INVESTMENT HOUSE LLC Q2 2021 Filing

Filed July 20, 2021

Portfolio Value

$1.4T

Holdings

195

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (195 positions)

#StockSharesValue% PortfolioType
101
PGPROCTER AND GAMBLE CO
11,970$1.6B0.11%
102
TALTAL EDUCATION GROUP
63,434$1.6B0.11%
103
NETCLOUDFLARE INC
15,056$1.6B0.11%
104
JMIAJUMIA TECHNOLOGIES AG
51,972$1.6B0.11%
105
BIIBBIOGEN INC
4,202$1.5B0.10%
106
MCDMCDONALDS CORP
6,290$1.5B0.10%
107
NEENEXTERA ENERGY INC
19,600$1.4B0.10%
108
DHID R HORTON INC
15,760$1.4B0.10%
109
CATCATERPILLAR INC DEL
6,106$1.3B0.09%
110
TSLATESLA INC
1,930$1.3B0.09%
111
KOCOCA COLA CO
24,085$1.3B0.09%
112
LQDISHARES TR
9,355$1.3B0.09%
113
AXPAMERICAN EXPRESS CO
7,375$1.2B0.09%
114
LENLENNAR CORP
12,002$1.2B0.08%
115
EBAEBAY INC.
16,800$1.2B0.08%
116
SPYSPDR S&P 500 ETF TR
2,712$1.2B0.08%
117
ACMAECOM
17,050$1.1B0.08%
118
LOWLOWES COS INC
5,530$1.1B0.08%
119
SPXLDIREXION SHS ETF TR
10,000$1.1B0.07%
120
TJXTJX COS INC NEW
15,511$1.0B0.07%
121
IDXXIDEXX LABS INC
1,650$1.0B0.07%
122
CTXSEURCITRIX SYS INC
8,875$1.0B0.07%
123
SHYISHARES TR
11,581$997.0M0.07%
124
MACMACERICH CO
53,777$981.0M0.07%
125
ADIANALOG DEVICES INC
5,133$883.0M0.06%
126
SBUXSTARBUCKS CORP
7,875$880.0M0.06%
127
JPMJPMORGAN CHASE & CO
5,625$874.0M0.06%
128
EAELECTRONIC ARTS INC
5,740$825.0M0.06%
129
CLCOLGATE PALMOLIVE CO
10,135$824.0M0.06%
130
EQIXEQUINIX INC
1,003$805.0M0.06%
131
EEMISHARES TR
14,074$776.0M0.05%
132
EWZISHARES INC
19,128$775.0M0.05%
133
VNQVANGUARD INDEX FDS
7,582$771.0M0.05%
134
HSICHENRY SCHEIN INC
10,097$749.0M0.05%
135
BIOHAVEN PHARMACTL HLDG CO L
7,185$697.0M0.05%
136
DYHTARGET CORP
2,825$682.0M0.05%
137
REGNREGENERON PHARMACEUTICALS
1,195$667.0M0.05%
138
AKAMAKAMAI TECHNOLOGIES INC
5,664$660.0M0.05%
139
WECWEC ENERGY GROUP INC
7,300$649.0M0.05%
140
DCIDONALDSON INC
9,900$628.0M0.04%
141
ABNBAIRBNB INC
4,025$616.0M0.04%
142
LINLINDE PLC
2,105$608.0M0.04%
143
NVTA1EURINVITAE CORP
17,690$596.0M0.04%
144
MRVLMARVELL TECHNOLOGY GROUP LTD
9,845$574.0M0.04%
145
TMOTHERMO FISHER SCIENTIFIC INC
1,107$558.0M0.04%
146
PBEINVESCO EXCHANGE TRADED FD T
7,160$553.0M0.04%
147
GRMNGARMIN LTD
3,450$499.0M0.04%
148
AVGOBROADCOM INC
1,025$488.0M0.03%
149
AEPAMERICAN ELEC PWR CO INC
5,700$482.0M0.03%
150
CHTRCHARTER COMMUNICATIONS INC N
658$474.0M0.03%
151
CAGCONAGRA BRANDS INC
13,025$473.0M0.03%
152
WQTMWISDOMTREE TR
17,583$441.0M0.03%
153
TTTRANE TECHNOLOGIES PLC
2,400$441.0M0.03%
154
AZEKAZEK CO INC
10,225$434.0M0.03%
155
GSGOLDMAN SACHS GROUP INC
1,146$434.0M0.03%
156
DEDEERE & CO
1,185$417.0M0.03%
157
PFFISHARES TR
10,378$408.0M0.03%
158
SHWSHERWIN WILLIAMS CO
1,500$408.0M0.03%
159
DDOMINION ENERGY INC
5,484$403.0M0.03%
160
BCOBRINKS CO
5,130$394.0M0.03%
161
EIXEDISON INTL
6,651$384.0M0.03%
162
USBUS BANCORP DEL
6,700$381.0M0.03%
163
UMBFUMB FINL CORP
4,072$378.0M0.03%
164
DGXQUEST DIAGNOSTICS INC
2,802$369.0M0.03%
165
BDXBECTON DICKINSON & CO
1,479$359.0M0.03%
166
ITWILLINOIS TOOL WKS INC
1,600$357.0M0.03%
167
WBAWALGREENS BOOTS ALLIANCE INC
6,600$347.0M0.02%
168
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,805$337.0M0.02%
169
SEICSEI INVTS CO
5,432$336.0M0.02%
170
HONHONEYWELL INTL INC
1,500$329.0M0.02%
171
SHOPSHOPIFY INC
224$327.0M0.02%
172
RTXRAYTHEON TECHNOLOGIES CORP
3,765$321.0M0.02%
173
TWTRUSDTWITTER INC
4,602$316.0M0.02%
174
SCHWSCHWAB CHARLES CORP
4,329$315.0M0.02%
175
OGNORGANON & CO
10,359$313.0M0.02%
176
GDOWESTERN ASSET GLOBAL CP DEFI
16,278$302.0M0.02%
177
FSKFS KKR CAPITAL CORP
13,919$299.0M0.02%
178
GPNGLOBAL PMTS INC
1,515$284.0M0.02%
179
SOSOUTHERN CO
4,394$265.0M0.02%
180
MCOMOODYS CORP
720$260.0M0.02%
181
MCKMCKESSON CORP
1,350$258.0M0.02%
182
CWBSPDR SER TR
2,785$241.0M0.02%
183
TAT&T INC
8,340$240.0M0.02%
184
WDAYWORKDAY INC
975$232.0M0.02%
185
CMCSACOMCAST CORP NEW
4,050$230.0M0.02%
186
KBHKB HOME
5,655$230.0M0.02%
187
PLTRPALANTIR TECHNOLOGIES INC
8,720$229.0M0.02%
188
TECHBIO-TECHNE CORP
500$225.0M0.02%
189
ZSZSCALER INC
1,040$224.0M0.02%
190
RPMRPM INTL INC
2,525$223.0M0.02%
191
BACBK OF AMERICA CORP
5,181$213.0M0.01%
192
ILMNILLUMINA INC
450$212.0M0.01%
193
SWKSTANLEY BLACK & DECKER INC
1,025$210.0M0.01%
194
TEVATEVA PHARMACEUTICAL INDS LTD
10,600$104.0M0.01%
195
MNKDMANNKIND CORP
14,800$80.0M0.01%
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