M |
UPSUNITED PARCEL SVCS INC | $263.2M |
NFLXNETFLIX INC. | $259.6M |
GPNGLOBAL PMTS INC | $249.3M |
SCHWSCHWAB CHARLES CORP | $245.8M |
BRCBRADY CORP | $243.7M |
ANFABERCROMBIE & FITCH CO | $238.5M |
RPMRPM INTL INC | $226.1M |
CWBSPDR SERIES TRUST | $209.1M |
MOALTRIA GROUP INC | $205.6M |
DXCDXC TECHNOLOGY CO | $188.6M |
HYPDHYPERION DEFI INC | $179.0M |
FSKFS KKR CAP CORP | $175.5M |
—PROFESIONALLY MANAGED PORTFO | $168.9M |
AAPLAPPLE INC | $134.8M |
GOOGLALPHABET INC | $95.7M |
METAMETA PLATFORMS INC | $91.2M |
MSFTMICROSOFT CORP | $77.1M |
PURRHYPERLIQUID STRATEGIES INC | $76.3M |
NVDANVIDIA CORPORATION | $75.0M |
AMZNAMAZON COM INC | $67.9M |
COSTCOSTCO WHOLESALE CORPORATION | $62.6M |
GOOGALPHABET INC | $55.9M |
LLYELI LILLY & CO | $42.6M |
DELLDELL TECHNOLOGIES INC | $41.1M |
ALLOALLOGENE THERAPEUTICS INC | $40.3M |
AXPAMERICAN EXPRESS CO | $35.5M |
WMWASTE MGMT INC DEL | $30.1M |
INTUINTUIT | $28.8M |
ICEINTERCONTINENTAL EXCHANGE IN | $28.6M |
MLB1MERCADOLIBRE INC | $24.6M |
WSMWILLIAMS SONOMA INC | $24.3M |
ADBEADOBE INC | $22.8M |
JNJJOHNSON & JOHNSON | $22.6M |
NBISNEBIUS GROUP N.V. | $22.5M |
MSIMOTOROLA SOLUTIONS INC | $21.7M |
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