INVESTMENT HOUSE LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.0T
Holdings
216
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (216 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 166,688 | $123.0B | 6.22% | |
| 2 | AAPLAPPLE INC | 553,357 | $113.5B | 5.74% | |
| 3 | MSFTMICROSOFT CORP | 211,949 | $105.4B | 5.33% | |
| 4 | AMZNAMAZON COM INC | 351,012 | $77.0B | 3.89% | |
| 5 | NVDANVIDIA CORPORATION | 463,926 | $73.3B | 3.71% | |
| 6 | COSTCOSTCO WHSL CORP NEW | 64,586 | $63.9B | 3.23% | |
| 7 | INTUINTUIT | 78,773 | $62.0B | 3.14% | |
| 8 | GOOGLALPHABET INC | 341,448 | $60.2B | 3.04% | |
| 9 | MLB1MERCADOLIBRE INC | 14,653 | $38.3B | 1.94% | |
| 10 | LLYELI LILLY & CO | 47,165 | $36.8B | 1.86% | |
| 11 | GOOGALPHABET INC | 201,676 | $35.8B | 1.81% | |
| 12 | NUNU HLDGS LTD | 2,597,716 | $35.6B | 1.80% | |
| 13 | AXPAMERICAN EXPRESS CO | 110,596 | $35.3B | 1.78% | |
| 14 | ICEINTERCONTINENTAL EXCHANGE IN | 188,210 | $34.5B | 1.75% | |
| 15 | ADBEADOBE INC | 89,186 | $34.5B | 1.74% | |
| 16 | MSIMOTOROLA SOLUTIONS INC | 79,000 | $33.2B | 1.68% | |
| 17 | WMWASTE MGMT INC DEL | 134,446 | $30.8B | 1.56% | |
| 18 | DELLDELL TECHNOLOGIES INC | 237,725 | $29.1B | 1.47% | |
| 19 | ACNACCENTURE PLC IRELAND | 92,132 | $27.5B | 1.39% | |
| 20 | ADPAUTOMATIC DATA PROCESSING IN | 87,496 | $27.0B | 1.36% | |
| 21 | PAYXPAYCHEX INC | 181,435 | $26.4B | 1.33% | |
| 22 | TXNTEXAS INSTRS INC | 121,438 | $25.2B | 1.27% | |
| 23 | BKNGBOOKING HOLDINGS INC | 3,818 | $22.1B | 1.12% | |
| 24 | WSMWILLIAMS SONOMA INC | 133,188 | $21.8B | 1.10% | |
| 25 | QCOMQUALCOMM INC | 134,493 | $21.4B | 1.08% | |
| 26 | SESEA LTD | 130,593 | $20.9B | 1.06% | |
| 27 | UBERUBER TECHNOLOGIES INC | 213,057 | $19.9B | 1.01% | |
| 28 | ADSKAUTODESK INC | 64,119 | $19.8B | 1.00% | |
| 29 | ECLECOLAB INC | 67,804 | $18.3B | 0.92% | |
| 30 | LOWLOWES COS INC | 80,141 | $17.8B | 0.90% | |
| 31 | APPAPPLOVIN CORP | 50,362 | $17.6B | 0.89% | |
| 32 | VVISA INC | 48,100 | $17.1B | 0.86% | |
| 33 | CRWDCROWDSTRIKE HLDGS INC | 31,915 | $16.3B | 0.82% | |
| 34 | SYKSTRYKER CORPORATION | 40,242 | $15.9B | 0.81% | |
| 35 | ISRGINTUITIVE SURGICAL INC | 28,625 | $15.6B | 0.79% | |
| 36 | JNJJOHNSON & JOHNSON | 95,505 | $14.6B | 0.74% | |
| 37 | ORCLORACLE CORP | 66,306 | $14.5B | 0.73% | |
| 38 | ZTSZOETIS INC | 91,026 | $14.2B | 0.72% | |
| 39 | GWWGRAINGER W W INC | 13,002 | $13.5B | 0.68% | |
| 40 | NBISNEBIUS GROUP N.V. | 238,759 | $13.2B | 0.67% | |
| 41 | UNPUNION PAC CORP | 55,845 | $12.8B | 0.65% | |
| 42 | CARTMAPLEBEAR INC | 279,685 | $12.7B | 0.64% | |
| 43 | EWEDWARDS LIFESCIENCES CORP | 158,539 | $12.4B | 0.63% | |
| 44 | IBBISHARES TR | 94,948 | $12.0B | 0.61% | |
| 45 | CRMSALESFORCE INC | 43,513 | $11.9B | 0.60% | |
| 46 | EXPEEXPEDIA GROUP INC | 70,234 | $11.8B | 0.60% | |
| 47 | MAMASTERCARD INCORPORATED | 20,555 | $11.6B | 0.58% | |
| 48 | TRMBTRIMBLE INC | 150,785 | $11.5B | 0.58% | |
| 49 | WMTWALMART INC | 117,003 | $11.4B | 0.58% | |
| 50 | CMICUMMINS INC | 34,252 | $11.2B | 0.57% | |
| 51 | CHDCHURCH & DWIGHT CO INC | 115,238 | $11.1B | 0.56% | |
| 52 | PYPLPAYPAL HLDGS INC | 146,380 | $10.9B | 0.55% | |
| 53 | FASTFASTENAL CO | 248,603 | $10.4B | 0.53% | |
| 54 | ABNBAIRBNB INC | 75,640 | $10.0B | 0.51% | |
| 55 | NVSNNOVARTIS AG | 81,817 | $9.9B | 0.50% | |
| 56 | AMGNAMGEN INC | 34,567 | $9.7B | 0.49% | |
| 57 | UNHUNITEDHEALTH GROUP INC | 30,236 | $9.4B | 0.48% | |
| 58 | ANAUTONATION INC | 46,240 | $9.2B | 0.46% | |
| 59 | RDDTREDDIT INC | 59,992 | $9.0B | 0.46% | |
| 60 | ABBVABBVIE INC | 47,692 | $8.9B | 0.45% | |
| 61 | DEDEERE & CO | 16,250 | $8.3B | 0.42% | |
| 62 | FVRRFIVERR INTL LTD | 277,390 | $8.1B | 0.41% | |
| 63 | CCCCCC INTELLIGENT SOLUTIONS HL | 786,825 | $7.4B | 0.37% | |
| 64 | DHID R HORTON INC | 53,997 | $7.0B | 0.35% | |
| 65 | CPAYCORPAY INC | 20,403 | $6.8B | 0.34% | |
| 66 | EXPDEXPEDITORS INTL WASH INC | 59,159 | $6.8B | 0.34% | |
| 67 | NSCNORFOLK SOUTHN CORP | 26,393 | $6.8B | 0.34% | |
| 68 | FDXFEDEX CORP | 29,112 | $6.6B | 0.33% | |
| 69 | TTDTHE TRADE DESK INC | 90,012 | $6.5B | 0.33% | |
| 70 | LINLINDE PLC | 12,987 | $6.1B | 0.31% | |
| 71 | HDHOME DEPOT INC | 16,066 | $5.9B | 0.30% | |
| 72 | BLDRBUILDERS FIRSTSOURCE INC | 47,007 | $5.7B | 0.29% | |
| 73 | CPNGCOUPANG INC | 190,183 | $5.7B | 0.29% | |
| 74 | AMDADVANCED MICRO DEVICES INC | 38,860 | $5.5B | 0.28% | |
| 75 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,001 | $5.3B | 0.27% | |
| 76 | SOLVSOLVENTUM CORP | 67,628 | $5.1B | 0.26% | |
| 77 | WATWATERS CORP | 14,454 | $5.0B | 0.26% | |
| 78 | CSCOCISCO SYS INC | 72,607 | $5.0B | 0.25% | |
| 79 | MRKMERCK & CO INC | 60,688 | $4.8B | 0.24% | |
| 80 | CRLCHARLES RIV LABS INTL INC | 31,413 | $4.8B | 0.24% | |
| 81 | TLTISHARES TR | 52,670 | $4.6B | 0.24% | |
| 82 | BACBANK AMERICA CORP | 95,879 | $4.5B | 0.23% | |
| 83 | QXOQXO INC | 201,194 | $4.3B | 0.22% | |
| 84 | MCDMCDONALDS CORP | 14,736 | $4.3B | 0.22% | |
| 85 | IBMINTERNATIONAL BUSINESS MACHS | 14,500 | $4.3B | 0.22% | |
| 86 | NKENIKE INC | 59,887 | $4.3B | 0.22% | |
| 87 | XBISPDR SERIES TRUST | 49,515 | $4.1B | 0.21% | |
| 88 | DISDISNEY WALT CO | 32,892 | $4.1B | 0.21% | |
| 89 | SHVISHARES TR | 34,812 | $3.8B | 0.19% | |
| 90 | SHYISHARES TR | 45,539 | $3.8B | 0.19% | |
| 91 | SMGSCOTTS MIRACLE-GRO CO | 56,565 | $3.7B | 0.19% | |
| 92 | MDTMEDTRONIC PLC | 42,068 | $3.7B | 0.19% | |
| 93 | SPYSPDR S&P 500 ETF TR | 5,902 | $3.6B | 0.18% | |
| 94 | GFFGRIFFON CORP | 48,501 | $3.5B | 0.18% | |
| 95 | BABAALIBABA GROUP HLDG LTD | 30,700 | $3.5B | 0.18% | |
| 96 | XYZBLOCK INC | 50,878 | $3.5B | 0.17% | |
| 97 | ASMLASML HOLDING N V | 4,189 | $3.4B | 0.17% | |
| 98 | ABTABBOTT LABS | 24,088 | $3.3B | 0.17% | |
| 99 | PWRQUANTA SVCS INC | 8,577 | $3.2B | 0.16% | |
| 100 | RLRALPH LAUREN CORP | 11,730 | $3.2B | 0.16% |
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