INVESTMENT HOUSE LLC Q1 2024 Filing
Filed May 2, 2024
Portfolio Value
$1.7T
Holdings
211
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (211 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 696,155 | $119.4B | 7.02% | |
| 2 | MSFTMICROSOFT CORP | 240,634 | $101.2B | 5.95% | |
| 3 | METAMETA PLATFORMS INC | 187,045 | $90.8B | 5.34% | |
| 4 | INTUINTUIT | 101,423 | $65.9B | 3.87% | |
| 5 | AMZNAMAZON COM INC | 353,704 | $63.8B | 3.75% | |
| 6 | NVDANVIDIA CORP | 65,964 | $59.6B | 3.50% | |
| 7 | —ALPHABET INC | 346,579 | $52.3B | 3.07% | |
| 8 | COSTCOSTCO WHSL CORP NEW | 68,138 | $49.9B | 2.93% | |
| 9 | ADBEADOBE INC | 94,923 | $47.9B | 2.82% | |
| 10 | GOOGALPHABET INC | 276,088 | $42.0B | 2.47% | |
| 11 | LLYLILLY ELI & CO | 49,320 | $38.4B | 2.26% | |
| 12 | ACNACCENTURE PLC IRELAND | 94,013 | $32.6B | 1.92% | |
| 13 | WMWASTE MGMT INC DEL | 131,949 | $28.1B | 1.65% | |
| 14 | MSIMOTOROLA SOLUTIONS INC | 78,442 | $27.8B | 1.64% | |
| 15 | NUNU HLDGS LTD | 2,125,034 | $25.4B | 1.49% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 174,829 | $24.0B | 1.41% | |
| 17 | PAYXPAYCHEX INC | 181,081 | $22.2B | 1.31% | |
| 18 | AXPAMERICAN EXPRESS CO | 96,774 | $22.0B | 1.30% | |
| 19 | ADPAUTOMATIC DATA PROCESSING IN | 87,532 | $21.9B | 1.28% | |
| 20 | TXNTEXAS INSTRS INC | 121,972 | $21.2B | 1.25% | |
| 21 | QCOMQUALCOMM INC | 118,453 | $20.1B | 1.18% | |
| 22 | MLB1MERCADOLIBRE INC | 12,648 | $19.1B | 1.12% | |
| 23 | LOWLOWES COS INC | 73,527 | $18.7B | 1.10% | |
| 24 | CRLCHARLES RIV LABS INTL INC | 68,245 | $18.5B | 1.09% | |
| 25 | WSMWILLIAMS-SONOMA | 56,967 | $18.1B | 1.06% | |
| 26 | MRKMERCK & CO. INC | 135,111 | $17.8B | 1.05% | |
| 27 | ADSKAUTODESK INC | 62,835 | $16.4B | 0.96% | |
| 28 | EWEDWARDS LIFESCIENCES CORP | 171,138 | $16.4B | 0.96% | |
| 29 | DEDEERE & CO | 39,503 | $16.2B | 0.95% | |
| 30 | CHDCHURCH & DWIGHT INC | 145,303 | $15.2B | 0.89% | |
| 31 | ZTSZOETIS INC | 88,492 | $15.0B | 0.88% | |
| 32 | ECLECOLAB INC | 64,459 | $14.9B | 0.87% | |
| 33 | VVISA INC | 50,705 | $14.2B | 0.83% | |
| 34 | SYKSTRYKER CORP | 39,296 | $14.1B | 0.83% | |
| 35 | BKNGBOOKING HLDGS INC | 3,778 | $13.7B | 0.81% | |
| 36 | GWWGRAINGER W W INC | 13,199 | $13.4B | 0.79% | |
| 37 | UNPUNION PAC CORP | 53,846 | $13.2B | 0.78% | |
| 38 | FDXFEDEX CORP | 45,100 | $13.1B | 0.77% | |
| 39 | PYPLPAYPAL HLDGS INC | 178,851 | $12.0B | 0.70% | |
| 40 | JNJJOHNSON & JOHNSON | 75,589 | $12.0B | 0.70% | |
| 41 | ISRGINTUITIVE SURGICAL INC | 28,725 | $11.5B | 0.67% | |
| 42 | IBBISHARES TR | 80,675 | $11.1B | 0.65% | |
| 43 | MAMASTERCARD INC | 22,258 | $10.7B | 0.63% | |
| 44 | TRMBTRIMBLE INC | 154,835 | $10.0B | 0.59% | |
| 45 | ABBVABBVIE INC | 54,453 | $9.9B | 0.58% | |
| 46 | GPNGLOBAL PMTS INC | 71,353 | $9.5B | 0.56% | |
| 47 | RHRH | 27,348 | $9.5B | 0.56% | |
| 48 | AMGNAMGEN INC | 32,996 | $9.4B | 0.55% | |
| 49 | CRWDCROWDSTRIKE HLDGS INC | 29,045 | $9.3B | 0.55% | |
| 50 | FASTFASTENAL CO | 119,453 | $9.2B | 0.54% | |
| 51 | CMICUMMINS INC | 30,391 | $9.0B | 0.53% | |
| 52 | BACBK OF AMERICA CORP | 235,069 | $8.9B | 0.52% | |
| 53 | 7HPHP INC | 290,075 | $8.8B | 0.52% | |
| 54 | ANAUTONATION INC | 49,615 | $8.2B | 0.48% | |
| 55 | EXPDEXPEDITORS INTL WASH INC | 67,434 | $8.2B | 0.48% | |
| 56 | XYZSQUARE INC | 95,411 | $8.1B | 0.47% | |
| 57 | ORCLORACLE CORP | 64,111 | $8.1B | 0.47% | |
| 58 | NVSNNOVARTIS A G | 82,079 | $7.9B | 0.47% | |
| 59 | CSCOCISCO SYS INC | 155,674 | $7.8B | 0.46% | |
| 60 | STZCONSTELLATION BRANDS INC | 27,902 | $7.6B | 0.45% | |
| 61 | WMTWALMART INC | 118,113 | $7.1B | 0.42% | |
| 62 | UPSUNITED PARCEL SERVICE INC | 47,399 | $7.0B | 0.41% | |
| 63 | SESEA LTD | 130,660 | $7.0B | 0.41% | |
| 64 | NKENIKE INC | 74,577 | $7.0B | 0.41% | |
| 65 | PEPPEPSICO INC | 39,520 | $6.9B | 0.41% | |
| 66 | NSCNORFOLK SOUTHERN CORP | 26,524 | $6.8B | 0.40% | |
| 67 | MDLZMONDELEZ INTL INC | 95,386 | $6.7B | 0.39% | |
| 68 | EXPEEXPEDIA GROUP INC | 41,670 | $5.7B | 0.34% | |
| 69 | HDHOME DEPOT INC | 14,313 | $5.5B | 0.32% | |
| 70 | LINLINDE PLC | 11,661 | $5.4B | 0.32% | |
| 71 | WATWATERS CORP | 15,465 | $5.3B | 0.31% | |
| 72 | BABOEING CO | 27,257 | $5.3B | 0.31% | |
| 73 | DOWDOW INC | 90,401 | $5.2B | 0.31% | |
| 74 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,718 | $4.9B | 0.29% | |
| 75 | MUMICRON TECHNOLOGY | 41,133 | $4.8B | 0.29% | |
| 76 | SHVIshares Short Treasury | 43,354 | $4.8B | 0.28% | |
| 77 | UNHUNITEDHEALTH GROUP INC | 9,555 | $4.7B | 0.28% | |
| 78 | UBERUBER TECHNOLOGIES INC | 61,234 | $4.7B | 0.28% | |
| 79 | SMGSCOTTS MIRACLE GRO CO | 61,895 | $4.6B | 0.27% | |
| 80 | KVUEKENVUE INC | 171,200 | $3.7B | 0.22% | |
| 81 | DELLDELL TECHNOLOGIES INC | 32,056 | $3.7B | 0.22% | |
| 82 | DHRDANAHER CORPORATION | 14,511 | $3.6B | 0.21% | |
| 83 | OXYOCCIDENTAL PETE CORP | 55,750 | $3.6B | 0.21% | |
| 84 | TMOTHERMO FISHER SCIENTIFIC INC | 6,030 | $3.5B | 0.21% | |
| 85 | SYYSYSCO CORP | 41,911 | $3.4B | 0.20% | |
| 86 | MDTMEDTRONIC PLC | 38,228 | $3.3B | 0.20% | |
| 87 | CMGCHIPOTLE MEXICAN GRILL INC | 1,033 | $3.0B | 0.18% | |
| 88 | ABTABBOTT LABS | 26,087 | $3.0B | 0.17% | |
| 89 | MCDMCDONALDS CORP | 10,283 | $2.9B | 0.17% | |
| 90 | ADIANALOG DEVICES INC | 13,880 | $2.7B | 0.16% | |
| 91 | APPAPPLOVIN CORP | 39,144 | $2.7B | 0.16% | |
| 92 | BLKCHFBLACKROCK INC | 3,243 | $2.7B | 0.16% | |
| 93 | SCHWCHARLES SCHWAB CORP | 37,130 | $2.7B | 0.16% | |
| 94 | HTZHERTZ GLOBAL HLDGS INC | 322,025 | $2.5B | 0.15% | |
| 95 | YUMYUM BRANDS INC | 18,156 | $2.5B | 0.15% | |
| 96 | IBMINTERNATIONAL BUSINESS MACHS | 13,125 | $2.5B | 0.15% | |
| 97 | TOLTOLL BROTHERS INC | 17,356 | $2.2B | 0.13% | |
| 98 | GRMNGARMIN LTD | 14,625 | $2.2B | 0.13% | |
| 99 | DHID R HORTON INC | 12,839 | $2.1B | 0.12% | |
| 100 | CATCATERPILLAR INC DEL | 5,623 | $2.1B | 0.12% |
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